Aviso

Credit union membership an advantage for home ownership, Aviso finds

Retrieved on: 
Wednesday, April 10, 2024
Research, Aviso, SVP

Despite ongoing uncertainty in the Canadian housing market, a new study conducted by Léger Research and commissioned by Aviso suggests a correlation between credit union membership and achieving home ownership.

Key Points: 
  • Despite ongoing uncertainty in the Canadian housing market, a new study conducted by Léger Research and commissioned by Aviso suggests a correlation between credit union membership and achieving home ownership.
  • When it comes time to purchase a home, credit union members have a higher average budget than non-members, at $708K and $634K respectively.
  • Credit union members are also significantly more likely to disagree that saving for a down payment is a financial challenge (30 per cent versus 19 per cent of non-members).
  • "Building prosperous communities is a core credit union value, and it's gratifying to see this reflected in the research."

DataStax Launches New Data API to Dramatically Simplify GenAI Application Development

Retrieved on: 
Wednesday, January 17, 2024
Data Management, Technology, Apps, Applications, Artificial Intelligence, Software, React, FLARE, GitHub, API, RAG, JavaScript, SLA, Apache Cassandra, AI, OpenAI, Gen, Ecosystem, Feedback, Language, Data, GitHub Copilot, Aviso, Conifer cone, First officer (aviation), Machine learning, Astra, Azure

DataStax , the company that powers generative AI (GenAI) applications with relevant, scalable data, today announced the general availability of its Data API, a one-stop API for GenAI, that provides all the data and a complete stack for production GenAI and retrieval augmented generation (RAG) applications with high relevancy and low latency.

Key Points: 
  • DataStax , the company that powers generative AI (GenAI) applications with relevant, scalable data, today announced the general availability of its Data API, a one-stop API for GenAI, that provides all the data and a complete stack for production GenAI and retrieval augmented generation (RAG) applications with high relevancy and low latency.
  • The new vector Data API and experience makes the proven, petabyte-scale power of Apache Cassandra ® available to JavaScript, Python, or full-stack application developers in a more intuitive experience for AI development.
  • “Astra DB's Data API has been a game-changer for us to build production RAG applications that use enterprise data,” said Rahul Singh, chief executive officer, Anant.US.
  • This has significantly expedited our production processes.”
    “The Astra DB vector experience advanced GenAI development at Aviso,” said Santosh Maddila, principal data scientist, Aviso AI.

NEI launches its first Alternative Investment Fund with NEI Long Short Equity Fund

Retrieved on: 
Monday, January 22, 2024
Senior, NEI, Alternative investment, Investment, Partnership, ESG, Fund, Risk, Aviso, Security (finance)

The new NEI Fund is sub-advised by Picton Mahoney Asset Management, ("Picton Mahoney") a pioneer in alternative investing in Canada.

Key Points: 
  • The new NEI Fund is sub-advised by Picton Mahoney Asset Management, ("Picton Mahoney") a pioneer in alternative investing in Canada.
  • NEI Long Short Equity Fund brings together Picton Mahoney's expertise in alternative strategies and NEI's expertise in responsible investing.
  • The Fund's investment strategy includes exclusionary screens, ESG integration and stewardship to add an extra layer of risk mitigation to Picton Mahoney's active long short equity strategy.
  • Picton Mahoney has nearly 20 years of experience managing alternative investments, including long short strategies, for various clients and investment funds.

Take control of your financial future during Financial Literacy Month with Qtrade Direct Investing®

Retrieved on: 
Wednesday, November 1, 2023
Online, Social media, Ambiguity, Retirement, SVP, TFSA, Egg, RRSP, Aviso, Tax-free savings account, Investment, Uncertainty, Financial Literacy Month, Financial adviser, Qtrade

TORONTO, Nov. 1, 2023 /CNW/ - For Canadians, financial literacy is imperative, especially in retirement.

Key Points: 
  • TORONTO, Nov. 1, 2023 /CNW/ - For Canadians, financial literacy is imperative, especially in retirement.
  • Recently, Qtrade Direct Investing, an online brokerage owned by Aviso, took to the streets of Calgary to ask people how much they thought they needed to retire comfortably.
  • During Financial Literacy Month, Qtrade hopes encouraging people to learn more about self-directed investing can help provide a solution to this ambiguity.
  • Qtrade is sharing content about retirement, savings, and investing on their education site and social media .

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Retrieved on: 
Thursday, September 7, 2023
Professional Services, Technology, Finance, Software, Fintech, Banking, Insurance, Partnership, Senior, Conquest, AUA, AUM, Trust, Artificial intelligence, SAM, Aviso, Financial services, Risk management, Financial adviser

Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, today announced a partnership to provide Conquest’s leading technology to Aviso’s credit union partners.

Key Points: 
  • Conquest Planning Inc. ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, today announced a partnership to provide Conquest’s leading technology to Aviso’s credit union partners.
  • This collaboration will offer Aviso’s credit union partners access to innovative resources, allowing them to implement an enhanced and personalized approach to achieving investors’ financial goals.
  • "We are excited about the potential that this collaboration brings,” added Dr. Mark Evans , founder and CEO of Conquest Planning.
  • “Together, Conquest and Aviso will offer an increased number of investors across Canada access to personalized and expert guidance on their journey towards financial success.”
    For more information about Conquest's intuitive and innovative financial planning software solution, please visit conquestplanning.com .

Aviso Names Former FICO and Salesforce.com CIO Claus Moldt and ex-UIPath & Microsoft Head of AI Products Prabhdeep (PD) Singh as Chief Advisors

Retrieved on: 
Thursday, July 20, 2023
Professional Services, Data Management, Business, Technology, Software, Finance, Artificial Intelligence, Cloud, Knowledge, ChromeOS, PD, RingCentral, LLM, Workplace, Synthetic media, ChatGPT, UiPath, Microsoft, Salesforce, ERP, Confidentiality, New Relic, Risk, CRM, Generative, Chief Advisor of Bhutan, CIO, GTM, AI, FICO, NYSE, Cloud database, Sales, Management, Aviso

Aviso , the only end-to-end AI revenue operating system, announced two new Advisors have joined the company from the AI and CRM software industry: Claus Moldt, previously Global Chief Information Officer at Salesforce.com and Chief Product Officer and CIO at FICO, and Prabhdeep (PD) Singh, former Head of AI Products at UiPath and Microsoft.

Key Points: 
  • Aviso , the only end-to-end AI revenue operating system, announced two new Advisors have joined the company from the AI and CRM software industry: Claus Moldt, previously Global Chief Information Officer at Salesforce.com and Chief Product Officer and CIO at FICO, and Prabhdeep (PD) Singh, former Head of AI Products at UiPath and Microsoft.
  • Claus and PD will play instrumental roles as Chief Advisors helping scale Aviso’s AI Chief of Staff, MIKI , and Aviso’s industry-leading AI Revenue Operating System.
  • 1 item on CNBC’s list of top technology areas to spend on, topping the list at 47 percent and more than doubling the next closest category.
  • “This is an exciting time akin to the cloud boom in the early 2000s where we saw new category leaders emerge,” said Claus Moldt, Chief Technology Advisor of Aviso AI.

Aviso Wealth Opens the Market

Retrieved on: 
Tuesday, June 13, 2023
Insurance, TSX, Toronto Stock Exchange, Trust, Investment, Aviso, Management, Financial services

TORONTO, June 13, 2023 /CNW/ - Bill Packham, President and Chief Executive Officer of Aviso Wealth, along with members of his leadership team, joined Claire Johnson, President, Trust, Toronto Stock Exchange (TSX), to open the market and celebrate Aviso's five-year anniversary.

Key Points: 
  • TORONTO, June 13, 2023 /CNW/ - Bill Packham, President and Chief Executive Officer of Aviso Wealth, along with members of his leadership team, joined Claire Johnson, President, Trust, Toronto Stock Exchange (TSX), to open the market and celebrate Aviso's five-year anniversary.
  • Since launching in 2018, Aviso's assets under administration and management have doubled to over $110 billion, and the company has emerged as a leading wealth services supplier for the Canadian financial industry.
  • Aviso is about Powering Wealth, as a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
  • Aviso's offering includes investment and insurance-based platforms supporting thousands of financial advisors; an asset manager which oversees NEI Investments, a comprehensive lineup of responsible investment funds and portfolios; an award-winning online brokerage, Qtrade Direct Investing®; and Aviso Correspondent Partners, which provides custodial back-office services, trade execution, clearing, processing, and reporting.

Aviso AI Unveils First Generative AI Designed to be Chief of Staff for Revenue and GTM Teams

Retrieved on: 
Monday, May 15, 2023
Professional Services, Data Management, Business, Technology, Software, Artificial Intelligence, Cloud, Knowledge, Workflow, Workplace, Synthetic media, Dynamics, ChatGPT, Record, Machine Intelligence Research Institute, Human, ERP, Multimedia, Emotion, Next-best-action marketing, CRM, Generative, Honeywell, DataStax, GTM, Cloud database, Salesforce, Fortune 500, Conference, Automation, Sales, New Relic, Mural, Aviso

Aviso , the only end-to-end AI revenue operating system, announced today the launch of MIKI , the industry’s first AI-powered Chief of Staff for Revenue and GTM teams.

Key Points: 
  • Aviso , the only end-to-end AI revenue operating system, announced today the launch of MIKI , the industry’s first AI-powered Chief of Staff for Revenue and GTM teams.
  • MIKI is a purpose-built, assistive front-end on top of the Aviso platform.
  • MIKI makes accessing, updating and acting on insights from CRM, Cloud Databases, ERP, emails, recorded meetings, and other GTM datasets faster, more conversational, and actionable.
  • MIKI automates Next Best Action synchronized to the individual’s calendar to increase the timing and likelihood of the rep taking action.

Aviso Leads New Era of AI-Assisted, Rep-Triggered Customer Engagement

Retrieved on: 
Tuesday, February 28, 2023
Data Analytics, Professional Services, Technology, Artificial Intelligence, Software, Marketing, CRM, GPT, System, Emotion, Organization, Computer vision, Sentiment, RingCentral, Customer engagement, Generative, United States Army Futures Command, Next-best-action marketing, AI, ChromeOS, SLM Solutions Group AG, Synthetic media, GTM, Multimedia, Data science, LLM Lettering, CSM, NLP, Sales, Aviso

Aviso , the only end-to-end AI revenue operating system, announced today new AI-Assisted, Rep-Triggered Customer Engagement capabilities.

Key Points: 
  • Aviso , the only end-to-end AI revenue operating system, announced today new AI-Assisted, Rep-Triggered Customer Engagement capabilities.
  • Aviso’s AI-Assisted, Rep-Triggered email extends the platform’s sales engagement capabilities while collecting email and interaction data to close the loop and make the system smarter.
  • As a direct result, conversational AI and revenue intelligence have blossomed to become two of the fastest growing software categories.
  • Collected data is fed back into Aviso, closing the loop, and making the recommendations smarter.

Revenue, Hiring, and Customer Adoption Growth Accelerated in 2022: Aviso Outperforms Expectations to Complete Record-Setting Year

Retrieved on: 
Wednesday, February 1, 2023
CMO, Software as a service, Organization, DataStax, EVP, GTM, RingCentral, SAP, Face, Senior, Veeva Systems, CRMS, CRM, Forecasting, Telecommunications, HubSpot, Forrester Research, Partnership, Microsoft Dynamics, FY, AI, Intuition, Video game, Sales, Management, Fine chemical, United States Army Futures Command, Aviso, Marketing, Salesforce, New Relic, Gartner, Snowflake, Oracle

In FY23, the company grew revenue year-over-year by 200%, employee hiring by 175%, and customer adoption by 400% with more companies choosing Aviso over underperforming legacy forecasting and conversational intelligence tools.

Key Points: 
  • In FY23, the company grew revenue year-over-year by 200%, employee hiring by 175%, and customer adoption by 400% with more companies choosing Aviso over underperforming legacy forecasting and conversational intelligence tools.
  • At the same time, sellers and customer-facing teams need more coaching as they continue navigating an evolving deal climate.
  • Illustrating this trend, Aviso was recently recognized as a Representative Vendor in Gartner's new Market Guide for Revenue Intelligence Platforms, January 2023.
  • The company exceeded its growth benchmarks in FY23, experienced record highs in hiring and customer adoption.