Artificial intelligence is reshaping every corner of the financial services world, and auditing is no exception. As firms look for smarter ways to manage repetitive, manual processes, AI-powered tools are stepping in to reduce risk, save time, and improve accuracy.

Filmed at FinovateSpring earlier this year, this Streamly video features Aman Kaur, Sales Director at DataSnipper, discussing how DataSnipper transforms how auditors work. Kaur shares how the company is helping audit teams evolve their workflows through embedded automation. By eliminating repetitive tasks like copying data, matching documents, and performing manual verifications, DataSnipper frees up auditors to focus on higher-value analysis, which results in a smarter, faster audit process.

“We’re seeing that finance and audit professionals are spending too much of their valuable time on very repetitive, very menial tasks,” said Kaur. “So our mission at DataSnipper is to resolve that with automation, and we want to meet them where they’re spending that time, which is in Excel. So we’re working in building tools that are going to help eliminate a lot of the repetitive work and give them time back to focus on more strategic work.”

Founded in 2017, DataSnipper is a smart automation platform built directly into Excel that helps auditors, finance teams, and consultants work more efficiently. The company’s AI-powered tools automatically match and extract data from supporting documents such as invoices, contracts, and bank statements to save time and reduce human error. Today, DataSnipper is used by over 500,000 professionals in 125+ countries, including the Big Four and top-tier audit firms around the world.

Aman Kaur brings experience in enterprise SaaS sales, working across industries to introduce transformative technologies. At DataSnipper, she focuses on helping audit and finance teams embrace automation and rethink what their workflows can look like.

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How does the shifting regulatory landscape impact the ability of financial institutions to securely engage new customers and members, protect themselves and their partners from fraud, and remain compliant? What technologies and processes are available to help them ensure that they are meeting their regulatory obligations in the most efficient and comprehensive way possible?

In this Streamly Series interview conducted at FinovateSpring in San Diego, Middesk Head of Marketing and Business Development Jackie Wylie talks about the importance of sound KYB (Know Your Business) processes and the potential advantages for firms that embrace dynamic onboarding flows. Wylie also talks about Middesk’s advances in fraud prevention, its acquisition of specialized data sets, and its work in forging key partnerships.

“Middesk is a business identity platform. We create business identities by aggregating, analyzing, and then surfacing insights about a business. We do that by collecting data from a number of sources like government organizations such as Secretary of State data. We scrape a company’s online presence and gather data from their website and we obtain information about the industry they are operating in, etc. We build this really robust profile about the business and then we bring that profile to our customers—financial services institutions, banks, fintechs, payments companies … and we help them use that data to make onboarding decisions so they can bring on as many of the best customers as possible, as quickly as possible.”

San Francisco, California-based Middesk offers solutions that help businesses access financial products, hire new talent, and transact with other businesses. The company offers an identity product that provides financial institutions with the accurate data they need to efficiently onboard new customers, and an agent product that supports employer filings with state and federal agencies. Founded in 2019, Middesk includes Affirm, Plaid, and Gusto among its customers. Kyle Mack (CEO) and Kurt Ruppel (CTO) are co-founders.

Head of Marketing and Business Development for Middesk, Jackie Wylie joined the company in the spring of 2024. Wylie has 15+ years of experience in driving pipeline and revenue growth via strategic marketing initiatives with technology firms such as Textio, Amino, and Smartsheet. She is also Seattle Chapter Co-Head and Executive Member of Pavilion, a 10,000-member private community for go-to-market leaders in B2B technology.

Photo by Justin Wolff on Unsplash

For decades, the idea of generational wealth transfer has been more of a long-term planning theme than a present-day priority. But that priority is beginning to change. With trillions of dollars moving from Baby Boomers to Gen X, Millennials, and Gen Z over the next two decades, banks and fintechs are staring down a pivotal question: how will they capture the attention and loyalty of younger, digitally native inheritors?

In a recent Streamly interview, Tapp Engine CEO Will Dolan spoke about this massive economic shift and the opportunities it presents for financial institutions. He explained that the winners in this space will be those who not only meet younger generations on the digital platforms they use every day, but also those who understand the emotional context of wealth and inheritance in modern families.

“Technology has become such an important parat of everybody’s day-to-day lives… people have a lot more information at their disposal now that they’ve every had…. How do you engage with people out there that you want to draw into the opportunities that your company possesses? If you’re not digital, if you’re not thinking AI, if you’re not thinking mobile, you really need to re-think your strategy because that’s the way that most people are looking to utilize solutions, consume information, and companies really need to respond to that.”

Founded in 2019, Tapp Engine is a digital experience platform that helps financial institutions thrive in the digital age by modernizing customer engagement through embedded tools and adaptive experiences. Instead of offering static interfaces or one-size-fits-all financial products, Tapp Engine enables banks and fintechs to build modular, white-labeled experiences tailored to users’ life stages and financial goals. With features like real-time personalization, guided decision flows, and behavioral insights, Tapp Engine helps turn generic banking apps into trusted, go-to financial companions.

As President of Tapp Engine, Dolan brings a human-centered lens to a category that often defaults to technology-first thinking. His insights reflect years of experience working at the intersection of product design, user experience, and fintech innovation.

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