Michael von Bodungen

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

MerchantOps is building AI agents that assist and operate in every role of your commerce operation. Our first agent focuses on automating product data enrichment for better SEO and GEO. Whether getting new products on your website published quickly and efficiently or enhancing existing products, MerchantOps takes the manual effort out of the process. With the ability to ingest PDFs and spreadsheets in any format from brands and manufacturers, we help you build a lakehouse of product data and technologies that can be used to craft merchant specific descriptions, features and specifications. We leverage AI to extract and classify the relevant data from these files and use the power of AI to write merchant unique product data that helps you with visibility to search engines and chat bots like Claude, Perplexity and ChatGPT. Product enrichment is just the start. More agents and workflows will be launched to address other key areas of your operation - promotions, marketing (email, SMS, social), inventory, pricing and overall operation optimization. Every role in a retail or distribution organization will have a agent to work along side them and improve efficient and increase sales and profitability.

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

CrossView, a PFSweb subsidiary, is an industry-leading commerce agency with 18+ years of experience helping clients achieve their sales and service objectives with world-class commerce technology. Our global capabilities and commerce lifecycle solutions include: Strategy and analytics, experience design, omni-commerce enablement, hosting, performance and managed services.