Month : January 2025

AI must be better integrated into investment process, new buy-side survey by SimCorp shows
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AI must be better integrated into investment process, new buy-side survey by SimCorp shows

PR Newswire
by PR Newswire0
A new report surveying 200 global buy-side operations leaders reveals that the majority (75%) understand the potential benefits of integrating AI, but need more information to integrate it into their investment processes. The respondents qualitatively highlighted a need for AI to support with investment analysis, decision making, risk management, data......
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Four Key FinTech Predictions to Watch in 2025

Iain Armstrong
by Iain Armstrong0
If 2024 was defined by turbulence, 2025 may very well be shaped by divergence. This is particularly likely in sanctions policy, where U.S. and European approaches may diverge, with Europe under pressure to enforce its own regime. Financial institutions will also face stricter regulatory demands, particularly corporate transparency and beneficial......
Payroc Partners with Biller Genie to Streamline Accounts Receivable for QuickBooks Merchants
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Payroc Partners with Biller Genie to Streamline Accounts Receivable for QuickBooks Merchants

Cision PRWeb
by Cision PRWeb0
New Integration with Payroc Gateway Enhances Payment Solutions and Reduces Processing Costs Payroc, a leading payments technology company, has announced a strategic partnership with Biller Genie, a cloud-based accounts receivable automation platform, to offer QuickBooks merchants a more streamlined payment experience. This integration with the Payroc Gateway provides an all-in-one......
More Businesses Are Breaking Free from Basic Accounting Software and Graduating to Acumatica Cloud ERP
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More Businesses Are Breaking Free from Basic Accounting Software and Graduating to Acumatica Cloud ERP

Business Wire
by Business Wire0
Acumatica customers Mid-States Companies, IOC Construction and Happy Valley Embrace Cloud ERP to Transform Operations and Accelerate Success An increasing number of small and mid-sized businesses (SMBs) are outgrowing their basic accounting software due to evolving operational needs. For many organizations, graduating to a comprehensive cloud ERP solution such as Acumatica is......
MagTek and Vault Collaborate to Deliver a Secure, Rugged, and Flexible mPOS Experience
Banking Finance Fintech News

MagTek and Vault Collaborate to Deliver a Secure, Rugged, and Flexible mPOS Experience

PR Newswire
by PR Newswire0
DynaFlex II Go and Vault Connect Create an Industry-Leading Mobile Payment and Identity Access Solution for Businesses Everywhere MagTek, a global leader in payment technology and security solutions, and Vault, an innovator in mPOS workflow systems, announce the support of MagTek’s DynaFlex II Go with Vault Connect. This dynamic combination......
Wealth Access Announces Integration with Q2's Digital Banking Platform
Banking Finance Fintech News

Wealth Access Announces Integration with Q2’s Digital Banking Platform

PR Newswire
by PR Newswire0
Financial Institutions can now provide data insights solution to account holders through Q2’s Digital Banking Platform Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today announced an integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program.......
Caseware Appoints David Marquis as Chief Executive Officer
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Caseware Appoints David Marquis as Chief Executive Officer

GlobeNewswire
by GlobeNewswire0
-Accounting software veteran to lead the company -Industry shifts towards Caseware’s AI-enabled cloud solutions which are driving time savings, higher quality and improved talent retention Leading global audit, analytics and accounting software provider Caseware has unveiled the appointment of David Marquis as Chief Executive Officer. Marquis transitions to Caseware after five......
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
Finance Fintech Investments News

Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of......
Bluefin Announces Integration to Visa Platform Connect to Deliver PCI-Validated Point-to-Point Encryption Globally
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Bluefin Announces Integration to Visa Platform Connect to Deliver PCI-Validated Point-to-Point Encryption Globally

Business Wire
by Business Wire0
Multi-acquiring collaboration also includes integration to Cybersource for e-commerce Fraud Management and Payment Security Bluefin, the integrated payments pioneer in PCI-validated Point-to-Point (P2PE) encryption and tokenization services that protect payments and sensitive data, announced the integration of their international payment gateway to Visa Platform Connect. The solution initially delivers PCI-validated point-to-point encryption......
Brex Secures $235 Million Credit Facility with Citi and TPG Angelo Gordon to Accelerate Card Product Growth
Finance Fintech Investments Markets News

Brex Secures $235 Million Credit Facility with Citi and TPG Angelo Gordon to Accelerate Card Product Growth

PR Newswire
by PR Newswire0
Brex, the modern corporate card and spend management platform for startups and enterprises, today announced the closing of a two-year, $235 million revolving credit facility. Citi serves as senior lender for the credit facility, joined by TPG Angelo Gordon as a participating lender. This credit facility, combined with Brex’s existing warehouse facilities......
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