Month : April 2025

GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors
Artificial Intelligence Finance Fintech News

GReminders Announces New Integrations with Leading CRM Solutions to Streamline Workflows for Advisors

Business Wire
by Business Wire0
Latest integrations put AI-enabled meetings and compliance-friendly productivity tools at the fingertips of more advisors across the wealth management industry GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announced a series of new integrations with top customer relationship management (CRM) providers serving the financial advisor industry.......
Wildfire Systems Supercharges Loyalty Program Growth with Action Rewards
Fintech News Technology

Wildfire Systems Supercharges Loyalty Program Growth with Action Rewards

PR Newswire
by PR Newswire0
New automated incentives feature in Wildfire’s white-label rewards platform helps businesses drive engagement and revenue with zero technical lift Wildfire Systems Inc., an innovative financial technology platform that powers loyalty and reward programs and shopping companions, launched Action Rewards, a powerful new feature in Wildfire’s white-label rewards platform. Designed to offer......
DoiT Launches No-Code FinOps Automation Platform to Cut Costs and Enforce Governance
Fintech News

DoiT Launches No-Code FinOps Automation Platform to Cut Costs and Enforce Governance

Business Wire
by Business Wire0
DoiT CloudFlow automatically rightsizes or migrates workloads, schedules resources, tags assets and transforms FinOps insights into outcomes with full customization and zero engineering effort DoiT, a global leader in enterprise-grade FinOps and cloud intelligence, announced the release of DoiT CloudFlow, a powerful automation action engine within the DoiT Cloud Intelligence™......
TruthSayer AI Launches the World’s First AI Hedge Fund-in-a-Box for Retail Investors
Artificial Intelligence Finance Fintech News

TruthSayer AI Launches the World’s First AI Hedge Fund-in-a-Box for Retail Investors

Business Wire
by Business Wire0
AI-powered app delivers hedge fund-level insights and strategies to individual investors. TruthSayer AI, a disruptive new fintech company, has unveiled the world’s first AI Hedge Fund-in-a-Box, designed for retail investors, small hedge funds, and family offices. Available via mobile app and desktop subscriptions, TruthSayer AI offers powerful, machine-learning-based investment signals......
Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth
Finance Fintech Investments News

Luma Financial Technologies Announces the Closing of a $63 Million Series C Investment Led by Sixth Street Growth

Business Wire
by Business Wire0
Luma Financial Technologies (“Luma”), a global leader in structured products and insurance solutions, announced today that it has closed a $63 million Series C financing led by Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. Existing strategic investors including Bank of America, Morgan Stanley,......
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Analytics Artificial Intelligence Fintech News

Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows

Business Wire
by Business Wire0
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, announced a strategic partnership with Practifi, the leading CRM built for wealth management. This integration enables seamless two-way data......
Bybit Announces Strategic Evolution of Web3 Ecosystem with Enhanced Focus on Core Onchain Services
Blockchain Cryptocurrency Finance Fintech News

Bybit Announces Strategic Evolution of Web3 Ecosystem with Enhanced Focus on Core Onchain Services

PR Newswire
by PR Newswire0
Bybit, the world’s second-largest cryptocurrency exchange by trading volume, today announced a strategic evolution of its Web3 product suite as part of the company’s commitment to delivering enhanced Onchain experiences. This initiative represents a focused approach to Web3 innovation, concentrating resources on high-value services while streamlining the overall product portfolio.......
Lili Partners with eCommerce Platforms to Offer Tailored Banking and Accounting Solutions for Online Businesses
Banking Finance Fintech News

Lili Partners with eCommerce Platforms to Offer Tailored Banking and Accounting Solutions for Online Businesses

PR Newswire
by PR Newswire0
Partnerships Will Allow Online Merchants to Seamlessly Manage Their Finances Lili, the financial platform designed for small business owners, announced today the launch of a new suite of tools to help online merchants grow and scale their businesses. Through Lili Connect—Lili’s embedded finance integration—leading eCommerce platforms can now offer their......
PolicyMe Announces $30 Million CAD in Funding and Expanded Product Suite, Transforming Digital Insurance
Fintech InsurTech News

PolicyMe Announces $30 Million CAD in Funding and Expanded Product Suite, Transforming Digital Insurance

Business Wire
by Business Wire0
PolicyMe has expanded from Life Insurance into a new Health & Dental offering and introduces an end-to-end white-labeled platform, advancing its mission to make insurance more effortless for Canadians. PolicyMe, Canada’s leading digital insurance provider, announced $30 million CAD in additional funding—secured through multiple tranches of equity and debt financing between......
Blue Onion Raises $10 Million Series A-Building The Financial Data Infrastructure Layer That CFOs Will Rely On To Power The Next Generation Of AI
Artificial Intelligence Finance Fintech Investments News

Blue Onion Raises $10 Million Series A-Building The Financial Data Infrastructure Layer That CFOs Will Rely On To Power The Next Generation Of AI

PR Newswire
by PR Newswire0
Led by Viola FinTech, Blue Onion will use this capital to broaden their reach to continue to deliver fully reconciled, transaction-level data that’s accurate, auditable, and ready for automation.  Blue Onion, the subledger trusted by leading retail and ecommerce brands like Supergoop!, BarkBox, and a.k.a brands today announces their $10M......
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