Month : May 2025

PayCompass Appoints Jeff Schmidt as Chief Financial Officer
Banking Fintech News

PayCompass Appoints Jeff Schmidt as Chief Financial Officer

EIN Presswire
by EIN Presswire0
PayCompass names Jeff Schmidt as CFO. Schmidt brings over 20 years of financial leadership experience from Bank of America and JPMorgan Chase to the team. PayCompass is pleased to announce the appointment of Jeff Schmidt as Chief Financial Officer (CFO). With more than two decades of executive financial leadership at......
AffiniPay Appoints Leslie Witt as Chief Product Officer
Digital Payments Fintech News

AffiniPay Appoints Leslie Witt as Chief Product Officer

Business Wire
by Business Wire0
Austin-based software company strengthens leadership team for next phase of growth AffiniPay, a leader in legal practice management software, integrated payments, and solutions for professionals, is proud to announce the appointment of Leslie Witt, former executive at Headspace and Intuit, as the company’s new Chief Product Officer. Witt will be responsible for leading the......
SIFMA and Arteria AI Announce US Treasury Clearing Solutions Partnership
Analytics Artificial Intelligence Fintech News

SIFMA and Arteria AI Announce US Treasury Clearing Solutions Partnership

Business Wire
by Business Wire0
SIFMA and Arteria AI announced a partnership to provide all US Treasury clearing participants a data-driven documentation platform to streamline and scale the onboarding, legal compliance, and operational systems integration with respect to the mandated central clearing of US Treasury securities repurchase transactions, as required by new rules out of......
BILL Expands Executive Leadership Team with Technology Industry Leader Mike Cieri as EVP, GM of Software Solutions
Fintech News Technology

BILL Expands Executive Leadership Team with Technology Industry Leader Mike Cieri as EVP, GM of Software Solutions

Business Wire
by Business Wire0
Bringing customer-focused product vision and software innovation experience from Gusto and Square, to accelerate BILL’s category leadership BILL, a leading financial operations platform for small and midsize businesses (SMBs), announced Mike Cieri has joined as EVP, GM of Software Solutions. As a member of the executive leadership team, Cieri will......
Weave Communications to Acquire TrueLark, Accelerating AI-Powered Front Office Automation
Analytics Artificial Intelligence Fintech News

Weave Communications to Acquire TrueLark, Accelerating AI-Powered Front Office Automation

Business Wire
by Business Wire0
Solution supercharges practice growth and patient experience with 24/7 availability Weave, a leading all-in-one customer experience and payments software platform for small and medium-sized healthcare businesses (SMBs), announced it has signed an agreement and plan of merger (“Merger Agreement”) to acquire TrueLark, an AI-powered receptionist and front-desk automation platform. This......
CPGvision Unveils TPXperts: Revolutionary AI-Powered Trade Assistants Transform Trade Promotion Management
Artificial Intelligence News Trading

CPGvision Unveils TPXperts: Revolutionary AI-Powered Trade Assistants Transform Trade Promotion Management

PR Newswire
by PR Newswire0
Industry’s First Suite of Agentic TPM Capabilities Combines Artificial Intelligence with Trade Expertise to Drive Growth PSignite, the most experienced trade management partner in the industry, announced the launch of TPXperts, a groundbreaking suite of AI-powered trade assistants working seamlessly within its CPGvision platform. This innovative solution addresses the growing......
Vanguard Unveils Generative AI Client Summaries for Financial Advisors
Analytics Artificial Intelligence Fintech News

Vanguard Unveils Generative AI Client Summaries for Financial Advisors

PR Newswire
by PR Newswire0
Vanguard launched its first client-facing Generative AI (GenAI) capability that equips financial advisors with efficient and personalized content for client communications. Vanguard’s Client-Ready Article Summaries produce customizable synopses of its top-read market perspectives tailored by financial acumen, investing life stage, and tone. It also generates the necessary disclosures to accompany the article......
Zest AI Launches LuLu Strategy Module to Expand Generative AI to Financial Institutions
Artificial Intelligence Fintech News

Zest AI Launches LuLu Strategy Module to Expand Generative AI to Financial Institutions

PR Newswire
by PR Newswire0
Latest module in the LuLu platform series available first to MeridianLink customers, empowering credit unions and banks with advanced lending intelligence Zest AI, a leader in AI lending technology, announced the launch of LuLu Strategy, the newest module of a first-of-its kind generative AI lending intelligence platform, which delivers lending......
Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync
Fintech Investment Services News

Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync

PR Newswire
by PR Newswire0
Thoma Bravo, a leading software investment firm, announced a strategic growth investment of more than $100 million in HubSync, the premier all-in-one tax and accounting platform, automating CPA firms. The investment is expected to accelerate HubSync’s product roadmap and customer service, as well as enable continued growth and innovation. HubSync is......
Nearly Two-Thirds of Finance Leaders Adopt More Cautious Cash Management Practices Amid Economic Turbulence
Banking Finance Fintech News

Nearly Two-Thirds of Finance Leaders Adopt More Cautious Cash Management Practices Amid Economic Turbulence

PR Newswire
by PR Newswire0
New Billtrust Study Shows Financial Decision-Makers Balancing Vigilance with Bold AI Investments in 2025 As businesses grapple with escalating trade volatility and inflationary pressures, financial leaders are reshaping their strategies to stay resilient. This is according to a new study, released , from Billtrust, a B2B order-to-cash software and digital payments leader.......
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