Month : March 2026

Lake City Bank Selects Creatio’s Agentic Platform as the Foundation for its Modernized CRM Solution
Artificial Intelligence Banking News

Lake City Bank Selects Creatio’s Agentic Platform as the Foundation for its Modernized CRM Solution

EIN Presswire
by EIN Presswire0
Indiana-based bank establishes a scalable system for disciplined, AI-enabled growth Creatio, a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, today announced that Lake City Bank has selected Creatio’s agentic platform to implement its customer relationship management solution. The initiative replaces fragmented......
Sowell Management Adds Altruist as Enterprise Custodial Partner
Finance Investments News

Sowell Management Adds Altruist as Enterprise Custodial Partner

PR Newswire
by PR Newswire0
Firm to leverage platform to help advisors grow their practices, deepen client relationships and seek better outcomes Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced that it has partnered with Altruist to offer custodial services and support to the firm’s advisors.......
Happy Money Introduces Partner-Branded Program to Help Credit Unions Drive Lending and Membership Growth
Finance News

Happy Money Introduces Partner-Branded Program to Help Credit Unions Drive Lending and Membership Growth

PR Newswire
by PR Newswire0
New capability enables institutions to offer personal loans under their brand, powered by Happy Money’s multichannel marketing engine and end-to-end lending platform Happy Money, a leading consumer finance company dedicated to empowering people to achieve their goals through responsible lending, announced the launch of its Partner-Branded Program, which includes partner-branded marketing and embedded......
Glia Publishes Banking’s First Performance Benchmarks Report for Member and Customer Care AI
Banking Finance News

Glia Publishes Banking’s First Performance Benchmarks Report for Member and Customer Care AI

Business Wire
by Business Wire0
Data from 400 financial institutions establishes new empirical standards for AI ROI and operational capacity Glia, the leading platform for intelligent banking interactions, released its 2026 Banking AI Benchmarks Report, the financial services industry’s first AI performance analysis based on real interaction data. Analyzing data from 400 financial institutions that successfully integrated......
N3XT Partners with YouHodler to Enable 24/7 Programmable Payments for Crypto Account Management
Banking Finance News

N3XT Partners with YouHodler to Enable 24/7 Programmable Payments for Crypto Account Management

Business Wire
by Business Wire0
Partnership allows YouHodler enterprise users to program instantaneous payments, manage risk, and transact globally around the clock N3XT, the world’s first fully blockchain-powered bank for instant programmable B2B payments, announced a strategic partnership with YouHodler, a leading Swiss and EU-based Web3 platform offering crypto-backed lending and trading services and white-label......
Concord Acquires Finley Technologies, Strengthens Capital Markets Platform
Banking Finance News

Concord Acquires Finley Technologies, Strengthens Capital Markets Platform

Business Wire
by Business Wire0
Credit administration provider adds debt capital management software for banks, asset managers, and corporate borrowers; Finley founder Jeremy Tsui joins Concord as Managing Director, Capital Markets Concord, the leading provider of credit administration servicing and software for specialty finance markets,  announced the acquisition of Finley Technologies, a provider of credit......
FICO Partners with Banzai to Bring Credit Education to Millions of Students Nationwide
Credit Bureaus Finance News

FICO Partners with Banzai to Bring Credit Education to Millions of Students Nationwide

Business Wire
by Business Wire0
Partnership brings FICO’s Score A Better Future® Fundamentals curriculum to 150,000 teachers through Banzai’s education platform Global analytics software leader FICO is transforming credit education for America’s students. FICO is announcing a strategic partnership with financial literacy education platform, Banzai, that will deliver comprehensive FICO® Score and credit education to millions of......
BrokerBot Names Financial Services Industry Veteran Kevin Dear as Chief Operating Officer
Finance InsurTech News

BrokerBot Names Financial Services Industry Veteran Kevin Dear as Chief Operating Officer

EIN Presswire
by EIN Presswire0
BrokerBot today announced the appointment of Kevin Dear as Chief Operating Officer and Product Owner. BrokerBot, the AI-powered client engagement platform built for Canadian financial services professionals, today announced the appointment of Kevin Dear as Chief Operating Officer and Product Owner. The appointment marks a defining moment for the company......
Belvarum Launches to Redefine the Future of Decentralized Finance
Digital Payments Finance News

Belvarum Launches to Redefine the Future of Decentralized Finance

EIN Presswire
by EIN Presswire0
A new era in decentralized finance (DeFi) begins with the official launch of Belvarum—a blockchain-powered ecosystem built to make DeFi more accessible, secure, and scalable for users worldwide. As demand grows for financial autonomy, self-custody, and borderless payments, Belvarum delivers a streamlined platform designed for everyday users and advanced participants......
OMNICOMMANDER Unveils Bold New Digital Experience with Launch of Refreshed Website
Finance News

OMNICOMMANDER Unveils Bold New Digital Experience with Launch of Refreshed Website

EIN Presswire
by EIN Presswire0
OMNICOMMANDER, the financial industry’s leading digital marketing and web development agency, is proud to announce the launch of its newly redesigned website, OMNICOMMANDER.com. This digital refresh reflects the company’s evolution as the premier provider of integrated digital ecosystems for credit unions and banks. The revamped site offers a streamlined user......
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