Author : Business Wire

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Business Wire, a Berkshire Hathaway company, is the global leader in press release distribution and regulatory disclosure. Public relations, investor relations, public policy and marketing professionals rely on Business Wire for secure and accurate distribution of market-moving news and multimedia. Founded in 1961, Business Wire is a trusted source for news organizations, journalists, investment professionals and regulatory authorities, delivering news directly into editorial systems and leading online news sources via its multi-patented NX network. Business Wire’s global newsrooms are available to meet the needs of communications professionals and news media worldwide.

1 in 4 Gen Z Policyholders Have Switched Insurers Due to Poor Digital Experiences, Insurity Survey Finds

Business Wire
by Business Wire0
Insurity, a leading provider of cloud-based software for insurance carriers, brokers, and MGAs, announced new findings from its 2025 Digital Experience Index, a national survey measuring consumer sentiment around digital interactions with P&C insurers. According to the data, 28% of Gen Z and 21% of Millennials report having switched insurers......

American Express Elects Randal K. Quarles and Noel Wallace to Board of Directors

Business Wire
by Business Wire0
American Express Company today announced that Randal K. Quarles and Noel Wallace have been elected to its Board of Directors, effective July 23, 2025. With these appointments, the American Express Board increases to 14 members. Mr. Quarles has served as the Executive Chairman and Co-Founder of The Cynosure Group, a......

Allvue Redefines Workflow Intelligence in Private Equity and Fund Administration with AI Agent

Business Wire
by Business Wire0
Allvue Systems, LLC, a leading provider of investment management technology solutions for alternative asset managers, announced the launch of Andi for Fund Accounting. Andi, an advanced AI-powered knowledge agent, is now available to private equity and fund administration professionals using Allvue’s Fund Accounting platform. Leveraging Allvue’s secure Agentic AI Platform,......

april Raises $38M Series B to Embed Tax into Every Financial Decision

Business Wire
by Business Wire0
New funding accelerates april’s mission to transform tax from an annual event into an always-on layer of financial intelligence april, the embedded, AI tax platform, has closed $38 million in a Series B funding round led by QED Investors, with participation from Nyca Partners and Team8, bringing the company’s total funding to $78 million.......

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors

Business Wire
by Business Wire0
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the......

Conquest Planning Collaborates with BMO to Launch ‘My Financial Progress’ — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

Business Wire
by Business Wire0
BMO clients will have access to Conquest’s planning platform, enabling the creation of hyper-personalized plans that evolve in real-time Conquest Planning, a technology platform modernizing planning with customized and convenient advice, announced a strategic partnership with BMO. Together, the firms have built My Financial Progress, a digital, self-serve experience available in......

Fiserv Announces Strategic Relationship With TD

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by Business Wire0
Agreement expands Fiserv’s Canadian presence and empowers merchants with Clover Fiserv, Inc., a leading global provider of payments and financial services technology, today announced that it has signed a multi-year Strategic Managed Services program agreement with TD Bank Group, where TD Merchant Solutions will utilize Fiserv technology, including Clover, the......

Allocate Announces Strategic Asset Acquisition of The Coterie’s Platform, Advancing the Vision for the Operating System of Private Markets

Business Wire
by Business Wire0
Allocate, building the operating system for private market investing, today announced that it has acquired the technology and platform assets of The Coterie, a fintech leader focused on making private markets more efficient and transparent for fund managers and their investors. This asset acquisition marks a significant milestone for both......

Thredd and Inswitch Join Forces to Streamline Fintech Market Entry in LatAm

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by Business Wire0
Strategic partnership unlocks local BIN sponsorship to accelerate compliant growth for international fintechs Thredd, the leading next-generation global payments processor, announced a strategic partnership with Inswitch, a global provider of embedded finance technology and regulated BIN sponsor operating across Latin America and the U.S. This partnership enables international companies to......

Datasite Acquires Leading Agentic AI Company Blueflame

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by Business Wire0
Datasite, the global SaaS provider of Al-powered workflow collaboration and automation solutions for M&A, investment and strategic projects, announced that it has acquired Blueflame Al™, a leading provider of agentic Al solutions for investment and financial services. Terms of the deal are not being disclosed. With the acquisition of Blueflame......
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