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Optifino Announces Two Key Additions to Leadership Team

PR Newswire
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Insurance and wealth management industry veterans Ventrice Lam and Mark Forman join as Optifino completes capital raise and exits stealth mode Optifino, the digital BGA radically simplifying the life insurance experience, announced the addition of two industry veterans to its leadership team. Ventrice Lam has been appointed Chief Operating Officer, and Mark Forman has joined as Chief......

Pinwheel Arms Jack Henry Clients with the Industry’s Leading Account Activation Solution, the Switch Kit, and a New Powerful Bill Management Suite

PR Newswire
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Community and regional financial institutions can offer accountholders a guided onboarding experience that helps them cut ties with legacy accounts, consolidating their deposits and payments, and embedded bill management features that help them save money on unwanted subscriptions. Pinwheel, the fintech helping banks win primacy with frictionless activation and engagement......

Ramp Raises $200 Million Series E at $16 Billion Valuation as Companies of All Sizes Choose AI-Powered Finance Platform

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Round led by Founders Fund as 40,000 customers drive more than $80B in payment volume Ramp, the leading financial operations platform, announced its Series E financing, bringing its valuation to $16 billion. For the fifth time, a Ramp funding round was led by Founders Fund – the company’s first and largest investor. Total......

FIDx Secures Equity Capital to Accelerate Growth

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New Funding from Leading Insurers and Asset Managers to Fuel Insurtech Firm’s Expansion Fiduciary Exchange, LLC (FIDx), an Insurtech leader providing integrated tools that connect financial professionals with insurance companies and asset managers, announced the closing of new growth capital. Prudential Financial, Inc. (Prudential) was the lead investor in this......

Trillium Surveyor Reinvents Best Execution Analytics Product, Empowering Traders and Compliance Teams with Performance-Driven Insights

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Next-generation solution organizes trade data at scale to accelerate performance analytics, streamline workflows and maximize ROI Trillium Surveyor, a leading provider of trade surveillance and best execution analytics software, announced the launch of its next-generation best execution analytics engine, reimagined to turn trade data into a performance edge. The new......

Finastra’s Filogix Boosts Gen AI Capabilities to Empower Mortgage Brokers

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New functions drive time savings and reduce risk of manual error in the Canadian lending process  Finastra, a global leader in financial services software, unveiled new generative AI (Gen AI) capabilities for its Filogix Expert Pro Canadian mortgage software. Part of Finastra’s continued commitment to embracing Gen AI to help......

Sapiens to Accelerate Insurers’ Digital Transformation with AI-Driven Upgrades for Life, Pensions, & Annuities

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New Sapiens CoreSuite release empowers life insurers, agents, customers, and administrators with greater speed, intelligence, and deeper customer engagement via gen AI Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced the latest release of CoreSuite a comprehensive policy administration system for life, pensions, and annuities. Life......

Aidentified Unveils New Product Tiers, Enhanced User Experience, and Welcomes Dan Cavanaugh as Head of Wealth Management

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Aidentified,  the leading Wealth Networking Intelligence platform, announced significant enhancements to its product offerings and subscription pricing alongside the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates mark a major milestone in the company’s evolution as it continues to scale in support of financial professionals and......

ICIS Announces New Additions to Leadership Team

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With a focus on growth and innovation, ICIS names Dan Campion as Chief Revenue Officer, Chris Fleetwood as Chief Operating Officer, and Rose Blackie as Chief of Staff ICIS, a leading global source of commodity intelligence, announces the appointment of three key new members of its executive team: Dan Campion has been appointed Chief Revenue Officer and......

Blitzy Partners with Galatea Associates to Deliver AI-Native Development for Financial Services

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Strategic Alliance Combines AI-Native Autonomous Software Development Platform with Deep Investment Banking Expertise Blitzy, the enterprise-scale AI platform that autonomously builds, refactors, and extends complex codebases, announced a strategic partnership with Galatea Associates, a specialized financial services technology consulting firm that combines deep functional expertise with hands-on engineering capability to......
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