Category : Finance

Business Finance Fintech News

Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
Cryptocurrency Finance Fintech Investments News

CoinSmart Appoints Joe Tosti as Chief Compliance Officer

Fintech News Desk
Joe will Provide Regulatory Oversight as the Ontario Securities Commission Doubles Down on Crypto Compliance CoinSmart, a Toronto-based cryptocurrency exchange, announced it has appointed Joe Tosti to the role of Chief Compliance Officer. Joe comes with over 20 years of experience in compliance, trading, operations and wealth planning, having worked......
Finance Fintech News Trading

Gen Z Doubles Time Spent on Finance/Trading Apps During Pandemic Year; Phone Use Among All Consumers Up More Than an Hour Per Week Led by Finance and Social Media App Growth

Fintech News Desk
‘The Pandemic Year in Mobile Apps’ Report Highlights Consumer App Usage Data Sourced From GWS’ OneMeasure Consumer Panel New data from ‘The Pandemic Year in Mobile Apps’ report conducted by Global Wireless Solutions (GWS) shows that consumers spent an average of four hours per day on their smartphones during COVID-19––up ten minutes......
Banking Digital Finance Fintech News

Abe.ai And Lumin Digital Announce Digital Banking Partnership

Fintech News Desk
Multi-Year Agreement Gives Lumin Digital the Ability to Offer an Integrated Virtual Financial Assistant as Part of its Digital Banking Solutions Abe.ai (an Envestnet | Yodlee solution), a leader in AI-powered virtual assistant products for financial institutions and Lumin Digital (a PSCU company), a leading provider of online and mobile digital banking solutions, today announced......
Finance Fintech News

OptionTrax Adds New IFRS 2 Enhancements to its Industry-Leading Financial Reporting Functionality

Fintech News Desk
Plan Management Corp., the developer and operator of OptionTrax®, a leading-edge equity management platform for clients around the globe, has just announced a suite of IFRS 2 compliance enhancements. The latest enhancements include tranche-level Black-Scholes fair value calculations, international risk-free rates, and even more granular financial reporting. Elena Thomas, OptionTrax......
Finance Fintech News

Vena Powers FP&A and CPM for Banking With Best Practice Pre-Configured Solution

Fintech News Desk
Vena for Banking and Credit Unions streamlines net interest margin planning, detailed profitability analysis and more with process automation, data integration and a native Excel interface to help banks scale growth amid evolving market conditions  Vena, the Complete Planning platform loved by finance and trusted by business, announced the release......
Cloud Finance Fintech

Oracle Cloud Infrastructure Helps Transform Hana Financial Group’s ‘Hana Members,’ Korea’s Largest Digital Financial Lifestyle Platform With 15 Million Users

Fintech News Desk
Unprecedented digital transformation project leverages Oracle Cloud Infrastructure to help Hana Members deliver innovative services to customers Leading the way with an industry first in Korea, Hana Financial Group (HFG) has completed a large-scale migration of its mission-critical applications to the public cloud working with Oracle. The migration is part......
Finance Guest Posts

A Marketing Guide to Personal Loan Seekers in the Pandemic

Shiva Sharif
All facets of life are feeling the effects of COVID-19, and the personal finances of Americans is no exception. Consumer sentiment is changing daily—as is the financial landscape. Given the volatile nature of the past year, it’s no surprise that Americans are being weighed down by financial anxiety. In fact,......
B2B Finance News

Enfusion Appoints COO and Enhances Client and Managed Services with New Global Leadership

Sudipto Ghosh
Enfusion has named Mike Berry as its Chief Operating Officer (COO) and expanded its Client Services function with three new leadership hires who will provide deep, cross-functional expertise to help solve clients’ evolving business challenges. Enfusion is a leading global provider of native cloud-based investment management solutions and services. Read......
Finance Fintech Investment Services Investments News

Defi Venture XFai Reveals Liquidity Generation Event, Project Backed by Angel Investor Roger Ver

Fintech News Desk
Decentralized finance (Defi) has seen extreme demand and innovative use-cases during the last 12 months. Defi oracles, decentralized exchange (Dex) platforms and automated money makers (AMM) have swelled in value, as statistics show over $43 billion is locked into Defi protocols today. Meanwhile, a new project has recently stepped out......
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