Category : Finance

Finance News

Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation in the Cloud

Fintech News Desk
Users benefit from rapidly deployed, cloud-hosted, Treasury as a Service Finastra announced a strategic partnership with ITC Infotech to deliver Finastra’s Fusion Kondor cloud-based Treasury as a Service solution to its growing customer base in Europe. Customers will benefit from increased automation of treasury services, an evergreen system that keeps pace......
Finance News

OneStream Names KPMG in Canada 2022 Power of the Platform Winner

Fintech News Desk
OneStream announced that professional services firm KPMG in Canada has been recognized as a Power of the Platform Award winner at the 2022 Splash Global User Conference and Partner Summit. The Power of the Platform Award recognizes the top OneStream Global Advisory Program partner who has truly extended the OneStream platform......
Finance News

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share

Fintech News Desk
New study explores how to increase existing client assets Research identified five unique personality types driving behavior Northern Trust Asset Management’s FlexShares Exchange Traded Funds announced the findings from its latest research on how financial advisors can grow wallet share with existing high-net-worth (HNW) clients. While current research suggests that......
Finance News

Novo Hires Marc Karasu as EVP of Brand

Fintech News Desk
Former marketing executive for Betterment, Ellevest, and Clarity Money joins Novo to lead brand marketing initiatives Novo, the powerfully simple financial platform for small businesses, today announced that Marc Karasu has joined the company as EVP of Brand. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as New......
Finance News

Jenzabar and HEAG Form Strategic Collaboration to Help Colleges and Universities Navigate Compliance and Deliver Faster

Fintech News Desk
The Relationship Marks the First Time a Higher Education Financial Aid Consulting Firm Has Teamed Up With Jenzabar to Offer Comprehensive Services That Further Institutional Success Jenzabar, Inc., a leading technology innovator in higher education serving the new student, announced its strategic collaboration with the Higher Education Assistance Group (HEAG),......
Finance News

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Fintech News Desk
Katherine Simmonds selected tru for increased autonomy and an independent support model tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory......
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
Finance News

After Physical Health, Financial Well-Being Is Most Important To Younger Consumers, DE&I Audiences And Those Who Are “Underbanked”

Fintech News Desk
Reach3 Insights’ research on future of Financial Services industry shows nearly half of these harder-to-reach audiences expect cash no longer to be used in five years, banks to disappear in 10 Financial well-being is second in importance only to health for younger consumers, DE&I audiences and those who use alternative financial......
Finance News

BOK Financial Names New Chief Accounting Officer

Fintech News Desk
BOK Financial Corporation has named Mike Rogers, CPA, as chief accounting officer effective upon the retirement of John Morrow in September 2022.   The appointment came after the announcement that Morrow was retiring after 30 years with BOK Financial. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as New......
Finance News

Nuula Announces Partnership With Even Financial to Power New Personal Loan Search Feature to Help Early-Stage Small Businesses

Fintech News Desk
Nuula’s new loan search feature provides small business owners, entrepreneurs with access to offers from 30+ top lenders. Nuula, a fintech company focused on providing small businesses the tools and the capital they need to succeed, announced a new personal loan search feature that allows small business owners and entrepreneurs......
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