Category : Finance

Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Finance Fintech News

JPMorgan Chase Increases Housing Affordability Commitments With Additional $20 Million in Philanthropy and Expanded Customer Offerings

Business Wire
by Business Wire0
Philanthropic funding will drive innovative programs increasing access to homeownership Chase Home Lending is also announcing expanded eligibility for affordable mortgage lending products JPMorgan Chase is increasing its housing affordability commitments across the U.S. with expanded philanthropic capital and consumer lending products. At an event today in Washington, DC, the......
Finance Fintech News

Paycom Named Among Most Trustworthy Companies in America by Newsweek

Business Wire
by Business Wire0
The Most Trustworthy Companies in America list includes private and public organizations from 23 industries across the United States. The winners were determined via evaluations considering the points of view of potential customers, investors and employees. Paycom Software, Inc., a leading provider of comprehensive, cloud-based human capital management software, was......
Finance Fintech News

Mastercard Announces New Cardholder Benefits to Enhance Health & Wellness, Travel and Lifestyle Rewards for Consumers, Small Businesses

Fintech News Desk
by Fintech News Desk0
Mastercard consumer and small business cardholders will receive benefits from Mastercard’s new partnership, and continued partnerships with Instacart, Lyft, Peacock, ShopRunner, and others, to help deliver the highest value from their everyday spending and protection as they shop and run their business. Mastercard announced new credit card benefits, working with......
Artificial Intelligence Finance Fintech News

Zycus develops Generative AI powered source to pay platform in collaboration with Microsoft

Business Wire
by Business Wire0
This integration is a step towards an ongoing effort to build the world’s first generative AI-powered S2P platform. Zycus, a global leader in cognitive procurement technology solutions, set another new milestone by announcing integration with Microsoft Azure OpenAI Service. This integration is a step towards an ongoing effort to build......
Finance Fintech News

Lively HSA Account Holders Boast 2x Investing and 17% Higher Account Balances Than Industry Average

Business Wire
by Business Wire0
Lively’s sixth-annual HSA Snapshot report shows that HSAs play a critical role in helping Americans navigate higher prices of prescription drugs, over-the-counter items, and healthcare. Lively, Inc., a top-rated health and lifestyle benefits platform* known for creating the modern Health Savings Account (HSA), today announces the release of its sixth......
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Artificial Intelligence Finance Fintech News

Hapax Launches; Touts Unprecedented AI For Financial Services

PR Newswire
by PR Newswire0
The product is currently being tested with beta partners. Early users report the tool becoming an instant companion, relying on it for multiple hours each workday and often asking it dozens of questions. Today, Hapax launched unprecedented financial services AI to market. Trained on 13 years of proprietary data, the AI delivers......
Finance News

Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK

PR Newswire
by PR Newswire0
The funding will support Recurrent Energy in the execution of its global solar PV and energy storage project pipeline, as it transitions to become an independent power producer (IPP) and accelerates its growth strategy. Recurrent Energy, a subsidiary of Canadian Solar and a global developer and owner of solar and energy......
Finance Fintech News

Brim Financial Secures $85 Million in Series C Funding to Fuel Global Expansion

Business Wire
by Business Wire0
This financing will fuel Brim’s U.S. expansion strategy, including extending its market reach, accelerating product development, and forging strategic alliances. Brim Financial (“Brim”), a leading fintech infrastructure company transforming the credit card platform and payment automation space, today announced the closing of an $85 million Series C funding round on......
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