Search Results for: Global Financial Services

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs
InsurTech News

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs

Fintech News Desk
by Fintech News Desk0
With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver......
Wamo Announces 50% Growth in Team Size Following Launch of UK Incorporation Services and Shopify Affiliation
Finance Fintech News

Wamo Announces 50% Growth in Team Size Following Launch of UK Incorporation Services and Shopify Affiliation

Fintech News Desk
by Fintech News Desk0
Digital financial services company, Wamo, is proud to announce that its team has grown by 50% since the launch of its new UK incorporation services and Shopify affiliation. The new products have been well-received by the market and have helped to drive the company’s growth. Wamo is a digitally native......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
Financial Services is Entering the Metaverse, and AI is Leading the Charge
Artificial Intelligence Guest Posts

Financial Services is Entering the Metaverse, and AI is Leading the Charge

Dennis Gada
by Dennis Gada0
Financial Services (FS) institutions are no strangers to artificial intelligence. From virtual customer service to compliance automation and fraud detection, the FS industry is harnessing AI for both internal and customer-facing activities. But AI holds the potential for more in the future: It can also help lead the FI industry......
Sandbar Raises $4.8 Million to Combat Financial Crime with Institutional-Grade Transaction Monitoring Software
News Risk Management

Sandbar Raises $4.8 Million to Combat Financial Crime with Institutional-Grade Transaction Monitoring Software

Fintech News Desk
by Fintech News Desk0
Backed by leaders at Ramp, Stripe, Plaid, Square, OpenAI, and more, the company’s SaaS product identifies suspicious financial behaviors and automates workflows, while mitigating alert fatigue and significantly reducing engineering expenses Sandbar, a provider of anti-money laundering, fraud and counter-terrorism risk detection software, announced the availability of its product and......
Coppel Introduces the “Coppel Access” Mobile Wallet That Offers Immigrant-Friendly, Accessible Financial Services
Digital Wallet News

Coppel Introduces the “Coppel Access” Mobile Wallet That Offers Immigrant-Friendly, Accessible Financial Services

Fintech News Desk
by Fintech News Desk0
The Coppel Access mobile wallet app allows the unbanked and underbanked community in the United States to easily create an account, using an official Mexican or U.S. ID. The app provides easy and convenient access to online shopping, making payments in the U.S. and sending money to Mexico. Grupo Coppel, which operates the......
CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors
Finance News

CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors

Fintech News Desk
by Fintech News Desk0
CMLS Financial, one of Canada’s largest commercial real estate finance companies, is pleased to announce a strategic partnership with, and investment in, Skyhawk Capital Advisors. Skyhawk Capital Advisors is based out of New York and is an independent advisory and capital markets firm focused exclusively on the real estate sector......
BNY Mellon and Fiserv Expand Real-Time FX Rate Quotes Capabilities for Payments from US Financial Institutions
Digital Payments News

BNY Mellon and Fiserv Expand Real-Time FX Rate Quotes Capabilities for Payments from US Financial Institutions

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Fiserv, a leading global provider of payments and financial services technology, have joined forces to deliver additional capabilities for real-time foreign exchange (FX) rate quotes for payments from U.S. financial institutions. Using innovative application programming interface (API) connectivity, financial institutions leveraging Payments Exchange: Foreign Exchange Services from Fiserv can now seamlessly......
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