Search Results for: broker accounts

FundingShield Leverages Mastercard Open Banking to Expand Payment Verification Solutions
Banking Fintech News

FundingShield Leverages Mastercard Open Banking to Expand Payment Verification Solutions

Business Wire
by Business Wire0
FundingShield, a market-leading, cloud-based firm providing fintech solutions to manage risk, compliance and fraud prevention, has entered a partnership with Mastercard to leverage its open banking platform delivered by Finicity, a Mastercard company. FundingShield provides live, source data-based technology products and SaaS solutions that have been used to secure the......
Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data
Artificial Intelligence News

Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data

Business Wire
by Business Wire0
Daizy’s Advanced Conversational AI Improves Investment, Risk, and Sustainability Decisions for a New Generation of Investors Daizy, a wealthtech startup that will revolutionize the financial services industry by harnessing the power of generative AI, announced the launch of its ChatGPT plugin. The plugin democratizes investment research to make advanced guidance accessible......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers
Banking News

The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers

PR Newswire
by PR Newswire0
Consumers are focused on short term deposits and high interest rates, but will not compromise on bank reputation, According to The Smart Investor Banking And Savings Trends Survey. “The past year has seen a significant shift from low or zero interest rates on deposit products to higher rates, reaching up......
Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked
Finance Fintech News

Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked

PR Newswire
by PR Newswire0
The Smart Pay Kiosk is an innovative solution that provides a full array of financial services to the unbanked and underbanked populations. Approximately 63 million US adults (22%) were either unbanked (6%) or underbanked (16%), per 2019 Federal Reserve data. Unbanked individuals lack bank accounts due to past financial problems,......
Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
by Business Wire0
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
INX Officially Announces Segregation of Customer Funds, Ensuring Enhanced Protection for INX Customers Trading Digital Assets
Digital Asset Management News Trading

INX Officially Announces Segregation of Customer Funds, Ensuring Enhanced Protection for INX Customers Trading Digital Assets

PR Newswire
by PR Newswire0
The INX Digital Company, a FINRA registered broker-dealer offering registered security tokens and a trading platform for digital assets, officially made public its proactive self-regulatory measure to fully segregate customer funds, reinforcing its commitment to the highest standards of customer protection in the rapidly growing world of digital asset trading.......
QuantGate Systems Inc. Partners with Bennett Milner Williams Consulting to Enhance Distribution of its AI-Powered Pilot Trading App
Artificial Intelligence News Trading

QuantGate Systems Partners with Bennett Milner Williams Consulting to Enhance Distribution of its AI-Powered Pilot Trading App

GlobeNewswire
by GlobeNewswire0
QuantGate Systems, a publicly traded company at the forefront of AI and ML trading technology, announced a strategic partnership with Bennett Milner Williams Consulting Ltd (BMW Consulting). This alliance will leverage BMW Consulting’s expertise in driving business growth and B2C subscriptions to expedite the sales and distribution of QuantGate’s flagship......
Digital Asset Management News Trading

Nexdesk Launch OTC Desk for B2B Digital Asset Trading Across Europe

Fintech News Desk
by Fintech News Desk0
Nexdesk is a new self-service OTC trading desk available to all B2B businesses dealing with digital assets across Europe. Partnering with Lithuanian-licensed EMI Nexpay, Nexdesk enables companies to conduct both crypto and banking operations in a single platform, with IBAN accounts provided for SEPA transfers. Supervised by the Lithuanian FIU......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
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