Search Results for: manage clients

Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management
Digital Payments News

Trovata and J.P. Morgan Announce New Solutions Suite to Revolutionize Treasury Management

PR Newswire
by PR Newswire0
Expansion of partnership will create new offerings for Corporate Investment Banking (CIB) customers Trovata, the global leader in bank APIs and enterprise cash management, announced it has launched two new solutions with J.P. Morgan Payments: J.P. Morgan Treasury Workstation and J.P. Morgan Multibank Reporting, both powered by Trovata. The two......
Industry Innovators Launch BlueFlame AI to Help Alternative Investment Managers Harness the Power of Generative AI
Fintech Investment Services News

Industry Innovators Launch BlueFlame AI to Help Alternative Investment Managers Harness the Power of Generative AI

Business Wire
by Business Wire0
Founders tap decades of experience in the alternatives space to help firms effectively, safely and economically deploy AI solutions BlueFlame AI, the generative AI platform for alternative investment managers, today announced general availability of its transformative platform. Purpose-built to meet the needs of the alternatives industry, BlueFlame helps clients harness......
Featured Finance Fintech Primers

What Is Personal Financial Management (PFM)?

Pooja Choudhary
by Pooja Choudhary0
Introduction Personal finance apps, in lieu of mobile banking, usually offer more robust money management capabilities and greater flexibility in terms of customization, allowing users to do things like pay bills, monitor deposits and withdrawals, and move money across accounts. Many not only let you make payments and keep tabs......
J.P. Morgan Asset Management Launches New Fixed Income
Investment Services News

J.P. Morgan Asset Management Launches New Fixed Income

PR Newswire
by PR Newswire0
J.P. Morgan Asset Management announced the launch of a new actively managed fixed income ETF, JPMorgan Active Bond ETF (JBND), on the NYSE Arca. Focused on adding value for investors, JBND employs a bottom-up, value-oriented approach that emphasized security selection. “We have always been focused on providing investors with value......
Optiv Named a Leader in IDC MarketScape for Worldwide Cybersecurity Risk Management Services
News Risk Management

Optiv Named a Leader in IDC MarketScape for Worldwide Cybersecurity Risk Management Services

PR Newswire
by PR Newswire0
Optiv, the cyber advisory and solutions leader, is named a Leader in the IDC MarketScape: Worldwide Cybersecurity Risk Management (CRM) Services 2023 Vendor Assessment. The report, which rigorously evaluates and compares providers in the space, recognizes Optiv for its comprehensive approach to risk management services and its ability to proactively......
Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights
Fintech News

Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights

PR Newswire
by PR Newswire0
Altoo AG, a Swiss-based fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth through the cutting-edge Altoo Wealth Platform, announces the introduction of Altoo Insights. The news and features channel on the company’s website aims to bring clients and the broader public closer......
FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management
Investment Services News

FinMason Appoints Industry Veteran Samantha Foerster Global Head of Business Development and Relationship Management

PR Newswire
by PR Newswire0
Appointment Further Positions Leading Investment Analytics Firm for Growth FinMason, a leading financial technology, investment data and analytics firm, has appointed business development executive Samantha Foerster, Global Head of Business Development and Relationship Management to build on FinMason’s significant recent growth. Foerster is responsible for deepening relationships with existing clients, building......
Sensedia Shares Navigating Complex Internal and External Fintech Ecosystems through API Management
Fintech News

Sensedia Shares Navigating Complex Internal and External Fintech Ecosystems through API Management

PR Newswire
by PR Newswire0
Sensedia, a global API solutions leader for companies adopting a more digital, connected, and open strategy, released an article on how fintechs can navigate the ever-increasing complexity of internal and external ecosystems through API management. According to Filipe Torqueto, Sensedia’s head of US solutions, “Strategies for managing internal and external......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management
Artificial Intelligence Finance News

Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management

PR Newswire
by PR Newswire0
Integration of Amazon Bedrock into Genpact’s riskCanvas financial crime risk management suite to drive value across clients, including Apex Fintech Solutions Genpact, a global professional services firm focused on delivering outcomes that transform businesses, expanded its relationship with Amazon Web Services, Inc. (AWS) to transform financial crime risk operations, leveraging......
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