Search Results for: Human Capital Management

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool
Artificial Intelligence News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool

Business Wire
by Business Wire0
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey. The results reveal insights into how investors view Artificial Intelligence (AI) and possible investing use cases: “Our......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Fintech Funding News

Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital

Business Wire
by Business Wire0
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem Masttro, a leading wealth tech company serving family offices, financial advisors and large institutions managing the wealth of ultra-high-net worth (UHNW) families, announced a $43 million growth equity investment. The funding was led by FTV Capital,......
One Of The Industry’s Best Kept Secrets Expense Management By CFO’s
Digital Payments Featured Fintech Primers Technology

One Of The Industry’s Best Kept Secrets: Expense Management By CFO’s

Pooja Choudhary
by Pooja Choudhary0
In today’s fast-paced, both virtual and real world, starting and managing an organization remains a challenging task. Businesses can open bank accounts and complete company forms online, but daily activities are not supported. When it comes to invoicing, payroll, and bookkeeping, small business owners wear many hats. Online transactions are......
QUIQ CAPITAL Launches Bespoke Financing Platform Delivering Up to $10 Million of Strategic Working Capital
Lending News

QUIQ CAPITAL Launches Bespoke Financing Platform Delivering Up to $10 Million of Strategic Working Capital

Fintech News Desk
by Fintech News Desk0
Direct Lending Platform Offers Critical Assistance to Businesses Amidst Rising Rates and Market Uncertainty QUIQ CAPITAL, LLC, an investment manager and direct lender for bespoke business financing, recently opened its doors and is accepting applications nationally. The Company is combining industry-leading technology with stringent, human-based underwriting to offer a bespoke......
Treasury Management Services Outsourcing helps with Data to Optimize Business Performance, Says IBN Technologies
Finance News

Treasury Management Services Outsourcing Helps with Data to Optimize Business Performance, Says IBN Technologies

Fintech News Desk
by Fintech News Desk0
IBN Technologies is the go-to outsourcing partner for treasury management services for multiple clients that rely on the team’s expertise around cash management risk management, finance and treasury control The post pandemic times and a looming recession have pushed growing businesses to optimize their cash management efficiency while they focus......
Fintech News

Seeds Investor Completes Initial Capital Raise To Promote Personalized Investing

Fintech News Desk
by Fintech News Desk0
Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw......
Advantage Capital and the NMSDC Business Consortium Fund Announce New Limited Partners
Finance Fintech Funding News

Advantage Capital and the NMSDC Business Consortium Fund Announce New Limited Partners

Fintech News Desk
by Fintech News Desk0
Empower the Change Fund adds additional Limited Partners, growing fund focused on providing access to capital to minority-owned business enterprises (MBEs) Advantage Capital, venture capital firm, small business lender and impact investor, announced it has added three additional Limited Partners to a new growth capital fund dedicated to closing the......
Achieve Fuels Digital Personal Finance Transformation with New Fully Committed $225 Million Debt Capital
Finance Fintech News

Achieve Fuels Digital Personal Finance Transformation with New Fully Committed $225 Million Debt Capital

Fintech News Desk
by Fintech News Desk0
Achieve, the leader in digital personal finance, announced that it has raised a new debt facility totaling $225 million with participation from O’Connor Capital Solutions, the private credit unit of UBS O’Connor LLC, and others, including a multi-trillion dollar asset manager. The debt facility is fully committed. Achieve recently announced a......
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