Search Results for: Financial Advisor

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry's First Modular Platform to Unify Multiple Functions
Fintech Investment Services News

Broadridge Re-defines Global Asset Servicing, Introduces Financial Industry’s First Modular Platform to Unify Multiple Functions

PR Newswire
by PR Newswire0
Transforming risk management and improving operational efficiency, Broadridge is integrating several complex asset servicing functions into a single, streamlined solution To redefine the financial industry’s conventional approach to asset servicing (the range of administrative and operational functions that support the management and maintenance of investment assets), global Fintech leader Broadridge Financial......
BILL Hires Payments Industry Leader Mary Kay Bowman as EVP, GM of Payments and Financial Services
Digital Payments Finance Fintech News

BILL Hires Payments Industry Leader Mary Kay Bowman as EVP, GM of Payments and Financial Services

Business Wire
by Business Wire0
Adds proven business builder with demonstrated payments innovation experience to accelerate category leadership BILL, a leading financial operations platform for small and midsize businesses (SMBs), announced Mary Kay Bowman has joined as EVP, GM of Payments and Financial Services. As a member of the executive leadership team, Bowman will oversee......
LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence
Artificial Intelligence Fintech News

LedgerAI Partners Secures First of Numerous Letters of Intent with Financial Recovery Strategies (FRS) to Revolutionize Business Intelligence

GlobeNewswire
by GlobeNewswire0
LedgerAI, a leader in artificial intelligence and business solutions technology, is thrilled to announce it has secured its first Letter of Intent (LOI) with Financial Recovery Strategies (FRS), marking a transformative moment as the company redefines the future of business intelligence by applying Artificial Intelligence (AI), intelligently. This will be......
Nasdaq Announces New Leadership and Structure for Financial Crime Management Technology
Finance Fintech News Security

Nasdaq Announces New Leadership and Structure for Financial Crime Management Technology

GlobeNewswire
by GlobeNewswire0
Appoints 13-year Nasdaq Verafin Veteran, Stephanie Champion, as New Head of Nasdaq Verafin Nasdaq Chief Strategy Officer, Jeremy Skule, to Take on Expanded Role as Executive Chair of Nasdaq’s Financial Crime Management Technology Business Nasdaq, today announced a new leadership structure including leadership appointment for its Financial Crime Management Technology......
C&R Software Acquires SpringFour, Expanding Reach of Financial Health Solutions
Finance Fintech News

C&R Software Acquires SpringFour, Expanding Reach of Financial Health Solutions

GlobeNewswire
by GlobeNewswire0
C&R Software the world’s leading Cloud-native end-to-end software and solutions provider for the complete credit risk lifecycle and a CORA Group company, today announced the acquisition of SpringFour, the first-of-its-kind, leading financial health fintech. This acquisition further expands C&R Software’s offerings in the financial health sector and supports the company’s mission to......
NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform
Finance Fintech News

NewRetirement Rebrands as Boldin, Unveils Financial Wellness Dashboard to Become the Most Comprehensive, Affordable, and Widely Accessible Financial Planning Platform

PR Newswire
by PR Newswire0
Company’s expanded focus will increase access to financial planning tools and resources at unprecedented scale, empowering millions of Americans to build financial confidence on their own or with their trusted advisors Boldin (formerly NewRetirement), a comprehensive, digital-first financial planning platform for consumers and enterprise partners, announced its new company name,......
Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round
Finance Fintech News

Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round

PR Newswire
by PR Newswire0
Backed by Four VCs, an Unparalleled Advisory Board, and Decades of Experience, Aghanim’s Direct-to-Consumer Game Hub Strategy Delivers a Significant Net Revenue Boost Compared to Web Shops for Mobile Game Studios Aghanim, a pioneering mobile gaming fintech company founded by the former CEO and CTO of Xsolla, has announced the......
Artificial Intelligence Banking Featured Finance Fintech Robotic Process Automation Security

The Impact of Automation and Data Intelligence on Customer Experience in Financial Services

Prajakta Ayade
by Prajakta Ayade0
Automation and data intelligence are driving significant transformations across finance, particularly in customer experience. These technologies are reshaping how financial institutions interact with customers, offering personalized, efficient, and seamless services. Enhancing Efficiency and Accuracy One of the primary benefits of automation in financial services is the enhancement of efficiency and......
Pocketnest Introduces AI-Powered Financial Companion
Finance Fintech News

Pocketnest Introduces AI-Powered Financial Companion

PR Newswire
by PR Newswire0
Birdie to revolutionize financial institutions’ digital strategy Pocketnest, the woman-founded financial wellness platform, announces the launch of Birdie, its groundbreaking generative AI designed to transform how financial institutions engage with Millennial and Gen X communities. Birdie represents a significant leap forward in Pocketnest’s mission to empower financial institutions with cutting-edge technology that......
Envestnet 2024 Advisor Survey Highlights What's Top Of Mind For Advisors As They Future-proof Their Business
Finance Fintech News

Envestnet 2024 Advisor Survey Highlights What’s Top Of Mind For Advisors As They Future-proof Their Business

PR Newswire
by PR Newswire0
Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative Envestnet, a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its......
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