Search Results for: broker

Melio Appoints Nicholas Passarelli as Chief Compliance Officer
B2B Finance Fintech News

Melio Appoints Nicholas Passarelli as Chief Compliance Officer

Business Wire
by Business Wire0
Passarelli to Lead Compliance Strategy Across All Corporate Operations, Supporting Melio’s Rapid Growth Melio, a leading B2B payments platform for small businesses, today announced the appointment of Nicholas Passarelli as its Chief Compliance Officer (CCO), charged with leading compliance across all corporate operations and supporting Melio’s rapid growth. In his......
Cowbell Secures $60 million Series C Funding from Zurich Insurance Group to Scale Up Operations and Advance Global SME Cyber Adoption
Finance Fintech Investments News

Cowbell Secures $60 million Series C Funding from Zurich Insurance Group to Scale Up Operations and Advance Global SME Cyber Adoption

PR Newswire
by PR Newswire0
Company continues its mission to near-term operating profitability; New capital to fuel growth with new products, new geographies, and resilience services Cowbell, a leading provider of cyber insurance for small and medium-sized enterprises (SMEs), announced today that it has closed a $60 million Series C equity investment from Zurich Insurance Group (Zurich),......
Boosted.ai Appoints Geoffrey Clauss as Chief Revenue Officer
Artificial Intelligence Finance News

Boosted.ai Appoints Geoffrey Clauss as Chief Revenue Officer

Business Wire
by Business Wire0
Boosted.ai, the pioneer in generative AI for finance, announced that Geoff Clauss has joined Boosted.ai as Chief Revenue Officer (CRO). “His stewardship will be instrumental in achieving our ambitious goals and continuing to deliver efficiency and productivity gains to our asset manager clients.” Geoff brings a wealth of experience and......
april Strengthens Leadership with President and COO
Fintech News

april Strengthens Leadership with President and COO

Business Wire
by Business Wire0
Raj R. Doshi joins april as President and Chief Operating Officer, bringing extensive experience in the tax and information technology industries to supercharge april’s growth as the first new national e-file provider in 15 years april (April Tax Solutions Inc.),​​ the first AI-powered tax-filing product built to be embedded with......
Artificial Intelligence Finance Fintech Guest Posts Risk Management Security

AI’s Impact on Emerging Risk Management Trends

Fintech Analyst
by Fintech Analyst0
By Heather H. Wilson and Patrick J. O’Neill, CLARA Analytics and Redhand Advisors AI is exploding, particularly as large language models (LLMs) have infiltrated everyday life. Almost every new mainstream product seems to promote some usage of AI, and industry after industry is being transformed by its capabilities. But despite......
Insurity Interaction Platform, Powered by Glia, to Transform Digital Engagement for Carriers and MGAs
InsurTech News

Insurity Interaction Platform, Powered by Glia, to Transform Digital Engagement for Carriers and MGAs

Business Wire
by Business Wire0
The Insurity Interaction Platform, powered by Glia, enables insurers to create more revenue opportunities, resolve claims faster, and foster collaboration among underwriters and agents Insurity, the leading provider of cloud software for insurance carriers, brokers, and MGAs, announced the launch of the Insurity Interaction Platform, powered by Glia. This cloud-native......
Merrco Payments Announces New Management Team And Rebrands As Kort Payments
Finance Fintech News

Merrco Payments Announces New Management Team And Rebrands As Kort Payments

PR Newswire
by PR Newswire0
Group of Industry Pioneers set to Deliver Cutting-Edge Solutions Across the Globe Through Aggressive Expansion into new Verticals Merrco Payments (Merrco), a leader in e-commerce and point of sale payment solutions for licensed and regulated industries in Canada, is pleased to announce its new management team led by Joel Leonoff. The group......
Wintermute Continues TradFi Expansion, Integrating Digital Asset Spot and Derivatives Liquidity into oneZero EcoSystem Amid Growing Demand
Digital Asset Management News Trading

Wintermute Continues TradFi Expansion, Integrating Digital Asset Spot and Derivatives Liquidity into oneZero EcoSystem Amid Growing Demand

PR Newswire
by PR Newswire0
oneZero’s vast network of traditional banks and institutions can access deep liquidity for 350+ spot and CFD crypto trading pairs and offer clients advanced crypto trading capabilities Wintermute Asia Pte. Ltd (“Wintermute”), the digital asset derivatives trading arm of Wintermute Group, the leading global algorithmic trading firm, and liquidity provider in digital asset markets,......
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......
iVest+ Adds AI Capabilities to Deep Screener for Faster and Easier Stock Selection
News Trading

iVest+ Adds AI Capabilities to Deep Screener for Faster and Easier Stock Selection

Cision PRWeb
by Cision PRWeb0
The launch of iVest+’s AI Screener marks the latest addition to its integrated suite of AI solutions, designed to simplify and streamline the trading experience iVest+, the leading trading platform built for educators and retail investors, announced the addition of the AI Screener to its integrated suite of AI solutions.......
1