Search Results for: financial management

Financial Institutions Expected to Boost AI Investments for Customer Service in 2024, New Syntellis Report Finds
Artificial Intelligence Finance Fintech

Syntellis Released “2024 CFO Outlook for Financial Institutions”

Fintech News Desk
by Fintech News Desk0
The report results provide insights on how institutions fared in 2023, as well as current and future industry challenges, trends, and priorities. According to a new survey report from Syntellis Performance Solutions, now part of Strata Decision Technology – 2024 CFO Outlook for Financial Institutions, The financial services industry has......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Financial Services and Insurance Sectors Go All in on Observability to Improve Digital Customer Experiences
Finance Fintech News

New Relic Releases ‘State of Observability for Financial Services and Insurance’

Fintech News Desk
by Fintech News Desk0
Financial services and insurance organisations are more likely to achieve full-stack observability in the race to modernise their tech stack and deliver innovative services to customers New Relic, an observability platform for engineers, announced the findings of its State of Observability for Financial Services and Insurance report, which focuses on......
Enhancing Financial Reporting to Foster Trust and Accountability
Analytics Finance Guest Posts

Enhancing Financial Reporting to Foster Trust and Accountability

Shagun Malhotra
by Shagun Malhotra0
In today’s business landscape, the importance of accurate and transparent financial reporting cannot be overstated. Organizations, both large and small, rely on these reports to make informed decisions, attract investors, and demonstrate their fiscal responsibility. As a cornerstone of business operations, financial reporting directly influences stakeholders’ perception of an organization’s......
Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months
Blockchain Cryptocurrency Fintech

Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months

Business Wire
by Business Wire0
For the first time, BITB will offer U.S. investors low-cost access to bitcoin through a traditional, regulated ETF. Bitwise Asset Management, the largest crypto index fund manager in America, announced today that the Bitwise Bitcoin ETF (BITB), the firm’s first spot bitcoin ETF, intends to begin trading on January 11.......
DeFi Technologies Subsidiary Valour Provides Monthly Corporate Update: Set Record High C$530.9 Million in Assets Under Management
DeFi News

DeFi Technologies Subsidiary Valour Provides Monthly Corporate Update: Set Record High C$530.9 Million in Assets Under Management

PR Newswire
by PR Newswire0
Record High in AUM: Valour Inc., a subsidiary of DeFi Technologies (“Valour”), reached a new record in Assets Under Management (“AUM”), totaling C$530.9 Million on January 2, 2024, reflecting significant growth in the value of assets underpinning Valour’s exchange traded products (“ETPs”) and an increase in investor demand. Strong December 2023 Market Performance and Impressive Sales Achievement: Valour achieved a......
CI Financial Reports Total Assets of $438.0 Billion for November 2023
Finance Fintech News

CI Financial Reports Total Assets of $438.0 Billion for November 2023

Business Wire
by Business Wire0
All financial amounts in Canadian dollars unless stated otherwise. CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary total assets of $438.0 billion as at November 30, 2023, consisting of asset management assets of $122.8 billion, Canadian wealth management assets of $86.1 billion, Canadian custody assets of $24.8 billion, and......
First American Financial Corporation Provides Update on Cybersecurity Incident
Finance Fintech News

First American Financial Corporation Provides Update on Cybersecurity Incident

Business Wire
by Business Wire0
First American Financial Corporation has experienced a cybersecurity incident. In response, the company has temporarily taken certain systems offline and is working to return to normal business operations as soon as possible Fintech Insights: Hyper-personalization in Banking: The Tech Journey to Serving a Segment of One First American Financial Corporation is......
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Digital Asset Management News

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

PR Newswire
by PR Newswire0
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts. In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of......
1