Search Results for: strategies

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
DataVisor Offers Comprehensive Fraud and Risk Solution for Sponsor Banks to Ensure Compliance with New Banking-as-a-Service Regulations
Banking Fintech

DataVisor Offers Comprehensive Fraud and Risk Solution for Sponsor Banks to Ensure Compliance with New Banking-as-a-Service Regulations

Business Wire
by Business Wire0
This new solution grants sponsor banks total control to monitor and manage BSA compliance and transaction fraud patterns while conducting a comprehensive customer risk assessment in partnership with fintechs. DataVisor, the world’s leading AI-powered fraud and risk platform, announced today the launch of a comprehensive solution designed to both detect......
Avangrid’s Customer Experience and Digital Center of Excellence Leading the Way
Fintech News

Avangrid’s Customer Experience and Digital Center of Excellence Leading the Way

Business Wire
by Business Wire0
This recognition is part of SECC’s 2024 Best Practice Awards, which highlight innovative ways that electricity providers are improving customer experience and engagement and recognize best practices within the industry. Avangrid, Inc., a leading sustainable energy company and member of the Iberdrola Group, announced today that is has earned the......
$15 Billion of Australian Online Sales Are Boosted by Omnichannel Experiences
Artificial Intelligence Finance Fintech News

$15 Billion of Australian Online Sales Are Boosted by Omnichannel Experiences

Business Wire
by Business Wire0
The Ecommerce Delivery Benchmark Report 2024, commissioned by ShipStation’s parent company, Auctane, in partnership with Retail Economics, surveyed 8,000 consumers and 800+ online sellers across eight markets. In a fascinating shift, new research reveals that physical interactions throughout the customer journey contribute significantly to Australian ecommerce sales. ShipStation and Retail Economics found......
Fairview Capital Unveils 2023 Market Review; Woman and Minority-Owned Private Equity and Venture Capital Firms Enter A New Era of Resilience
Finance Fintech

Fairview Capital’s 2023 Market Review of Woman and Minority-Owned Private Equity and Venture Capital Firms Released

Fintech News Desk
by Fintech News Desk0
This annual report offers insights into the growth and resilience of women and minority-owned investment firms despite significant economic volatility, geopolitical conflicts, and setbacks for diversity, equity, and inclusion initiatives. Fairview Capital, a minority-owned venture capital and private equity investment management firm in the United States, released its 2023 Market......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Huawei Presented 10 AI-Oriented Innovations
Artificial Intelligence Cloud News

Huawei Presented 10 AI-Oriented Innovations

Fintech News Desk
by Fintech News Desk0
The Mobile World Congress (MWC) 2024 is taking place in Barcelona from February 26 to 29. Huawei Cloud is set to collaborate with customers and partners to present a wide range of engaging topics. This year’s Huawei Cloud Summit demonstrates how Huawei Cloud is the infrastructure of choice for AI......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
CIBC Innovation Banking Provides Growth Capital to InsightRX
Banking Fintech News

CIBC Innovation Banking Provides Growth Capital to InsightRX

Business Wire
by Business Wire0
The financing will help InsightRX achieve their strategic vision of transforming patient care. CIBC Innovation Banking announced today that it has provided growth financing to InsightRX, a San Francisco-based software company leveraging quantitative pharmacology and artificial intelligence (AI) to improve therapeutic decision-making from phase I drug development to the point......
Leading Industry Influencers Top Out the Agenda for Alkami Colab 2024
Banking News

Leading Industry Influencers Top Out the Agenda for Alkami Colab 2024

PR Newswire
by PR Newswire0
The conference will include participants from credit unions, banks and fintechs as well as analysts and consultants to discuss the most pressing topics impacting this industry. Alkami Technology, a leading cloud-based digital banking solutions provider for financial institutions in the U.S., announced that its annual Alkami Co:lab conference, held in Grapevine, TX, April 8-10, 2024,......
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