Search Results for: advisory service

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes
Investment Services News

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

PR Newswire
by PR Newswire0
Plus, leading wealth management firm launches new educational podcast and investment review series Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s......
ISG Study: AI, Customer Experience Are Top 2024 Spending Priorities for Banking, Financial Services & Insurance
Artificial Intelligence Fintech News

ISG Study: AI, Customer Experience Are Top 2024 Spending Priorities for Banking, Financial Services & Insurance

Business Wire
by Business Wire0
Speakers from Chubb, Allstate, Nationwide, Credit One Bank, Zions Bancorporation, Everyday Life, Hagerty and more will be featured at the ISG TechXchange: BFSI event, December 5 Banking, financial services and insurance (BFSI) institutions plan to leverage AI and other technologies to meet their top 2024 goals of improving customer experience,......
Brillio Collaborates with Microsoft to Build Innovative Industry Solutions Using Microsoft Azure OpenAI Service
Artificial Intelligence Fintech News

Brillio Collaborates with Microsoft to Build Innovative Industry Solutions Using Microsoft Azure OpenAI Service

PR Newswire
by PR Newswire0
Brillio, a leading digital transformation services and solutions provider, today announced that it is collaborating with Microsoft to co-develop cutting-edge industry and horizontal solutions using the power of Microsoft Azure OpenAI Service. Combining Brillio’s extensive industry and digital expertise with Microsoft’s AI and analytics platforms, these intelligent solutions ─ to......
LegalZoom and Novo Partner to Increase Small Business Access to Critical Finance and Legal Services
Finance Fintech News

LegalZoom and Novo Partner to Increase Small Business Access to Critical Finance and Legal Services

Fintech News Desk
by Fintech News Desk0
Novo, the powerfully simple financial solutions platform for small businesses, and LegalZoom.com, Inc., the industry leader in online small business formations and a leading online platform for legal, compliance and tax solutions, today announced an extensive new partnership that provides small businesses with seamless access to each other’s services. Over half......
Red Iron Group Announces Strategic Investment in Hiline Services
Investment Services News

Red Iron Group Announces Strategic Investment in Hiline Services

PR Newswire
by PR Newswire0
Leading Provider of Financial Operations-as-a-Service Positioned for Significant Further Growth and Capabilities Expansion Red Iron Group, a Menlo Park-based private investment firm, announced a significant growth investment in hiline Services, LLC (“hiline” or “the Company”), a fast-growing provider of financial operations-as-a-service. Red Iron Group will provide financial, operational and strategic support......
Mastercard further expands consulting services with AI and Economics practices and Digital Labs for fast-tracked solutions
Artificial Intelligence Finance News

Mastercard further expands consulting services with AI and Economics practices and Digital Labs for fast-tracked solutions

Business Wire
by Business Wire0
Mastercard today announced the expansion of its consulting business with the launch of new practices dedicated to artificial intelligence and economics, to help clients across all industries rapidly and responsibly advance the use of AI and address ever shifting macro-economic forces and consumer preferences. The company is also enhancing its business transformation service, Digital Labs,......
Optiv Named a Leader in IDC MarketScape for Worldwide Cybersecurity Risk Management Services
News Risk Management

Optiv Named a Leader in IDC MarketScape for Worldwide Cybersecurity Risk Management Services

PR Newswire
by PR Newswire0
Optiv, the cyber advisory and solutions leader, is named a Leader in the IDC MarketScape: Worldwide Cybersecurity Risk Management (CRM) Services 2023 Vendor Assessment. The report, which rigorously evaluates and compares providers in the space, recognizes Optiv for its comprehensive approach to risk management services and its ability to proactively......
Akamai Research Finds 65 Percent Increase in Web Application and API Attacks on Financial Services
Cloud Finance News

Akamai Research Finds 65 Percent Increase in Web Application and API Attacks on Financial Services

PR Newswire
by PR Newswire0
Financial services has surpassed gaming as the top vertical for DDoS attacks Akamai Technologies, Inc., the cloud company that powers and protects life online, released  a new State of the Internet report that explores existing and emerging cyberattacks against the financial services industry. The new report, The High Stakes of......
FinPay Names Newest Advisory Board Member, Bradley F. Sorte
Artificial Intelligence News

FinPay Names Newest Advisory Board Member, Bradley F. Sorte

PR Newswire
by PR Newswire0
FinPay LLC, a recognized leader in patient engagement and financial management announced the addition of Brad Sorte as the newest member of the FinPay Advisory Board. Brad is a Co-Founder of SCAI, an early-stage technology startup focused on developing an artificial intelligence platform to transition the substance abuse disorder treatment industry......
First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California
Finance Fintech News

First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California

PR Newswire
by PR Newswire0
First Citizens Wealth launched a new wealth advisory business with a team of advisors across Southern California to better serve individuals, families, and institutions in growing, managing, and preserving their wealth. Led by regional executive Art Saldivar, a financial services veteran, the Southern California team consists of seven experienced financial professionals working from three......
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