Search Results for: wealth management technology

Artificial Intelligence Digital Payments Finance Fintech Interviews

Global Fintech Series Interview with Jeff Marsden, Chief Product Officer at PureFacts

Paroma Sen
by Paroma Sen0
Jeff Marsden, Chief Product Officer at PureFacts chats about AI in fintech and how it’s enabling better investment cycles in today’s financial ecosystem in this catch-up with Global Fintech Series: ___________   Tell us about yourself and your role at PureFacts. We’d also love to hear about your time in......
dLocal appoints Carlos Menendez as Chief Operating Officer
Digital Payments Finance Fintech News

dLocal appoints Carlos Menendez as Chief Operating Officer

EIN Presswire
by EIN Presswire0
dLocal strengthens leadership team with the appointment of Carlos Menendez as new COO and ongoing service of Jacobo Singer as Board Member following a transition period dLocal, a leading cross-border payment platform specializing in high-growth markets, announces the appointment of Carlos Menendez as Chief Operating Officer (COO), effective immediately. Jacobo......
dLocal appoints Carlos Menendez as Chief Operating Officer
Digital Payments Fintech News

dLocal appoints Carlos Menendez as Chief Operating Officer

GlobeNewswire
by GlobeNewswire0
dLocal strengthens leadership team with the appointment of Carlos Menendez as new COO and ongoing service of Jacobo Singer as Board Member following a transition period dLocal, a leading cross-border payment platform specializing in high-growth markets, announces the appointment of Carlos Menendez as Chief Operating Officer (COO), effective immediately. Jacobo......
Ownera and Adhara Partner to Provide Financial Institutions with Cross Market Access to Digital Cash and Collateral
Digital Payments Fintech News

Ownera and Adhara Partner to Provide Financial Institutions with Cross Market Access to Digital Cash and Collateral

EIN Presswire
by EIN Presswire0
The collaboration will give institutions a unified routing and orchestration solution to enable the digital exchange of cash and collateral across platforms Ownera, a leading provider of tokenization interoperability FinP2P routers, and Adhara, a leading provider of liquidity management, deposit token and international payments solutions, have announced a strategic partnership.......
Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion
Artificial Intelligence Fintech Investment Services News

Catchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion

GlobeNewswire
by GlobeNewswire0
Leading fintech company adds offering to increase pipeline generation efficiency through hyper-segmentation. Catchlight, an organic growth platform with award-winning AI technology to enrich, analyze, and score leads for wealth management firms, announced the invitation-only beta of its new Lead Routing decision support model. The first-of-its-kind model can help firms funnel......
Glia Launches ChannelLess AI-powered Interactions for Financial Services
Artificial Intelligence Finance Fintech News

Glia Launches ChannelLess AI-powered Interactions for Financial Services

PR Newswire
by PR Newswire0
Glia Cortex extends powerful insights, automated workflows, and personalized self-service across digital and call center customer interactions Glia, the leader in Unified Interaction Management technology for financial institutions, has extended the powerful capabilities of its Responsible AI solution, Glia Cortex, into Glia Call Center. Expanding Glia Cortex across digital and voice customer......
Wirex Pay Announces Mainnet Launch, Marking a New Era in Decentralized Payments
Digital Payments News

Wirex Pay Announces Mainnet Launch, Marking a New Era in Decentralized Payments

PR Newswire
by PR Newswire0
Wirex Pay, a leading decentralized payment network, is excited to announce the launch of its mainnet, marking a major step toward creating a decentralized payment ecosystem. Designed as a modular Zero Knowledge (ZK) chain for seamless payments, Wirex Pay is incubated by Wirex, a leading Web3 money app, and backed by industry giants like Visa, showcasing its......
RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance
Finance Fintech News

RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance

PR Newswire
by PR Newswire0
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs Surge Ventures, a FinTech Venture Studio, proudly announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1 product suite.......
Banking Fintech Guest Posts

Four Technologies That Banks Must Consider to Compete with FinTechs and Neobanks

Carl Robison
by Carl Robison0
As banks dive into the second half of 2024, there are several technologies they must consider investing in now to advance their offerings and compete with the FinTechs and neobanks.  Traditionally, most banks have been less eager to adopt new technologies, with only a few that driving new technology and......
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