Search Results for: financial management

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence
Artificial Intelligence debt collection Guest Posts

From Debt to Prosperity: How AI with Advisor Intelligence Creates a Roadmap to Financial Independence

Mitchell Morrison
by Mitchell Morrison0
According to the Federal Reserve, American household debt is at a record high. Americans held $16.9 trillion in household debt at the end of 2022, up $2.75 trillion since only 2019 — $986 billion of which is credit card debt. Clearly, the country is experiencing an issue with financial literacy......
OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial
Capital Markets Investment Services News

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

Business Wire
by Business Wire0
Strategic, collaborative partnership equips $200M RIA for next phase of growth OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, announced, in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment signifies a strategic alliance to provide growth capital and innovative solutions for continued growth. Founded in 1987 by......
Cetelem uses DRUID’s conversational technology to simplify the process of updating personal data
Artificial Intelligence Fintech News

DRUID and MoData Forge Strategic Partnership to Revolutionize Customer Engagement and Financial Solutions

Fintech News Desk
by Fintech News Desk0
DRUID, an AI-driven conversational leader, has announced its strategic partnership with MoData (Pty) Ltd, an emerging forerunner in AI-powered customer engagement, fintech and data-driven financial applications. This collaboration is poised to blend DRUID’s advanced conversational AI capabilities with MoData’s transformative financial business operational insights, equipping businesses with powerful tools to......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
Capco and Pyramid Analytics Announce Strategic Partnership to Accelerate Decision Intelligence in Financial Services
Artificial Intelligence Fintech News

Capco and Pyramid Analytics Announce Strategic Partnership to Accelerate Decision Intelligence in Financial Services

Business Wire
by Business Wire0
Capco, the global technology and management consultancy dedicated to financial services, and Pyramid Analytics, a leading business analytics and decision intelligence platform provider, announced a partnership to help financial institutions simplify their decision-making through AI-augmented, automated, and collaborative insights. Latest Fintech Interview: Global Fintech Interview with Jim Stickley, Chief Executive......
Feedzai Introduces Railgun a Next-Generation Fraud Detection Engine, Featuring Advanced AI to Defend Millions of People From Surging Financial Crime
Fintech News Risk Management

Feedzai Introduces Railgun: Fraud Detection Engine, Advanced AI to Defend Millions of People From Surging Financial Crime

Business Wire
by Business Wire0
Railgun delivers breakthroughs in accuracy, latency, and reliability, further enhancing Feedzai’s already industry-leading RiskOps Platform Patented AI technology is the latest innovation from Feedzai, which has invested over $100M to develop the world’s most comprehensive suite of products to fight financial crime Feedzai, a leading provider of financial crime and......
equipifi Introduces BNPL Digital Forum for Financial Institutions
Fintech News

equipifi Introduces BNPL Digital Forum for Financial Institutions

PR Newswire
by PR Newswire0
Insights and Innovation is the first Buy Now, Pay Later forum for banks and credit unions unlocking their own solution for cardholders equipifi, a fintech company providing banks and credit unions with a white label Buy Now, Pay Later (BNPL) solution, announced that Insights and Innovation, the first BNPL forum for......
Westlake Financial’s Visorbot is Shaping the Future of Auto Financing
Artificial Intelligence Finance News

Westlake Financial’s Visorbot is Shaping the Future of Auto Financing

Business Wire
by Business Wire0
In the ever-evolving landscape of auto finance, Westlake Financial is setting the pace. Every day Westlake’s Visorbot, a proprietary AI and machine learning tool, astoundingly computes 800,000 applications. In a single month, that amounts to 24 million loan computes. Latest Fintech Interview: Global Fintech Interview with Ralph Dangelmaier, CEO &......
Hitachi Payment Services to Acquire Writer Corporation's Cash Management Business
Digital Payments News

Hitachi Payment Services to Acquire Writer Corporation’s Cash Management Business

Fintech News Desk
by Fintech News Desk0
Hitachi Payment Services, India’s leading integrated payment solutions provider, has entered into an agreement to acquire the Cash Management Business of Writer Corporation, a multi-business enterprise. In the Cash Management industry, Writer Safeguard – the Cash Management Business of Writer Corporation, has been providing comprehensive cash services including ATM cash......
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