Search Results for: personalized services

Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms
Digital Asset Management News

Linedata Expands Managed Services Offerings in Asia-Pacific for Buy Side Firms

Business Wire
by Business Wire0
Linedata extends its APAC offerings to include private equity, private credit, specialized and structured credit, and services for allocators and aggregators Linedata, a global provider of asset management and credit technology data and services, announced the expansion of its services capabilities and offerings in the Asia-Pacific (APAC) region. Linedata has......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Inszone Insurance Services Completes Acquisition of Larry Fu Insurance Agency
InsurTech News

Inszone Insurance Services Completes Acquisition of Larry Fu Insurance Agency

Business Wire
by Business Wire0
Inszone Insurance Services: a rapidly growing, national provider of benefits, personal and commercial lines insurance, announced the acquisition of Larry Fu Insurance Agency, Inc. The addition of Larry Fu Insurance Agency to the Inszone Insurance team is a strategic move that brings together two trusted insurance providers with a shared......
Inszone Insurance Services Completes Acquisition of Donna Ledwick Insurance Services
InsurTech News

Inszone Insurance Services Completes Acquisition of Donna Ledwick Insurance Services

Business Wire
by Business Wire0
Inszone Insurance Services, a rapidly growing, national provider of benefits, personal and commercial lines insurance, has announced the completion of its acquisition of Donna Ledwick Insurance Services. The move is part of Inszone Insurance’s strategy to expand its national footprint and build on its reputation as a leading insurance provider......
UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives
Cloud Fintech News

UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives

PR Newswire
by PR Newswire0
With experienced leaders and dynamic solutions in place, UST builds on positive 2022 results and will expand operations in the rapidly transforming market UST, a leading digital transformation solutions company, is proud to announce its continued growth and success in the banking and financial services industry. Today, UST is a trusted......
The Crypto App Partners with Industry Leaders to Launch Premium “Pro” and “Pro+” Services
Cryptocurrency News

The Crypto App Partners with Industry Leaders to Launch Premium “Pro” and “Pro+” Services

Business Wire
by Business Wire0
The Crypto App now makes it easier than ever to empower trading and investment decisions in crypto by combining the most advanced tools available into one powerful offering. The Crypto App, the leading utility app for crypto enthusiasts, traders and investors, announced the launch of Pro and Pro+, subscription-based service......
MoneyLion Partners with Column Tax to Offer Customers Free Tax Services
Finance News

MoneyLion Partners with Column Tax to Offer Customers Free Tax Services

Business Wire
by Business Wire0
With this partnership, eligible MoneyLion users have access to a simplified tax filing process that saves them time and cost associated with similar services MoneyLion Inc., the go-to destination for personalized financial content, financial products and advice, announced it is offering eligible MoneyLion users free tax filing services through its......
Dora Launches Free Financial Coaching Services to End Users via TrustPlus
Finance Fintech News

Dora Launches Free Financial Coaching Services to End Users via TrustPlus

Fintech News Desk
by Fintech News Desk0
Event Based Service Offers One-On-One Financial Coaching Dora Financial, a marketing and innovation CUSO (credit union service organization) powered by the credit union movement, announced the launch of its new feature, event-based financial coaching. Dora end users now have access to personal finance coaching at no cost through a new......
FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms
Finance News

FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms

Fintech News Desk
by Fintech News Desk0
Parachute, a leading start-up lender, becomes the first organization in Canada to use FICO Score 10 and take part in the FICO Score Open Access program Today, global analytics software firm, FICO announced that Parachute, a leading start-up dedicated to making financial well-being accessible for all Canadians, is the first organization......
Financial Services is Entering the Metaverse, and AI is Leading the Charge
Artificial Intelligence Guest Posts

Financial Services is Entering the Metaverse, and AI is Leading the Charge

Dennis Gada
by Dennis Gada0
Financial Services (FS) institutions are no strangers to artificial intelligence. From virtual customer service to compliance automation and fraud detection, the FS industry is harnessing AI for both internal and customer-facing activities. But AI holds the potential for more in the future: It can also help lead the FI industry......
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