Search Results for: Financial technology

Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank
Banking Finance News

Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank

Business Wire
by Business Wire0
Partnership with Ameriprise Financial expands Happy’s offering and enhances its ability to help more clients reach their financial goals Ameriprise Financial announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial......
Virtualitics Secures Strategic Investment from Citi Fueling Growth of Intelligent Exploration Technology
Finance Investment Services News

Virtualitics Secures Strategic Investment from Citi Fueling Growth of Intelligent Exploration Technology

PR Newswire
by PR Newswire0
Virtualitics will use the funding to enable the further development of advanced AI solutions that unlock the full value of complex data Virtualitics, the Intelligent Exploration company, announced a strategic investment from Citi. Virtualitics will use the funding to accelerate the expansion of its AI Platform, adding more out-of-the-box machine......
Galileo Financial Technologies Joins AWS Marketplace
Fintech News

Galileo Financial Technologies Joins AWS Marketplace

PR Newswire
by PR Newswire0
Galileo furthers commitment in offering innovative, accessible financial technology solutions, now listed on AWS Marketplace Galileo Financial Technologies, LLC, a leading financial technology company owned and operated independently by SoFi Technologies, Inc., announced that its solutions will now be listed on the AWS Marketplace, a curated digital catalog with thousands......
BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
Qentelli, as a Development Partner, Helped Launch myNILpay
Digital Payments News

Qentelli, a Dallas-based Digital and Cloud Technology Firm, as a Development Partner, Helped Launch myNILpay

Business Wire
by Business Wire0
Qentelli, a Dallas-based Digital and Cloud Technology Company, has helped deliver a first-of-its-kind payment gateway platform that allows fans to direct-pay college student-athletes. The platform, called myNILpay, is now available and is compliant with NCAA Name, Image and Likeness (NIL) rules and regulations. “We are thrilled to launch myNILpay and offer a......
Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders
News Risk Management

Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders

Business Wire
by Business Wire0
Wolters Kluwer Finance, Risk & Regulatory Reporting will offer perspectives on bank risk-based performance and commercial outcomes Experts from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR) will offer insights at the “Transforming and Improving Financial Risk Management with International Principles and Standards” event taking place on Tuesday, May 16, at the Melia Hotel......
Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
by PR Newswire0
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
Cable Raises $11 Million to Automate Effectiveness Testing of Financial Crime Controls
Compliance management News

Cable Raises $11 Million to Automate Effectiveness Testing of Financial Crime Controls

Business Wire
by Business Wire0
Cable’s effectiveness testing platform is in demand by more customers, with regulatory scrutiny and volatility escalating across the banking landscape Cable, provider of the all-in-one financial crime effectiveness testing platform, raised an $11M Series A from Stage 2 Capital and Jump Capital, with ongoing involvement from previous investors CRV. The......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool
Artificial Intelligence News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool

Business Wire
by Business Wire0
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey. The results reveal insights into how investors view Artificial Intelligence (AI) and possible investing use cases: “Our......
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