Search Results for: broker

Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data
Artificial Intelligence News

Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data

Business Wire
by Business Wire0
Daizy’s Advanced Conversational AI Improves Investment, Risk, and Sustainability Decisions for a New Generation of Investors Daizy, a wealthtech startup that will revolutionize the financial services industry by harnessing the power of generative AI, announced the launch of its ChatGPT plugin. The plugin democratizes investment research to make advanced guidance accessible......
BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences
Investment Services News

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences

PR Newswire
by PR Newswire0
The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati,......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers
Banking News

The Smart Investor Banking And Savings Trends Survey Shows Surprising Insights Among Consumers

PR Newswire
by PR Newswire0
Consumers are focused on short term deposits and high interest rates, but will not compromise on bank reputation, According to The Smart Investor Banking And Savings Trends Survey. “The past year has seen a significant shift from low or zero interest rates on deposit products to higher rates, reaching up......
Figure Launches HELOC Wholesale Model to Further Expand Access to Untapped Equity and Ease Originator Experience
Lending Mortgage News

Figure Launches HELOC Wholesale Model to Further Expand Access to Untapped Equity and Ease Originator Experience

PR Newswire
by PR Newswire0
Wholesale model will offer originators direct access to Figure’s end-to-end HELOC platform Figure Technologies Inc., a leader in transforming financial services through the power of blockchain technology, announced the launch of their wholesale lending platform, which will enable originators to seamlessly access Figure’s home equity line of credit (“HELOC”) offering.......
Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked
Finance Fintech News

Smart Pay Kiosk Revolutionizes Financial Services for Unbanked and Underbanked

PR Newswire
by PR Newswire0
The Smart Pay Kiosk is an innovative solution that provides a full array of financial services to the unbanked and underbanked populations. Approximately 63 million US adults (22%) were either unbanked (6%) or underbanked (16%), per 2019 Federal Reserve data. Unbanked individuals lack bank accounts due to past financial problems,......
XEROF Launches $100 Million Active Managed Certificate in Bitcoin
Cryptocurrency News

XEROF Launches $100 Million Active Managed Certificate in Bitcoin

Business Wire
by Business Wire0
The actively managed certificate, delivered in partnership with Swiss banks, is designed for institutional investors to diversify into cryptoassets more easily XEROF, a vanguard in cryptoasset financial services, announced that it has launched, alongside GenTwo, licensed and regulated Bitcoin-backed active managed certificates (AMCs). “The cryptoasset market is maturing and is......
Journey.ai and Tradition Capital Bank Partner to Redefine Cybersecurity and Digital Transformation
News Security

Journey.ai and Tradition Capital Bank Partner to Redefine Cybersecurity and Digital Transformation

PR Newswire
by PR Newswire0
Creates Blueprint for How Financial Institutions Can Significantly Strengthen the Security and Privacy of Customer Interactions While Also Dramatically Improving CX Journey.ai, Inc, a groundbreaking cybersecurity software business, has joined forces with Tradition Capital Bank, a leading community bank headquartered in Edina, Minnesota. This strategic partnership signifies a pivotal moment in the......
Coastal Community Bank is Making its First Move towards the Metaverse with 3D Game and Marketplace
Banking News

Coastal Community Bank is Making its First Move towards the Metaverse with 3D Game and Marketplace

GlobeNewswire
by GlobeNewswire0
Coastal Financial Corporation, the Bank holding company for Coastal Community Bank, is making its first move towards the Metaverse. The Bank Holding Company revealed Coastal World, an immersive 3D web platform that promotes, educates, and informs visitors about digital banking solutions that best fit their lifestyle, values, or specific financial......
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