Search Results for: wealth management technology

Ant Group Unveils its Financial Large Language Model and Two New Applications
Fintech News

Ant Group Unveils its Financial Large Language Model and Two New Applications

Business Wire
by Business Wire0
Financial LLM is in closed test with financial institution partners on Ant Group’s wealth management and insurance platforms The company will implement the financial LLM on its digital finance platform business supporting financial institutions in the China market. Ant Group unveiled its financial large language model at the 2023 INCLUSION·Conference......
GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
by Business Wire0
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
Sutton Bank Appoints Industry Veteran Darryl Clukey to lead Payments Division
Digital Payments News

Sutton Bank Appoints Industry Veteran Darryl Clukey to lead Payments Division

Business Wire
by Business Wire0
Sutton Bank announced that Darryl Clukey has joined the Bank and Sutton Payments as SVP, Chief Payments Officer. Darryl will provide strategy, direction and growth initiatives to Sutton Bank’s existing Payments business lines as the Bank continues to expand its products and services to the market. Latest Fintech Interview :......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Cleveland Browns Enhance Fan Experiences and Streamline Stadium Operations via Clover Sport
Digital Payments News

Cleveland Browns Enhance Fan Experiences and Streamline Stadium Operations via Clover Sport

Business Wire
by Business Wire0
The 2023 football season kicks off with Cleveland Browns Stadium as one of seven of 30 NFL stadiums outfitted with Clover The Cleveland Browns have chosen Clover Sport from Fiserv, Inc., a leading global provider of payments and financial services technology, to enhance fan experiences and optimize food and beverage operations at Cleveland......
Finastra Accelerates Its Loan Document Strategy With Laserpro in the Cloud
Compliance management News

Finastra Accelerates Its Loan Document Strategy With LaserPro in the Cloud

PR Newswire
by PR Newswire0
The move streamlines loan document compliance management, bringing the power of the cloud to community-based financial institutions Finastra announced that LaserPro, its loan document preparation system used by more than 2,500 financial institutions, is now available in the cloud. This strategic launch of LaserPro in the cloud streamlines loan document compliance......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
How Trade Finance Fintechs Are Mitigating Risks And Empowering SMBs
B2B B2C Commerce Guest Posts

How Trade Finance Fintechs Are Mitigating Risks And Empowering SMBs

Pushkar Mukewar
by Pushkar Mukewar0
In today’s interconnected world, small and medium-sized businesses (SMBs) are increasingly venturing into global trade to seek growth opportunities beyond their local markets. However, this practice comes with its fair share of challenges, particularly when managing the risks associated with international trade. Digital trade finance companies can provide SMBs with......
Research & Ranking Launches India's AI-Driven Financial Mentors Vasu and Vidya
Finance News

Research & Ranking Launches India’s AI-Driven Financial Mentors Vasu and Vidya

Fintech News Desk
by Fintech News Desk0
Research & Ranking, the equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, with Teacher’s Day around the brand has launched India’s AI-driven financial Mentors Vasu and Vidya. Designed to empower individuals with comprehensive financial insights through engaging and visually appealing snackable content. Vasu and Vidya are......
1