Search Results for: financial industry

Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Featured Finance Fintech Primers Technology

Financial Forecasting Tools

Pooja Choudhary
by Pooja Choudhary0
In this age of advanced technology, in which we have access to brand-new technological tools with each new daybreak, it is essential to be able to adapt to the ever-changing technological landscape. Numerous metrics and KPIs can be utilised without difficulty for accurate business forecasting. Due to its superior accuracy......
Artificial Intelligence Featured InsurTech

How AI Has Transformed The Insurance Industry

Fintech Analyst
by Fintech Analyst0
Being a part of the tech race for this decade, we need to realize that beneath the volatile prices and meme-worthy facade- AI is a transformative superpower that has unbundled the potential to bank the unbanked and unlocks new economic value to build an equitable tech future ahead in the......
Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs
InsurTech News

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs

Fintech News Desk
by Fintech News Desk0
With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
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......
BNY Mellon and Fiserv Expand Real-Time FX Rate Quotes Capabilities for Payments from US Financial Institutions
Digital Payments News

BNY Mellon and Fiserv Expand Real-Time FX Rate Quotes Capabilities for Payments from US Financial Institutions

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Fiserv, a leading global provider of payments and financial services technology, have joined forces to deliver additional capabilities for real-time foreign exchange (FX) rate quotes for payments from U.S. financial institutions. Using innovative application programming interface (API) connectivity, financial institutions leveraging Payments Exchange: Foreign Exchange Services from Fiserv can now seamlessly......
nCino Announces Chief Financial Officer Transition
Banking Cloud News

nCino Announces Chief Financial Officer Transition

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced the appointment of Greg Orenstein as nCino’s Chief Financial Officer. Orenstein will succeed David Rudow, who will be leaving the Company effective January 31, 2023. Orenstein has significant leadership experience at nCino,......
Spec Secures $15M Series A Funding, Accelerating Innovation in Fraud Defense
Digital Wallet News

Marqeta Announces New Web Push Provisioning Product, Expanding Industry-Leading Payment Card Tokenization Capabilities

Fintech News Desk
by Fintech News Desk0
Marqeta’s new product builds on its advanced tokenization capabilities, equipping companies like Bread Financial to unlock new use cases and encourage faster onboarding by empowering cardholders to instantly tokenize a card into a mobile wallet without downloading a third-party application Marqeta, the global modern card issuing platform, announced its new......
Mastercard and Citizens Financial Group Announce Exclusive Payments Partnership
Banking Digital Payments News

Mastercard and Citizens Financial Group Announce Exclusive Payments Partnership

Fintech News Desk
by Fintech News Desk0
Mastercard and Citizens announced an expanded partnership, making Mastercard the exclusive payments network across Citizens’ credit, debit and commercial portfolios, as well as services provider in the U.S. With shared values and vision, Citizens and Mastercard are united in the goal to provide access, inclusion and innovation to the communities......
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