Search Results for: wealth management technology

AI and Finances: A Winning Combination
Artificial Intelligence B2B Digital Payments Guest Posts

AI and Finances: A Winning Combination

Saeid Hejazi
by Saeid Hejazi0
According to history, it was a salesman by the name of Loren Dunton who introduced the world to the concept of a personal financial planner in the 1960s. Dunton was inspired by the realization that people in the US had become dependent on Social Security because they lacked personalized financial......
Open Wealth Platform Flanks secures an $ 8m Series A round led by Earlybird
Fintech News

EarlyBird Unveils EarlyBird 2.0: Family Finance Reimagined

PR Newswire
by PR Newswire0
EarlyBird, the leading innovator in family finance, proudly announces the highly anticipated launch of EarlyBird 2.0. This groundbreaking new platform sets an elevated standard in family finance, introducing a novel approach that uniquely combines fintech and social. With EarlyBird’s newest launch, they aim to foster financial growth for children by......
American Banker publishes Building a Customer-Centric Bank research report, analyzing the customer-focused strategies and priorities of financial institutions
Banking News

American Banker Names Regions Bank’s Dr. Chun Schiros Among Most Powerful Women in Banking

Business Wire
by Business Wire0
Schiros is the latest leader at Regions recognized as an emerging woman in leadership. Regions Bank on Thursday announced American Banker magazine has named Dr. Chun Schiros, senior vice president and head of Enterprise Data Science for Regions, to its 2023 Most Powerful Women in Banking: Next list. Latest Fintech Interview:......
Magic Eden Welcomes Linus Chung as Head of Product
Finance News

Magic Eden Welcomes Linus Chung as Head of Product

PR Newswire
by PR Newswire0
Linus Chung brings a wealth of experience in web3 and NFT marketplaces to lead product strategy and development Magic Eden, the leading cross-chain NFT platform, announced the hiring of Linus Chung as Head of Product. Linus brings with him almost 20 years of experience in technology and web3. At Magic Eden, Linus......
Salmon Raises USD 20 Million of Financing, Setting a Record for Series A Tech Companies in the Philippines
Fintech Investment Services News

Salmon Raises USD 20 Million of Financing, Setting a Record for Series A Tech Companies in the Philippines

Business Wire
by Business Wire0
Consumer fintech Salmon announces it has secured a USD 20MM debt facility from U.S. emerging-markets specialist investment firm Argentem Creek Partners, enabling Salmon to further scale its lending operations across the Philippines. Building on significant investor interest in the debt placement, Salmon will expand its loan book, leveraging its existing......
Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists
Fintech News

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

Business Wire
by Business Wire0
Seven impressive fintechs set to showcase their innovations in front of the largest independent gathering of financial advisors and professionals in the world Future Proof Festival, the largest wealth festival in the world and the most anticipated event in finance, announced an elite group of finalists for the second annual......
CIBC Innovation Banking Provides €12m Financing Package to Language Technology Business Phrase
Banking News

CIBC Innovation Banking Provides Growth Capital to ConnectCPA

Business Wire
by Business Wire0
CIBC Innovation Banking is pleased to announce it has provided growth capital financing to ConnectCPA, an industry leading provider of cloud-based accounting and bookkeeping services. The financing will be used to propel ConnectCPA’s product development and expand its market footprint. Latest Fintech Interview: Global Fintech Interview with Ramy Ashour, Global......
Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia
Banking News

Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia

Business Wire
by Business Wire0
Private Banking Adds to Wealth Management and Corporate Advisory & Banking Teams The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Wealth Management and Corporate Advisory & Banking teams in Philadelphia with the recent hiring of Tom Hyland, Patrick Gleeton, and Luke Hirneisen.......
COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations
Compliance management News

COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations

PR Newswire
by PR Newswire0
New solutions enable advisers to make best interest product and rollover recommendations, digitally documenting and disclosing their analysis Today, two leading compliance software providers to the wealth management industry, COMPLY and InvestorCOM, announced an expanded partnership which will enable wealth firms and advisers to more efficiently and effectively comply with the Securities and......
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