Search Results for: client acquisition

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Trinity Hunt Partners Announces Strategic Investment in Supreme Optimization
Investment Services News

Trinity Hunt Partners Announces Strategic Investment in Supreme Optimization

PR Newswire
by PR Newswire0
Trinity Hunt Partners, a growth-oriented private equity firm focused on services businesses, is pleased to announce a majority investment in Supreme Optimization, a digital marketing agency focused exclusively on life sciences. Supreme was founded in 2015 and has grown rapidly to become a thought leader in the life sciences marketing......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Orrick Adds Leading Tech Capital Markets Advisor Jamie Evans
Capital Markets News

Orrick Adds Leading Tech Capital Markets Advisor Jamie Evans

Business Wire
by Business Wire0
Orrick: Jamie Evans joins Orrick from Fenwick & West, where he co-chaired the Capital Markets & Public Companies Group. Over the course of his 20-year career, he has advised on some of the highest-profile technology public offerings in history. Jamie joins an Orrick tech practice that is counsel to over......
ZEDRA Completes Rebranding of AlleyBe Group
Finance Fintech News

ZEDRA Completes Rebranding of AlleyBe Group

PR Newswire
by PR Newswire0
Strengthens ZEDRA’s operations in Malta and aligns with the firm’s Global Expansion services offering plans ZEDRA, the fast-growing global specialist in Active Wealth, as well as Corporate, Global Expansion, Funds, Pensions and Incentives services, announces it has completed the integration and rebranding of AlleyBe Group, a leading Maltese corporate service......
Kennebec Savings Bank Launches Alkami's Digital Banking Platform
Banking News

Kennebec Savings Bank Launches Alkami’s Digital Banking Platform

PR Newswire
by PR Newswire0
Leverages data for personalization and enhances business banking to a single system Alkami Technology Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., announced that Maine-based Kennebec Savings Bank (Kennebec) has launched the Alkami Digital Banking Platform. Alkami’s integrated solution and single platform for business, retail and mobile......
Options Announces Partnership with Trade The Pool
Capital Markets News Trading

Options Announces Partnership with Trade The Pool

Business Wire
by Business Wire0
Options Technology, the leading Capital Markets services provider, announced its partnership with Trade The Pool following a successful integration with ACTIV Application Programming Interface (API). “We are delighted to partner with Trade The Pool and bolster our global market data services with the most innovative trading solutions and expertise. Our......
Orion Innovation Acquires Banktech Software Services
Banking News

Orion Innovation Acquires Banktech Software Services

Business Wire
by Business Wire0
Acquisition Expands Orion’s Digital Solutions and Core Banking Integration Capabilities for Banks and Financial Services Clients Orion Innovation (“Orion”), a leading digital transformation and product development services firm, announced the acquisition of Banktech Software Services Ltd (“Banktech”), a core banking implementation partner for global financial institutions. Banktech will complement Orion’s......
Ironhorse Funding LLC Chooses Asurity's RiskExec SaaS-Platform for Fair Lending Compliance
Compliance management Lending News

Ironhorse Funding LLC Chooses Asurity’s RiskExec SaaS-Platform for Fair Lending Compliance

PR Newswire
by PR Newswire0
RiskExec, a subsidiary of Asurity Technologies, LLC, announced its fair lending analytics SaaS-based platform has been selected by Ironhorse Funding LLC. Ironhorse is a leading provider of innovative, full-credit spectrum finance solutions to enthusiasts and dealers in the motorcycle, powersports, RV and marine markets. Ironhorse will utilize the RiskExec platform......
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