Search Results for: payment management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Microsoft Debuts Financial Services Cloud
Banking Business Fintech Investment Services Mobile Banking News Risk Management

Microsoft Debuts Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Amid the relentless challenges of 2020, the wheels of the financial industry kept turning. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies At the root of it all is the historic acceleration of digital technology in the pandemic. It’s what enabled the......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Early Warning Services and The Clearing House Now Enable Zelle Payments on the RTP Network
Artificial Intelligence Business Fintech News Risk Management

Neuravest Research Launches to Meet Growing Institutional Demand for Performance-Boosting AI-Driven Portfolios

Fintech News Desk
by Fintech News Desk0
Neuravest Research, a provider of AI-driven investment solutions for institutional investors, today announced the public launch of its portfolio construction and management platform, designed to help asset managers deliver superior fund performance through algorithmic portfolios using best-in-class alternative data and AI technology. Neuravest Research is a successor company to Lucena......
Early Warning Services and The Clearing House Now Enable Zelle Payments on the RTP Network
Digital Fintech Investment Services Mobile Banking News

Brazilian Fintech RecargaPay Raises $70m Series C Round

Fintech News Desk
by Fintech News Desk0
RecargaPay, Brazil’s largest payments and mobile money ecosystem, has raised $70 million to further enhance its all-inclusive payment platform, democratizing access to digital financial services for millions of new users. Currently EBITDA positive and with a revenue run rate of over USD$50 million, RecargaPay has raised over $100 million to......
NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions
Artificial Intelligence Business Fintech News

NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions

Fintech News Desk
by Fintech News Desk0
Customers want hyper-individualized financial services. They’re even willing to share personal data and pay more as a tradeoff. According to research findings released today by NTT DATA, there is ample opportunity for financial institutions to harness the power of AI to build more meaningful connections and experiences with customers — vastly......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
Vishal Dalal to Lead International Expansion of Pismo, One of the World's Most Advanced Financial Platforms
Banking Digital Fintech News

Vishal Dalal to Lead International Expansion of Pismo, One of the World’s Most Advanced Financial Platforms

Fintech News Desk
by Fintech News Desk0
Pismo, the nextgen banking and payment services platform, has announced the arrival of Vishal Dalal as CEO for the United States, Europe and Asia. Vishal will head up Pismo’s international expansion. One of the world’s leading specialists in banking technology, Vishal was a partner at McKinsey and previously worked as an executive at various renowned banks......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Artificial Intelligence Business Fintech Machine Learning News

Ontario Systems Acquires Pairity to Embed the Power of Machine Learning in Its Industry-Leading Collections Technology

Fintech News Desk
by Fintech News Desk0
Ontario Systems, a leading provider of enterprise software that automates complex workflows, accelerates revenue recovery and simplifies the payment process for healthcare, accounts receivable management (ARM) and government clients, today announced its acquisition of Pairity, a cutting-edge provider of artificial intelligence (AI) and machine-learning capabilities that allow collection teams to......
1