Search Results for: client acquisition

DeepSee.ai Inducted into JPMorgan Chase’s Hall of Innovation
Artificial Intelligence Finance News

DeepSee.ai Inducted into JPMorgan Chase’s Hall of Innovation

Fintech News Desk
by Fintech News Desk0
Fintech Startup Recognized for Delivering Efficiencies in Bank’s Global Markets Operations DeepSee.ai, the creator and leading provider of Knowledge Process Automation (KPA), announced today that it has been inducted into the JPMorgan Chase Hall of Innovation. The bank’s Hall of Innovation award recognizes select emerging tech companies for their innovation,......
BILL to Acquire Finmark, a Financial Planning and Analysis Software Company
Finance News

BILL to Acquire Finmark, a Financial Planning and Analysis Software Company

Fintech News Desk
by Fintech News Desk0
Innovative budgeting and forecasting solution makes financial planning simple for SMBs BILL, a leader in financial automation software for small and midsize businesses (SMBs), announced it has signed a definitive agreement to acquire Finmark, a leading financial planning software provider that simplifies financial planning and cash flow insights for SMBs.......
Bakkt to Acquire Apex Crypto
Cryptocurrency News

Bakkt to Acquire Apex Crypto

Fintech News Desk
by Fintech News Desk0
Acquisition is expected to significantly expand client verticals, drive scale, and bolster path to profitability Bakkt Holdings, Inc., a digital asset platform that unlocks crypto and drives loyalty to create delightful, connected experiences for a broad range of clients, has signed a definitive agreement to acquire Apex Crypto, LLC from......
Deloitte Collaborates With AWS to Put Enterprise-Class Banking Solutions in the Hands of Consumers Faster
Banking News

Deloitte Collaborates With AWS to Put Enterprise-Class Banking Solutions in the Hands of Consumers Faster

Fintech News Desk
by Fintech News Desk0
Deloitte’s ConvergePROSPERITY BankingSuite on AWS helps customers including Western Union meet customer demand for new digital banking services To help financial institutions meet the growing demands of consumers and small businesses, and to expedite the launch of digital-first banking services, Deloitte announced a multi-year co-investment and engineering collaboration with Amazon......
Business InsurTech News

Insurance Technologies Changes Name To Hexure

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the life and annuity industry, announced today its new company brand Hexure [heck-sure] to enable sharper strategic focus on leading the insurance, financial services and wealth management industries. “While we have a new name and look, our clients......
Cambridge Savings Bank Provides Artist & Craftsman Supply with a $4 Million Revolving Line of Credit to Pursue Strategic Growth Initiatives
Banking Lending News

Cambridge Savings Bank Provides A&C Supply with a $4 Million Revolving Line of Credit to Pursue Strategic Growth Initiatives

Fintech News Desk
by Fintech News Desk0
The employee-owned arts and crafts retailer will leverage the credit line to support rebounding sales following the Covid-19 pandemic Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and $6 billion in assets, announced that its Asset-Based Lending team provided a $4 million revolving line of credit to Artist &......
H2cryptO and RoundlyX Partnership Brings Passive Investing to Crypto
Cryptocurrency News

H2cryptO and RoundlyX Partnership Brings Passive Investing to Crypto

Fintech News Desk
by Fintech News Desk0
H2cryptO Corp Bringing Crypto to the World! H2cryptO, the world’s first cryptocurrency exchange that offers Live Support, 24/7/365 is please to announce its partnership with RoundlyX, the Software-as-a-Service (SaaS) provider specializing in enabling partners with spare change roundup functionality. Now, RoundlyX users have the ability to roundup spare change from......
Tyler Technologies to Acquire Rapid Financial Solutions
Digital Payments Finance News

Tyler Technologies to Acquire Rapid Financial Solutions

Fintech News Desk
by Fintech News Desk0
Acquisition to bolster Tyler’s payments offering for all clients Tyler Technologies, Inc. announced it has signed a definitive agreement to acquire Rapid Financial Solutions (Rapid), a leading provider of reliable, scalable, and secure payments with best-in-class card issuance and digital disbursement capabilities. The purchase price is approximately $68 million in......
Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners
Finance News

Kestra Private Wealth Services Strengthens Southeast Presence with Canton Wealth Partners

Fintech News Desk
by Fintech News Desk0
$650 million firm sought freedom from the corporate umbrella and a greater focus on client goals Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Canton Wealth Partners, whose financial professionals collectively oversee $650 million in client assets. “The Canton Wealth Partners team......
Introducing an Ethical Decision Framework to Guide Responsible AI in Investment Management
Artificial Intelligence Investment Services News

Introducing an Ethical Decision Framework to Guide Responsible AI in Investment Management

Fintech News Desk
by Fintech News Desk0
CFA Institute, the global association of investment professionals, has released new research and an accompanying ethical decision framework to motivate the evolution of ethical practices in the development of artificial intelligence (AI) technologies in investment management. The new research, Ethics and Artificial Intelligence in Investment Management, a Framework for Professionals, recognizes the......
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