Search Results for: AI and ML

LiquidityBook Finishes Volatile Year with Record Revenues, Major Staff Expansion
Banking Investment Services News

LiquidityBook Adds Duet Group to Client Roster

Fintech News Desk
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
Pilot.com Launches Three New Products That Reach Beyond Bookkeeping
Banking Business Fintech News

Pilot.com Launches Three New Products That Reach Beyond Bookkeeping

Fintech News Desk
Pilot is evolving into a single provider to handle all SMB’s financial needs Pilot, the leading provider of bookkeeping services for startups and small businesses, announced that it has launched three new products: R&D Tax Credit, CFO Services, and Extended Services. These products highlight Pilot’s momentum towards becoming a one-stop,......
Crypto.com Appoints Steven Kalifowitz as Chief Marketing Officer
Blockchain Cryptocurrency News

Crypto.com Rewards Community Following the Successful Launch of the Crypto.com Exchange

Fintech News Desk
Crypto.com, the pioneering payments and cryptocurrency platform, announced today that it will reward its long-standing community with an exceptional one-month promotion for any users joining the successfully launched Crypto.com Exchange platform with rewards up to 500,000 CRO. Read More: Auros Uses AI to Transform The Way Knowledge Is Captured, Shared,......
Verisk Is Launching New Analytics Platform for Life Insurance Underwriting in Collaboration with SCOR
InsurTech News

Verisk Is Launching New Analytics Platform for Life Insurance Underwriting in Collaboration with SCOR

Fintech News Desk
Revolutionary Analytics Platform Uses Artificial Intelligence to Help Insurers Ingest and Interpret Electronic Health Record Data for Automated Medical Underwriting Verisk , a leading data analytics provider, is launching its new analytics platform for automated underwriting of life insurance in collaboration with SCOR, a Tier 1 global reinsurer. Verisk’s new......
Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors
News Risk Management

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

Fintech News Desk
Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients’ and Prospects’ Risk Numbers Twenty Over Ten, an industry-leading SaaS company, today announced a partnership with Riskalyze, which enables advisors to pinpoint an investor’s Risk Number® in an effort to build a portfolio containing an......
Pinnacle Bank Adds Teslar Software to Improve Lending Relationships with Service and Insights
Business Fintech News

Armor Bank Selects Teslar Software to Support Significant Growth

Fintech News Desk
Bank Chooses Advanced Platform to Streamline and Improve Commercial Lending Process Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced that Armor Bank has selected their platform to improve processes, boost efficiencies and better scale. Forrest City, Ark.-based Armor Bank......
Pushpay Launches New Financial Dashboard, Provides Visibility to the Financial Health of the Church
Banking Fintech News

Pushpay Launches New Financial Dashboard, Provides Visibility to the Financial Health of the Church

Fintech News Desk
Pushpay’s Winter Product Release Provides New Tools and Insights to Help the Church Streamline Administration and Engage With Their Congregation — Any Day of the Week Pushpay Holdings Limited, the leading payments and engagement provider to the US faith sector, announces its winter product updates, which include a new financial......
Webull Financial Debuts Customizable Desktop Platform, Webull 4.0
Banking Fintech News

Webull Financial Releases “Webull 6.0”

Fintech News Desk
Latest product update includes AI-enabled voice command trading and a more streamlined interface, allowing for quicker and more efficient trading  Webull Financial LLC, an independent, self-directed broker dealer focused on zero-commission trading and in-depth market data, announced the launch of Webull 6.0. The new version of the app includes features......
Enfusion Announces Fintech Veteran Thomas Kim as Its Chief Executive Officer
Business News

Enfusion Announces The Hire Of Its First Chief Human Resources Officer

Fintech News Desk
Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the extension of its executive leadership team with its hire of Julie Nagle as Chief Human Resources Officer. Over the last 25+ years, Nagle has delivered vision, strategy and results to global human......
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