Search Results for: Financial Advisor

Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm
Investment Services News

Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm

Fintech News Desk
by Fintech News Desk0
The transaction is expected to accelerate CrossCountry’s growth as it expands geographically and adds new service line offerings Investcorp, a leading global alternative investment firm, announced its acquisition of a majority stake in CrossCountry Consulting, a leading business advisory firm. In addition, Public Sector Pension Investment Board (PSP Investments) invested,......
APJ Financial Services: Akamai Research Shows APJ Surpasses North America in Web Application and API Cyberattacks Against Financial Services
Cloud News

APJ Financial Services: Akamai Research Shows APJ Surpasses North America in Web Application and API Cyberattacks Against Financial Services

Fintech News Desk
by Fintech News Desk0
State of the Internet report shows web application and API cyberattacks grew by 449 percent year-over-year in APJ, from 50M in 2021 to 240M in 2022 Akamai Technologies, Inc., the cloud company that powers and protects life online, released a new State of the Internet report that indicates a severe risk to the financial services......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company's International Advisory Board
Banking Fintech News

SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company’s International Advisory Board

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, announced that payments veteran and trusted banking advisor Doug Leighton has accepted a non-executive board position on the company’s International Advisory Board. “Joining SRM’s International Advisory Board is a wonderful opportunity.......
Q2 Helps Johnson Financial Group Modernize Its Digital Banking Experience
Banking News

Q2 Helps Johnson Financial Group Modernize Its Digital Banking Experience

Fintech News Desk
by Fintech News Desk0
Johnson Financial Group leverages Q2’s digital banking platform and the Q2 Innovation Studio to deliver a cohesive, personalized digital experience for its customers Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, announced it has helped Johnson Financial Group (“JFG”), a privately-held financial services company and......
CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors
Fintech News

CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors

Fintech News Desk
by Fintech News Desk0
Aviso Wealth will introduce CapIntel’s proprietary technology to credit union advisors to enhance their processes and enrich member interactions CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth......
Adyen Empowers Accounting Platform Moneybird to Offer Financial Services
Fintech News

Adyen Empowers Accounting Platform Moneybird to Offer Financial Services

Fintech News Desk
by Fintech News Desk0
Adyen is rounding out the SaaS platform’s offering with card issuing, accounts, and capital Adyen, the global financial technology platform of choice for leading businesses, announces that software as a service (SaaS) platform, Moneybird, is the latest customer utilizing its newly launched suite of embedded financial products. Designed to simplify......
UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry
Finance News

UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Work aims to increase low code technology adoption for solution development and app modernization at scale across the wealth management and financial services industry UST, a leading digital transformation solutions company, has announced that it is working  on solution development and go-to-market strategies targeting the financial services industry with Amazon......
Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions
Banking Mobile Banking News

Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions with Integrated Investment Solution

Fintech News Desk
by Fintech News Desk0
Access Softek, an omnichannel digital banking provider, has launched EasyVest YourChoice, an integrated investment solution that gives users the ability to trade stocks, fractional shares, and mutual and exchange-traded funds from within a digital banking platform. “Access Softek’s EasyVest YourChoice solution places community financial institutions at the forefront of a major industry shift”......
Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience
Finance Investment Services News

Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience

Fintech News Desk
by Fintech News Desk0
New capability personally matches clients with the right financial advisor InvestCloud, the global leader in financial digital transformation, announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology. Huntington is a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179......
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