Search Results for: Financial Professionals

Financial Industry Veteran Larry Lawrence Joins Arteria AI To Further Drive Continued Growth Initiatives
Fintech News

Financial Industry Veteran Larry Lawrence Joins Arteria AI To Further Drive Continued Growth Initiatives

Business Wire
Global leader in enterprise digital documentation infrastructure, Arteria AI, announced experienced banker, Larry Lawrence, has joined the company as the latest addition to its growing team of experienced financial industry professionals. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “His passion, knowledge and firsthand......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
LC Financial Holdings Completes Acquisition of BCM Global
Banking Mortgage News

LC Financial Holdings Completes Acquisition of BCM Global

PR Newswire
LC Financial Holdings (LCFH) proudly announces the successful completion of the acquisition of BCM Global (BCM), marking the next step in its evolution as a technology-led credit specialist. This landmark acquisition cements LCFH’s stronghold in the management of consumer and SME loans, leases and mortgages across Europe. Established in 1998, LC......
Conquest Planning and CapIntel Collaborate to Help Financial Advisors
Fintech News

Conquest Planning and CapIntel Collaborate to Help Financial Advisors

Business Wire
Conquest’s platform solution will allow CapIntel’s enterprise financial advisors to easily deliver transparent and personalized goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with CapIntel, a leading financial technology platform that improves day-to-day workflow efficiency and fund analysis for......
Mercuryo Sides With the FinTech FinCrime Exchange Global Community To Combat Financial Crime
Digital Payments Finance Fintech News

Mercuryo Sides With the FinTech FinCrime Exchange Global Community To Combat Financial Crime

PR Newswire
Mercuryo, a global payments infrastructure company, is proud to announce that it has become a member of the FinTech FinCrime Exchange (FFE) – an international initiative aimed at combating financial crime. Established in 2017, the FFE is a global community that brings together participants of the fintech market and encourages mutual support......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
AI Is the Most Effective Method for Tackling Money Laundering Threats, According to AML Professionals
Artificial Intelligence News Risk Management

AI Is the Most Effective Method for Tackling Money Laundering Threats, According to AML Professionals

Business Wire
New Feedzai research of anti-money laundering (AML) professionals unveiled the most significant threats and solutions to AML processes 46% state that increasingly sophisticated money laundering techniques, including generative AI technology, is one of the biggest threats their business faces 53% note that the majority of money laundering activity they encounter......
Altair Global Survey Reveals Growing Impact of Digital Twin Technology in Banking and Insurance Industries
Artificial Intelligence Banking News

Altair Global Survey Reveals Growing Impact of Digital Twin Technology in Banking and Financial Industries

PR Newswire
Data highlights sector’s broad use of digital twins for behavior modeling, personalization, fraud prevention, and more Altair, a global leader in computational science and artificial intelligence (AI), released results from a global survey that reveals the widespread use of digital twin technology in the banking and financial industries. Although digital twin technology is......
dxFeed Integrates Indices into Refinitiv, Enabling Wider Access and Enhanced Financial Insights
Cryptocurrency Finance News

dxFeed Integrates Indices into Refinitiv, Enabling Wider Access and Enhanced Financial Insights

PR Newswire
dxFeed, a leading market data solutions and index management provider for the global financial industry, both traditional and crypto, announced integrating its comprehensive range of indices into the Refinitiv platform. This integration marks a significant milestone in dxFeed’s journey to improve accessibility and insights for financial professionals and investors worldwide. As part of......
Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform
Artificial Intelligence Fintech News

Al Trailblazer Bud Financial Launches Bud.ai, a Generative Al Core Platform

PR Newswire
Bud Financial (Bud) unveils an all-new generative Al core to its data intelligence platform, enabling banks and financial services organizations to apply Al to every consumer engagement. Read More About Fintech Interview: Global Fintech Interview with Ralph Dangelmaier, CEO & Board Member at BlueSnap The Bud.ai platform will empower any financial services......
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