Search Results for: Financial Professionals

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services
Fintech News

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services

Fintech News Desk
by Fintech News Desk0
Acquisition of Gainfully accelerates transition to full spectrum marketing White Glove, a portfolio company of Rockbridge Growth Equity and fintech marketing company specializing in client acquisition services for financial advisors, announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial services......
Capital Investment Companies Expands the Financial Leadership Immersion Program
Fintech Investments News

Capital Investment Companies Expands the Financial Leadership Immersion Program

Fintech News Desk
by Fintech News Desk0
Capital Collaborates with the NC State University Poole College of Management Capital Investment Companies, one of the largest independent financial services and brokerage firms in the Southeastern United States, in collaboration with the NC State University Poole College of Management, is pleased to announce the expansion of the Financial Leadership......
SUMA Wealth Selects MX to Power its Data Platform Focused on Building Financial Wealth in the Latinx Community
Fintech News

SUMA Wealth Selects MX to Power its Data Platform Focused on Building Financial Wealth in the Latinx Community

Fintech News Desk
by Fintech News Desk0
Majority female-backed fintech helps Latinx community close the wealth gap and build prosperity with clean data and personalized financial alerts from MX MX, the financial data platform and leader in modern connectivity, announced that SUMA Wealth, a revolutionary financial technology company for U.S. Latinx youth founded by successful Latinx entrepreneurs......
National Urban League and Experian Launch Partnership to Support Financial Inclusion and Credit Education
Fintech News

National Urban League and Experian Launch Partnership to Support Financial Inclusion and Credit Education

Fintech News Desk
by Fintech News Desk0
National Urban League entrepreneurs and Young Professionals will have access to credit and small business tools The National Urban League and Experian North America announced the launch of a new partnership to further the mission of financial inclusion and empowerment for all. National Urban League President and CEO Marc H.......
Tresata Announces the Beginning of the End of Financial Crime With Free Service, BADaaS
Banking Finance Fintech News

Tresata Announces the Beginning of the End of Financial Crime With Free Service, BADaaS

Fintech News Desk
by Fintech News Desk0
Bad Actor Discovery as a Service (BADaaS) is the first AI-powered service that uses publicly available data on financial crime to reveal hidden connections  Tresata announced the launch of its Regtech Cloud with the availability of Bad Actor Discovery as a Service (BADaaS). Powered by Tresata’s advanced AI systems, BADaaS offers......
Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors
Analytics Finance Fintech News

Raymond James Ltd. Selects FactSet to Provide Market Data for Canadian Financial Advisors

Fintech News Desk
by Fintech News Desk0
FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has been selected by Raymond James Ltd. as its market data provider for financial advisors in Canada. FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth......
Human Trafficking a Serious Money Laundering Concern for Financial Institutions
Fintech News

Human Trafficking a Serious Money Laundering Concern for Financial Institutions

Fintech News Desk
by Fintech News Desk0
BAE Systems data reveals human trafficking is one of the top 5 biggest financial concerns for banks and insurers Money laundering techniques are now harder to spot and stop Financial compliance professionals blame ‘stagnant’ rules and regulations for hindering efforts to tackle money laundering Human trafficking is now one of......
Bright Data
Fintech News

New Research From Bright Data Reveals Appetite For Tighter External Regulation Of Bot Use Among Technology And Financial Services Decision-makers

Fintech News Desk
by Fintech News Desk0
Survey also finds that the vast majority (97%) of organizations have guidelines in place to ensure bots are used responsibly  Bright Data, the global industry leader in making public web data accessible to all, has  released new research that highlights the increased role bots are playing in automating key corporate......
AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
Digital Payments Fintech News

AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises

Fintech News Desk
by Fintech News Desk0
“Last mile” platform integrations enable enterprises to compliantly unify and automate fee-for-service financial planning compliance, billing, and payment processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of significant workflow automation enhancements which will empower enterprises to compliantly manage the entire fee-for-service financial planning engagement......
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