Search Results for: Financial institution

LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
Virtu Financial Launches Alert+ to Enhance Automated Block Trading Products
News Trading

Virtu Financial Launches Alert+ to Enhance Automated Block Trading Products

GlobeNewswire
by GlobeNewswire0
Virtu Financial, Inc. a leading provider of global, multi-asset financial services that delivers liquidity and innovative, transparent products across the complete investment cycle to the global markets, announced the launch of Alert+, a new workflow solution available in POSIT Alert that enhances the features of POSIT Alert by providing automated......
Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data
Artificial Intelligence News

Daizy AI Launches with ChatGPT Plugin to Democratize Institutional-Grade Investment Data

Business Wire
by Business Wire0
Daizy’s Advanced Conversational AI Improves Investment, Risk, and Sustainability Decisions for a New Generation of Investors Daizy, a wealthtech startup that will revolutionize the financial services industry by harnessing the power of generative AI, announced the launch of its ChatGPT plugin. The plugin democratizes investment research to make advanced guidance accessible......
Kashable and SecureSave Partner to Deliver Comprehensive Financial Benefits to Employers During Tense Economic Climate
Finance News

Kashable and SecureSave Partner to Deliver Comprehensive Financial Benefits to Employers During Tense Economic Climate

PR Newswire
by PR Newswire0
Employees Nationwide to Receive Full-Service Credit Building Resources During a time of record inflation when 51% of middle-income Americans are struggling to save, Kashable and SecureSave have joined forces to provide working Americans with access to affordable credit, emergency savings funds and financial wellness resources. Under a new partnership announced, participating......
Arteria AI Appoints New Chief Financial Officer and Global Head of Professional Services
Fintech News

Arteria AI Appoints New Chief Financial Officer and Global Head of Professional Services

Business Wire
by Business Wire0
AI-enabled documentation company internally promotes leaders to support continued growth Arteria AI, an award-winning global leader in enterprise digital documentation infrastructure, announced two recent internal placements: John Wallace as the company’s new Chief Financial Officer and Bailey Dougherty as its new Global Head of Professional Services. Latest Fintech Interview: Global......
Sigma Strengthens Product Leadership to Drive Next Generation Financial Crime Risk Management
News Risk Management

Sigma Strengthens Product Leadership to Drive Next Generation Financial Crime Risk Management

PR Newswire
by PR Newswire0
Karim Rajwani joins as Sigma’s Chief Product Officer to accelerate product roadmap and vision after a career in senior financial crime risk management roles at the world’s leading institutions Sigma Ratings, the AI-driven financial risk screening and monitoring platform with best-in-class entity resolution for compliant commercial relationships, announced that Karim Rajwani will join......
CSC Acquires Eddystone Financial Services, Expanding Loan Agency Offering in Australasia
Digital Finance InsurTech News

CSC Acquires Eddystone Financial Services, Expanding Loan Agency Offering in Australasia

Business Wire
by Business Wire0
CSC, a leading provider of business, legal, tax, and digital brand services, announced the acquisition of Eddystone Financial Services, a provider of corporate loan agency services. The acquisition will continue to expand the company’s corporate trust and agency solutions to the Australian and New Zealand markets. “We’re pleased to formalize......
Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities
Fintech News

Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities

Business Wire
by Business Wire0
Massey Henry, one of North America’s leading executive search firms focused on financial services, announced the appointment of a new partner, Charlotte Berry. Also Read: Global Fintech Interview with JB Orecchia, President and CEO of SavvyMoney “Charlotte’s addition to the firm is reflective of our significant growth, as well as the......
Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry
Mobile Banking News

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry

PR Newswire
by PR Newswire0
We are excited to announce a strategic partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities, to further streamline client interaction workflows for banks and financial institutions Moxo, the industry’s leading external project workflow solution, announced a partnership with SpeciTec, a Swiss software company specializing......
Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank
Banking News

Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank

PR Newswire
by PR Newswire0
Automated Financial Systems, Inc. announced the successful implementation of AFSVision at Flagstar Bank. AFSVision was chosen to partner with Flagstar as they continue to enhance their commercial lending lines of business while building on their relationship banking model that offers first-class services and products to their customers. “AFS is happy to......
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