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Featured Finance Fintech Primers

What Is Personal Financial Management (PFM)?

Pooja Choudhary
by Pooja Choudhary0
Introduction Personal finance apps, in lieu of mobile banking, usually offer more robust money management capabilities and greater flexibility in terms of customization, allowing users to do things like pay bills, monitor deposits and withdrawals, and move money across accounts. Many not only let you make payments and keep tabs......
Eltropy Unveils Industry’s First Unified Digital Conversations Platform for CFIs
Banking News

Eltropy Launches Industry’s First Unified Digital Conversations Platform for CFIs

Fintech News Desk
by Fintech News Desk0
The milestone release for Eltropy unifies Enterprise Texting, Video Banking, and Digital Contact Center, infused with AI everywhere, integrated with 35+ solutions for CFIs Eltropy announced that it has revamped its Video Banking and fully integrated it with its Enterprise Texting, Digital Contact Center and AI capabilities that comprise its......
FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
by PR Newswire0
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
Rasa Launches Innovative Generative AI Platform Blending Pro-code and Low-code Development
Artificial Intelligence News

Rasa Launches Innovative Generative AI Platform Blending Pro-code and Low-code Development

PR Newswire
by PR Newswire0
Breaking barriers in AI technology, Rasa introduces a unique conversational AI platform reducing AI assistant building complexity to a minimum and combining pro-code and low-code development for maximum productivity. Rasa, a leading conversational AI technology provider, announced the launch of its new Generative AI-native enterprise conversational platform. “For the first......
Bitline Chooses G2E to Announce Their Digital Asset Blockchain Payment Platform
Blockchain News

Bitline Chooses G2E to Announce Their Digital Asset Blockchain Payment Platform

GlobeNewswire
by GlobeNewswire0
Bitline by Ibanera, a pioneering name in the Blockchain payments sector, is thrilled to announce the arrival of its turnkey digital assets payment platform at Global Gaming Expo 2023. Bitline is a digital asset payment rail including stablecoin assets. Powered by a landmark exclusive integration with Everi a premier provider......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
Mulberri Launches Certificate of Insurance Platform for PEOs and Workers’ Compensation Master Carriers
InsurTech News

Mulberri Launches Certificate of Insurance Platform for PEOs and Workers’ Compensation Master Carriers

Business Wire
by Business Wire0
Solution streamlines management and enhances customer experience Mulberri, an AI-driven embedded insurance startup, announced the launch of its Certificate of Insurance platform in collaboration with VensureHR and Trion Solutions, two of the nation’s largest Professional Employer Organizations. This dynamic new platform helps PEOs generate COIs for small and mid-sized businesses......
TruStage Introduces First-of-its-Kind Digital Lending Insurance Product
Lending News

TruStage Introduces First-of-its-Kind Digital Lending Insurance Product

PR Newswire
by PR Newswire0
First-of-its-kind Digital Lending Insurance Product is Designed to Promote Financial Resilience for Lenders and Borrowers TruStage, a financially strong insurance, investment and technology provider, built on more than 85-years of experience providing payment protection solutions to credit unions, officially announced the availability of its newest lending solution–Payment Guard Insurance. The Payment......
B2B Fintech Startups News

ABCM™ Platform Customized For Startups By Fintech Startup Okoora

Fintech Staff Writer
by Fintech Staff Writer0
Okoora’s AI-powered platform Okoora, a Swiss-Israeli fintech business, has customized the ABCM™ platform to meet the special needs of startups for managing global payments, banking, and risks. Okoora’s ABCM™ platform, powered by AI, offers operational tools, currency risk management, and access to a vast bank and transaction room network. Since......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
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