Search Results for: Wealth Advisory

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution
Business Fintech Guest Posts Investment Services

Spurred by Coronavirus, Investors Will Drive the Digital Advice Revolution

Chris Sonzogni
Financial advice tends to be a localized business. Where other financial services have digitized and fractured, relying on mobile apps and decentralization to boost margins and cut overhead, many advisory firms haven’t followed suit. The introduction of the coronavirus has largely changed that. And the changes the virus has ushered......
Fusion-Financial-Partners-Launches-FusionNetix--to-Provide-High-Touch-Technology-Services-Tailored-to-Unique-Needs-of-RIA-Community
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Fusion Financial Partners Launches FusionNetix to Provide High-Touch Technology Services Tailored to Unique Needs of RIA Community

Fintech News Desk
The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to......
Societe Generale: Two Major Strategic Initiatives in French Retail Banking
Banking Business Fintech News

Societe Generale: Two Major Strategic Initiatives in French Retail Banking

Fintech News Desk
TWO MAJOR STRATEGIC INITIATIVES IN FRENCH RETAIL BANKING  The Group today announces two major strategic initiatives in French Retail Banking through the planned merger of Crédit du Nord and Societe Generale, on the one hand, and the further development of Boursorama, on the other hand. Read More: A-Team Group Recognizes......
Socure Wins American Financial Technology Award for the “Best New Data and Data Services Technology” From WatersTechnology
Artificial Intelligence Business Fintech News

Socure Wins American Financial Technology Award for the “Best New Data and Data Services Technology” From WatersTechnology

Fintech News Desk
DocV and Intelligent KYC solutions recognized for excellence at this year’s 2020 awards ceremony Socure, the leader in Day Zero identity verification, today announced that it has won the “Best New Technology Introduced over the Last 12 months – Data and Data Services” for its DocV and Intelligent KYC offerings, at this year’s American Financial......
Societe Generale
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Societe Generale: Launch of a Unique Savings Solutions Offer by Strengthening the Partnership Set-Up

Fintech News Desk
Starting in the first quarter of 2021, Societe Generale will become the first and only major bank in France to operate in open architecture for all clients of its two retail banking networks. New innovative partnerships have been forged with six asset management companies, allowing savers served by the Societe......
Tricolor Adds Veteran Leadership to Aggressively Expand AI-Powered Responsible Lending Platform
Artificial Intelligence Fintech News Risk Management

Tricolor Adds Veteran Leadership to Aggressively Expand AI-Powered Responsible Lending Platform

Fintech News Desk
Purposeful financial technology leader adds proven execs, aims for continued scaling of business into new geographies Tricolor, a tech-enabled Community Development Financial Institution (CDFI) and the nation’s largest used vehicle retailer and lender for the Hispanic consumer, announced that it has named Nick Brown as Chief Risk Officer, Albert Hoover......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
Banking Business Fintech News

REYL & Cie named “Best Private Banking Boutique in Europe”

Fintech News Desk
REYL & Cie is proud to have been awarded the title of “Best Private Banking Boutique in Europe“, announced today in London by Professional Wealth Management (PWM). This award recognises the Bank’s excellence in commercial strategy and client service across the region. Read More: Worldline Welcomes Ingenico, Creating a New World-Class Leader in Payment Services......
FinTech Wales Appoints Starling Bank Founding Member Sarah Williams-Gardener as its First CEO
Banking Fintech News

FinTech Wales Appoints Starling Bank Founding Member Sarah Williams-Gardener as its First CEO

Fintech News Desk
As the champion of the FinTech and Financial Services industry in Wales, we at FinTech Wales are proud to announce that we have named Sarah Williams-Gardener as our first CEO. Read More: New Study Finds 70% of Consumers Would Leave Their Bank For One That Properly Identifies Themselves When Calling......
Eastern Bank Announces Executive Leadership Changes
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Eastern Bank Announces Executive Leadership Changes

Fintech News Desk
Nancy Huntington Stager Moving Full-Time Into Her Role As President And Chief Executive Officer Of The Eastern Bank Charitable Foundation General Counsel and Corporate Secretary Kathleen C. Henry Adding Responsibility Of Chief Human Resources Officer Eastern Bank, a provider of banking, insurance and investment products and services, announced today that......
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