Search Results for: actionable insights

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Fintech News Risk Management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment

Fintech News Desk
by Fintech News Desk0
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
FlowBank Puts Global Markets at Investors' Fingertips
Banking Cryptocurrency Fintech News

FlowBank Puts Global Markets at Investors’ Fingertips

Fintech News Desk
by Fintech News Desk0
Clients can use the app to invest in fractional shares and bitcoins While innovative, the new app also safeguards an investor’s privacy and security Next steps for the firm include the FlowBank Card plus expanding its offering to a private banking platform to target banks, asset managers, brokers and fintechs......
Three Ways To Fight Bank Fraud
Artificial Intelligence Banking Fintech Guest Posts Investment Services Risk Management Robotic Process Automation

Three Ways To Fight Bank Fraud

Cheryl Chiodi
by Cheryl Chiodi0
The rise in daily fraud attacks on banks and financial institutions has led to some organizations adding additional resources to their financial crime teams, but if they are still using old tools, is throwing more people at the problem the answer? There is no doubt that Know Your Customer (KYC)......
NRS Partners Facteus to Unlock POS Transaction Data
Business Fintech News

NRS Partners Facteus to Unlock POS Transaction Data

Fintech News Desk
by Fintech News Desk0
National Retail Solutions (NRS), operator of a leading point-of-sale network for independent retailers, today announced a partnership with Facteus, a leading provider of actionable insights from alternative financial data. Read More: GlobalFintechSeries Interview: Featuring Givingli and Blackhawk Network Pursuant to the agreement, NRS and Facteus will collect and process transaction......
Receipt BankRebrands As Dext
Banking Business Cryptocurrency Fintech InsurTech News

Receipt BankRebrands As Dext

Fintech News Desk
by Fintech News Desk0
From today Receipt Bank is now part of Dext, and Dext is so much more. Read More:  Tuvalu Embarks On World’s First National Digital Ledger And Infrastructure Project On Bitcoin SV But what is Dext and what does this mean for you? What’s Dext? Dext is the new name for our......
FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform
Artificial Intelligence Fintech Fintech Funding InsurTech Investment Services News

FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform

Fintech News Desk
by Fintech News Desk0
Investment will drive product development, entry to new markets and grow the executive team FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, today announced that it has closed a $12 million Series A funding round. The financing is being led by Team8 and existing investors Blumberg Capital and LionBird Ventures. Read More:......
Primer Launches Ope App Framewrok For Payments
Banking Fintech News

IQ banker’s M&A Modeling Platform Licensed By S&P Global

Fintech News Desk
by Fintech News Desk0
IQ banker, an innovative pioneer and global leader in corporate finance and financial modeling workflow platforms used by the world’s leading financial firms, is proud to announce it has licensed its latest best-in-class product to S&P Global Market Intelligence. The recently-launched “Merger Model – Powered by IQ banker”, a powerful......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech News Risk Management

Robertson Stephens and StratiFi Technologies Announce New Partnership

Fintech News Desk
by Fintech News Desk0
Strengthening client-advisor relationships through award-winning risk evaluation tool StratiFi, developer of award-winning PRISM Rating™ technology for financial advisors, and Robertson Stephens have announced a new partnership to create a more holistic view of clients’ financial wellness by integrating risk analytics into their investment solution. This partnership gives Robertson Stephens’ advisors......
BAI Finds Consumers Confident in Financial Services Organizations’ Fraud Response
Artificial Intelligence Banking Fintech Investment Services News

BAI Finds Consumers Confident in Financial Services Organizations’ Fraud Response

Fintech News Desk
by Fintech News Desk0
According to research recently conducted by BAI, a nonprofit independent organization that delivers the financial services industry’s most actionable insights, fraud and security remain the biggest frustration with digital banking customers. Today’s consumer is faced with greater challenges relative to fraud due to the impact of the COVID-19 pandemic, subsequent......
Asia Pacific Fintech Making a Mark
Artificial Intelligence Big Data Capital Markets Digital Featured Fintech InsurTech Machine Learning

Asia Pacific Fintechs Making a Mark in the Industry

Fintech News Desk
by Fintech News Desk0
Banking has to work when and where you need it. The best advice and the best service in financial services happen in real time and is based on the customer behavior, using principles of Big Data, mobility and gamification. – Brett King. Fintech leverages artificial intelligence (AI), natural language processing,......
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