Search Results for: broker

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial
Capital Markets Investment Services News

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

Business Wire
by Business Wire0
Strategic, collaborative partnership equips $200M RIA for next phase of growth OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, announced, in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment signifies a strategic alliance to provide growth capital and innovative solutions for continued growth. Founded in 1987 by......
Janover Launches AI Capabilities to Further Transform Commercial Real Estate Lending
Artificial Intelligence Fintech News

Janover Launches AI Capabilities to Further Transform Commercial Real Estate Lending

Fintech News Desk
by Fintech News Desk0
Janover Inc., a B2B fintech marketplace connecting commercial property borrowers and lenders with a human touch, announced the launch of new autonomous artificial intelligence (AI) email, which build on AI communication capabilities that were successfully implemented within the platform earlier this year. The AI-based agent operates via chat, voice, text,......
Blitz Insurance Partners with Ascend to Expand Payment and Financing Offerings
InsurTech News

Blitz Insurance Partners with Ascend to Expand Payment and Financing Offerings

PR Newswire
by PR Newswire0
Blitz Insurance, a specialty insurance carrier, partners with Ascend to modernize payment experiences for insurance brokers selling in specialty markets. With this partnership, Blitz Insurance will open new customer segments by offering both direct bill and premium financing into their payments workflow. “When we looked into the market for a......
Concirrus Partners with Insurity to Develop and Deliver Predictive Data Models for Enhanced Cargo Risk Management and Pricing Insights
Artificial Intelligence InsurTech News

Concirrus Partners with Insurity to Develop and Deliver Predictive Data Models for Enhanced Cargo Risk Management

Business Wire
by Business Wire0
As a welcome relief to global economic pressures, this partnership enables insurers to leverage data to streamline operations, reduce losses, and maximize profits Insurity, a leading provider of cloud-based software for insurance carriers, brokers, and MGAs, announced a new partnership with Concirrus, the leading AI insurtech helping commercial insurers to......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
MachineTrader Launches Low-Code, No-Code Software for Algorithmic Trading of Financial Assets
News Trading

MachineTrader Launches Low-Code, No-Code Software for Algorithmic Trading of Financial Assets

PR Newswire
by PR Newswire0
MachineTrader has launched a beta version of its software which allows traders to automate their investment strategies without the need to write code or hire programmers to build a custom trading platform. The MachineTrader™ platform offers users the ability to create flow-based processes using our visual development interface, enhanced with Open AI, allowing......
Cross River and Plaid Unveil Faster Multi-Rail Bank Payments Solutions
Banking Digital Payments News

Cross River and Plaid Unveil Faster Multi-Rail Bank Payments Solutions

Business Wire
by Business Wire0
Instant Payouts on Plaid Transfer, powered by Cross River, will enable real-time distributions for investing, lending, insurance, payroll and more Companies providing a turnkey solution for instant payments across multiple payment rails to U.S. companies of all sizes Cross River Bank (“Cross River”), a technology infrastructure provider that offers embedded......
Arc Home Launches Tavant’s Touchless Lending Platform to Expand Wholesale Operations
Lending News

Arc Home Launches Tavant’s Touchless Lending Platform to Expand Wholesale Operations

Business Wire
by Business Wire0
—Lender provides modern, end-to-end digital experience for their growing network of brokers— Tavant, Silicon Valley’s leading digital lending solutions provider, announced Arc Home LLC, a leading Non-QM and Non-Agency Wholesale and Correspondent lender, has successfully launched a new Broker platform: SPARC 2.0. Leveraging Tavant’s Touchless Lending® Broker Experience platform, Arc Home now......
Pocketnest Launches Tool for Independent Practices
Fintech News

Pocketnest Launches Tool for Independent Practices

PR Newswire
by PR Newswire0
Fintech app expands to smaller, independent clients at 42 percent growth rate Pocketnest, the female-founded financial wellness platform, announces its latest product rollout—Pocketnest for Independent Practices—aimed at independent wealth advisors, CPAs, mortgage brokers, financial advisors, and more. The latest product addition brings three new practices to the Pocketnest roster, with......
McLeod Software Announces Release of Payment Service Provider Interface
Digital Payments News

McLeod Software Announces Release of Payment Service Provider Interface

PR Newswire
by PR Newswire0
McLeod’s new Payment Service Provider Interface streamlines the billing and settlements process by integrating digital payments for lumper services. McLeod Software released a new Payment Service Provider Interface to make the process of paying for lumper services easier for back-office staff and drivers. The new interface streamlines this process by......
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