Search Results for: client experience

B2B Commerce Finance Lending News

Co-lending Partnership Between Axis Bank And Autotrac Finance Limited Through Yubi

Fintech Staff Writer
Axis Bank, the third-largest private sector bank in India, and Autotrac Finance Limited Ltd (AFL), a non-banking financial company based in Gurgaon, announced their strategic alliance today via the Yubi Co.Lend platform. Both institutions will provide “New Tractor Loans” through this agreement for agricultural and related operations to meet the......
Top AI Startups Impacting 10 Industries
Analytics Artificial Intelligence Featured Fintech Primers

Top AI Startups Impacting 10 Industries

Pooja Choudhary
Through the application of pattern recognition, artificial intelligence (AI) enhances industrial operations and automates back-office duties. Businesses can do this to save time and use resources more effectively. For this reason, businesses incorporate artificial intelligence (AI) and AI-based data processing techniques like machine learning and natural language processing (NLP) into......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Mutualista Pichincha is Harnessing Creatio's One Platform to Automate Finserv Workflows
Finance News

Mutualista Pichincha is Harnessing Creatio’s One Platform to Automate Finserv Workflows

PR Newswire
Mutualista Pichincha, a financial services institution in Ecuador, is choosing Creatio’s powerful platform to enhance its relationships with its customers Creatio, a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom, announced that Mutualista Pichincha, a financial services institution in Ecuador, has......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
BankProv Joins the MaxMyInterest Platform to Offer Premium High-Yield Savings Account
Banking News

BankProv Joins the MaxMyInterest Platform to Offer Premium High-Yield Savings Account

PR Newswire
New offering enables depositors to open high-yield savings accounts at BankProv in less than one minute BankProv, a future-ready commercial bank that offers technology-driven banking solutions to its clients, is pleased to announce its nationwide partnership with MaxMyInterest (Max), an intelligent cash management platform for individual investors and financial advisors. Through this......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Artificial Intelligence Investment Services News

Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments

Business Wire
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
Citi Consolidates eFX Trading Platforms into Velocity 3.0, a New Single Dealer Platform
News Trading

Citi Consolidates eFX Trading Platforms into Velocity 3.0, a New Single Dealer Platform

Business Wire
CitiFX has consolidated its portfolio of eFX trading platforms for corporate and professional investor clients. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder at FLUIDEFI Velocity 3.0, the new single dealer is an operating system that delivers CitiFX Pulse, Citi Velocity Trading, Citi Velocity Research and......
Settlements in Global Class Actions Increased 142% in 2022, Broadridge Annual Class Actions Report Shows
Cryptocurrency Fintech News

Settlements in Global Class Actions Increased 142% in 2022, Broadridge Annual Class Actions Report Shows

Fintech News Desk
ESG Investing and Cryptocurrency litigation Among Major 2022 Global Class Action Trends  2022 has been one of the busiest years for the global securities class action litigation industry, with settlement recovery opportunities of more than $7.4 billion and 21% more claim filing opportunities, according to the fourth annual Broadridge Global......
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