Search Results for: client

NEPC Survey Shows “Retirement Crisis” Is Real, But Resolvable
Finance Fintech News

NEPC Survey Shows “Retirement Crisis” Is Real, But Resolvable

Business Wire
This year’s survey revealed that fees for managed accounts have dropped more than 10% over the past year, due to an increase in lower-cost providers, who are challenging established managed account providers on fees. NEPC, LLC, one of the country’s largest research-driven investment consultants and OCIO providers, today published the......
Bank of America Grant Boosts HGTC Fundraising Goal
Fintech Funding News

Bank of America Grant Boosts HGTC Fundraising Goal

PR Newswire
The grant from Bank of America will accelerate progress toward expanding physical facilities and attracting new students to its Nursing and Health Sciences programs, preparing students for success in the rapidly evolving healthcare sector.  Horry-Georgetown Technical College (HGTC) takes a significant step forward in realizing its vision for a new, world......
GAIM Ops Cayman Explores the State of Alternative Investment Operations with Top Government Officials, Regulatory Agencies, Legal, Fintech and Financial Firm Leaders
Investment Services News

GAIM Ops Cayman Explores the State of Alternative Investment Operations with Top Government Officials, Regulatory Agencies, Legal, Fintech and Financial Firm Leaders

PR Newswire
The event begins April 14 through 17, 2024 at the Ritz-Carlton, Grand Cayman. More than 700 c-suite executives, managing directors, top government officials and senior professionals shaping the alternative investment operations are expected at this year’s GAIM Ops Cayman in Grand Cayman to discuss operations, legal issues, security, AI, tech, and due diligence. The curated......
Morgan Stanley Announces Launch of Private Markets Transaction Desk
Finance Fintech News

Morgan Stanley Announces Launch of Private Markets Transaction Desk

Business Wire
Private Markets Transaction Desk supports secondary trading for shareholders of private companies through a company-centric focus with concierge service. Investors gain access to a distinct array of private market opportunities stemming from Morgan Stanley’s ecosystem encompassing Companies, Wealth Management Clients, and Institutional Investors. Morgan Stanley Wealth Management announced today the......
StratiFi Announces Strategic Partnership With iQUANT
News Risk Management

StratiFi Announces Strategic Partnership With iQUANT

PR Newswire
Alliance Provides Added Value to Mutual Customers, Offering Access to Bespoke iQUANT Risk Management Strategies and Investment Models on StratiFi StratiFi to Add Model Marketplace for Advisors to Gain Access to More Signal and Investment Research Providers StratiFi – a fast-growing risk management platform that provides wealth management firms and industry......
Zest AI Unveils First AI Lending Intelligence Companion
Lending News

Zest AI Unveils First AI Lending Intelligence Companion

PR Newswire
LuLu can quickly connect lending teams with industry data that allows them to analyse performance benchmarks, harvest insights from their Zest AI business results, and access critical information from their internal reports and documents – all with simple, natural human language prompts. Zest AI, the leader in AI lending technology,......
63% of US Businesses Will Use ISO 20022. Financial Institutions are Not Ready to Meet Demand.
Finance Fintech News

63% of US Businesses Will Use ISO 20022. Financial Institutions are Not Ready to Meet Demand.

PR Newswire
The survey results highlight the immediate market opportunity for FIs to capitalise on existing customer demand for intelligent payment routing and embedded banking services enabled by ISO 20022 messaging standards. New Datos report finds businesses plan to adopt the new messaging standard driven by the ability to automate payables and......
Empowering Lenders: Scienaptic AI Integrates with CRIF Select To Provide Advanced Credit Decisioning
Artificial Intelligence Fintech News

Empowering Lenders: Scienaptic AI Integrates with CRIF Select To Provide Advanced Credit Decisioning

Business Wire
CRIF Select clients can now seamlessly access Scienaptic’s AI-powered underwriting Scienaptic AI, a leading global AI-powered credit underwriting platform provider, announced its integration with CRIF Select, a leading provider of indirect lending solutions. With this integration, users of CRIF Select can seamlessly access Scienaptic’s advanced AI-powered signals for underwriting. CRIF Select......
Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions
Investment Services News

Nordic Capital Makes Majority Investment in Activeviam, Provider of Advanced Analytics for Financial Institutions

PR Newswire
The investment is made in partnership with ActiveViam’s founders and management to support and accelerate continued high-growth and expansion   Nordic Capital, a leading investor in banking software, will leverage its long-standing expertise and experience from accelerating digitization of the financial services industry The aim is to realize ActiveViam’s potential......
In Industry First: Binance Expands its VIP Invitation Program to Invite Users Trading Traditional Assets
News Trading

In Industry First: Binance Expands its VIP Invitation Program to Invite Users Trading Traditional Assets

PR Newswire
New users can aggregate volume from up to two crypto and/or TradFi trading venues to qualify for Binance VIP status and benefits Binance announced a new promotion for its VIP Invitation Program, offering new users trading cryptocurrencies and/or traditional assets on other platforms an even more convenient gateway to become......
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