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How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations
Banking Finance Fintech Guest Posts

How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations

Timothy Rooney
by Timothy Rooney0
Fintech truly caters to our evolving needs in the digital era. Whether we necessitate enhanced accessibility, efficiency, lower costs, greater security, better financial literacy and economic growth, fintech innovation helps democratize financial services, improve convenience and drive our digital transformation. Technological advances have revolutionized countless industries — and the banking......
Global Survey Shows Wealth Management Ecosystem at Inflection Point
Investment Services News

Global Survey Shows Wealth Management Ecosystem at Inflection Point

Business Wire
by Business Wire0
Uncertainties about the outlook for global growth driving change Client experience and Digital delivery remains top priority Regulatory environment remains top challenge for industry Preference for outsourcing technology development New research from Citi Business Advisory Services, in partnership with Citi Securities Services, released highlights the need to transform business and......
Magic FinServ's DeepSight for Coupa Invoice Certified as Coupa Business Spend Management Platform Ready
Finance News

Magic FinServ’s DeepSight for Coupa Invoice Certified as Coupa Business Spend Management Platform Ready

PR Newswire
by PR Newswire0
DeepSight for Coupa Invoice is Now Available in the Coupa App Marketplace, Extending Coupa’s Platform and Increasing the Benefits of Invoice Smash to New Heights Magic FinServ, a leading provider of digital technology services and solutions for the financial services industry, announced it will offer DeepSight for Coupa Invoice in......
GTreasury and C2FO Partner to Provide Enhanced Liquidity Management Solutions for Treasurers
Finance News

GTreasury and C2FO Partner to Provide Enhanced Liquidity Management Solutions for Treasurers

PR Newswire
by PR Newswire0
By connecting with C2FO’s network, the partnership will empower GTreasury clients to streamline payables and receivables and optimize cash flow GTreasury, a leading provider of integrated treasury management and risk management systems, announced a strategic partnership with C2FO, the world’s on-demand working capital platform. Together, GTreasury and C2FO are able......
Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds
Banking News

Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds

Business Wire
by Business Wire0
Personalized Budgeting and Financial Management Tools Create Opportunities for Providers While the major U.S. retail banks and credit card providers have trained their sights on a new generation of personal financial management “super tools” as the next frontier of mobile app and website development, Canadian banks have been slower to......
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool
Artificial Intelligence News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool

Business Wire
by Business Wire0
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey. The results reveal insights into how investors view Artificial Intelligence (AI) and possible investing use cases: “Our......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations
Finance News

Skience Unveils Blueprint Process to Help Wealth Management Firms Better Manage Digital Transformations

Business Wire
by Business Wire0
Skience formalizes proven strategic planning framework to help wealth management firms organize for future digital success Skience, a leading financial services solution and consulting provider, announced the rollout of its Wealth Management Cloud Technology Blueprint, formalizing its strategic planning framework for digital transformations. This methodology, available as part of Skience’s......
Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community
Analytics B2B Finance News

Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community

PR Newswire
by PR Newswire0
Reflects Strong Interest From Leading Wealth Management-Related Firms For Sponsored Content Opportunities Across Email, Articles And Custom Content Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – announced the launch of its inaugural sponsored content and advertising program. Concurrently, WSR......
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