Search Results for: digital management tools

Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform
Banking News

Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform

PR Newswire
by PR Newswire0
Fintech partnership empowers financial institutions to level up small business financial wellness Alkami Technology, Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., and upSWOT, a leading fintech platform that connects business applications for integrated data analysis and insight, have expanded their partnership by making upSWOT’s......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
Dragonfly Financial Technologies Launches New Composable Digital Business Banking Solutions to Modernize the Customer Experience
Banking Fintech News

Dragonfly Financial Technologies Launches New Composable Digital Business Banking Solutions to Modernize the Customer Experience

PR Newswire
by PR Newswire0
Banking-as-a-Service solutions empower banks of all sizes to provide a superior customer experience, quickly introduce new services and help banks compete with FinTechs Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, announced new deployment options for its Universal Online Banker platform to help banks quickly and efficiently deliver......
Jack Henry Continues Phase Out of Screen Scraping on the Banno Digital Banking Platform
Banking News

Jack Henry Continues Phase Out of Screen Scraping on the Banno Digital Banking Platform

PR Newswire
by PR Newswire0
Company has replaced inbound screen scraping with safe and secure consumer-permissioned data sharing through open-banking APIs across hundreds of thousands of apps and millions of accountholders Jack Henry announced it continues to replace inbound screen scraping on its Banno Digital Banking Platform with API connections to all five major data exchange......
Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features
Banking Mobile Banking News

Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features

Business Wire
by Business Wire0
Credit union implements digital platform to offer enhanced banking services, enable member self-service functionality Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, announced that Harrisonburg, Va.-based Park View Federal Credit Union (‘Park View’ – $350M in assets) is live on its enhanced thoughtful banking platform.......
PYOR Raises $4 Million to Accelerate Global Institutional Participation in Digital Assets
Digital Asset Management News

PYOR Raises $4 Million to Accelerate Global Institutional Participation in Digital Assets

PR Newswire
by PR Newswire0
The funding round was led by crypto asset venture firm Castle Island Ventures PYOR (Power Your Own Research), a pioneer in enabling high-fidelity data and insights for the digital assets industry, announced $4 million USD of funding in its seed round. The raise was led by Castle Island Ventures, with further investment......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
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......
weSure Digital Expands to Michigan with its Innovative BOP Insurance Offering for Small Businesses
InsurTech News

weSure Digital Expands to Michigan with its Innovative BOP Insurance Offering for Small Businesses

GlobeNewswire
by GlobeNewswire0
The US subsidiary of the weSure Group strengthens its distribution leadership team alongside its entry into a second State with its fully digital Small Commercial Insurance product WeSure Digital Insurance Services, Inc., the US Managing General Agency (MGA) subsidiary of the international publicly traded insurance and technology group WeSure Global Tech......
1