Search Results for: finance management

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Pathward’s Sharmen Hall-Lengel and Stacy Sant Earn National Recognition as Leading Women in Secured Finance
Finance News

Pathward’s Sharmen Hall-Lengel and Stacy Sant Earn National Recognition as Leading Women in Secured Finance

Business Wire
by Business Wire0
Secured Finance Network profiled women in the industry who stand out from the crowd in this month’s issue of the association’s magazine, The Secured Lender Pathward, N.A., an industry leading financial empowerment company, announced that two leaders from its Commercial Finance team, Sharmen Hall-Lengel and Stacy Sant, are profiled in......
Guild Mortgage Announces Executive Management Succession Plan
Mortgage News

Guild Mortgage Announces Executive Management Succession Plan

Business Wire
by Business Wire0
Ms. Terry Schmidt to be Promoted to Chief Executive Officer Guild Mortgage, a growth-oriented mortgage lending company originating and servicing residential loans since 1960, announced the pending retirement of CEO Mary Ann McGarry, effective June 30, 2023, following a career of almost 40 years, which included leading the company’s growth......
Array Partners with FICO to Address Growing Demand for Embedded Finance Products
Analytics Finance News

Array Partners with FICO to Address Growing Demand for Embedded Finance Products

Business Wire
by Business Wire0
Agreement brings FICO Scores to industry-leading private-label credit, identity and privacy management platform Fintech Meetup–Array, a leading financial innovation platform, announced a multi-year agreement with leading analytics software firm FICO that will provide FICO Scores and credit data to the millions of consumers that use Array’s product platform. “There are tens of thousands of banks,......
Roc360 Expands its Leading Portfolio of Brands with Acquisition of Finance of America Commercial Through Asset Sale
Investment Services News

Roc360 Expands its Leading Portfolio of Brands with Acquisition of Finance of America Commercial Through Asset Sale

PR Newswire
by PR Newswire0
Roc Capital Holdings LLC, a vertically integrated platform for residential real estate investors and a leading originator of business purpose loans nationwide, announced it has closed on the previously announced transaction for Finance of America Commercial (“FACo”) assets. Founded in 2014, Roc360 has funded in excess of $14 billion in......
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
by Business Wire0
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......
Commerce Finance News

Klarity Brings GPT-4 And Big Language Models To Finance, Improved Platform For Validating And Summarizing Order, Contract, And Revenue Data

Fintech Staff Writer
by Fintech Staff Writer0
Today, Klarity announced that it is now using GPT-4 (the machine learning model powering ChatGPT) as the foundation of its platform, giving customers much more flexibility as they automate labor-intensive order management, billing, and revenue workflows. Klarity offers the first solution for automatically validating order, billing, and revenue data. In......
JIVF Selects Openway to Become a Consumer Finance Leader in Vietnam
debt collection Digital Payments Digital Wallet News

JIVF Selects OpenWay to Become a Consumer Finance Leader in Vietnam

PR Newswire
by PR Newswire0
JIVF’s migration to Way4 is expected to be completed in a few months. Way4 will help JIVF deliver individual and corporate credit card products, BNPL services, launch a digital wallet, and ensure better digital-first customer ­­experiences in consumer finance on an accelerated timeline in Vietnam JIVF has selected the Way4 digital payments software platform aiming......
Lateral Investment Management Expands Distribution Team to Focus on Retail Channel
Investment Services News

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Business Wire
by Business Wire0
Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional......
Artificial Intelligence Banking Finance Markets News

To Enable Banks To Create And Manage Technological Solutions That Are Ready For The Future And Support Their Market Leadership, Intellect Introduces Emach.ai, The Largest Open Finance Platform In The World.

Fintech Staff Writer
by Fintech Staff Writer0
A breakthrough cloud-native, future-ready open banking platform with embedded artificial intelligence called eMACH.ai was introduced by Intellect Design Arena, a multi-product FinTech firm, and is powered by AWS. Financial institutions can construct the banks and FIs of the future thanks to eMACH.ai’s 285 pre-built microservices, 1,214 APIs, and 200 events.......
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