Search Results for: financial broker platform

Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Leading European Bank Uses NICE Authentication to Improve Security and Customer Experience
Artificial Intelligence Fintech News Risk Management

NICE Actimize Unveils Xceed, a Next-Generation AI-Powered Financial Crime Risk Management Cloud Platform

Fintech News Desk
by Fintech News Desk0
NICE Actimize announced the launch of its newest platform, NICE Actimize Xceed, which integrates best-in-class AI, data intelligence, behavioral analytics, and insights within a unified cloud platform designed to bring agility to financial institutions of all sizes, including community and regional banks, that are looking to modernize their financial crime risk......
Cube Raises $5M Seed Round to Expand Next Generation Financial Planning & Analysis Platform
Fintech News

Cube Raises $5M Seed Round to Expand Next Generation Financial Planning & Analysis Platform

Fintech News Desk
by Fintech News Desk0
Cube, the next generation Financial Planning & Analysis (FP&A) platform for Finance teams, announced that it has closed a $5M seed round to expand their go-to-market efforts. Cube is disrupting the decades-old enterprise performance management (EPM) industry with an innovative offering that combines the power of SaaS with the flexibility and familiarity of spreadsheets.......
Automated Financial Systems, Inc. Announces Santander Bank’s Selection of AFSVision®, the Next Generation Commercial Lending System
Fintech News

Automated Financial Systems, Inc. Announces Santander Bank’s Selection of AFSVision®, the Next Generation Commercial Lending System

Fintech News Desk
by Fintech News Desk0
Automated Financial Systems (AFS) announced that Santander Bank, N.A., the U.S. affiliate of Banco Santander, S.A., has signed on to convert to AFSVision, the state-of-the-art next-generation commercial lending system from AFS. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago to Enable E-hailing and Mobile Payments for Wheelchair......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Blockchain

Vietnam’s Government Endorses FPT Software’s Blockchain Platform, Pushing for National Digital Transformation

Fintech News Desk
by Fintech News Desk0
Last Thursday, Vietnam’s Ministry of Information and Communications announced the launch of akaChain, an enterprise blockchain platform developed by leading IT firm FPT Software, as part of its national program for digital transformation. akaChain is one of a few made-in-Vietnam digital platforms that were hand-picked by the Government to accelerate......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Compelling Digital Client Experience Draws Advisor Team to Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
Former NYLIFE team excited to leverage ‘smartly designed’ client-facing technology to keep focus on clients and building practice A team of financial advisors recently joined the franchise channel of Ameriprise Financial Inc. (NYSE: AMP) from NYLIFE Securities with $114 million in client assets. The team, called Oak Bridge Financial, includes......
Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding
Fintech Fintech Funding News

Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding

Fintech News Desk
by Fintech News Desk0
habito, the UK’s digital mortgage broker, has raised £5.5m in Series A funding led by Silicon Valley-based Ribbit Capital, with participation from existing investor Mosaic Ventures. Habito plans to use the new investment to accelerate its rapid growth, enhance the technology behind its award-winning service and transform the outdated mortgage......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Fintech News

American Pacific Mortgage Leverages Tavant’s FinXperience Platform to Launch Specialized Mortgage Channel

Fintech News Desk
by Fintech News Desk0
Brokerage tool provides improved speed of response, enhanced communication capabilities, streamlined experience Tavant, a Silicon Valley-based digital lending products and solutions company, today announced American Pacific Mortgage deployed its FinXperience platform to launch a new Specialized lending channel. With Tavant’s FinXperience platform, the lender is able to provide its growing......
Fintech News

WealthPark Raises JPY 907 Million for Digitalizing Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
WealthPark Co., Ltd. (Headquarter: Shibuya, Tokyo; CEO: Ryuta Kawada; “WealthPark”) announced it has closed JPY 907 million (USD 8.5 million(1)) in financing. SBI Investment Co., Ltd. (SBI AI&Blockchain LPS), Mizuho Capital Co., Ltd. (Mizuho Growth Fund No.3 Limited Partnership), Aozora Bank, Ltd., Japan Finance Corporation, and various domestic and foreign investors participated in this......
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