Search Results for: financial crime management

B2B News

Rockefeller Capital Management Welcomes Mooney Stanley

Fintech News Desk
Rockefeller Capital Management today welcomes the Mooney Stanley Group, a respected Ohio-based financial advisory team with more than 70 years of wealth management experience, to its Rockefeller Global Family Office. The addition expands the firm’s presence in the Midwest; the group will report to Brett Thelander, Midwest Divisional Director. “We’re......
Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors
Digital Asset Management News

Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors

Fintech News Desk
Platform enables investment professionals to offer institutional-caliber, risk-managed, research-focused portfolios to their clients Valkyrie Funds, LLC., a leading Registered Investment Advisor (RIA) focused on digital assets, announced the launch of the new Valkyrie Risk Managed Separately Managed Account (VSMA) Platform enabling advisors to offer digital asset investments to their clients. Latest......
Tigress Financial Partners and BlackRock to Provide Mission-Driven Cash Management Solution
Banking Finance News

Tigress Financial Partners and BlackRock to Provide Mission-Driven Cash Management Solution

Fintech News Desk
Tigress Financial Partners LLC (“Tigress”), the nation’s only certified disabled and women-owned financial services firm, is proud to announce that BlackRock launched new dedicated share classes for Tigress’ clients seeking to further positive, measurable social impact through their cash management. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions
B2B News

AppDirect Collaborates With Intuit to Expand Distribution of Business Management Solutions

Fintech News Desk
QuickBooks Online is now available on the AppSmart Marketplace for technology advisors AppDirect, the world’s leading B2B subscription commerce platform, announced that they are collaborating with Intuit to expand distribution of business management solutions. Intuit, the global financial technology platform behind QuickBooks, TurboTax, Mint, Credit Karma, and Mailchimp, will immediately......
Banking News

Sunflower Bank Launches Bank On Financial Empowerment

Fintech News Desk
Sunflower Bank announces that its new Achievement Checking Account was officially certified by the national Cities for Financial Empowerment Fund (CFE Fund) as meeting the Bank On National Account Standards (2021 – 2022). Being awarded the Cities for Financial Empowerment Fund’s Bank On National Account Standards Certification indicates that the Sunflower Bank......
Synoptek Announces Majority Investment From Quad-C Management
Investments News

Synoptek Announces Majority Investment From Quad-C Management

Fintech News Desk
Global Business and Digital Transformation Advisory Firm and Private Equity Group Announce Partnership to Accelerate Organizational Growth and Elevate Customer Outcomes Synoptek, a leading global business and digital transformation advisory and consulting firm, announced a majority recapitalization with a leading mid-market private equity firm, Quad-C Management, Inc. (“Quad-C”). Quad-C’s experience......
ThetaRay SONAR AML Solution with New Software Version Gives Financial Institutions More Powerful Tools Against Financial Crime
Artificial Intelligence Fintech News

ThetaRay SONAR AML Solution with New Software Version Gives Financial Institutions More Powerful Tools Against Financial Crime

Fintech News Desk
ThetaRay, a leading provider of AI-powered transaction monitoring technology, announced the release of a new software version on its flagship SONAR advanced SaaS anti-money laundering (AML) platform. The update includes major capability upgrades for fintechs and banks to detect and prevent financial crime through faster investigations and the discovery of......
Guidewire Announces Cincinnati Financial Corporation as new Guidewire Cloud Customer, Powering Top-Tier Insurer’s Claims Operations
Fintech News

Guidewire Announces Cincinnati Financial Corporation as new Guidewire Cloud Customer, Powering Top-Tier Insurer’s Claims Operations

Fintech News Desk
Guidewire announced that Cincinnati Financial Corporation has selected Guidewire ClaimCenter on Guidewire Cloud to power claims management for its insurance operations. The system will also simplify claims IT operations and help Cincinnati adapt more quickly to changing market demands. Cincinnati will also have access to Guidewire Compare and Guidewire Predict......
Fitech by Deluxe Furthers Commitment to Financial Institutions, Sponsors Bankers Helping Bankers
Banking Fintech News

Fitech by Deluxe Furthers Commitment to Financial Institutions, Sponsors Bankers Helping Bankers

Fintech News Desk
Fitech by Deluxe announced its sponsorship of Bankers Helping Bankers, an exclusive online platform that promotes innovation among community bankers. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. “We are proud to be a trusted partner of financial institutions across......
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