Search Results for: financial expert

Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
Fintech News

Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Business Wire
by Business Wire0
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is redefining brand design for financial advisors with launch of Advisor Brand Builder (ABB). Latest Fintech Interview......
NICE Actimize Announces Financial Crime Risk Management Roadshow Discussing FRAML in the Era of Generative AI
Digital Payments News

NICE Actimize Announces Financial Crime Risk Management Roadshow Discussing FRAML in the Era of Generative AI

Business Wire
by Business Wire0
Roundtable discussions will address technology trends influencing financial institutions’ long-term planning, including the impact of instant payments on Fraud and AML NICE Actimize, a NICE business, announced the launch of its informative Financial Crime & Compliance Risk Management Roadshow that will travel across five key U.S. cities throughout the fall season.......
Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory
News Risk Management

Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory

GlobeNewswire
by GlobeNewswire0
Acquisition will help Capgemini to further support banks, capital markets and fintech firms to align critical compliance and ‘Know Your Customer’ operations to regulatory standards Capgemini announces that it has signed an agreement for the acquisition of the Financial Crime Compliance (FCC) division of Exiger, a global market leading financial crime practice. This acquisition will strengthen the Group’s offerings in financial crime, risk management and regulatory compliance services. The transaction is due to close in the coming months. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Ant Group Unveils its Financial Large Language Model and Two New Applications
Fintech News

Ant Group Unveils its Financial Large Language Model and Two New Applications

Business Wire
by Business Wire0
Financial LLM is in closed test with financial institution partners on Ant Group’s wealth management and insurance platforms The company will implement the financial LLM on its digital finance platform business supporting financial institutions in the China market. Ant Group unveiled its financial large language model at the 2023 INCLUSION·Conference......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Financial Industry Veteran Larry Lawrence Joins Arteria AI To Further Drive Continued Growth Initiatives
Fintech News

Financial Industry Veteran Larry Lawrence Joins Arteria AI To Further Drive Continued Growth Initiatives

Business Wire
by Business Wire0
Global leader in enterprise digital documentation infrastructure, Arteria AI, announced experienced banker, Larry Lawrence, has joined the company as the latest addition to its growing team of experienced financial industry professionals. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “His passion, knowledge and firsthand......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth 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 the assets of Midwest Financial, located in......
Matera Brings Proven, Highly Scalable, Digital Ledger to US Financial Institutions, Enabling Modernization Without Risk
Banking Digital Payments News

Matera Brings Proven, Highly Scalable, Digital Ledger to US Financial Institutions, Enabling Modernization Without Risk

Business Wire
by Business Wire0
Matera, maker of world-class instant payments, QR code and digital ledger technology, announced the launch of Digital Twin. Digital Twin is one-of-a-kind cloud-native software that sits on top of a financial institution’s core banking platform to enable real-time transaction authorizations and balance updates 24X7 for DDAs and other financial accounts.......
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