Search Results for: financial services

Nav Builds Momentum as Leading Financial Health Platform for Small Businesses Through Nuula Acquisition
Finance Fintech News

Nav Builds Momentum as Leading Financial Health Platform for Small Businesses Through Nuula Acquisition

Fintech News Desk
by Fintech News Desk0
Nav acquires Nuula assets to support continued development of a transparent, hyper-relevant financing app for small business owners Nav, the leading financial health platform for small businesses, announced their acquisition of Nuula’s assets. The acquisition adds many mobile app features to Nav’s existing small business solutions, making it easy for......
Artificial Intelligence Featured Finance

Financial Sector And AI Solutions

Pooja Choudhary
by Pooja Choudhary0
With continued pressure to remain innovative, the financial services sector is heading towards cloud-based platforms and AI solutions to provide the best services for its clients. Computer-based intelligence continuously upgrades the capacity to use huge volumes of data for business exercises. This wave of innovation is based on hyper-personalization and......
Consumer Survey Reveals Key Relationship between Financial Confidence and Credit Scores
Finance News

Consumer Survey Reveals Key Relationship between Financial Confidence and Credit Scores

Fintech News Desk
by Fintech News Desk0
A new survey from FICO uncovered that U.S. Consumers’ feelings about their credit scores are strongly linked to their financial well-being Highlights U.S. consumers feel the toll of the current economic landscape: One-third report that they feel financially insecure and 43% say that the unstable economy is a barrier to......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs
InsurTech News

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs

Fintech News Desk
by Fintech News Desk0
With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver......
Wamo Announces 50% Growth in Team Size Following Launch of UK Incorporation Services and Shopify Affiliation
Finance Fintech News

Wamo Announces 50% Growth in Team Size Following Launch of UK Incorporation Services and Shopify Affiliation

Fintech News Desk
by Fintech News Desk0
Digital financial services company, Wamo, is proud to announce that its team has grown by 50% since the launch of its new UK incorporation services and Shopify affiliation. The new products have been well-received by the market and have helped to drive the company’s growth. Wamo is a digitally native......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
Sandbar Raises $4.8 Million to Combat Financial Crime with Institutional-Grade Transaction Monitoring Software
News Risk Management

Sandbar Raises $4.8 Million to Combat Financial Crime with Institutional-Grade Transaction Monitoring Software

Fintech News Desk
by Fintech News Desk0
Backed by leaders at Ramp, Stripe, Plaid, Square, OpenAI, and more, the company’s SaaS product identifies suspicious financial behaviors and automates workflows, while mitigating alert fatigue and significantly reducing engineering expenses Sandbar, a provider of anti-money laundering, fraud and counter-terrorism risk detection software, announced the availability of its product and......
CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors
Finance News

CMLS Financial Partnership With New York-Based Advisory Firm, Skyhawk Capital Advisors

Fintech News Desk
by Fintech News Desk0
CMLS Financial, one of Canada’s largest commercial real estate finance companies, is pleased to announce a strategic partnership with, and investment in, Skyhawk Capital Advisors. Skyhawk Capital Advisors is based out of New York and is an independent advisory and capital markets firm focused exclusively on the real estate sector......
1