Search Results for: financial services

New Case Study Reveals How Wyth Financial Improved Client Experience with StereoLOGIC Task Mining
Banking News

New Case Study Reveals How Wyth Financial Improved Client Experience with StereoLOGIC Task Mining

Fintech News Desk
by Fintech News Desk0
Within two months of deploying Task Mining, Canada’s leading digital bank identified numerous opportunities to accelerate back-office processing StereoLOGIC, Ltd., a leader in integrated process and task mining technology that helps companies discover inefficiencies in their business processes and suggests solutions to improve workflow and revenue, has published a new......
What Do the Cloud, Metaverse and Zombies All Have in Common? Financial Institutions.
Commerce Guest Posts Machine Learning

What Do the Cloud, Metaverse and Zombies All Have in Common? Financial Institutions.

Cheryl Chiodi
by Cheryl Chiodi0
They say word-of-mouth generates the most genuine opinions, so it’s good to see the conference circuit opening up again to get an ear to the ground on the latest news and future trends for the financial services industry. My recent trips included the IDC Directions Conference in Boston, the CeFPro......
Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
Finance News

Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services. “We are very pleased to partner with Sterling to deliver......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
by Fintech News Desk0
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
Neon, Brazil’s Newest Unicorn, Drives Innovation to Reduce Financial Inequalities and Continues Momentum Toward Improving the Lives of the Working Class
Fintech News

Neon, Brazil’s Newest Unicorn, Drives Innovation to Reduce Financial Inequalities and Continues Momentum Toward Improving the Lives of the Working Class

Fintech News Desk
by Fintech News Desk0
Neon Poised to Take Full Advantage of the Massive Opportunity in Brazil – Fintech’s Hottest Market Neon, a fintech company and digital bank focused on improving the lives of working Brazilians, announced an overview of the company’s growth and momentum that led up to its recent US$300M Series D round,......
Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Banking News

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services

Fintech News Desk
by Fintech News Desk0
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations Temenos, the cloud banking platform, announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud. With the......
SunStream Business Services Selects Fiserv to Modernize Operations
Lending News

SunStream Business Services Selects Fiserv to Modernize Operations

Fintech News Desk
by Fintech News Desk0
St. Paul-based fintech service corporation will implement Fiserv core platform to increase agility and better support its diverse agricultural lending operations Fiserv, Inc., a leading global provider of payments and financial services technology solutions, announced SunStream Business Services, based in St. Paul, Minnesota, will move to Fiserv to meet the......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
Huobi Wallet Transforms to iToken, Adds Decentralized Investment Services
DeFi Digital Asset Management News

Huobi Wallet Transforms to iToken, Adds Decentralized Investment Services

Fintech News Desk
by Fintech News Desk0
A special campaign will be held for users to win a Tesla Model 3 Huobi Wallet, a secure and professional DeFi wallet, has enhanced its service offerings and will now be known as iToken. iToken, which received a US$200 million investment from Huobi Group, will become a decentralized investment platform, enabling users......
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