Search Results for: financial tools

Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform
Finance Fintech News

Luma Financial Technologies Partners with Gradient Insurance Brokerage to Offer Advanced Annuity Tools to KonnexME Platform

Business Wire
Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products, and annuities platform, is pleased to announce their latest partnership with Gradient InsuranceBrokerage, LLC (“Gradient”), an independent marketing organization specializing in fixed annuities and life insurance. This collaboration is poised to empower Gradient’s proprietary KonnexME platform, equipping financial services......
Genesis Offers New Tools and Incentives to Financial Industry Software Developers
Fintech News

Genesis Offers New Tools and Incentives to Financial Industry Software Developers

GlobeNewswire
Features in Genesis Platform Version 8 enable building financial-grade applications in minutes Trial program and usage-based pricing encourage broad industry adoption Genesis Global, announced bold new initiatives to make it easier and faster for financial markets firms to address their most pressing, strategic and innovative software opportunities with the Genesis......
Blockchain Cryptocurrency Currency Exchange DeFi Digital Digital Payments Digital Wallet Guest Posts Technology

Self Custody Crypto Wallets – Much-Needed Tools for Empowering Financial Sovereignty

James Toledano
When the first cryptocurrency ‘Bitcoin’ was created, its genesis block included text from a headline of that day: “The Times 03/Jan/2009 Chancellor on brink of second bailout for banks.” Amidst a global financial crash, crypto offered a decentralized alternative to a financial system that was broken. But despite Bitcoin’s promise,......
Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App
Banking News

Personetics and Banco BPI Partner to Deliver Financial Management Insights and Tools for Small and Medium-Sized Businesses with Pulsoo App

PR Newswire
The app leverages Open Banking and Personetics’ AI-powered personalized engagement platform to increase the financial health and viability of small and medium-sized businesses. Portuguese bank Banco BPI and Personetics announced the introduction of Pulsoo, an independently branded application that empowers small and medium business (SMB) owners to manage their businesses.......
Glia Launches New AI Tools for Financial Institutions
Fintech News

Glia Launches New AI Tools for Financial Institutions

PR Newswire
Glia expands AI Toolset to help organizations take advantage of generative AI to drive efficiency and improve the CX Glia, the customer interaction leader unifying Digital Customer Service (DCS), phone and automation on a single platform, is offering new generative AI tools to help financial institutions drive efficiency and improve the customer experience in......
SIGMA Financial AI Unveils Akili-AI: Cutting-Edge, AI-based, No-code Suite of Tools for Traders
Machine Learning News

SIGMA Financial AI Unveils Akili-AI: Cutting-Edge, AI-based, No-code Suite of Tools for Traders

PR Newswire
SIGMA Financial AI, an innovator in developing AI-driven trading solutions, launches Akili-AI, a sophisticated suite of enterprise-ready trading strategy tools. Akili-AI is a cutting-edge, no-code solution enabling data-driven insights to support the specialist needs of the global financial services trading community. Akili-AI incorporates machine learning (ML) and natural language processing......
Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds
Banking News

Canadian Bank and Credit Card Apps Slow to Include Personal Financial Management Tools, J.D. Power Finds

Business Wire
Personalized Budgeting and Financial Management Tools Create Opportunities for Providers While the major U.S. retail banks and credit card providers have trained their sights on a new generation of personal financial management “super tools” as the next frontier of mobile app and website development, Canadian banks have been slower to......
Copado and nCino Partner to Provide Proven DevOps Tools for Financial Institutions
Banking News

Copado and nCino Partner to Provide Proven DevOps Tools for Financial Institutions

PR Newswire
Copado, a leader in low-code DevOps, announced a technology partnership with nCino, Inc. to provide financial institutions with proven tools for continuous integration, continuous delivery and automated testing of nCino features and functionality of the nCino cloud banking platform. Through this partnership, Copado can help financial institutions adopt DevOps tools,......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
UNest Partners with Zogo Finance to Help Families Jumpstart Their Financial lives
Fintech News

UNest and Wealth Announce Strategic Partnership to Market Financial and Estate Planning Tools

Fintech News Desk
Partnership brings together two category leaders that share a focus on helping families and individuals address the financial requirements of key life stages  UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, announced that they have partnered with Wealth, an......
1