Search Results for: financial

Chip Partners with Sedric to Streamline Financial Promotions with AI-First Compliance
Artificial Intelligence Finance News

Chip Partners with Sedric to Streamline Financial Promotions with AI-First Compliance

EIN Presswire
by EIN Presswire0
Chip, the UK-based digital wealth management platform, has gone live with Sedric, the AI-powered marketing and communications compliance excellence platform, to streamline and strengthen its marketing compliance processes for FCA-regulated financial promotions. The partnership enables Chip to move from traditional, manual approval workflows—often taking weeks—to real-time, automated approvals powered by Sedric’s......
Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share
Digital Asset Management Finance News

Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share

Business Wire
by Business Wire0
Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax-loss......
PerformLine Appoints Veteran Technology Finance Leader Jim Corr as Chief Financial Officer
Finance News

PerformLine Appoints Veteran Technology Finance Leader Jim Corr as Chief Financial Officer

Cision PRWeb
by Cision PRWeb0
PerformLine has appointed Jim Corr as Chief Financial Officer. Corr brings over 30 years of financial leadership experience in software and technology companies and will lead finance and accounting as PerformLine continues to scale. He most recently served as a partner at TechCXO and has held CFO roles at private......
Tripleseat Appoints Rick Russo as Chief Financial Officer
Fintech News

Tripleseat Appoints Rick Russo as Chief Financial Officer

Cision PRWeb
by Cision PRWeb0
Tripleseat has appointed strategic finance veteran Rick Russo as Chief Financial Officer to spearhead the company’s next phase of growth and operational modernization. With over 30 years of experience scaling top-tier SaaS organizations, Russo joins the executive team to strengthen Tripleseat’s position as the premier event-management platform for the hospitality......
Artificial Intelligence Finance News

HuLoop and Ceto Form Strategic Partnership to Advance Adaptive Work Optimization for Financial Institutions

Business Wire
by Business Wire0
New partnership helps community banks and credit unions turn intelligence into action through AI-driven work optimization platform HuLoop Automation, a leader in AI-powered work optimization for financial institutions, announced a strategic partnership with Ceto, a leader in providing data-driven insights and actionable intelligence for financial institutions. This partnership will combine......
Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform
Finance Investment Services News

Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform

PR Newswire
by PR Newswire0
Concorde announced that Ashley Romiti, founder and president of GCA 1031, has joined the firm’s broker-dealer, Concorde Investment Services. Romiti specializes in tax-advantaged investment strategies for real estate owners. “Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, along with a disciplined, investor-first approach that aligns well with......
VideoCX.io Launches Dedicated Video Ident Platform for German Financial Institutions
Banking Finance News

VideoCX.io Launches Dedicated Video Ident Platform for German Financial Institutions

EIN Presswire
by EIN Presswire0
The new Video Ident platform enables faster, audit ready digital identity verification for German banks and financial institutions through secure live video. Financial institutions across Germany are accelerating their shift toward secure digital identity verification as customers expect faster onboarding and regulatory expectations continue to evolve. To support this transformation,......
FundingSearch.com Gives Commercial Lenders Direct Access to Verified SME Financial Data
Finance Lending News

FundingSearch.com Gives Commercial Lenders Direct Access to Verified SME Financial Data

Business Wire
by Business Wire0
Sheffield fintech FundingSearch.com launches with live Xero and Sage integration, connecting brokers and lenders with pre-qualified borrowers Commercial lenders and brokers can now access loan applications with live, verified financial data pulled directly from borrowers’ accounting software. FundingSearch.com, launching , integrates with Xero, Sage, and Companies House to deliver real-time......
VEON Partners with MindBridge to Enhance Financial Analytics, Audit and Internal Controls with Augmented Intelligence Capabilities
Artificial Intelligence Finance News

VEON Partners with MindBridge to Enhance Financial Analytics, Audit and Internal Controls with Augmented Intelligence Capabilities

Business Wire
by Business Wire0
VEON Ltd. , a global digital operator, and MindBridge, the leader in AI-powered financial intelligence, announced a strategic collaboration to deploy artificial intelligence-powered analytics tools across VEON’s global operations. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App VEON will adopt MindBridge’s Central......
OPSWAT Appoints Bill Carey as Chief Financial Officer
Finance News

OPSWAT Appoints Bill Carey as Chief Financial Officer

PR Newswire
by PR Newswire0
Technology finance executive with IPO and public entity experience to guide the cybersecurity company’s next phase of global growth OPSWAT, a global leader in critical infrastructure protection (CIP) cybersecurity solutions, today announced that Bill Carey has joined the company as Chief Financial Officer (CFO). The technology finance executive will lead......
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