Search Results for: financial

Dort Financial Credit Union Transitions to Movemint’s Embedded Personalization Cloud Platform
Banking Finance News

Dort Financial Credit Union Transitions to Movemint’s Embedded Personalization Cloud Platform

Business Wire
~ Credit union builds on decade-long partnership with Movemint, while enhancing tailored lending offer experience for members ~ Dort Financial Credit Union ($2.4 billion in assets) has successfully transitioned from Movemint’s on-premises solution to its embedded personalization cloud platform. This builds on a decade-long relationship that has helped the credit union deliver relevant......
Thomas Brennan Joins Securian Financial to Lead Institutional Retirement Solutions Distribution, Strategic Initiatives and Partnerships
Finance Fintech News

Thomas Brennan Joins Securian Financial to Lead Institutional Retirement Solutions Distribution, Strategic Initiatives and Partnerships

Business Wire
Securian Financial announced that Thomas P. Brennan III, a veteran retirement industry leader, has joined the company as head of distribution, strategic initiatives & partnerships for the company’s Institutional Retirement Solutions business. Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena A......
Alphio AI Financial Agent Is Now Available on AWS Marketplace
Artificial Intelligence Finance News

Alphio AI Financial Agent Is Now Available on AWS Marketplace

PR Newswire
Alphio brings natural-language market intelligence, structured financial analysis, and agentic workflow automation to fintech and financial product teams through AWS Marketplace. Alphio.AI announced the launch of its AI Financial Agent on AWS Marketplace, giving AWS customers direct access to its financial intelligence and workflow automation capabilities. Alphio AI Financial Agent......
GeekyAnts to Attend Global FinTech Fest 2026 as Financial Services Focus Shifts to Agentic AI
Finance Fintech News

GeekyAnts to Attend Global FinTech Fest 2026 as Financial Services Focus Shifts to Agentic AI

EIN Presswire
GeekyAnts will return to Mumbai for Global Fintech Fest 2026 as a Bronze Partner and exhibitor, joining financial institutions, regulators, technology companies and startups examining how the next generation of financial systems will work in practice. Global Fintech Fest 2026 runs from September 8 to 11 at Jio World Centre and Trident BKC......
Koody Launches Native PDF Statement Imports for AI Financial Tracking
Artificial Intelligence Finance News

Koody Launches Native PDF Statement Imports for AI Financial Tracking

EIN Presswire
Koody imports PDF bank and card statements, auto-categorizes them, and puts the data to work in budgets and cash-flow analytics without requiring bank logins. Koody, the AI money manager for individuals and sole proprietors, today announced that PDF bank statement imports are now available to Koody Plus customers. We built......
Northwest Financial Advisors Welcomes Kelly Demers as President & CEO
Finance Fintech News

Northwest Financial Advisors Welcomes Kelly Demers as President & CEO

EIN Presswire
Northwest Federal Credit Union (Northwest) is pleased to announce that Kelly Demers recently joined Northwest Financial Advisors as its new President & Chief Executive Officer (CEO). Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena Following a nationwide search for a highly......
PicPay Announces Integration with Claude, Expanding Customer Access to Financial Information through Generative AI
Banking Finance News

PicPay Announces Integration with Claude, Expanding Customer Access to Financial Information through Generative AI

GlobeNewswire
PicPay continues to accelerate its AI strategy, building on the recent introduction of the company’s ChatGPT plugin to simplify how customers manage their financial lives PicPay, one of Brazil’s largest digital banks, today announced an integration with Claude from Anthropic, available to its customers, expanding its presence in the generative......
Choice Financial Group Enters Texas Market with Addition of Texas Independent Insurance
Finance InsurTech News

Choice Financial Group Enters Texas Market with Addition of Texas Independent Insurance

EIN Presswire
Choice Financial Group is pleased to announce that Texas Independent Insurance is now part of its growing national network of independent agencies. Based in Allen, Texas, the firm provides customized personal and commercial insurance solutions, top-rated insurance carriers, and strong client relationships. The partnership represents CFG’s first entry into Texas. As a multi-line......
Truss Financial Group Expands Into Direct Lending to Better Serve Self-Employed Borrowers, Real Estate Investors and Seniors
Finance Mortgage News

Truss Financial Group Expands Into Direct Lending to Better Serve Self-Employed Borrowers, Real Estate Investors and Seniors

PR Newswire
Operational Milestone Eliminates Intermediary Delays, Delivering In-House Underwriting, Direct Table Funding, and Faster Closings for Real Estate Investors and Self-Employed Homeowners Truss Financial Group (TFG), a mortgage originator specializing in flexible home and investor loans, has officially expanded its operational capabilities to become a Direct Lender. Launching initial direct lending......
The End of Financial Latency: Why the Time Between Financial Signal and Action Is Becoming a Competitive Advantage
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The End of Financial Latency: Why the Time Between Financial Signal and Action Is Becoming a Competitive Advantage

Fintech Staff Writer
The financial sector has never had a problem with information. Banks, insurers, investment firms, payment providers, lenders, fintech companies, and corporate finance teams produce huge numbers of signals every second. Transactions show spending patterns, payments show liquidity movement, market data shows the changing conditions, customer behavior gives clues about intent,......
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