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Artificial Intelligence Featured Finance Fintech Investments

Beyond Robo-Advisors: Is AI Finally Ready to Be Your Financial Advisor?

Fintech Staff Writer
by Fintech Staff Writer0
You may think that a personal financial advisor, one who can grasp all the nuances of your finances, is beyond your means. Such personalized advice was once the preserve of the ultra-wealthy. The first wave of technology attempted to solve this with robo-advisors, which was a good start. But what......
9Spokes Launches New Credit Card Board Feature for Financial Services Providers Seeking to Gain Competitive Edge with SMB Insights
Finance News

9Spokes Launches New Credit Card Board Feature for Financial Services Providers Seeking to Gain Competitive Edge with SMB Insights

PR Newswire
by PR Newswire0
9Spokes, a leading global data platform, announced the launch of its new Credit Card Board feature, the latest addition to its financial technology suite of solutions. Understanding SMB wallet share and rates without costly external research is vital. 9Spokes’ Credit Card Board addresses this by providing seamless, secure access to user-consented credit......
GBank Financial Holdings Inc. Announces Resignation of Founding Director Alan C. Sklar from its Board of Directors
Banking Finance News

GBank Financial Holdings Inc. Announces Resignation of Founding Director Alan C. Sklar from its Board of Directors

EIN Presswire
by EIN Presswire0
GBank Financial Holdings Inc., the parent company of GBank, announced that Alan C. Sklar, a founding director of the Bank, has resigned from the Boards of Directors of both GBank Financial Holdings Inc. and GBank, effective October 28, 2025. Mr. Sklar has been part of GBank’s journey since its formation, serving......
FPT Deepens Partnerships with Taiwan’s Financial Institutions to Advance Digital Transformation
Banking Finance News

FPT Deepens Partnerships with Taiwan’s Financial Institutions to Advance Digital Transformation

Business Wire
by Business Wire0
Global IT Corporation FPT has announced new collaborations with OBank and E.SUN Commercial Bank (E.SUN), two of Taiwan’s prominent financial institutions. The initiatives aim to enhance digital banking experiences and modernize core systems, reinforcing FPT’s expanding role in Asia’s financial technology landscape. Read More on Fintech : Global Fintech Interview with Mike......
LIV Names Katherine Edenbach as Chief Financial Officer
Finance Investment Services News

LIV Names Katherine Edenbach as Chief Financial Officer

Cision PRWeb
by Cision PRWeb0
Accomplished Finance Leader with Extensive SaaS & Private Equity Experience Joins LIV to Drive Scalable Growth and Operational Excellence LIV, an industry-leading provider of inspection, testing, and maintenance (ITM) compliance software for Authorities Having Jurisdiction (AHJs), including fire prevention bureaus, municipalities, and regulatory agencies announced the appointment of Katherine Edenbach......
Survey from White Clay Finds Two-thirds of Customers Do Not Feel Truly Known by Their Primary Financial Institution
Banking Finance News

Survey from White Clay Finds Two-thirds of Customers Do Not Feel Truly Known by Their Primary Financial Institution

Business Wire
by Business Wire0
Data shows relationship gap between financial institutions and their customers is holding strong White Clay, a leading provider of relationship profitability and analytics software for banks and credit unions, shared results from its latest survey conducted online by The Harris Poll. Nearly 2,000 U.S. adults who use financial institutions were......
Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer
Finance Fintech News

Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer

Business Wire
by Business Wire0
Perennial Financial Services is proud to announce that Betty Chin, a 14-year veteran of Edward Jones and one of the most accomplished experienced advisor recruiting senior leaders, has joined the firm as Chief Growth Officer. Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation......
The Bancorp Appoints Dominic Canuso as Chief Financial Officer
Banking Finance News

The Bancorp Appoints Dominic Canuso as Chief Financial Officer

Business Wire
by Business Wire0
The Bancorp, Inc. announced the appointment of Dominic C. Canuso as Chief Financial Officer. In this role, Canuso will oversee the company’s financial strategy and operations, guiding The Bancorp’s continued growth and execution of its long-term strategic initiatives. Read More on Fintech : Global Fintech Interview With Justin Meretab, Co‑Founder and CEO......
TruMark Financial Credit Union Partners with Happy Money for Strategic Personal Loan Program
Finance News

TruMark Financial Credit Union Partners with Happy Money for Strategic Personal Loan Program

PR Newswire
by PR Newswire0
Consumer finance leader enables credit unions to expand lending capabilities, diversify balance sheet and reduce risk through loan participation Happy Money, a leading consumer finance company dedicated to empowering individuals through responsible lending, announced a partnership with $3.4 billion-asset TruMark Financial Credit Union. By leveraging Happy Money’s participation program, TruMark......
HIPAA-Compliant Accounting Software Accelerates U.S. Financial Data Security Transformation
Fintech InsurTech News

HIPAA-Compliant Accounting Software Accelerates U.S. Financial Data Security Transformation

EIN Presswire
by EIN Presswire0
U.S. industries adopt HIPAA-compliant accounting software to ensure data security, compliance, and trust in modern finance. Industries across the United States are modernizing their accounting systems to reinforce data protection and meet regulatory demands. HIPAA’s influence has expanded well beyond healthcare, reaching sectors such as accounting, payroll, and insurance—areas where......
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