Search Results for: financial

PhoenixWorx Launches to Redefine Core Banking for U.S. Community Financial Institutions
Banking Fintech News

PhoenixWorx Launches to Redefine Core Banking for U.S. Community Financial Institutions

Business Wire
by Business Wire0
Following the successful acquisition of the Phoenix core system, MalauzAI digital banking, AnalyzerIQ analytics and ECM content management solutions, CORA Group officially launches PhoenixWorx into the U.S. banking market. Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena Unique among its competitors......
Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors
Artificial Intelligence Finance News

Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors

Business Wire
by Business Wire0
Announced today at Future Proof Festival, Orion’s MCP connector brings Orion Connect portfolio data and Redtail CRM into Claude, so advisors and their teams can prepare for a client meeting, capture follow-ups, and see where opportunities stand without leaving the conversation Orion expanded its collaboration with Anthropic, launching Orion’s MCP......
Zocks Brings Client Conversation Context to New Claude for Financial Advisors
Artificial Intelligence Finance News

Zocks Brings Client Conversation Context to New Claude for Financial Advisors

Business Wire
by Business Wire0
Zocks brings personal, up-to-date context from client conversations to Anthropic’s new wealth management offering Zocks, the privacy-first AI platform for financial services, announced a collaboration that connects the most recent, personal client context captured in Zocks to Claude for Financial Advisors, a new wealth management solution Anthropic launched today. Advisors......
Daybright Financial Acquires EZTPA, LLC
Finance Fintech News

Daybright Financial Acquires EZTPA, LLC

PR Newswire
by PR Newswire0
Acquisition expands Daybright’s private sector retirement capabilities in the Mid-Atlantic Daybright Financial announced the acquisition of EZTPA, LLC, a retirement plan consulting and third-party administration firm serving employers and financial advisors. The transaction marks Daybright’s 67th acquisition since its founding in 2008 and its third acquisition of 2026. Daybright Financial......
Peeklogic Expands Salesforce Solutions for Fintech and Financial Services Companies
Finance Fintech News

Peeklogic Expands Salesforce Solutions for Fintech and Financial Services Companies

EIN Presswire
by EIN Presswire0
Peeklogic has expanded its Salesforce solutions for fintech and financial services companies, strengthening its capabilities across Financial Services Cloud. The expanded offering builds on Peeklogic’s broader Salesforce delivery experience, including 340+ completed projects, 251 Salesforce certifications, a 5.0 customer satisfaction rating based on 216 reviews, and 10+ years of combined......
Celligence and AngelAi Secure $100 Million Investment from Mortgage Treasury to Expand Access to Homeownership and Financial Services
Investment Services Mortgage News

Celligence and AngelAi Secure $100 Million Investment from Mortgage Treasury to Expand Access to Homeownership and Financial Services

GlobeNewswire
by GlobeNewswire0
Drawing on Sun West Mortgage Company’s four decades of expertise, AngelAi will use the investment to scale its platform to millions of users Fintech pioneer Celligence today announced a $100 million investment from real estate finance firm Mortgage Treasury to scale AngelAi, its platform for automating complex financial decisioning and......
Clients Blackbox CEO Featured on the Influential Entrepreneurs Podcast Discussing Digital Marketing on Financial Services
Finance Fintech News

Clients Blackbox CEO Featured on the Influential Entrepreneurs Podcast Discussing Digital Marketing on Financial Services

GlobeNewswire
by GlobeNewswire0
Exploring the Intersection of Digital Marketing and Financial Services Alex Khassa discussing digital marketing on financial services Specialization Drives Marketing Success In today’s competitive business landscape, the notion of specialization has emerged as a cornerstone for achieving marketing success. As highlighted in a recent podcast featuring insights from marketing expert......
Cosmos Launches Partner Network to Help Financial Institutions Accelerate Tokenization and Digital Assets Initiatives
Digital Asset Management Finance News

Cosmos Launches Partner Network to Help Financial Institutions Accelerate Tokenization and Digital Assets Initiatives

PR Newswire
by PR Newswire0
Initial group of seventeen partners will help banks accelerate tokenized deposits and digital asset initiatives Cosmos announced the launch of the Cosmos Partner Network, bringing together leading industry service providers to help global financial players accelerate digital asset initiatives through the Cosmos Tokenization Suite and Cosmos digital ledger solutions. These......
Ensis Partners Expands Financial Restructuring Team with Aseem Khurana
Banking Investments News

Ensis Partners Expands Financial Restructuring Team with Aseem Khurana

Business Wire
by Business Wire0
Ensis Partners (“Ensis”), a boutique investment bank focused on restructuring advisory and capital solutions, announced that Aseem Khurana has joined the firm as an Associate. Khurana brings restructuring and credit experience spanning complex liability management transactions, in- and out-of-court restructurings, financings and other strategic situations. Read More on Fintech : Global FinTech......
Feathery Launches Robin, the AI Operations Assistant for Financial Services
Finance InsurTech News

Feathery Launches Robin, the AI Operations Assistant for Financial Services

Business Wire
by Business Wire0
Robin enables financial institutions to turn business requirements into operational workflows through conversation. Feathery, the AI operating and decisioning system for financial services, announced the launch of Robin, the first AI operations assistant for financial services. Robin enables insurance, wealth management, and banking firms to build and adapt workflows using......
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