Search Results for: financial

Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors
Fintech News Technology

Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors

Business Wire
by Business Wire0
New, Standalone Product Brings Enterprise-Grade CRM Technology and More to RIAs Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent registered investment advisors (RIAs). Called Tandem, the new multi-custodial product is an enhanced CRM featuring a state-of-the-art reporting......
FinFit Report Reveals Significant Impact on Employee Financial Wellness in Enterprise Companies
Finance Fintech News

FinFit Report Reveals Significant Impact on Employee Financial Wellness in Enterprise Companies

PR Newswire
by PR Newswire0
FinFit, the leading financial wellness platform, released findings from its latest member feedback survey, highlighting the profound impact of its solutions on employees’ financial well-being. The survey, conducted among employees at enterprise organizations with more than 50,000 employees—including six Fortune 500 companies—demonstrates a measurable reduction in financial stress and an......
Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities
Finance Fintech News

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

Business Wire
by Business Wire0
Leading brokerage and custodian services provider adds Syntax Direct platform to tech stack, available to all TradePMR users Syntax Data, a leading provider of direct indexing technology, today announced a collaboration with TradePMR, a leading brokerage and custodian services provider for independent financial advisors, which will provide TradePMR users access......
Glim Secures $3.47 Million in Pre-Seed Round to Transform Financial Wellness in Latin America
Fintech Fintech Startups News

Glim Secures $3.47 Million in Pre-Seed Round to Transform Financial Wellness in Latin America

EIN Presswire
by EIN Presswire0
The fintech gets funding from top VCs and industry leaders to expand its platform for companies to optimize payroll and enhance employee finances in LatAm. Glim, a cutting-edge fintech startup dedicated to enhancing financial wellness for workers in Latin America, has announced the successful close of its $3.47 million pre-seed......
Japanese Mobile Fintech Leader Digital Wallet Group and Payment Source Partner to Enhance Financial Inclusion in Canada
Digital Payments Digital Wallet Finance Fintech News

Japanese Mobile Fintech Leader Digital Wallet Group and Payment Source Partner to Enhance Financial Inclusion in Canada

EIN Presswire
by EIN Presswire0
Digital Wallet Group (DWG), an international IT and fintech company and operator of subsidiary Digital Wallet Corporation’s (DWC) Smiles Mobile Remittance (Smiles), Japan’s most popular mobile money transfer service, is pleased to announce a strategic partnership with Payment Source, an award-winning Canadian payment gateway provider with more than 20 years of......
BluLogix Unveils BluIQ Margin Analyzer to Empower Businesses with Deep Financial Insights and Profitability Optimization
Finance Fintech News

BluLogix Unveils BluIQ Margin Analyzer to Empower Businesses with Deep Financial Insights and Profitability Optimization

EIN Presswire
by EIN Presswire0
Introducing BluIQ’s Margin Analyzer, that enables companies to track costs, optimize pricing, and maximize profitability with real-time margin insights. BluLogix Unveils BluIQ’s Margin Analyzer to Empower Businesses with Deep Financial Insights and Profitability Optimization BluLogix, a leader in intelligent subscription billing and revenue management solutions, announces the launch of BluIQ’s Margin Analyzer, a powerful new tool......
Sigma360 Announces GenAI Innovations to Transform Financial Crime Compliance
Compliance management Fintech News Risk Management

Sigma360 Announces GenAI Innovations to Transform Financial Crime Compliance

PR Newswire
by PR Newswire0
Sigma360®, the definitive AI-powered risk screening and monitoring platform that enables compliant global relationships, announces the launch of three GenAI-based product enhancements. Available as feature add-ons to Sigma360’s existing flagship technology platform, and capable of working together or as standalone features, the new GenAI suite addresses three top compliance challenges:Cumbersome......
Artificial Intelligence Digital Payments Featured Fintech Security Trading

Explainable Generative AI in Financial Fraud Detection and Reporting

Fintech Staff Writer
by Fintech Staff Writer0
The financial sector faces a constant threat from fraud, ranging from identity theft and money laundering to insider trading and payment fraud. The complexity of financial transactions, combined with the growing sophistication of fraudsters, has made detecting fraudulent activity increasingly challenging. This is where Generative AI in financial fraud detection......
Taktile Secures $54 Million to Enable Risk Experts to Take Control of AI Adoption for Decision Making in Financial Services
Artificial Intelligence Fintech News

Taktile Secures $54 Million to Enable Risk Experts to Take Control of AI Adoption for Decision Making in Financial Services

Business Wire
by Business Wire0
Taktile – a category-defining decision automation platform – has raised $54 million in a Series B funding round, to continue empowering teams at fintech companies and financial institutions to optimize their risk management strategies across the entire customer lifecycle. The round was led by Balderton Capital, with participation from existing investors......
Venn, Formerly Vault, Raises $21.5 Million to be the All-In-One Financial Platform for Canadian Businesses
Fintech News

Venn, Formerly Vault, Raises $21.5 Million to be the All-In-One Financial Platform for Canadian Businesses

Business Wire
by Business Wire0
Venn, the all-in-one financial platform built for Canadian businesses, has raised $21.5 million in a Series A funding round led by Left Lane Capital, with participation from XYZ Venture Capital, Intact Ventures, and Gradient. The company is also officially rebranding from Vault to Venn, reflecting the evolution from solely providing multi-currency accounts to a......
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