Search Results for: financial

New Research Uncovers a Misalignment Between Financial Advisors' Marketing Tactics and Consumer Preferences
Finance Fintech News

New Research Uncovers a Misalignment Between Financial Advisors’ Marketing Tactics and Consumer Preferences

PR Newswire
by PR Newswire0
Ficomm Partners expands on their consumer marketing research with The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study Ficomm Partners (Ficomm) has unveiled The Great Marketing Mismatch: 2024 Financial Advisor Growth Marketing Study, exposing a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors. This......
InterPayments Appoints Former Discover Financial Services CEO and President, Roger Hochschild, to Its Board of Directors
Commerce Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Stock Market Technology

InterPayments Appoints Former Discover Financial Services CEO and President, Roger Hochschild, to Its Board of Directors

Business Wire
by Business Wire0
InterPayments, the leader in compliant managed surcharge solutions, announced the appointment of former CEO and president of Discover Financial Services, Roger Hochschild, to its board of directors. This strategic appointment underscores InterPayments’ mission to empower merchants to manage their cost of acceptance directly and through partnerships with US banks, payment......
Wultra Secures €3M to Protect Financial Institutions from Quantum Threats
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Wultra Secures €3M to Protect Financial Institutions from Quantum Threats

GlobeNewswire
by GlobeNewswire0
Quantum computing is set to revolutionize technology, but it also presents a significant security risk for financial institutions. Czech cybersecurity startup Wultra has raised €3 million from Tensor Ventures, Elevator Ventures, and J&T Ventures to accelerate the development of its post-quantum authentication technology, safeguarding banks and fintech against the coming......
Trakker Apps Revolutionizes Financial Management with Patented Accounting and Banking Integration
Banking Commerce Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Stock Market Technology

Trakker Apps Revolutionizes Financial Management with Patented Accounting and Banking Integration

Business Wire
by Business Wire0
Trakker Apps is redefining financial management for businesses and banks with its patented BaaS fintech platform, which delivers real-time integration of banking and accounting in a single, cloud-based system. By eliminating inefficiencies and automating processes, Trakker Apps provides actionable insights that save time and empower smarter decision-making. The platform’s real-world impact......
Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus
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Prophix Sets a New Benchmark for Financial Performance Management with Prophix One FP&A Plus

PR Newswire
by PR Newswire0
Effortless financial planning & analysis for the midmarket, Prophix One FP&A Plus unlocks business growth opportunities by solving complex challenges with speed and precision Prophix, a leading innovator in financial performance management, announced immediate availability of Prophix One™ FP&A Plus, the newest financial planning and analysis application for Prophix One,......
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
Finance Fintech Investments News

Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investment insights, today introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application streamlines key tasks such as conducting research, building and analyzing portfolios, and generating client proposals. Direct Advisory Suite is built on the foundation of......
Float Financial Announces $70 Million Investment Round Led by Growth Equity at Goldman Sachs Alternatives to Build Canada’s Most Complete Business Finance Solution
Digital Payments Finance Fintech Investments News

Float Financial Announces $70 Million Investment Round Led by Growth Equity at Goldman Sachs Alternatives to Build Canada’s Most Complete Business Finance Solution

Business Wire
by Business Wire0
Growth Equity at Goldman Sachs Alternatives leads this funding round of over CAD$70M, joined by other prominent investors including OMERS Ventures, FJ Labs, Garage Capital and Teralys. With the CAD$50M credit facility announced in February 2024—bringing total funding to over CAD$120M in the past year—this investment highlights Float Financial’s significant......
Ramp Announces Integration with Workday Financial Management
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Ramp Announces Integration with Workday Financial Management

PR Newswire
by PR Newswire0
Streamlines and automates accounting processes to help shared customers close the books more quickly and accurately Ramp, a Workday, Innovation Partner, announced its Design Approved Integration with Workday Financial Management. The integration allows businesses to automatically sync their Ramp corporate card data with Workday Financial Management, replacing manual data entry......
Arf and LuLu Financial Holdings Announce Strategic Partnership to Enable T-0 Settlement for Global Payments
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Arf and LuLu Financial Holdings Announce Strategic Partnership to Enable T-0 Settlement for Global Payments

PR Newswire
by PR Newswire0
Arf, a global leader in providing working capital and settlement liquidity solutions to payments companies, and LuLu Financial Holdings, a global financial services conglomerate, have announced a strategic partnership aimed at revolutionizing settlement times in the global payments and cross-border payments industry. This collaboration will allow LuLuFin to leverage Arf’s......
AI Meets Expense Management: Xpensai Launches AI-Powered Platform for Effortless Financial Control
Artificial Intelligence Digital Payments Finance Fintech News

AI Meets Expense Management: Xpensai Launches AI-Powered Platform for Effortless Financial Control

EIN Presswire
by EIN Presswire0
Xpensai, an innovative AI-powered SaaS platform, is set to transform how small and medium enterprises (SMEs) manage their expenses. Designed to alleviate the financial management burden faced by growing businesses, Xpensai leverages cutting-edge artificial intelligence to automate expense tracking, categorization, and reporting—all while providing actionable insights for smarter decision-making. With......
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