Search Results for: financial

Cetera Welcomes Financial Advisor Michele Johnson and Her Elevated Wealth Solutions Practice from LPL
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Cetera Welcomes Financial Advisor Michele Johnson and Her Elevated Wealth Solutions Practice from LPL

PR Newswire
by PR Newswire0
Independent advisor joins Cetera in search of greater support and resources to strengthen her relationship-driven practice, centered on family-like service and helping clients achieve peace of mind Cetera welcomes financial advisor Michele Johnson, CFP®, who joins with her practice, Elevated Wealth Solutions, overseeing approximately $80 million in AUA1. The Willoughby,......
Spade Trains a Transaction Foundation Model and Launches Predictions, Making It Available Across Financial Services
Banking Digital Payments News

Spade Trains a Transaction Foundation Model and Launches Predictions, Making It Available Across Financial Services

Business Wire
by Business Wire0
Spade Predictions lets banks and fintechs of every size run the model out of the box, fine-tune it for specific tasks, or use Spade’s software, infrastructure, and embeddings to train a model of their own Spade, the data and AI platform for modern financial services, announced Spade Predictions, a product......
DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning
Artificial Intelligence Finance News

DeepVest Launches PlanLab, Expanding Its Agentic Platform Into Financial Planning

Business Wire
by Business Wire0
New capability combines AI-assisted workflows with deterministic calculations and continuous monitoring across nearly all aspects of a client’s financial life DeepVest, the agentic front office for financial advisors, announced the launch of PlanLab, its financial planning capability that brings the near-entirety of a household’s financial picture into one unified view.......
FIS AML Investigations Agent Now Commercially Available to Help Banks Tackle the Scale and Cost of Financial Crime Compliance
Banking Finance News

FIS AML Investigations Agent Now Commercially Available to Help Banks Tackle the Scale and Cost of Financial Crime Compliance

Business Wire
by Business Wire0
Built by FIS with support from Anthropic, the agent applies FIS’ banking, payments and data infrastructure to one of banks’ most manual compliance challenges and is the first in FIS’ roadmap of AI agents for banking Key Facts: Developed by FIS with support from Anthropic, the FIS AML Agent is......
Beforepay launches Financial Pulse, a free financial health check for everyday Australians
Banking Finance News

Beforepay launches Financial Pulse, a free financial health check for everyday Australians

EIN Presswire
by EIN Presswire0
The launch adds a new layer of support for customers’ financial wellbeing, alongside Beforepay’s lending products. Financial Pulse gives Beforepay customers a free view of their financial health across five areas, built from the latest 90-day window of bank transaction data securely accessed via Open Banking. – A customer’s “Financial......
Acorns Acquires Frich, Expanding Its Financial Education Community
Finance Fintech News

Acorns Acquires Frich, Expanding Its Financial Education Community

PR Newswire
by PR Newswire0
Co-founders Katrin Kaurov and Aleksandra Medina bring a 1.6 million-person community and an organic creator network to Acorns. Acorns, the financial wellness company helping everyday Americans grow their money, announced the acquisition of Frich, a community where young Americans learn about money from each other. Frich co-founders Katrin Kaurov and......
Mesh Launches Link Chat, Turning Intent Into Financial Action
Digital Payments Finance News

Mesh Launches Link Chat, Turning Intent Into Financial Action

PR Newswire
by PR Newswire0
New capability lets users fund accounts and initiate transactions through chat, connecting the assets they hold to the actions they want to take Mesh, the leading crypto payments network, announced the launch of Link Chat, a new AI-powered product experience in Mesh Link that enables users to initiate financial actions......
Seismic Expands Financial Services Portfolio to Help Firms Grow With Control
Artificial Intelligence Finance News

Seismic Expands Financial Services Portfolio to Help Firms Grow With Control

Business Wire
by Business Wire0
Seismic Compliance, expanded Seismic Social and a new Theta Lake partnership bring governed digital engagement into client-facing workflows Seismic, the Go-To-Market Performance company, expanded its financial services portfolio at Seismic Shift 2026, introducing Seismic Compliance, unveiling new Seismic Social capabilities and announcing a partnership with Theta Lake. Together, the announcements......
Guidehouse Again Named Leader in Financial Crime and Compliance Operations Services by Everest Group
Finance Fintech News

Guidehouse Again Named Leader in Financial Crime and Compliance Operations Services by Everest Group

PR Newswire
by PR Newswire0
2026 Peak Matrix® Assessment recognition for Financial Crime and Compliance Operations Services reflects the firm’s operational rigor, domain expertise, and ability to scale complex programs Guidehouse, a global professional services firm serving the commercial and government sectors, has been named a Leader in Everest Group’s 2026 PEAK Matrix® Assessment for......
Bybit Revamps App to Reflect New Financial Platform Positioning, Unifying Crypto, Stocks, Macro Assets, Earn, and Alpha
Finance Fintech News

Bybit Revamps App to Reflect New Financial Platform Positioning, Unifying Crypto, Stocks, Macro Assets, Earn, and Alpha

PR Newswire
by PR Newswire0
Bybit, the New Financial Platform trusted by more than 80 million users worldwide, has refreshed the Bybit experience after its global brand campaign. The revamped app homepage, in a nod to Bybit’s New Financial Platform positioning, is now available to the public, bringing multiple asset classes, market data, enhanced retail......
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