Search Results for: investment advisor

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Swyfft collaborates with the innovative technology of Bees360 to process wind and hail claims using drones and AI

Fintech News Desk
by Fintech News Desk0
Swyfft, who provides fast and friendly homeowners insurance through their patented analytical methods and unique data sources, has pegged Bees360’s claims assist solution for handling wind & hail claims. Swyfft’s utilization of Bees360 combines drones, AI, autonomous flight apps and licensed desk adjusters to create a faster and more efficient......
Altvia Wins Silver Stevie® Fintech Award
Business Fintech Funding Investment Services News

Altvia Announces Majority Recapitalization With Bow River Capital Software Growth Equity Fund

Fintech News Desk
by Fintech News Desk0
The investment from Bow River will enable the company to accelerate growth, rapidly deliver on innovation within its product suite, and scale across every dimension Altvia, market-leading provider for CRM and investor & deal management systems specifically built for Private Capital Market firms, today announced a majority recapitalization from Bow......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

David Edelheit Joins UnitedLex as Chief Digital and Transformation Officer, Another Milestone in the Company’s Digital Transformation of the Legal Industry

Fintech News Desk
by Fintech News Desk0
UnitedLex announces the appointment of David Edelheit as Chief Digital and Transformation Officer. Edelheit will play a leading role in setting the vision and strategy for UnitedLex’s digital ecosystem—affecting every relevant operational, delivery, technology, and solutions aspect of the organization. Read More: GIACT Donates Identity and Account Verification Services to......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
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Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager

Fintech News Desk
by Fintech News Desk0
Star Mountain Capital, LLC (“Star Mountain”), an investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that Anne Yang has expanded her role from Senior Advisor to Partner & Strategic Portfolio Manager. With decades of strategic advisory experience to leading corporations and asset......
Banks Must Resolve Explainability and “Black Box” Risk Governance Challenges to Succeed With AI Post-Pandemic, Says Economist Intelligence Unit Report Supported by Temenos
Artificial Intelligence Banking Fintech News Risk Management

Banks Must Resolve Explainability and “Black Box” Risk Governance Challenges to Succeed With AI Post-Pandemic, Says Economist Intelligence Unit Report Supported by Temenos

Fintech News Desk
by Fintech News Desk0
Data bias, “black box” risk, and lack of human oversight are the main governance issues for banks using AI, according to the Economist Intelligence Unit (EIU) report “Overseeing AI: Governing artificial intelligence in banking”. The report is based on a review of global regulatory guidance on AI risks and governance......
Singlife Chooses Moody's Analytics Solutions to Help It Address IFRS 17 Requirements
Fintech Investment Services News Risk Management

RiskFirst’s PFaroe™DB Platform for Pension Risk Management Chosen by Graystone Consulting, a Business of Morgan Stanley

Fintech News Desk
by Fintech News Desk0
RiskFirst, a Moody’s Analytics company, announced that Graystone Consulting, a business of Morgan Stanley, will be using RiskFirst’s flagship PFaroeDB solution to improve its investment risk management offering for its institutional pension client base. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership “The PFaroe platform’s......
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Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
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Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
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