Search Results for: professional services

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Business Digital Featured Fintech Fintech Primers

Best 6 Fintech Startups Transforming Business In 2023

Pooja Choudhary
by Pooja Choudhary0
“Huge.” “Surging.” “Very hot.” Those were just a couple of the terms financial news outlets used to describe the fintech market in 2023. If you’ve ever made a Venmo payment or used a robo-advisor for investing, you’re already somewhat familiar with the fintech and how it works. Summary Introduction The......
CUSO Financial Announces New Partnership with Mobiloil Credit Union
Finance News

CUSO Financial Announces New Partnership with Mobiloil Credit Union

PR Newswire
by PR Newswire0
$1 billion Texas-based financial institution joins broker-dealer with singular focus on credit unions CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), announces a multi-year agreement with Mobiloil Credit Union (Mobiloil) to support and grow its wealth management program. Established in 1935 as Magnolia Employees Beaumont Texas Federal Credit Union, Mobiloil serves......
Stratiphy Levels Investment Playing Field with New App Launch
Investment Services News

Stratiphy Levels Investment Playing Field with New App Launch

Fintech News Desk
by Fintech News Desk0
Investment strategy platform, Stratiphy, has announced the launch of its new investment application on the Apple App Store and Google Play. The solution provides users with bespoke investment strategies and insights, democratising access to the approach of professional investors In bringing its solution to market, Stratiphy is breaking new ground......
KamaPay to Showcase Cross-Border Payment Solutions at GITEX Africa 2023
Digital Payments News

KamaPay to Showcase Cross-Border Payment Solutions at GITEX Africa 2023

Fintech News Desk
by Fintech News Desk0
By taking part in this prestigious event, KamaPay seeks to further solidify its position and forge valuable partnerships with key stakeholders within the global technology community KamaPay, will be participating in the highly anticipated GITEX Africa 2023, taking place from 31 May – 2 June 2023 at Bab Jdid, Boulevard......
Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders
News Risk Management

Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders

Business Wire
by Business Wire0
Wolters Kluwer Finance, Risk & Regulatory Reporting will offer perspectives on bank risk-based performance and commercial outcomes Experts from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR) will offer insights at the “Transforming and Improving Financial Risk Management with International Principles and Standards” event taking place on Tuesday, May 16, at the Melia Hotel......
Zip Introduces Intake-to-Pay, the World’s First Unified Platform for Procurement
Digital Payments News

Zip Introduces Intake-to-Pay, the World’s First Unified Platform for Procurement

PR Newswire
by PR Newswire0
Increases End-to-End Spend Visibility and Control to Boost Operational Efficiency, Reduce Costs and Mitigate Risk Zip launched Zip Intake-to-Pay, extending its industry-first Intake-to-Procure platform to now provide sophisticated Procure-to-Pay capabilities, including purchase order (PO) management, accounts payable (AP) automation and global B2B payments functionality. Zip has created the industry’s first......
Lending Enablement Solutions Drive ROA Attainment for Automotive Lenders, Open Lending Survey Finds
Lending News

Lending Enablement Solutions Drive ROA Attainment for Automotive Lenders, Open Lending Survey Finds

Business Wire
by Business Wire0
New data validates the role of automated decisioning and risk analytics in financial institutions’ performance, with 95% of Lending Enablement users meeting ROA targets Open Lending Corporation, an industry trailblazer in lending enablement and risk analytics solutions for financial institutions, released its Lending Enablement Benchmark report. The goal of the......
Atar Capital Completes First International Buyout for Portfolio Company, Keypoint Intelligence
Investment Services News

Atar Capital Completes First International Buyout for Portfolio Company, Keypoint Intelligence

Business Wire
by Business Wire0
Atar Capital, a global private investment firm, announced that its portfolio company, Keypoint Intelligence, has acquired ProPrintPerformance based out of Stockholm, Sweden. This acquisition expands the reach of Keypoint Intelligence in the digital production print market and marks Atar Capital’s first international buyout as an add-on acquisition. ProPrintPerformance, co-founded in 2016, provides......
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