Search Results for: professional services

Netcapital Establishes Referral Program with JD Merit Securities
Capital Markets News

Netcapital Establishes Referral Program with JD Merit Securities

Fintech News Desk
by Fintech News Desk0
Netcapital Funding Portal to facilitate online fundraising for JD Merit clients Netcapital Inc., a digital private capital markets ecosystem, announced that it has formed a referral agreement with JD Merit Securities, LLC, a leading boutique investment bank focused on serving middle-market technology-forward companies. Under terms of the agreement, the parties......
How AI Is Driving Ecommerce App Development
Artificial Intelligence Commerce E-commerce Featured Finance Fintech Primers Fintech Radar

How AI Is Driving Ecommerce App Development

Fintech Staff Writer
by Fintech Staff Writer0
In this article, we shall be covering out our best about AI and how it is driving Ecommerce App development. It shall give a good insight into the best applications of AI in Ecommerce. Snapshot Of AI Artificial Intelligence is a concept that dominates the world of technology. Although it......
Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding
Finance Fintech Funding News

Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding

Fintech News Desk
by Fintech News Desk0
Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally Asset-Map Holdings, Inc., the premier financial advice engagement experience for financial professionals, announced the close of a $6 million Series B funding round. “First and foremost, we are grateful to our new and existing......
Snappy Kraken Survey Reveals About Half of High-Net-Worth Retirees are Considering Hiring a New Financial Advisor
Finance News

Snappy Kraken Survey Reveals About Half of HNW Retirees are Considering Hiring a New Financial Advisor

Fintech News Desk
by Fintech News Desk0
Advisors risk attrition if not consistently communicating with clients during difficult markets Snappy Kraken, the MarTech innovator serving financial services professionals, announced the results of its survey of high-net-worth (HNW) retirees and pre-retirees. The survey, which focused on bear markets and the threat of a recession, found that slightly more than......
South Indian Bank Announces the Launch of Sib Wealth - A Wealth Management Platform
Banking News

South Indian Bank Announces the Launch of SIB Wealth – A Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
South Indian Bank announces the launch of a wealth management platform in partnership with Geojit Financial Services Ltd. SIB Wealth is an exclusive value-added service that will help the bank’s high net worth (HNI) customers to invest their money in the best financial instruments available in the market. Under the......
COMPLY Adds New Capabilities and Offerings to Help Compliance Teams Meet Growing Number of Regulatory Requirements
Compliance management News

COMPLY Adds New Capabilities and Offerings to Help Compliance Teams Meet Growing Number of Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
From the Securities and Exchange Commission’s (SEC) Marketing Rule to undisclosed account monitoring and proprietary information security, COMPLY’s latest additions strengthen compliance programs, reduce risk for financial service firms COMPLY, the leading provider of compliance software, consulting and education resources for the financial services sector, announced new features, offerings and......
Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing
Finance News

Intuit Supercharges Virtual Expert Platform with AI Enhancements to Streamline Expert-Assisted Tax Filing

Fintech News Desk
by Fintech News Desk0
Intuit’s platform behind TurboTax Live connects people to experts and helps build customer confidence, while driving personalized experiences at scale and reducing tax filing time Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, has introduced artificial intelligence (AI) enhancements for its Virtual Expert Platform to drive highly-personalized experiences, connecting consumers......
CUSO Financial Announces New Partnership with Kemba Credit Union
Finance News

CUSO Financial Announces New Partnership with Kemba Credit Union

Fintech News Desk
by Fintech News Desk0
$1.6 billion credit union chooses CFS for its expertise in credit union vertical CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with Kemba Credit Union (Kemba) to support and grow its wealth management program, Kemba Investment Services. Established in 1934, Kemba now operates 12......
VIU by HUB Expands Its Digital Brokerage Platform with Renters and Condo Insurance
InsurTech News

VIU by HUB Expands Its Digital Brokerage Platform with Renters and Condo Insurance

Fintech News Desk
by Fintech News Desk0
Customers can shop, compare and purchase personal insurance policies on the digital platform while receiving professional advice VIU by HUB (VIU), a digital insurance brokerage platform, announced the launch of renters and condo insurance. The expansion not only provides new areas of coverage to consumers but enables VIU to partner......
Business Digital Payments News

NJ-Based Payment Solutions Company Expands With Experienced New Team

Fintech Staff Writer
by Fintech Staff Writer0
The NJ-based payment solutions company expands with experienced new team members to assist with marketing, client retention and sales due to high demand. Green Payments, a credit card processing and point of sale provider, announces the expansion of its team of professionals responsible for marketing, sales and client management. This......
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