Search Results for: risk and regulatory

Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
Deloitte Digital Unveils Agentforce Accelerators in Collaboration With Salesforce and Anthropic for Trustworthy LLM Use Cases in Highly-Regulated Industries
Artificial Intelligence Fintech News

Deloitte Digital Unveils Agentforce Accelerators in Collaboration With Salesforce and Anthropic for Trustworthy LLM Use Cases in Highly-Regulated Industries

PR Newswire
The new solution integrates Generative AI capabilities powered by Amazon Bedrock with extensive compliance features to help ensure safety, trust and innovation  Deloitte Digital today launched Agentforce accelerators, developed in collaboration with Salesforce and Anthropic, to help enterprises in highly regulated industries, including wealth management, retail banking, life sciences and......
RMA’s Annual CRO Survey Reveals Cybersecurity, Fraud, and Rapid Response as Key Banking Risks in 2025
Finance Fintech News

RMA’s Annual CRO Survey Reveals Cybersecurity, Fraud, and Rapid Response as Key Banking Risks in 2025

Business Wire
– Cybersecurity Remains the Top Priority for CROs Amid a Fast-Paced, Evolving Risk Landscape- ProSight Financial Association has announced the results of the fourth annual RMA Chief Risk Officer (CRO) Outlook Survey. ProSight, formed from this year’s merger of RMA (Risk Management Association) and BAI, said the survey reveals a......
Analytics B2B B2C Featured Risk Management

Real-Time Data Analytics in B2B BNPL: Powering Credit Decisions and Insights

Fintech Staff Writer
As Buy Now, Pay Later (BNPL) gains traction in B2B commerce, real-time data analytics is emerging as a critical factor in providing timely and precise credit assessments. In B2B BNPL, where transactions are often larger and payment terms are more complex than in consumer models, real-time data analytics offers a......
Lumio Insight and Plansmith Partner to Revolutionize Financial Planning
Finance Fintech News

Lumio Insight and Plansmith Partner to Revolutionize Financial Planning

EIN Presswire
Plansmith Corporation, a long-time leading provider of financial institution planning software, announced a strategic partnership with Lumio Insight, a data analytics, dashboarding, and reporting solution for financial institutions. This collaboration will integrate Lumio Insight’s Banking Insight platform into Plansmith’s upcoming Generation 5 solution, delivering unparalleled value to financial institutions. “We......
Analytics Fintech Lending News

Capstack Technologies Expands Product Suite with Analytics and Loan Servicing

Business Wire
Two expanded products enhance Capstack Technologies’s ability to provide financial institutions with access to liquidity and diversification, all in one platform Capstack Technologies Inc. (“Capstack”) announced the expansion of its product suite with Capstack Analytics and Capstack Loan Servicing. The expansion makes it even easier for bank leaders to confidently......
Sutherland FinXelerate Helps Fintechs Scale Amid Growing Regulatory and Competitive Pressures
Finance Fintech News

Sutherland FinXelerate Helps Fintechs Scale Amid Growing Regulatory and Competitive Pressures

Business Wire
The solution enables fintechs to enhance operational efficiency without compromising innovation or agility. Sutherland, a leading global business and digital transformation company, announced the launch of Sutherland FinXelerate, a comprehensive solution designed to help fintech companies scale while maintaining innovation and business growth. “Fintech companies continue to drive innovation in......
Artificial Intelligence Banking Cloud Featured Finance Fintech

AI-Ready Infrastructure For Small Banks: Architectures, Tooling, and Cloud Strategies

Fintech Staff Writer
As small banks look to enhance their capabilities in data analysis, customer insights, and fraud detection, building AI-ready infrastructure becomes crucial. Unlike large financial institutions with expansive resources, small banks must be strategic about their AI investments. The journey to create AI-ready infrastructure in small banks requires a careful balance......
Majority of banks and insurers struggle to maximize the value from their cloud investments
Cloud Finance Fintech Investments News

Majority of banks and insurers struggle to maximize the value from their cloud investments

GlobeNewswire
Majority of banks and insurers struggle to maximize the value from their cloud investments Less than 40% of financial services executives say they are highly satisfied with their cloud outcomes Most banks and insurers adopt cloud solutions with the primary objective to drive operational efficiency (84%) Protecting customer data and......
Avalara Shines Spotlight on Customer Experience with Intuitive AI and Other Innovations
Artificial Intelligence Finance Fintech News

Avalara Shines Spotlight on Customer Experience with Intuitive AI and Other Innovations

PR Newswire
CRUSH 2024: Avalara highlights a slate of customer-focused enhancements and AI-infused solutions to deliver seamless tax compliance and an exceptional experience Avalara, Inc., a leading provider of tax compliance automation software for businesses of all sizes, showcased an array of customer-first innovations at this week’s signature Avalara CRUSH customer event......
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