Search Results for: staff and clients

William Tessar Launches CV3 Financial Services
Finance News

William Tessar Launches CV3 Financial Services

PR Newswire
by PR Newswire0
CV3 Financial Services, LLC, announced the official launch of the company, a private lender, providing financing for fix-and-flip and rental properties to real estate investors in more than 20 states. The company was founded by William J. Tessar, former President of CIVIC Financial Services. Mr. Tessar is joined by an......
Artificial Intelligence Digital Featured Fintech Technology

Risks Associated With the Integration of Deficient Chatbots

Pooja Choudhary
by Pooja Choudhary0
Summary Introduction Chatbot use in consumer finance Exclusive industry insights Use of large language models and AI Growth and adoption in the financial industry Problems consumers encountered while engaging with chatbots Technical limitations and associated security risks The perils of implementing flawed chatbots Conclusion Introduction Chatbots are computer programs that......
CEX.IO Partners With Chainalysis to Enhance Platform Security
Cryptocurrency DeFi News

CEX.IO Announces Expansion Into, Dedicated MLRO Hire for Lithuania

GlobeNewswire
by GlobeNewswire0
The region will service retail and institutional clients, and seek to align the company’s EU presence in accordance with new Markets in Crypto-Assets (MiCA) legislation CEX.IO, a global ecosystem of products and services that connects people and businesses to the cryptocurrency economy and decentralized finance (DeFi), is expanding its services......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
Preqin’s Actionability Signal to Make Deal Sourcing More Efficient
Investment Services News

Preqin’s Actionability Signal to Make Deal Sourcing More Efficient

Fintech News Desk
by Fintech News Desk0
A faster way for investment teams and M&A professionals to identify actionable investment opportunities Preqin, the global leader empowering the alternatives community with essential data and insight, announced the launch of Actionability Signal. Preqin’s latest innovation helps investment teams and M&A professionals fast-track their deal-sourcing activities by identifying companies that......
Rising Threat of AI-driven Fraud
Artificial Intelligence Guest Posts

Rising Threat of AI-driven Fraud

Tamas Kadar
by Tamas Kadar0
AI is rapidly evolving to benefit almost every aspect of our lives. Unfortunately, that includes the lives of criminals. Thanks to widely available AI programs with the power to both create and alter content, fraudsters now have a range of tricks up their sleeves. They use them in simple or......
Five Credit Unions Partner with MDT to Increase Efficiencies, Enhance Member Service
Fintech News

Five Credit Unions Partner with MDT to Increase Efficiencies, Enhance Member Service

Business Wire
by Business Wire0
Credit unions select CUSO for robust core, ecosystem of complementary solutions Member Driven Technologies (MDT), a CUSO that hosts the Symitar core processing system from Jack Henry to provide a private cloud alternative for core processing and IT needs, announced that Great NorthWest FCU, Sentry Credit Union, Georgetown Kraft Credit Union,......
Artificial Intelligence Banking Digital Insights News

The Future of Banking: 95+ Fintech Companies Automating Banking

Fintech Staff Writer
by Fintech Staff Writer0
Automate consumer interactions Startups in this field streamline the account opening and onboarding process by providing digital, automated services. Mantl is one such startup that offers banks a streamlined, omnichannel account opening platform. Companies in this space automate the channels through which clients communicate with their banks, using technologies like......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Cetera Welcomes A+ Federal Credit Union
Investment Services News

Cetera Welcomes A+ Federal Credit Union

PR Newswire
by PR Newswire0
Cetera Announces Strategic Partnership with A+ Federal Credit and its Investment Programs with approximately $214 million in Assets Under Administration Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that A+ Federal Credit Union is converting its retail investment program to the Cetera Financial Institutions (CFI) community. This full-service credit union’s investment......
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