Search Results for: wealth management technology

Trofi Set to Launch Its Platform for Users to Access Crypto Products and Services
Cryptocurrency News

Trofi Set to Launch Its Platform for Users to Access Crypto Products and Services

Fintech News Desk
by Fintech News Desk0
The platform is offering exciting new crypto wealth management products and services Trofi is introducing a new user-friendly platform to provide crypto wealth management services and products, with an emphasis on bringing a variety of structured products to the market that are prevalent in traditional banking but not yet available in......
Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans
Cryptocurrency Digital News

Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans

Fintech News Desk
by Fintech News Desk0
Annual TD Wealth survey explores challenges and opportunities within estate planning in 2022 According to TD Wealth’s fourth annual estate planning survey, digital tools and assets could be adding another level of complexity to the planning process. This year’s survey found that more than two-thirds (69%) of estate and financial planners are......
Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements
Compliance management News

Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firm using InvestorCOM to digitize the assessment of reasonably available alternative product recommendations and best interest rollover recommendations InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that Davenport & Company LLC, a leading wealth management and financial advisory firm, is using InvestorCOM’s compliance technology......
Synovus Announces Strategic Investment in Qualpay
Banking Digital Payments News

Synovus Announces Strategic Investment in Qualpay to Help Deliver New Embedded Finance Platform

Fintech News Desk
by Fintech News Desk0
Qualpay’s payments technology is a key part of Maast, Synovus’ new money-as-a-service offering that will combine payment processing, banking, and lending solutions Synovus Bank announced that it has signed an agreement to strategically invest in Qualpay resulting in a 60% ownership interest. Qualpay is a provider of a cloud-based platform......
Report 2022: Incumbent Banks Must Embrace Data-Centric Capabilities to Drive Personalized CX
Banking News

Report 2022: Incumbent Banks Must Embrace Data-Centric Capabilities to Drive Personalized CX

Fintech News Desk
by Fintech News Desk0
The World Retail Banking Report 2022 found that 95% of executives believe their current outdated legacy systems and technological capabilities are unable to fully optimize their data for customer-centric growth strategies Retail banks are currently lagging in their ability to offer true omnichannel experiences, as customers pivot to competitors that......
Sheenam Ohrie to lead India Operations for Broadridge
Finance News

Sheenam Ohrie to lead India Operations for Broadridge

Fintech News Desk
by Fintech News Desk0
Global Fintech leader Broadridge Financial Solutions, Inc. has announced the appointment of Ms. Sheenam Ohrie as the Managing Director of Broadridge India. Ms. Ohrie succeeds Laxmikanth Venkatraman who became Chairman of Broadridge India. Ms. Ohrie joined Broadridge in September 2021 as the Chief Operating Officer for India and brings close to three......
Trona Valley Federal Credit Union and Lumin Digital Announce Partnership for Enhanced Digital Banking Services
Banking News

Trona Valley Federal Credit Union and Lumin Digital Announce Partnership

Fintech News Desk
by Fintech News Desk0
Lumin Digital, a PSCU company, announced that Trona Valley Federal Credit Union (Trona Valley) has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. Lumin Digital will support Trona Valley’s more than 23,000 members and more than $320 million in assets once the credit union......
PalmPay Launches Wallet Safe Workshop to Improve Payment Security Awareness
Digital Wallet News

Infinix Announces Infinix Wallet in Partnership with PalmPay

Fintech News Desk
by Fintech News Desk0
Intelligent, Secure & Efficient Digital Finances Infinix launched the Infinix Wallet, a digital wallet app co-developed with mobile financial services platform PalmPay, with the aim of building a multi-dimensional digital life ecology for Infinix smartphone users that integrates financial services and various payment scenarios into a simple and secure ecosystem. Infinix aims for mobile phone......
Veritone Launches Veriverse, a Portfolio of Integrated AI Solutions for Content IP Owners
Artificial Intelligence Digital News

Veritone Launches Veriverse, a Portfolio of Integrated AI Solutions for Content IP Owners

Fintech News Desk
by Fintech News Desk0
Veriverse to empower customers, rights holders and influencers with the ability to leverage metaverse-ready solutions to create new revenue channels at scale Veritone, Inc., creator of aiWARE, a hyper-expansive enterprise AI platform, announced the launch of a series of proven AI solutions to open up new distribution, commerce, and revenue......
Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders
Finance News

Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders

Fintech News Desk
by Fintech News Desk0
The acquisition gives founders sophisticated, and yet easy-to-use, tools for cash and financial management Brex, the company reimagining finance for growing businesses, announced  its acquisition of Pry Financials, a software platform with tools designed to enable budgeting, bookkeeping and forecasting, for $90 million. Cash flow forecasting and runway planning can make......
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