Search Results for: wealth management technology

Leading Growth Investors Acquire Minority Stake in Coda Payments, the Content Monetization Platform
Digital Payments News

Leading Growth Investors Acquire Minority Stake in Coda Payments, the Content Monetization Platform

Fintech News Desk
by Fintech News Desk0
Smash Capital, Insight Partners, and GIC invest $690 million in the cross-border monetization provider as brand expands into more territories Coda Payments, the world’s leading independent platform for digital content monetization, announced that a consortium of top-tier growth investors has acquired a minority stake in the company. Smash Capital, New York-based global private......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
American Investment Securities Group Chooses InvestorCOM to Digitize Rollover Recommendation Process
Compliance management News

AISG Chooses InvestorCOM to Digitize Rollover Recommendation Process

Fintech News Desk
by Fintech News Desk0
AISG will use InvestorCOM RolloverAnalyzer to make best interest rollover recommendations in compliance with PTE 2020-02 InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that American Investment Securities Group LLC (AISG), an independent broker-dealer, has selected InvestorCOM to digitize their rollover recommendation process and meet the......
Observe.AI Raises $125 Million Series C to Usher in AI-Empowered Era for Contact Centers
Artificial Intelligence Banking News

Observe.AI Raises $125 Million Series C to Usher in AI-Empowered Era for Contact Centers

Fintech News Desk
by Fintech News Desk0
Largest-ever Series C funding for Contact Center AI helps Observe.AI cement its leadership position and propel continued industry-leading growth Observe.AI, an Intelligent Workforce Platform that transforms contact centers through AI, announced it has raised $125M in Series C funding led by SoftBank Vision Fund 2 with participation from Zoom Video Communications,......
AIG Names Charlie Fry Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization
DeFi Investment Services News

Freedom Protocol Launches Campaigns in Australia : Redefines Investment Bolt Hole in DeFi3.0

Fintech News Desk
by Fintech News Desk0
Freedom Protocol generated more than $1M of profits in its fiscal 2021 year, up more than a tenth from 2020 Freedom Protocol is publishing outdoor advertising in Australia and starting a lot of campaigns of various types. Seeing ads related to DeFi in front of Seven-Eleven is interesting, and a......
Securrency Capital Secures Financial Services Permission from Abu Dhabi Global Market
Finance Fintech News

Securrency Capital Secures Financial Services Permission from Abu Dhabi Global Market

Fintech News Desk
by Fintech News Desk0
Securrency Capital, a broker-dealer based in the Abu Dhabi Global Market (ADGM), announced that it has secured a Financial Services Permission (FSP) from ADGM’s Financial Services Regulatory Authority (FSRA) to deal in investments as a matched principal and provide custody for those investments. The license enables Securrency Capital to provide......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Priority and Century Bank Announce Strategic Partnership to Expand Product Offering to Bank Customers
Digital Payments News

Priority and Century Bank Announce Strategic Partnership to Expand Product Offering to Bank Customers

Fintech News Desk
by Fintech News Desk0
CPX, powered by Priority will deliver industry-leading AP solutions to Century Bank customers Priority Technology Holdings, Inc, a leading payments technology company helping customers collect, store, and send money, has announced a partnership with Century Bank, a full-service community bank supporting locations in New Mexico and Texas. “We are excited......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
by Fintech News Desk0
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
Accrete Expands Its Offering to Include Investment Opportunities in Real Estate
Investment Services News

Accrete Expands Its Offering to Include Investment Opportunities in Real Estate

Fintech News Desk
by Fintech News Desk0
The platform supports individual investors with access to opportunities previously available only to the uber-wealthy Accrete, an alternative investment platform engineered to unlock private investment opportunities for the many, will include real estate investment opportunities starting today. Initial investment opportunities will focus on commercial properties. The first opportunity will enable......
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