Search Results for: wealth management technology

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates
B2B Fintech News

Save Takes on First Institutional Investors to Fund Its Growing B2B Business as Global Demand for Yield Accelerates

Fintech News Desk
by Fintech News Desk0
Round led by BNP Paribas, Europe’s leading financial institution Save, a fintech company that helps clients earn higher yields on their spending and savings, announces the successful closure of a funding round led by BNP Paribas, Europe’s leading financial institution. Joining BNP Paribas in the round is Webster Bank, a leading commercial bank in the Northeast who......
Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program
Finance News

Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program

Fintech News Desk
by Fintech News Desk0
The CFA Credit Academy will train student credit ambassadors to promote credit health and knowledge Almost half of all college students say money management is a bigger challenge than any other they may face, according to the U.S. Department of Education. To empower students as they embark on their higher education......
Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud
Banking News

Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud

Fintech News Desk
by Fintech News Desk0
Bank is using Temenos core banking and payments solutions to deliver accessible private banking for Swiss affluent Temenos, announced that Alpian SA, Switzerland’s first digital private bank, has gone live with core banking and payments services on Temenos Banking Cloud. The pioneering bank is running on Temenos Banking Cloud hosted on......
MAPay to Create First 100 Million NFTs for Digital Health Records on the Algorand Blockchain
Digital Payments News

MAPay to Create First 100 Million NFTs for Digital Health Records on the Algorand Blockchain

Fintech News Desk
by Fintech News Desk0
Built on Algorand, and in partnership with the Government of Maharashtra in India, NFT technology will be used for storing personal health data for the first time MAPay, a global healthcare technology firm with a focus on decentralized payment networks, unveiled its partnership with the Ministry of Public Health and Family......
Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services
Finance News

Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services

Fintech News Desk
by Fintech News Desk0
Nearly $6 billion credit union continues to grow personalized and innovative wealth management services for its members through partnership with CFS CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, and Wescom Credit Union (Wescom) announced that Wescom Financial Services (WFS) will transition its broker-dealer services to CFS under a dual program......
Payfare Announces Significant Milestone of One Million Active Users
Digital Payments Fintech News

Payfare Announces Significant Milestone of One Million Active Users

Fintech News Desk
by Fintech News Desk0
Payfare Inc., a leading fintech powering instant payout and digital banking solutions for the gig workforce, announced a significant milestone with the achievement of one million active users. This represents growth of approximately 79,318 active users (+9%) over September 30, 2022 and 488,228 active users (+95%) over December 31, 2021. Payfare’s active......
Banking Executives Report Lacking Proactive Fraud Prevention Approach
Banking Fintech News Security

Banking Executives Report Lacking Proactive Fraud Prevention Approach

Fintech News Desk
by Fintech News Desk0
Transaction Data and Customer-Abuse Scoring Seen as Insufficient to Accomplish Goals While a comprehensive fraud management program is essential to mitigating risk and driving growth, a new survey finds that executives at some US financial institutions are at odds on whether their strategies are sufficiently proactive. Specifically, the survey of 105 decision......
Fintech News

Seeds Investor Completes Initial Capital Raise To Promote Personalized Investing

Fintech News Desk
by Fintech News Desk0
Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw......
Broadridge Appoints Martin Koopman as Chief Product Officer
Fintech News

Broadridge Appoints Martin Koopman as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, is pleased to announce the appointment of Martin Koopman as Chief Product Officer, effective January 1, 2023. In this role, Martin will lead the Product Management team working across all business units to collectively drive Broadridge’s delivery of world-class SaaS and other service offerings to......
Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution
Investment Services News

Allvue Systems Partners with Exos Financial on Portfolio Optimizer Solution

Fintech News Desk
by Fintech News Desk0
Solution will utilize Exos’ genetic algorithm based portfolio optimizer to better identify and execute trade opportunities for loan managers on Allvue’s portfolio management product suite Allvue Systems, a leading alternative investment technology solutions provider, announced that they have formed a partnership with Exos Financial, a next-gen platform for B2B institutional finance,......
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