Tag : financial

FMSI and Appli Partner to Help Credit Union Branches Drive Member Revenue
Credit Bureaus Finance News

FMSI and Appli Partner to Help Credit Union Branches Drive Member Revenue

EIN Presswire
by EIN Presswire0
Combining branch appointment scheduling software with AI-powered financial calculators gives credit unions a clearer path from member visit to financial outcome FMSI, a provider of branch performance and workforce management software for financial institutions, and Appli, whose AI-powered financial calculators are gaining traction across the credit union industry, today announced......
Truss Financial Group Expands Bank Statement HELOC Initiative for 2026 Tax Season Liquidity
Banking Finance News

Truss Financial Group Expands Bank Statement HELOC Initiative for 2026 Tax Season Liquidity

EIN Presswire
by EIN Presswire0
Truss Financial Group announces a 2026 tax-season initiative using bank statement HELOCs to help self-employed homeowners manage liabilities without liquidating Truss Financial Group has announced the expansion of its bank statement HELOC initiative, specifically tailored to address the 2026 tax filing season. The program utilizes the firm’s alternative underwriting framework......
Neill Insurance Brokers Launches Free Insurance Learning Center for North Texas Residents
InsurTech News

Neill Insurance Brokers Launches Free Insurance Learning Center for North Texas Residents

EIN Presswire
by EIN Presswire0
Online resource helps Roanoke, Texas homeowners, drivers and small business owners better understand insurance coverage and policy gaps. Neill Insurance Brokers Launches Free Online Learning Center for Insurance Education New resource offers North Texas residents open access to guides explaining coverage, claims, and policy gaps Neill Insurance Brokers LLC has......
MergersCorp M&A International Expands Global Mandate with New Corporate Advisory and Investment Banking Services
Finance Investment Services News

MergersCorp M&A International Expands Global Mandate with New Corporate Advisory and Investment Banking Services

EIN Presswire
by EIN Presswire0
Strengthening our commitment to client success with an expanded suite of world-class investment and advisory capabilities. MergersCorp M&A International, a premier global investment banking and advisory firm, is pleased to formally announce the full-scale integration of its diversified corporate service portfolio. While the firm has earned international acclaim for its mastery......
Rogo Acquires Offset to Bring AI Agents into Financial Workflows
Finance Investment Services News

Rogo Acquires Offset to Bring AI Agents into Financial Workflows

EIN Presswire
by EIN Presswire0
Rogo Acquires Offset to Bring AI Agents into Financial Workflows Rogo, the AI platform used by leading financial institutions, today announced the acquisition of Offset, an AI agent company founded by Raj Khare and Shiv Shrivastava. Offset develops learning agents designed to operate directly inside financial workflows across investment banking, private......
Piermont Bank Expands Leadership Team to Accelerate Next Phase of Growth
Banking Finance News

Piermont Bank Expands Leadership Team to Accelerate Next Phase of Growth

Cision PRWeb
by Cision PRWeb0
New C-suite appointments strengthen payments, credit, and growth leadership as the cloud-native bank scales its platform for modern businesses Piermont Bank today announced a strategic expansion of its leadership team as the bank continues to scale its embedded banking platform and deepen its support for fast-growing businesses operating in an increasingly......
Madison Insurance Group Announces Second Annual Spring Summit as Advisors Explore Enterprise Risk Insurance Strategies
Finance InsurTech News

Madison Insurance Group Announces Second Annual Spring Summit as Advisors Explore Enterprise Risk Insurance Strategies

EIN Presswire
by EIN Presswire0
Madison Insurance Group Announces Second Annual MIG Spring Summit as Advisors Explore Enterprise Risk Insurance Strategies Madison Insurance Group (MIG) has announced the Second Annual MIG Spring Summit, scheduled for April 26–28, 2026, at the Westin Kierland Resort & Spa in Scottsdale, Arizona. The event follows the firm’s inaugural gathering......
CreditCompareHQ Launches Independent Review and Comparison Platform for Credit Monitoring Services
Credit Bureaus Finance News

CreditCompareHQ Launches Independent Review and Comparison Platform for Credit Monitoring Services

EIN Presswire
by EIN Presswire0
CreditCompareHQ, a new consumer-focused financial resource, has launched its website designed to help individuals evaluate and compare leading credit monitoring and identity protection services. The platform provides in-depth reviews and side-by-side comparisons of major credit monitoring providers to help consumers make more informed financial decisions. The website currently features detailed......
MerQube Announces Strategic AI Partnership with Noonum to Revolutionize Thematic Indexing
Investment Services News

MerQube Announces Strategic AI Partnership with Noonum to Revolutionize Thematic Indexing

EIN Presswire
by EIN Presswire0
Latest agentic indexing AI brings machine reasoning to thematic indexes MerQube Announces Strategic AI Partnership with Noonum to Revolutionize Thematic Indexing Latest agentic indexing AI brings machine reasoning to LLMs and knowledge graphs to interrogate billions of data points and create thematic indexes based on robust facts, evidence and metrics,......
Christopher Riegg Announces Edward Eisenhauer Joins Promontory Strategy Group
Finance Investment Services News

Christopher Riegg Announces Edward Eisenhauer Joins Promontory Strategy Group

EIN Presswire
by EIN Presswire0
Christopher Riegg expands Promontory Strategy Group advisory team with addition of Edward Eisenhauer, CFA Christopher Riegg, Founder of Promontory Strategy Group (PSG), announced today that Edward Eisenhauer, CFA, joined the firm in late 2025 and is working alongside Riegg to advise privately held and family-owned businesses on strategic initiatives including mergers and acquisitions,......
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