Tag : financial services

Carte Financial Group Names Continuum the Exclusive AI Client Intelligence System for Its National Advisor Network
Finance InsurTech News

Carte Financial Group Names Continuum the Exclusive AI Client Intelligence System for Its National Advisor Network

Business Wire
by Business Wire0
Advisors across Carte’s wealth and insurance businesses gain access to the full Continuum platform, from botless meeting capture to interactive client microsites Carte Financial Group, the Ontario-based financial services organization, named Continuum the exclusive AI client intelligence system for its national network of over 1000 independent advisors. The agreement brings Continuum......
Small Business Growth Alliance (SBGA) Discusses the Future of Embedded Finance for SMBs
Digital Payments Finance News

Small Business Growth Alliance (SBGA) Discusses the Future of Embedded Finance for SMBs

EIN Presswire
by EIN Presswire0
Small Business Growth Alliance (SBGA) explores how embedded finance helps SMBs streamline payments, improve cash flow, and access services efficiently. Embedded finance refers to the integration of financial services directly into non-financial platforms, allowing businesses to access payments, banking, and other financial tools without leaving the software and systems they already......
Sixth annual AIFinTech100 shines a spotlight on today’s AI innovators in financial services
Finance Fintech News

Sixth Annual AIFinTech100 Shines a Spotlight on Today’s AI Innovators in Financial Services

EIN Presswire
by EIN Presswire0
FinTech Global has published its sixth annual AIFinTech100 list, recognizing the companies leading the way in the burgeoning AI FinTech market The AIFinTech100 has become a key measuring stick for solution providers that are shaping the future of AI within the financial services sector. The listed organisations are offering exciting advancements......
Shield Extends the Compliance Perimeter to AI-Generated Records and Image-Based Content
Compliance management Finance News

Shield Extends the Compliance Perimeter to AI-Generated Records and Image-Based Content

EIN Presswire
by EIN Presswire0
As AI-assisted work and image-based communication outpace compliance coverage, Shield’s Copilot connector and OCR close two monitoring gaps Shield, the global communications surveillance platform for financial services, today extended the reach of its communications surveillance platform to cover Microsoft 365 Copilot interactions and image-based content, bringing two of the fastest-growing......
CadRemit Launches '50 for 50' Rewards Campaign to Boost Cross-Border Transfers
Digital Payments Finance News

CadRemit Launches ’50 for 50′ Rewards Campaign to Boost Cross-Border Transfers

EIN Presswire
by EIN Presswire0
New campaign offers CMT Point rewards to qualifying users completing onboarding and international transfers. CadRemit has announced the launch of its new “50 for 50” Rewards Campaign, a month-long initiative designed to encourage onboarding, increase user engagement, and reward customers making eligible international money transfers. Running from June 10 through......
Truist announces Michael P. Lyons as incoming CEO
Finance Fintech News

Truist announces Michael P. Lyons as incoming CEO

PR Newswire
by PR Newswire0
Bill Rogers to assume executive chair role as part of planned leadership succession until April 2027 retirement Truist Financial Corporation announced Michael P. Lyons as its next president and chief executive officer, effective Sept. 1, 2026. Lyons is a dynamic leader with over three decades of financial services experience and a......
WebBank Selects Sedric’s AI-Powered Compliance Platform to Support its Strategic Partner Programs
Banking Compliance management News

WebBank Selects Sedric’s AI-Powered Compliance Platform to Support its Strategic Partner Programs

EIN Presswire
by EIN Presswire0
WebBank Selects Sedric’s AI-Powered Compliance Platform to Support its Strategic Partner Programs Sedric, the agentic compliance platform transforming marketing and communications oversight in financial services, today announced a new partnership with WebBank, a leading issuer of credit products to consumer and business borrowers through its strategic partners’ brand platforms. WebBank......
LTP Secures Australian Financial Services Licence (AFSL) to Bridge Institutional Capital with Tokenized Real-World Assets
Blockchain Finance News

LTP Secures Australian Financial Services Licence (AFSL) to Bridge Institutional Capital with Tokenized Real-World Assets

GlobeNewswire
by GlobeNewswire0
The AFSL authorization enables LTP to provide regulated financial product advice and dealing services for wholesale clients, catalyzing the convergence of institutional liquidity and blockchain-native financial instruments. LTP, a leading global institutional digital asset prime brokerage, today announced that it has successfully obtained an Australian Financial Services Licence (AFSL) from the......
SmiKar Customer Case Studies Document $2.1M+ in Annual Microsoft 365 Storage Savings
Finance News

SmiKar Customer Case Studies Document $2.1M+ in Annual Microsoft 365 Storage Savings

EIN Presswire
by EIN Presswire0
Fortune 500 healthcare, FTSE 250 engineering and mid-market financial services customers eliminate seven-figure SharePoint storage overage. Three enterprise Squirrel deployments documented in a newly released case study compilation have together eliminated more than $2.1 million per year in Microsoft 365 SharePoint storage overage charges, SmiKar Software announced today. The three......
AIFU Signs MOU to Acquire Industrial AI Company, Launching Strategic Transformation
Artificial Intelligence Finance News

AIFU Signs MOU to Acquire Industrial AI Company, Launching Strategic Transformation

GlobeNewswire
by GlobeNewswire0
AIFU Inc. (Nasdaq: AIFU) (the “Company” or “AIFU”), a leading AI-driven independent financial services platform in China, today announced that it has signed a non-binding Memorandum of Understanding (“MOU”) regarding a proposed acquisition of Peakleap Ventures Limited, a company specializing in industrial AI solutions for the solid waste recycling and......
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