Tag : financial services

DAMA International Elects Finastra's Peter Vennel as Vice President
Finance News

DAMA International Elects Finastra’s Peter Vennel as Vice President

PR Newswire
by PR Newswire0
Appointment underscores Finastra’s leadership in enterprise data governance and stewardship Finastra, a global leader in financial services software, today announced that Peter Vennel, CDMP (P), Global Head of Data Governance at Finastra, has been elected Vice President of DAMA International (Data Management Association International) for a three-year term. DAMA International is......
BrokerBot Names Financial Services Industry Veteran Kevin Dear as Chief Operating Officer
Finance InsurTech News

BrokerBot Names Financial Services Industry Veteran Kevin Dear as Chief Operating Officer

EIN Presswire
by EIN Presswire0
BrokerBot today announced the appointment of Kevin Dear as Chief Operating Officer and Product Owner. BrokerBot, the AI-powered client engagement platform built for Canadian financial services professionals, today announced the appointment of Kevin Dear as Chief Operating Officer and Product Owner. The appointment marks a defining moment for the company......
Manatt Builds Financial Services and Fintech Offerings with Addition of Partner in New York Office
Finance Fintech News

Manatt Builds Financial Services and Fintech Offerings with Addition of Partner in New York Office

GlobeNewswire
by GlobeNewswire0
Ivor Wolk brings extensive private funds, fintech, alternative investment and regulatory experience to Manatt’s nationally recognized financial services team. Manatt, Phelps & Phillips, LLP, a multidisciplinary, integrated professional services firm, announced the arrival of Financial Services Partner Ivor C. Wolk to the Firm’s New York office. With over three decades......
Equidity Launches Tradyn, Scalable Trading Infrastructure Platform
Finance News Trading

Equidity Launches Tradyn, Scalable Trading Infrastructure Platform

EIN Presswire
by EIN Presswire0
Tradyn provides scalable trading infrastructure and enterprise-grade technology solutions for brokerage firms worldwide. Equidity announced the official global launch of Tradyn, an institutional-grade multi-asset trading technology platform engineered to support brokerage firms, proprietary trading desks, and financial institutions seeking scalable execution infrastructure. Tradyn was built to deliver institutional-grade performance and......
Global Fintech Interview With David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach by InsuranceReach
Artificial Intelligence Business Finance Fintech InsurTech Interviews

Global Fintech Interview With David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach by InsuranceReach

Paroma Sen
by Paroma Sen0
David DeCelle, Co-Founder & Chief Partnership Officer, WealthReach chats about the benefits of AI powered prospecting for insurance advisors in this fintech interview: _________________ Tell us about your journey starting WealthReach and InsuranceReach — why was there a need in the market? Having spent years in both the insurance and......
ITWS Financial Services Introduces ATLAS5 AI, Redefining Precision Tax Strategy An Finance
Finance News

ITWS Financial Services Introduces ATLAS5 AI, Redefining Precision Tax Strategy An Finance

EIN Presswire
by EIN Presswire0
ITWS Financial Services announced the launch of ATLAS5 AI, an advanced artificial intelligence platform designed to transform how individuals and businesses approach tax strategy, financial modeling, and long-term wealth preservation. Built to operate at the intersection of regulatory intelligence and strategic foresight, ATLAS5 delivers enterprise-level tax optimization previously reserved for......
Redeem Wealth Rebrands as Redeem Financial Group, Unveiling a Fully Integrated Financial Ecosystem to Serve Clients Across the U.S.
Finance News

Redeem Wealth Rebrands as Redeem Financial Group, Unveiling a Fully Integrated Financial Ecosystem to Serve Clients Across the U.S.

Cision PRWeb
by Cision PRWeb0
Redeem Wealth unveils rebrand to Redeem Financial Group and launches integrated “one-team” financial headquarters. Established in 2021, the firm has expanded its boutique roots to offer a comprehensive suite of wealth management, tax, insurance, and real estate services under a single unified brand. Redeem Wealth, a premier financial services firm......
Jointly AI Launches the World's First Autonomous AI Insurance Broker Platform
InsurTech News

Jointly AI Launches the World’s First Autonomous AI Insurance Broker Platform

EIN Presswire
by EIN Presswire0
Jointly AI Broker receives customers’ requirements by phone, calls 20+ insurers, negotiates quotes, and provides them to the customer — completely autonomously Jointly AI announced the launch of Jointly AI Broker, the world’s first end-to-end autonomous AI insurance brokerage platform, aimed at UK Personal Line Brokers. Unlike any AI product......
MIDFLORIDA Credit Union Receives Regulatory Approval to Acquire Prime Meridian Bank
Banking Credit Bureaus News

MIDFLORIDA Credit Union Receives Regulatory Approval to Acquire Prime Meridian Bank

EIN Presswire
by EIN Presswire0
Transaction strengthens MIDFLORIDA’s statewide presence, nearing $10 billion in assets and over half a million members. MIDFLORIDA Credit Union is pleased to announce that it has received regulatory approval to complete its acquisition of Prime Meridian Bank. The transaction is expected to close on March 1, 2026, marking a major......
Q2 Named Market Leader in U.S. Retail Digital Banking by Datos Insights
Banking Finance News

Q2 Named Market Leader in U.S. Retail Digital Banking by Datos Insights

Business Wire
by Business Wire0
Datos Insights recognizes Q2 for its enterprise-scale market penetration, vendor stability, and client impact and outcomes Q2 Holdings, Inc. , a leading provider of digital transformation solutions for financial services, announced it has been named Market Leader in the Datos Insights Matrix: U.S. Retail Digital Banking Solutions (February 2026), earning......
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