Tag : financial institutions

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......
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......
Rising Loan Frauds, Data Privacy Risks, and NPAs Push Financial Institutions Toward Stricter Due Diligence
Finance Fintech News

Rising Loan Frauds, Data Privacy Risks, and NPAs Push Financial Institutions Toward Stricter Due Diligence

EIN Presswire
by EIN Presswire0
— Aztek Solutions LLP Strengthens Risk Verification for Financial Institutions and focused Data Privacy guidelines. The steady rise in loan frauds, growing concerns around data privacy, and persistent non-performing assets (NPAs) are pushing financial institutions to adopt stricter and more focused due diligence practices. As lending volumes expand through digital platforms,......
Global Equity Crowdfunding Alliance Appoints Jill Storey to Steering Committee as Strategic Advisor for Australia
Finance Fintech Funding News

Global Equity Crowdfunding Alliance Appoints Jill Storey to Steering Committee as Strategic Advisor for Australia

EIN Presswire
by EIN Presswire0
Former Big 4 Partner and crowdfunding pioneer Jill Storey joins GECA, bringing 25 years of global finance and climate finance expertise to borderless markets. The Global Equity Crowdfunding Alliance (GECA) announced the appointment of Jill Storey as Strategic Advisor for Australia to its Steering Committee, significantly strengthening the organization’s Asia-Pacific......
Voyager AI to Modernize Banking Processes with Investment from Mastercraft Ventures
Banking Investment Services News

Voyager AI to Modernize Banking Processes with Investment from Mastercraft Ventures

EIN Presswire
by EIN Presswire0
Built by digital banking veterans, Voyager AI helps financial institutions complete complex loan and compliance work in minutes instead of months Mastercraft Ventures today announced a $500,000 pre-seed investment in Voyager AI, a software company transforming how banks and credit unions manage commercial lending. We invest in founders who know......
BitGo invests in Ubyx and joins as a settlement agent to accelerate institutional digital asset infrastructure
Digital Asset Management Finance News

BitGo invests in Ubyx and joins as a settlement agent to accelerate institutional digital asset infrastructure

PR Newswire
by PR Newswire0
Ubyx appoints BitGo B&T, N.A. as a settlement agent, expanding regulated digital asset acceptance across global financial institutions Ubyx Inc., a provider of clearing and acceptance infrastructure for tokenised deposits and regulated stablecoins, announced a strategic investment from BitGo Ecosystem Holdings LLC (“BitGo Ecosystem Holdings”), an affiliate of BitGo Holdings, Inc. (“BitGo”).......
Sigma360 Secures $17MM Series B to Scale AI-Powered Financial Crime Prevention and Compliance
Compliance management Finance News

Sigma360 Secures $17MM Series B to Scale AI-Powered Financial Crime Prevention and Compliance

PR Newswire
by PR Newswire0
New funding fuels platform innovation and expansion of trusted enterprise risk intelligence, AML and KYC solutions for financial institutions and fintechs worldwide Sigma360, the full-stack AI platform for risk intelligence, financial crime prevention and compliance, announced an oversubscribed $17.3MM Series B funding round led by Moderne Ventures with participation from Vocap Partners and Orrick, as......
Saphyre Appoints Michael Linchitz as Global Head of Sales
Finance News Trading

Saphyre Appoints Michael Linchitz as Global Head of Sales

PR Newswire
by PR Newswire0
Appointment strengthens global leadership team as demand accelerates for automated onboarding and operational readiness across financial markets Saphyre, Inc., the leading pre-trade through-post-trade platform providing faster trade-readiness and settlement cycles for the world’s largest financial institutions, announced the appointment of Michael Linchitz as Global Head of Sales. In this role,......
ZagTrader Launches Integrated Securities Borrowing and Lending (SBL) Module for Financial Institutions
Finance News Trading

ZagTrader Launches Integrated Securities Borrowing and Lending (SBL) Module for Financial Institutions

EIN Presswire
by EIN Presswire0
ZagTrader announced the launch of its fully integrated Securities Borrowing & Lending (SBL) solution, enabling brokers and financial institutions to offer structured short-selling and securities lending services within a controlled, compliant, and automated framework. The SBL module is designed to support institutional-grade operations, combining borrowing workflows, collateral management, interest accrual,......
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