Tag : financial services

Capitolis Appoints Roy Saadon as Head of Market Development, Portfolio Optimization 
Finance Fintech News

Capitolis Appoints Roy Saadon as Head of Market Development, Portfolio Optimization 

Fintech News Desk
by Fintech News Desk0
Fintech executive and serial entrepreneur with 25 years’ experience to lead product adoption and expansion into new markets  Capitolis, the financial technology company, announced the appointment of Roy Saadon as Head of Market Development for its Portfolio Optimization business. Saadon, based in London, will lead Capitolis’ efforts to accelerate product adoption,......
Privacy Architecture for Data Sharing in Open Banking Ecosystems
Artificial Intelligence Banking Featured Finance Fintech

Privacy Architecture for Data Sharing in Open Banking Ecosystems

Fintech Staff Writer
by Fintech Staff Writer0
Open banking has fundamentally reshaped how financial data moves across institutions, platforms, and applications. What began as a regulatory mandate has evolved into a global ecosystem of APIs, third-party providers, fintech innovators, and embedded financial services. At the center of this transformation lies a critical question: How do financial institutions......
Encompass Corporation Launches Executive Advisory Board to Drive Innovation in Financial Services
Artificial Intelligence Finance News

Encompass Corporation Launches Executive Advisory Board to Drive Innovation in Financial Services

EIN Presswire
by EIN Presswire0
Encompass Corporation, a global leader in Corporate Digital Identity (CDI) for Know Your Customer (KYC), officially launches its Executive Advisory Board (EAB). A strategic initiative designed to accelerate innovation and deliver enhanced value to clients and partners worldwide. The EAB will act as a strategic think tank, supporting Encompass as......
Sanibel Captiva Community Bank Strengthens Local Commitment with Jack Henry
Banking Finance News

Sanibel Captiva Community Bank Strengthens Local Commitment with Jack Henry

PR Newswire
by PR Newswire0
$1B bank to modernize systems, streamline operations, and enhance customer experience Jack Henry announced that Sanibel Captiva Community Bank (SanCap Bank) has selected Jack Henry to modernize its technology, streamline operations, and support its enduring commitment to the communities it serves. Founded in 2003 on Sanibel, Florida, SanCap Bank recently surpassed $1......
FaithBanc Global Opens Invitation-Only Investment Access for Compliant Private Banking Platform
Banking Investment Services News

FaithBanc Global Opens Invitation-Only Investment Access for Compliant Private Banking Platform

EIN Presswire
by EIN Presswire0
FaithBanc Global is pleased to announce the opening of an invitation-only investment opportunity for qualified investors to support the launch of a next-generation private banking platform, designed to integrate traditional banking capabilities and digital assets within a single, compliance-forward operating model. Invitation access is being extended to strategic and mission-aligned participants who......
The Agentic Shift to Perpetual KYC in 2026
Artificial Intelligence Finance Fintech Guest Posts Security Technology

The Agentic Shift to Perpetual KYC in 2026

Max Vermeir
by Max Vermeir0
For decades, the financial services sector viewed Know Your Customer (KYC) compliance as a defensive necessity—a cost of doing business designed to ward off regulators and prevent fines. It was a friction point, a barrier to entry, and often, a manual nightmare. But the ground has shifted. In a world......
Steward Partners Announces a New Board Chairman as Keith Taylor Assumes Leadership Role
Finance News

Steward Partners Announces a New Board Chairman as Keith Taylor Assumes Leadership Role

PR Newswire
by PR Newswire0
Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced that Keith Taylor – long-standing Board of Directors member and Managing Director at The Cynosure Group – has been appointed Chairman of the Board, effective at year-end. Taylor succeeds Michael McMahon, who is retiring from......
Experior Financial Group Inc. Surpasses 15,000 Licensed Agents Across Canada and the United States
Finance News

Experior Financial Group Inc. Surpasses 15,000 Licensed Agents Across Canada and the United States

EIN Presswire
by EIN Presswire0
Experior Financial Group Inc. announced a significant milestone, surpassing 15,000 licensed agents across Canada and the United States. Experior Financial Group Inc. Surpasses 15,000 Licensed Agents Across Canada and the United States, reinforcing its position as one of North America’s fastest-growing Agent-driven financial services organizations. The milestone highlights a period......
Financial Services and Insurance Firms Turn to RankOS™ as AI Search Raises the Bar for Trust and Authority
Finance InsurTech News

Financial Services and Insurance Firms Turn to RankOS™ as AI Search Raises the Bar for Trust and Authority

GlobeNewswire
by GlobeNewswire0
New RankOS™ analysis shows 82% financial brands remain absent from AI-generated search results As AI-powered search platforms increasingly influence how consumers and businesses research financial products and insurance providers, financial services firms are turning to RankOS™, a proprietary AI visibility operating system developed by NEWMEDIA.COM, to ensure their brands are recognized,......
Brandon Bean Joins Planet’s National Fulfillment Team
Finance News

Brandon Bean Joins Planet’s National Fulfillment Team

EIN Presswire
by EIN Presswire0
Planet Financial Group, LLC, a leading national financial services company with integrated capabilities across origination, servicing, sub-servicing and asset management, announces Brandon Bean has joined Planet Home Lending as SVP, National Fulfillment. Bean has more than two decades of experience in building strong retail operations and will help Planet in the rapid......
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