Tag : financial services

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......
FinScan Advances AML Compliance by Strengthening Real-Time Payments, Data Quality, and Global Reach
Banking Digital Payments News

FinScan Advances AML Compliance by Strengthening Real-Time Payments, Data Quality, and Global Reach

EIN Presswire
by EIN Presswire0
FinScan, the AML compliance solution of Innovative Systems, Inc., is proud to announce a series of successes it has achieved over the last 12 months. FinScan, the anti-money laundering (AML) compliance solution of Innovative Systems, Inc., is proud to announce a series of successes it has achieved over the last 12......
Couplr AI Selected for 2026 MassChallenge Fintech Program
Finance Fintech News

Couplr AI Selected for 2026 MassChallenge Fintech Program

EIN Presswire
by EIN Presswire0
One of only 18 selected from 160 applicants, Couplr AI joins the 2026 MassChallenge Fintech cohort alongside a Fortune 500 insurance leader. Couplr AI, a fintech company redefining how financial institutions connect with customers, announced its selection into the 2026 Fintech Program by MassChallenge. Out of approximately 160 applicants, just......
With Intelligence and Wilshire launch Enhanced ‘Navigator’, a Platform Streamlining Private Markets Manager Engagement
Fintech Funding Investment Services News

With Intelligence and Wilshire launch Enhanced ‘Navigator’, a Platform Streamlining Private Markets Manager Engagement

EIN Presswire
by EIN Presswire0
With Intelligence by S&P Global, a leading provider of data and intelligence for alternative and private markets, and Wilshire, a global financial services firm providing investment solutions to institutional investors and intermediaries worldwide, today announced the launch of an enhanced ‘Navigator,’ a platform designed to streamline private markets manager engagement. Navigator......
Gradient Labs Launches New Outbound Support Agent, Deploying AI to Clear Operational Backlogs in Financial Services
Digital Payments Finance News

Gradient Labs Launches New Outbound Support Agent, Deploying AI to Clear Operational Backlogs in Financial Services

Cision PRWeb
by Cision PRWeb0
With surging fraud volumes overwhelming financial institutions, Gradient Labs’ new outbound support agent will proactively engage customers on issues such as suspicious transactions, missing documents, and overdue payments. The AI support platform that safely automates the hardest customer operations in financial services – today announced its new outbound support agent, designed to......
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