Tag : financial

Pebblebrook Hotel Trust Completes $140 Million Refinancing of Margaritaville Hollywood Beach Resort
Mortgage News

Pebblebrook Hotel Trust Completes $140 Million Refinancing of Margaritaville Hollywood Beach Resort

Business Wire
Pebblebrook Hotel Trust announced that , it successfully refinanced its mortgage loan on the 369-room Margaritaville Hollywood Beach Resort (“Margaritaville Hollywood”) in Hollywood, Florida. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive Vice President at Clearwater Analytics “We are extremely pleased with the favorable terms of this......
Pepper Advantage Grows Customer Base 40%
Investment Services News

Pepper Advantage Grows Customer Base 40 Percent

Business Wire
– Growth driven by demand for credit management and technology in higher interest rate environment – Data and technology investments lead to new customer wins across both banking and non-banking sectors – Strong Asian growth driven by Indian and Indonesian markets Pepper Advantage, a global loan servicing and credit technology......
Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
Fintech News

Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Business Wire
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is redefining brand design for financial advisors with launch of Advisor Brand Builder (ABB). Latest Fintech Interview......
SurgePE Closes Elite Clinical Network Investment
Investment Services News

SurgePE Closes Elite Clinical Network Investment

Business Wire
Surge Private Equity, LLC (“Surge”) announced that it has formed a new strategic partnership with Elite Clinical Network, LLC (“ECN” or the “Company”), an integrated platform currently operating a network of phase I-IV clinical research sites throughout California, Arizona, and Nevada that has completed thousands of studies. The transaction, valued at ~$200MM, closed......
NICE Actimize Announces Financial Crime Risk Management Roadshow Discussing FRAML in the Era of Generative AI
Digital Payments News

NICE Actimize Announces Financial Crime Risk Management Roadshow Discussing FRAML in the Era of Generative AI

Business Wire
Roundtable discussions will address technology trends influencing financial institutions’ long-term planning, including the impact of instant payments on Fraud and AML NICE Actimize, a NICE business, announced the launch of its informative Financial Crime & Compliance Risk Management Roadshow that will travel across five key U.S. cities throughout the fall season.......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Ant Group Unveils its Financial Large Language Model and Two New Applications
Fintech News

Ant Group Unveils its Financial Large Language Model and Two New Applications

Business Wire
Financial LLM is in closed test with financial institution partners on Ant Group’s wealth management and insurance platforms The company will implement the financial LLM on its digital finance platform business supporting financial institutions in the China market. Ant Group unveiled its financial large language model at the 2023 INCLUSION·Conference......
AM Best Revises Outlooks to Positive of National Unity Insurance Company
Fintech News

AM Best Revises Outlooks to Positive of National Unity Insurance Company

Business Wire
AM Best has revised the outlooks to positive from stable and affirmed the Financial Strength Rating of B+ (Good) and the Long-Term Issuer Credit Rating of “bbb-” (Good) of National Unity Insurance Company (National Unity) (San Antonio, TX). Latest Fintech Interview : Global Fintech Interview with Max Lillard, Senior Finance......
GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
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