Tag : financial

Choice Financial Group Enters Texas Market with Addition of Texas Independent Insurance
Finance InsurTech News

Choice Financial Group Enters Texas Market with Addition of Texas Independent Insurance

EIN Presswire
by EIN Presswire0
Choice Financial Group is pleased to announce that Texas Independent Insurance is now part of its growing national network of independent agencies. Based in Allen, Texas, the firm provides customized personal and commercial insurance solutions, top-rated insurance carriers, and strong client relationships. The partnership represents CFG’s first entry into Texas. As a multi-line......
Securityplus FCU Embraces Agentic CRM to Deliver More Connected Member Experiences
Credit Bureaus Finance News

Securityplus FCU Embraces Agentic CRM to Deliver More Connected Member Experiences

EIN Presswire
by EIN Presswire0
Baltimore-based credit union connects member data and AI to deliver more intelligent, personalized service Creatio, an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale — today announced that Securityplus Federal Credit Union has selected Creatio to embed......
Panoramix™ Expands Trading & Rebalancing Capabilities with One-Sided Trading and Household Rebalancing
Investment Services News Trading

Panoramix™ Expands Trading & Rebalancing Capabilities with One-Sided Trading and Household Rebalancing

EIN Presswire
by EIN Presswire0
New Panoramix Pro enhancements give advisors greater flexibility and visibility when managing portfolio allocations Panoramix™, a portfolio management and reporting platform for independent registered investment advisors (RIAs) and independent financial advisors, announces expanded Trading & Rebalancing tools available through Panoramix Pro with the addition of One-Sided Trading and Household Rebalancing.......
Hilton Family Office Deploys Legacy Intelligence to Expand AI-Powered Investment Research and Treasury Decision Support
Finance Investment Services News

Hilton Family Office Deploys Legacy Intelligence to Expand AI-Powered Investment Research and Treasury Decision Support

EIN Presswire
by EIN Presswire0
Deployment advances HFO’s technology strategy and brings traditional-market, digital-asset and due-diligence intelligence Hilton Family Office today announced the deployment of Legacy Intelligence, a financial-intelligence platform designed to strengthen the Family Office’s investment research, liquidity analysis, due diligence and portfolio decision-support capabilities. The deployment represents the next phase of Hilton Family Office’s broader financial-technology......
Robot Start Inc. Completes New Financing Round, Bringing Total Funding to US$5.0 Million
Finance Fintech Funding News

Robot Start Inc. Completes New Financing Round, Bringing Total Funding to US$5.0 Million

EIN Presswire
by EIN Presswire0
— Accelerating Expansion to Become a Leading Company in the Podcast Industry — Robot Start Inc. (Headquarters: Shibuya-ku, Tokyo; President and CEO: Yoshihiro Nakahashi) today announced the completion of a new financing round through a third-party allotment of shares. [Background to the Financing] While the global podcast market has grown......
Finger Bridge to Launch in Mid-September, Establishing Shared Infrastructure for Financial Connectivity
Finance News

Finger Bridge to Launch in Mid-September, Establishing Shared Infrastructure for Financial Connectivity

EIN Presswire
by EIN Presswire0
Designed to reduce repetitive integration and workflow coordination in new partnerships—while making capabilities easier to discover, connect and combine. Sargia Inc., a Japan-based financial technology company, announced that Finger Bridge, the cross-institution financial connectivity and collaboration infrastructure within the Finger Grid ecosystem, is scheduled to officially launch in mid-September 2026. Finger Bridge......
Advasa Announces USDC Payment Functionality for ADVASA Visa Card and Eyes Real-World Assets (RWA) Expansion with Quantum-Resilient Technology
Digital Payments Finance News

Advasa Announces USDC Payment Functionality for ADVASA Visa Card and Eyes Real-World Assets (RWA) Expansion with Quantum-Resilient Technology

GlobeNewswire
by GlobeNewswire0
Advasa Holdings, Inc. (Nasdaq: ADBT) (“ADVASA” or the “Company”), a fintech payment holding company providing Earned Wage Access (“EWA”) and next-generation financial infrastructure solutions through its Japanese operating subsidiary ADVASA Co., Ltd., today announced a significant upgrade to its existing ADVASA Visa card: it now features seamless payment functionality using......
Backpack US Appoints Multicoin Capital Co-Founder Kyle Samani to Board
Cryptocurrency Finance News

Backpack US Appoints Multicoin Capital Co-Founder Kyle Samani to Board

GlobeNewswire
by GlobeNewswire0
Samani is a crypto industry veteran whose appointment reinforces Backpack’s strategy to bridge regulated markets with decentralized financial networks Backpack, a global financial institution bridging crypto with traditional financial markets, today announced the appointment of crypto venture capitalist Kyle Samani to its board of directors. Best known as the co-founder......
Temenos and Celent: American Banks Face Growing Fight for the 'Switchable Middle'
Banking Finance News

Temenos and Celent: American Banks Face Growing Fight for the ‘Switchable Middle’

GlobeNewswire
by GlobeNewswire0
Three-quarters of consumers are only moderately satisfied or less with their primary financial institution Temenos (SIX: TEMN), a global leader in banking technology, today announced new research with Celent highlighting a widening gap between what US banking customers increasingly expect and banks’ ability to deliver. Published in “The Banking Expectation......
Gene Cutler Achieves Verified Agent on Agent Review, a Leading Third-Party Verification Platform for Insurance Agents
InsurTech News

Gene Cutler Achieves Verified Agent on Agent Review, a Leading Third-Party Verification Platform for Insurance Agents

EIN Presswire
by EIN Presswire0
Monthly credential monitoring and video-verification options help agents establish credibility, while protecting consumers from digital impersonation. Gene Cutler of Manhasset, New York, has earned Verified Agent status on Agent Review, a platform dedicated to improving consumer insurance education, protecting consumers and strengthening the credibility of qualified insurance professionals. Cutler is......
1