SC Ventures and NEXT176 to Launch a Wealth Platform That Makes Financial and Wealth Planning Accessible to All
- 7 months 3 weeks ago
- Wealth Management
SC Ventures, Standard Chartered’s innovation, fintech investment and ventures arm, and NEXT176, the venture building and investment arm of Old Mutual, a Pan-African financial services group, have joined forces to launch an inclusive financial wellness platform.
Central Bank Boosts Financial Wellness for Customers Through Personetics’ AI-powered Platform
- 8 months 3 days ago
- Wealth Management
Central Bank, a progressive $20 billion regional bank headquartered in Jefferson City, Missouri, is elevating financial wellness for its consumer franchise by implementing Personetics' financial data-driven engagement platform. The AI-driven solutions infuse Central Bank's digital channels with hyper-personalized insights, advice and smart savings tailored to each customer's financial situation and goals.
FusionIQ Launches FIQ Market One, Disrupting Traditional Investment Marketplaces
- 8 months 3 days ago
- Wealth Management
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced the launch of its groundbreaking FIQ Market One on the FusionIQ One platform. The innovative product marks a significant shift in the wealth management industry, offering a comprehensive investment solution for investors and advisors.
Euroclear to Invest in IZNES, a Leading Solution Enabling an Innovative Funds Distribution Model
- 8 months 6 days ago
- Management
Euroclear and IZNES today announce that Euroclear will acquire a stake in IZNES, a pan-European funds marketplace based on blockchain technology. The transaction will be subject to customary closing conditions and regulatory approvals. Financial terms will not be disclosed.
Confluence Integrates MSCI ESG Research Data Into Its Style Analytics Solution
- 8 months 6 days ago
- Management
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics.
HeirWealth Turns on Open Banking Technology from Envestnet®
- 8 months 1 week ago
- Wealth Management
HeirWealth, a Sydney-based wealth tech that is on a mission to help high net-worth families have better intergenerational conversations about money, has turned on open data technology powered by global financial aggregator Envestnet | Yodlee.
Levenue Acquires Midfunder to Accelerate Growth in Switzerland
- 8 months 2 weeks ago
- Management
Levenue, Europe’s largest revenue based financing company, has acquired MidFunder, a Zurich based FinTech that provides financing for companies with recurring revenue. The acquisition marks a strategic move to enhance its Swiss operations. Founders address market gap with MidFunder
fscom Expands Asset and Fund Management Offering with Acquisition of FMConsult
- 8 months 2 weeks ago
- Management
fscom , the leading governance risk and compliance consultancy, has acquired risk and compliance solutions provider FMConsult. fscom said the acquisition accelerates the firm’s expansion into asset and fund management and consolidates its position as a leading authority within the sector.
Philippines’ Metrobank Selects Temenos to Advance its Wealth Management Business
- 8 months 2 weeks ago
- Wealth Management
Temenos today announced that Metropolitan Bank & Trust Co. (Metrobank), one of the Philippines’ largest banks, has partnered with Temenos and Collaboration Betters the World (CBTW) to implement Temenos Wealth, strengthening the bank’s dominant position in the highly competitive wealth management industry.
Taulia: More Than Eight in Ten Companies Are Feeling Optimistic About the Year Ahead, Amid a Challenging Environment
- 8 months 2 weeks ago
- Management
Despite entering another year already defined by economic uncertainty, supply chain disruption and geopolitical tensions, Taulia’s global Supplier Sentiment Survey found that businesses are largely optimistic about the year ahead.
NorthWall Capital to Scale its Credit Business with Broadridge's Sentry Portfolio Management Solution
- 8 months 3 weeks ago
- Management
To scale its credit business and streamline the management and operation of its private debt portfolio,
Equifax Introduces Business Verification Solution
- 9 months 16 hours ago
- Management
Equifax® is launching a real-time, Know Your Business (KYB) online Business Verification Solution offering to help U.S. lenders and businesses of all sizes make faster, more informed decisions before onboarding new accounts or vendors.
Alloy for Embedded Finance Launches for Banks and Fintechs to Collaboratively Manage Identity and Compliance Risk
- 9 months 16 hours ago
- Risk Management
Alloy, the identity risk management company behind nearly 600 leading banks and fintech companies, today announced Alloy for Embedded Finance, a new product custom-designed for sponsor banks, BaaS providers, and their fintech partners to collaboratively manage identity risk and stay ahead of regulatory requirements.
Fusion Risk Management Announces General Availability of Generative AI-Powered Assistant
- 9 months 1 day ago
- Artificial Intelligence, Risk Management
Fusion Risk Management, Inc. ("Fusion"), a leading provider of cloud-based operational resilience, business continuity, and risk management solutions, has announced general availability of its AI-powered assistant Fusion Resilience Copilot™ following a successful global beta program. Resilience Copilot™ is pre-configured to answer critical questions at the click of a button, providing insights and recommendations.
Commercial Bank International Adopts Bloomberg MARS as Primary Risk Management System
- 9 months 1 week ago
- Risk Management
Bloomberg announced today that Commercial Bank International (CBI), a leading national bank in the UAE, has adopted Bloomberg’s Multi-Asset Risk System (MARS) modules for Counterparty Risk, Market Risk, and Valuation.
