Finastra and Clinc Announce Collaboration to Boost Digital Engagement and Reduce Service Agent Workload
- 2 years 6 months ago
- Management
Finastra today announced that Clinc, the leading conversational AI specialist serving global financial institutions, will deliver its Virtual Banking Assistant technology fully integrated within Finastra’s Fusion Digital Banking platform.
Delio Warns Private Markets Firms to Act Now as FCA Launches Enhanced Financial Promotions Regulations Alongside Consumer Duty Guidance
- 2 years 6 months ago
- Management
The FCA’s enhanced financial promotions regulations that all regulated institutions must comply with begin to take effect this week, and fintech Delio is warning firms that offer their clients access to alternative assets to ensure that their regulatory processes comply with the new rules in order to avoid the risk of unlimited fines or criminal prosecution.
PIMFA Welcomes FCA Proposals for a Simplified Advice Regime
- 2 years 6 months ago
- Wealth Management
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has welcomed the Financial Conduct Authority’s (FCA) proposals for a simplified advice regime to encourage more consumers to seek financial advice and reduce the cost burden of advice for relatively simple financial decisions.
Block Scholes Welcomes D2X as its Newest Client
- 2 years 6 months ago
- Asset Management
Today marks a huge success for Block Scholes as we welcome D2X, the digital asset derivatives exchange soon-to-be-regulated in the EU*, to our growing list of clients seeking more professional crypto investment tools. D2X will integrate Block Scholes’ data into their pricing tools and risk systems.
Fintech Platform FINOM Continues European Expansion with Netherlands Launch
- 2 years 6 months ago
- Management
FINOM, the fast-growing mobile-first financial management platform for SMEs and freelancers has continued its European expansion with its launch into the Netherlands today. The announcement marks another milestone in the company’s ambitious growth plan, having recently launched into the UK and become the fastest-growing financial services app for professionals and SMEs in Germany.
Oatly Selects ION Treasury’s IT2
- 2 years 6 months ago
- Treasury
ION Treasury, a global provider of treasury and risk management solutions for corporations, financial institutions, and central banks, announced today that Oatly Group has selected IT2 as its new treasury and risk management system.
Moss Joins Forces with Klarna Kosma to Boost European Expansion, Driving Digitisation for SMEs
- 2 years 6 months ago
- Asset Management
Moss, the fast-growing European fintech, has today announced its partnership with Klarna's financial technology platform, Klarna Kosma, to solve one of the major pains that SME finance functions face: lack of control and visibility on corporate spend. The partnership marks the latest in a string of momentous events for Moss, which has been rapidly expanding in the European market since receiving $86m in Series B funding in early 2022.
Navian Finalist at Nordic PropTech Awards 2023
- 2 years 6 months ago
- Wealth Management
Swedish PropTech Navian has been nominated as one of four finalists for the Nordic PropTech Awards 2023 in the category "Invest & Finance”. The competition highlights and recognises the best new PropTech companies in the Nordic real estate industry. A jury of six people assesses successful work, a professional way of working and what results have been achieved during the last year.
Investment Platform Third Financial Helps New Wealth Manager to £500M
- 2 years 6 months ago
- Wealth Management
A UK wealth manager has grown its assets under management to more than £500 million with the support of investment platform Third Financial, becoming the North West’s largest independent discretionary manager. The firm is one of a series of high-profile client renewals for Third Financial.
Evelyn Partners Recruits New Partner as Head of Fraud and Financial Crime to Lead Forensic Investigations
- 2 years 6 months ago
- Wealth Management
Leading UK professional services firm Evelyn Partners today revealed a significant move to strengthen its Forensic Services team with the appointment of Annabel Kerley FCA as Head of Fraud and Financial Crime. As a Partner specialising in investigations Annabel will build and grow Evelyn Partners’ Forensic Services practice, working closely with David Alexander, Head of Forensic Services, and John Holden, Head of Forensic Technology.
Santander Goes Live with Planixs’ Realiti® Suite to Deliver Real-Time Cash and Liquidity Management
- 2 years 6 months ago
- Management
Planixs, the leading provider of real-time cash, collateral and liquidity management solutions, has announced today that G-SIB (Global Systemically Important Bank), Santander, has successfully gone live with its Realiti Software Suite to transform the bank’s liquidity management processes, including cash management, liquidity forecasting and risk mitigation.
Wylth® - India’s 1st Independent Multi-Asset Platform Garners ₹1,750 Crores of Assets in its First Month of Operations
- 2 years 6 months ago
- Asset Management
Wylth®, a cutting-edge technology platform, has recently been launched as India’s first Independent Multi-Asset platform for Independent Financial Advisors (IFAs). It offers a comprehensive digital platform with a vision to revolutionize the Financial Products Distribution business.
Wintrust to Expand its Investment Management Business, Enters into Agreement to Acquire North American Asset Management Units from Rothschild & Co
- 2 years 6 months ago
- Investment Management
Wintrust Financial Corporation (“Wintrust”) and Rothschild & Co announced they have entered into an agreement for Wintrust to acquire two asset management businesses from Rothschild & Co North America Inc. Wintrust’s subsidiary, Great Lakes Advisors, LLC, agreed to purchase Rothschild & Co Asset Management US Inc.
Compliance Systems Introduces New Treasury Management Solution
- 2 years 6 months ago
- Treasury
Compliance Systems, the financial industry’s leading provider of digital and dynamic compliance documentation, announced today the release of the industry’s first document solution for treasury management services, Simplicity Treasury Management. This cloud-based solution helps financial institutions streamline their treasury management operations and delivers highly configurable, cost-effective compliant content from a proven technology partner...
Broadridge Wins Two Awards at This Year’s Asset Servicing Times Industry Excellence Awards
- 2 years 6 months ago
- Asset Management
Broadridge Financial Solutions, Inc., a global Fintech leader, has won the Best Corporate Actions Technology and Best Asset Servicing Technology Product awards at this year’s Asset Servicing Times Industry Excellence Awards, an industry-renowned ceremony recognising the most influential names and businesses in the financial services market. These awards recognise Broadridge’s commitment to transforming proxy voting and the entire asset servicing... more
