Managers of Wealth Americas

Fintech Inyova gains investment expert

In the last six months she has been active at 17 Asset Management in strategy development and research approaches for impact infrastructure investments.

Cisco taps new M&A firm Tidal for $28 billion Splunk deal

Tidal's win comes as more technology bankers decide to launch their own firms

Generative AI fuels 'quantum leap' in insurance technology innovation

Now, everyone understands that this is possible.

Altruist Eliminates Portfolio Accounting Software Fee for Custody Clients

That gives the firm’s RIA custody clients free access to performance reporting, fee billing, portfolio rebalancing, a client portal and portfolio accounting software.

Oracle says it's ready to cater to Canadian banks' open banking needs

Open banking allows consumers and small businesses to securely and efficiently transfer their financial data among financial institutions and third party service providers.

Citi Develops New Digital Asset Capabilities for Institutional Clients

Citi Token Services will integrate tokenized deposits and smart contracts into Citi’s global network, upgrading core cash management and trade finance capabilities.

Cloudinary Introduces Nexus, a Free AI-Powered Digital Asset Management Solution for SMBs and Teams

With a strong focus on usability and accessibility, Nexus is a valuable tool for a broad range of teams and individuals.

nbkc Bank Selects Spiral to Launch an Innovative Digital Giving Center, Revolutionizing Customer Engagement with Community Impact

nbkc adds Spiral to allow customers to donate to their favorite charities directly from their personal online banking portal and get an annual donation report for tax purposes.

Cloudinary Extends its Digital Asset Management (DAM) Platform with Studio, a Powerful Set of AI Capabilities for Marketers

Studio allows non-technical users to harness the power of AI to create engaging customer experiences at scale while improving internal efficiency and reducing time-to-market

Wells Fargo launches Stock Fractions in the Wells Fargo Mobile app

The introduction of Stock Fractions is one of a number of enhancements recently made to enhance the WellsTrade client experience in the Wells Fargo Mobile app

Episode Six Launches Business Now, Pay Later™ Enabling Financial Institutions to Offer B2B Installments to Small and Medium-sized Enterprises

It’s clear there is an increased demand from SMEs for more flexible working capital solutions, and the economic headwinds that have led to rising rates are only strengthening the need.

Citi named Best Corporate/Institutional Digital Bank in Puerto Rico

The bank received a total of eight awards in regional subcategories that recognized digital products and services offered to clients

Citi Selects Foro Holdings, Inc. to Scale Its Bridge built by Citi Platform via Strategic Investment and Sale

Citi will be a minority investor in Foro and it will continue to support the platform in various ways including ongoing connectivity with Citi’s Diverse Financial Institutions Group.

State Street’s Market Leading FX Execution Venue, FX Connect, Enters into a Commercial Arrangement with LoopFX

LoopFX is creating a new liquidity venue for large spot FX trades by centralizing peer-to-peer matching with bank interest.

Morgan Stanley to launch AI chatbot to woo the wealthy

After testing it with 1,000 financial advisers for some months, the bank will roll out a generative artificial intelligence (AI) bot in September, developed with the makers of ChatGPT, OpenAI.

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

This partnership will further empower our credit union partners and their advisors to provide the expert financial planning their members expect

How New Tools Are Changing Bank Balance Sheet Management

This approach allows multiple banks to share the rewards and, crucially, the risks associated with loans, creating an environment conducive to mutual growth.

TaxBit unveils AI-enabled rules engine for crypto accounting

Traditional accounting methods are struggling to keep pace with the rapid complexities of cryptocurrency transactions.

Fintech Leader CapIntel Unveils OMNI, Holistic Wealth Management Platform For Financial Services Professionals

The new OMNI platform offers advisors interactive, intuitive and tailored presentation building capabilities that help retail investors gain a better understanding of their financial goals

BNY Mellon Launches Bankify

BNY Mellon forms strategic alliance with Trustly to pioneer an open banking payment solution with guaranteed settlement

FinTech