Managers of Wealth Americas

How to unlock an AI-driven M&A supercycle

The speed at which generative AI technologies are being embraced is nearly unprecedented

Ex-JP Morgan exec is putting the fun back into refunds with new payments fintech

TodayPay emerged from stealth mode at Money 20/20 in Las Vegas to transform refunds into revenues

US Bank launches POS lending tech

US Bank says that Avvance provides shoppers with convenience and flexibility while giving businesses a new payment option from a trusted provider without the hassle of managing payments after the sale.

What will the rise of super apps mean for wealth management?

There is already more diversity in apps and competition and competition regs are hard to overcome when creating a super app.

WealthTech’s digital transformation: The 4 biggest trends shaping the sector

This tech-centric approach has substantially elevated the experience for investors, advisors, and back-office operations.

Rabobank expands Murex footprint in Brazil

This replacement project follows previous front office and risk implementations.

Former JP Morgan exec brings refund payments startup out of stealth

The startup cites research by the Baymard Institute that shows average cart abandonment rates are 69% across the industry

JP Morgan and Mastercard’s new Pay-by-Bank solution goes live in the US

It also promotes heightened payment security, as it requires consumers to engage with their existing authentication protocols, such as biometrics, in order to complete transactions.

Highnote adds consumer credit card products to payments suite

As consumer preferences have grown increasingly sophisticated, the market for credit services to support them has also increased in complexity and competitiveness

Citi and Navan collaborate to transform travel and expense management for CCB cardholders

This strategic agreement combines the strengths of Navan, a leading modern travel and expense management solution, and Citi’s renowned commercial card solutions.

Jumio unveils fraud prevention tech

The predictive fraud score can be used to automatically reject identity transactions

Envestnet Launches Embedded Investing Solution

Envestnet's embedded investing solution marks a major leap forward in democratizing investing

JP Morgan’s Pay-by-Bank product goes live

Billers whose customers already pay with ACH can enable the Pay-by-bank solution on their existing payments page.

VentureSouq Selects SS&C for Fund Administration

SS&C GlobeOp will administer seven fintech investment vehicles

CFPB accelerates US open banking with new data rule

This means consumer financial service providers are required to share data at the user’s direction with other companies in the ecosystem that offer more attractive products and services.

Marstone announces partnership With Woodforest National Bank to deliver digital wealth management solution

The partnership with Marstone will enhance their wealth management offerings and expand their digital services, including digital investment opportunities.

Ofi Invest Asset Management Selects Clearwater Analytics to Power its Investment Accounting Operations

The Clearwater platform will also give end users a daily view of portfolio data for accurate investment accounting and regulatory reporting purposes.

Investing app Stash raises $40m

Butte joins with a track record of taking companies public as director, advisor, and CFO, including the Nyse IPO.

Leak Reveals A Wall Street Crypto ‘Revolution’ That Could Crush The U.S. Dollar Has Suddenly Begun—Heralding Bitcoin, Ethereum, XRP And Crypto Price Chaos

The bitcoin price has struggled this year amid a growing U.S. "war" on crypto, though a looming $17.7 trillion earthquake could be about to hit the bitcoin, ethereum, XRP and crypto market.

Wells Fargo broadens LifeSync wealth platform to all clientele

This expanded accessibility of LifeSync marks a significant step in Wells Fargo’s move towards a digital-first approach.

FinTech