11/08/2023
Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.
11/08/2023
CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more
11/08/2023
The partnership comes amidst the growth of Hong Kong's digital asset market and the introduction of new virtual asset licensing guidelines by the Securities and Futures Commission (SFC).
11/08/2023
Customers also get access to a quarterly indicator of how consumers feel about their personal finances and whether they are making financial progress
11/06/2023
The company’s AI-Powered Risk Decisioning platform continues to garner industry accolades for excellence in driving success for financial institutions in 50 countries worldwide
11/03/2023
This exclusive arrangement represents AssetMark's continued expansion into the bank trust channel, an integral part of the firm's growth strategy
11/03/2023
Northern Trust Whole Office facilitates client access to new technologies, services and solutions across the investment lifecycle.
11/03/2023
This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.
11/02/2023
Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors
11/02/2023
The company claims to have been profitable since its inception in 2018.
11/02/2023
BillingPlatform will be an integral part of our transformation to streamline the customer experience.
10/30/2023
NICE Actimize’s award-winning SURVEIL-X Suitability for Wealth and Insurance is a comprehensive AI-powered surveillance
10/27/2023
Currently, JPM Coin allows wholesale clients to execute dollar and euro-denominated payments via a private blockchain network.
10/27/2023
Otherwise, it was generally a good set of numbers from Meta delivering 21% sales growth, 3% ahead of expectations.
10/26/2023
The speed at which generative AI technologies are being embraced is nearly unprecedented
10/25/2023
TodayPay emerged from stealth mode at Money 20/20 in Las Vegas to transform refunds into revenues
10/25/2023
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.
10/25/2023
There is already more diversity in apps and competition and competition regs are hard to overcome when creating a super app.
10/25/2023
This tech-centric approach has substantially elevated the experience for investors, advisors, and back-office operations.
10/24/2023
This replacement project follows previous front office and risk implementations.