11/03/2023
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
This exclusive arrangement represents AssetMark's continued expansion into the bank trust channel, an integral part of the firm's growth strategy
FinTech
11/03/2023
Novata makes ESG data solution available to Series B investor Northern Trust
Northern Trust Whole Office facilitates client access to new technologies, services and solutions across the investment lifecycle.
11/03/2023
SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
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
SEI Survey Reveals Impact of Behavioural Biases on Financial Outcomes
Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors
11/02/2023
Brazilian BaaS platform QI Tech raises $200 million
The company claims to have been profitable since its inception in 2018.
11/02/2023
Billing Platform signs JPMorgan
BillingPlatform will be an integral part of our transformation to streamline the customer experience.
10/30/2023
NICE Actimize Named Winner for Suitability Technology Product Category by 2023 WealthBriefing European Awards
NICE Actimize’s award-winning SURVEIL-X Suitability for Wealth and Insurance is a comprehensive AI-powered surveillance
10/27/2023
JPM Coin: $1 Billion in Daily Transactions
Currently, JPM Coin allows wholesale clients to execute dollar and euro-denominated payments via a private blockchain network.
10/27/2023
Meta warns on softer ad spend environment in Q4
Otherwise, it was generally a good set of numbers from Meta delivering 21% sales growth, 3% ahead of expectations.
10/26/2023
How to unlock an AI-driven M&A supercycle
The speed at which generative AI technologies are being embraced is nearly unprecedented
10/25/2023
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
10/25/2023
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.
10/25/2023
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.
10/25/2023
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.
10/24/2023
Rabobank expands Murex footprint in Brazil
This replacement project follows previous front office and risk implementations.
10/24/2023
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
10/24/2023
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.
10/23/2023
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
10/23/2023
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.
10/23/2023
Jumio unveils fraud prevention tech
The predictive fraud score can be used to automatically reject identity transactions