11/09/2023
Ex-Cantor Executives Start Lending Platform for Anticipated Spot Bitcoin ETFs
Digital Prime Technologies’ Tokenet joins other firms seeking to fill a void left by the demise of crypto lenders Genesis, Celsius, BlockFi and others.
FinTech
11/08/2023
Broadridge Launches Two AI-Enabled Tools to Optimize Product, Strategy and Distribution Decision Making for Asset Managers
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions
11/08/2023
Valley National Bank Partners with FusionIQ to Empower Customers with Digital Wealth Management Solutions
Valley's partnership with FusionIQ and the Digital Advice platform is designed to further enhance the company's digital wealth experience.
11/08/2023
What are the challenges and opportunities in the Canadian wealth tech space?
CG Wealth Management's chief technology officer reveals insights on automation, digital engagement, generative AI and more
11/08/2023
Solidus Labs and Amber Group unite to enhance digital wealth management security
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
BMO launches personal finance hub
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
Provenir Named Winner of ‘Data Initiative of the Year’ in the 2023 US Fintech Awards
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
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
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.