09/13/2021
As banks and financiers embrace digitization, they are provided with new opportunities to share information while at the same time maintaining the privacy and security of client information.
09/13/2021
Instead, banks are rolling out a host of tools and products designed to help their clients avoid such fees.
09/13/2021
In addition to winning the Risk Tolerance/Client Profiling category, Andes Wealth Technologies is also a finalist in the Portfolio Analytics category for its patent-pending deep analytics and visualizations.
09/13/2021
Banks and credit unions of all sizes can facilitate access to Robo investing, commission-free trading, over 30 cryptocurrencies and precious metals within their digital banking platforms
09/12/2021
The managing director of the world’s largest asset manager, BlackRock, thinks that Bitcoin can go much higher in price.
09/10/2021
The free and all-inclusive bilingual digital platform is 100% designed for and fully dedicated to the Hispanic community.
09/10/2021
Artificial intelligence and machine learning technology enables Integrated Receivables to correct errors and improve matching logic over time, which can help companies devote less time and resources to manually applying payments.
09/10/2021
JRNY may provide a holistic and more diversified exposure to the secular tailwinds in global travel
09/10/2021
SOL’s price has reached new highs in recent days as many competitors have dipped.
09/10/2021
Innovation expands post-trade capabilities into new asset classes
09/10/2021
Technology helps manage risk and quality by helping to provide a more holistic view of the audit environment.
09/09/2021
Harmonate to Support Range and Depth of Mainstream's Document and Reporting Processes, and Data Operations
09/09/2021
FactSet is working with Raymond James Ltd. to implement its web-based Wealth Workstation to over 900 wealth management professionals in Canada.
09/09/2021
“Receive like a local” gives HSBC Global Wallet holders the ability to easily collect foreign currency into a US account, as if having an overseas account.
09/09/2021
State Street Partners with The Spaulding Group
Partnership will enable asset owners to streamline their path to compliance with Global Investment Performance Standards (GIPS®).
09/09/2021
Auerbach is joining SVB from UBS, where he was its global co-head of technology, media and telecom investment banking and a member of the Swiss bank’s global management committee.
09/09/2021
State Street Partners with The Spaulding Group
Partnership will enable asset owners to streamline their path to compliance with Global Investment Performance Standards (GIPS®).
09/07/2021
In the first 6 months of 2021, Bank of America recorded the highest number of patents in its history. 227 patents granted by the United States Patent Office (USPDO).
09/07/2021
“The U.S. should really focus on the consumer case, and on the compelling benefit the consumer is going to get,” he said, predicting that this type of approach would spur more innovation in the financial services sector here in the States, in
09/07/2021
The SS&C Intralinks Deal Flow Predictor forecasts the number of future M&A announcements by tracking early-stage M&A activity