WealthTech

Apiture and Surety Bank join forces to revolutionize digital banking experience

Apiture and Surety Bank join forces to revolutionize digital banking experience

Surety Bank has partnered with Apiture, leveraging their renowned digital banking platform to enhance service delivery and security for its nationwide customer base. The partnership...
Siepe secures $30m Series B funding to enhance private credit data management

Siepe secures $30m Series B funding to enhance private credit data management

Siepe, a pivotal player in the FinTech sector, recently announced a substantial $30m Series B funding boost, led by strategic investor WestCap.
Key investment management trends in 2024: A comprehensive GIPS compliance survey

Key investment management trends in 2024: A comprehensive GIPS compliance survey

In the world of investment management, adhering to the Global Investment Performance Standards (GIPS®) is crucial for ensuring transparency and credibility. A recent survey conducted by ACA, which included responses from 700 GIPS-compliant firms, sheds light on the current practices and concerns in performance calculations and other pressing topics within the sector.
Lettuce Financial secures $15m in Series A to bolster solopreneur support

Lettuce Financial secures $15m in Series A to bolster solopreneur support

Lettuce Financial, a pioneering FinTech company specialising in automated accounting and tax solutions for solopreneurs, has successfully closed a $15m Series A funding round.
Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with relationship managers in tailored suits. However, COVID-19 changed everything, accelerating the industry's digitisation process. This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services. Global IT business products provider Comarch opens up on this transformation, and looks ahead to the future of wealth management.

What is the future of wealth management?

Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with...
Northern Trust collaborates with Greenlight to enhance financial literacy for families

Northern Trust collaborates with Greenlight to enhance financial literacy for families

Northern Trust partners with Greenlight Financial Technology a leading player in financial education, to enhance services for families striving for better financial understanding.
Support groundbreaking UK research with every swipe: Science Card's new nitiative

Support groundbreaking UK research with every swipe: Science Card’s new nitiative

In an exciting development for UK innovation, Science Card has introduced a novel financial platform designed to fuse consumer spending with scientific progress.
Your Money Line's new $4.5m investment fuels AI financial coaching

Your Money Line’s new $4.5m investment fuels AI financial coaching

Your Money Line, a prominent player in the field of employee financial wellness, has successfully raised $4.5m in a Series A investment round.
Vanilla raises $66m to expand cutting-edge Estate Advisory Platform

Vanilla secures funding to expand cutting-edge Estate Advisory Platform

Vanilla, an award-winning estate planning software company, announced a significant funding round. 
Tietoevry

Tietoevry joins AI-RAN alliance to revolutionise mobile networks with AI

Tietoevry has partnered with AI-RAN Alliance, aiming for AI-driven mobile network advancements.

News Stories

Thrive and Sequoia back Pace in $46m Series B round

Thrive and Sequoia back Pace in $46m Series B round

Pace, an AI operations partner for insurers, has raised $46m in a Series B funding round co-led by Thrive Capital and Sequoia Capital, with...
OAK

Lloyd’s syndicate OAK Global creates AI risk platform

OAK Global, a global risk partner underwriting through two Lloyd's syndicates, has unveiled ROOT Intelligence, a newly formed technology company designed to accelerate its...
AI

How AI is reshaping the compliance professional’s role

The debate over whether artificial intelligence will displace compliance professionals is, at this point, a distraction. The more consequential question — and the one...
360Factors

360factors automates HMDA compliance testing with AI

360factors, a provider of AI-powered compliance solutions for financial institutions, has launched a new Home Mortgage Disclosure Act (HMDA) Compliance Testing Agent within its...
Finova

Finova bets on Manchester talent to fuel next growth era

Finova, the UK's largest provider of cloud-based mortgage, savings and lending software, has bolstered its Manchester hub with the appointment of three senior directors...

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