Fintech Finance

NOVEMBER 4, 2024

Scott Galit, Advisor, Faye : “Faye has transformed boring travel insurance into an indispensable travel companion, resulting in the company leading in retention, tech, and unparalleled customer care amid a sea of legacy providers. .” This will include smarter budgeting and payment solutions for those adventuring abroad.

Advisors 98

Advisors FinTech Finance Continuity 98

Finextra

AUGUST 12, 2024

Path Digital Advisors, LLC (“Path”), an SEC-registered investment advisor, has launched its new app nationwide featuring Managed Portfolios, a fully automated crypto portfolio.

Advisors 52

Advisors Automation 52

Finovate

AUGUST 19, 2024

Wealth management solutions and technology company SigFig has added a number of new capabilities to its financial advisor collaboration platform, Engage. The new capabilities include a range of AI-powered tools and solutions to enhance client engagement and boost efficiency for advisors and their teams.

Advisors 59

Advisors AI CRM Automation 59

The Fintech Times

AUGUST 1, 2024

a financial wellness fintech, has released its new AI Advisor to give customers around-the-clock help. From expert advice to its execution, AI Advisor provides firms with a new customer engagement tool, automating consumer financial wellness. AI Advisor provides users with hyper-personalised insights and guidance. EarnUp Inc. ,

Advisors 59

Advisors AI Privacy Financial Literacy 59

Finextra

DECEMBER 2, 2024

trillion in assets under administration, offering fully integrated solutions for both Fund Houses and Distributors, today announces Luis Berruga’s appointment as Senior Advisor, to support strategic initiatives and product development, with a focus on the forthcoming ETP platform.

Advisors 52

Advisors B2B Product 52

Finextra

SEPTEMBER 4, 2024

Genesis Global announced that Sumeet Chabria, formerly Global Head of Business Services and COO for Technology and Operations at Bank of America and Global CIO for Banking and Markets at HSBC, has joined the firm as a senior advisor.

Advisors 52

Advisors Technology 52

Finextra

JUNE 10, 2024

Karma Wallet, a fintech company and ecosystem enabling sustainable consumer spending, today announced the appointment of Douglas Sabo, former Visa Chief Sustainability Officer (CSO), as a Strategic Advisor to the company.

Advisors 59

Advisors FinTech Consumer 59

The Paypers

AUGUST 19, 2024

US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.

Advisors 50

Advisors FinTech Technology 50

Finextra

APRIL 23, 2024

Goldman Sachs continues its retreat from consumer banking, striking a deal to sell its Marcus Invest digital investing accounts to Betterment.

Advisors 81

Advisors Continuity Accounts Consumer 81

Fintech News

APRIL 16, 2024

This platform is designed to streamline access to a diverse range of alternative investments for wealth managers and advisors. The iCapital Marketplace enables alternative asset managers to broaden their fundraising efforts and connect with a growing network of wealth managers through a single digital hub.

Due Diligence 120

Due Diligence APACS Advisors Returns 120

Bank Automation

MARCH 20, 2024

The Music is Starting to Stop Recent years have been extremely lucrative for wealth advisors; both the independents and full-freight firms. Low cost of capital, booming public markets, and a growing desire to diversify into new products are all ways wealth management firms can grow AUM and, as a result, grid payouts.

Advisors 124

Advisors Product 124

Finextra

JANUARY 24, 2024

The London innovation hub of the Bank for International Settlements is inviting applications for an expert advisory group on a Bank of England-led project on financial crime fighting.

Financial Crimes 78

Financial Crimes Crime Advisors Settlement 78

Fintech News

APRIL 16, 2024

Bridgewise offers a range of products tailored to the needs of financial institutions, featuring AI-generated reports and analyses of various financial instruments, and a personalised robo-advisor among other services.

Advisors 121

Advisors AI FinTech Finance 121

Faster Payments Council

AUGUST 23, 2024

Speakers: Steve Ledford, Executive Advisor, Finzly James Dillard, SVP, Treasury Product Management Payments and Channels, Texas Capital Bank Erik Van Bramer, SVP, Head of Customer Relations, Federal Reserve Financial Services Please register using the link below to attend the free webinar.

Instant Payments 128

Instant Payments RTP FedNow ISO 20022 128

Faster Payments Council

SEPTEMBER 6, 2024

Speakers: Steve Ledford, Executive Advisor, Finzly James Dillard, SVP, Treasury Product Management Payments and Channels, Texas Capital Bank Erik Van Bramer, SVP, Head of Customer Relations, Federal Reserve Financial Services Please register using the link below to attend the free webinar.

Instant Payments 128

Instant Payments RTP FedNow ISO 20022 128

Finextra

MAY 10, 2024

COCA, the world's first MPC wallet with a non-custodial debit card, is excited to announce that Pavel Matveev, the Founder of Wirex, a leading Web3 money app, has joined its team as a Strategy and Product Advisor.

Debit Card 96

Debit Card Advisors Product 96

Faster Payments Council

AUGUST 16, 2024

Speakers: • Steve Ledford, Executive Advisor, Finzly • James Dillard, SVP, Treasury Product Management Payments and Channels, Texas Capital Bank • Dan Baum, SVP, Head of Product Management, FedNow Please register using the link below to attend the free webinar.

FedNow 127

FedNow Instant Payments RTP ISO 20022 127

Fintech Finance

JUNE 17, 2024

Shift4 retained Perella Weinberg as financial advisor and Gleiss-Lutz as legal advisor on the acquisition of Vectron, and Chiesa, Shahinian, and Giantomasi as legal advisor on the acquisition of Revel. Please reference Shift4’s Q1 2024 Shareholder Letter for more information on the Revel acquisition.

Point-of-Sale (POS) 98

Point-of-Sale (POS) Acquirers Advisors Legal 98

PCI Security Standards

AUGUST 13, 2024

He served as an independent advisor to a long list of multinationals, state and federal governments, universities, and science labs. He began his career at IBM in 1988 and went on to hold senior roles at IBM, WordPerfect, Novell, and Gartner. When not speaking, he writes novels about the near future.

Advisors 111

Advisors Government Governance Innovation 111

Fintech News

MARCH 20, 2024

This alliance aims to provide investors and advisors with robust wealth management solutions. The Allianz Global Income fund’s initial public offering began on 15 March 2024, and is accessible to GROW’s advisors and clients through its platform.

Advisors 108

Advisors Funds Availability Security Risk 108

Fintech News

MARCH 14, 2024

It’s pertinent to highlight that, at the close of 2023, UBS Global Wealth Management reported a substantial increase in its advisory team, boasting 1,101 advisors, a noteworthy rise from the 847 recorded at the end of 2022, prior to the Credit Suisse acquisition.

Advisors 122

Advisors Adjustments FinTech Posting 122

Finovate

AUGUST 5, 2024

Wealth management Financial advisor platform Savvy Wealth secures $26.5 Loyalty and rewards Bilt Rewards receives $150 million investment at a valuation of $3.25 Digital banking Missouri Central Credit Union partners with Bankjoy to enhance its digital banking capabilities. million in Series A funding.

FinTech 104

FinTech Credit Union Advisors Cybersecurity 104

Fintech News

AUGUST 11, 2024

These include digital asset exchanges, brokers, dealers, fund managers, advisors, and custodial wallet providers. The feedback largely supported the initiative and the proposed regulatory adjustments. The sandbox allows participants to test a range of six eligible digital asset-related services.

Regulatory Compliance 119

Regulatory Compliance Participant Advisors Adjustments 119

Payments Dive

JUNE 21, 2024

Takis Georgakopoulos worked for JPMorgan for 17 years before he departed earlier this month, and landed at the mega-processor as an advisor.

Advisors 78

Advisors Processors 78

Fintech News

MAY 16, 2024

” Hussain Abdulla Hussain Abdulla, Senior Advisor at Golden Gate Ventures, highlighted the fund’s benefits to the Qatari economy, “We aim to support entrepreneurs, attract talent, create jobs, and attract foreign direct investments.”

Economy 122

Economy Advisors B2B AI 122

Fintech News

FEBRUARY 13, 2024

Iwan, who spearheaded the company from its inception in 2015 until June 2023, transitioned out of his role following a meticulously planned year, continuing as a board member and advisor until October last year.

Advisors 113

Advisors Risk Management FinTech Research 113

PYMNTS

AUGUST 13, 2020

Google’s chief legal advisor testified before the Senate Antitrust Subcommittee that Google wouldn’t be able to merge this data even if it wanted to, given contractual restrictions,” Demmings said. Pichai also faced tough questions from U.S.

Contactless Payments 138

Contactless Payments Federal Trade Commission FTC Payments 138

Fintech Finance

JUNE 11, 2024

With Tap to Pay on iPhone, Sephora’s Beauty Advisors can accept contactless credit and debit cards, Apple Pay, and other digital wallets anywhere in the store simply by using their iPhone and Sephora’s proprietary mobile point of sale app – no additional hardware needed.1 After introducing Tap to Pay on iPhone in our U.S. In the U.S.,

Advisors 95

Advisors Contactless Payments Debit Card On-Demand 95

Finextra

OCTOBER 16, 2024

Klarna is to offload its UK loans book to hedge fund Elliot Advisors in an effort to free up £30 billion to fund its growth plans.

Advisors 75

Advisors 75

Finextra

OCTOBER 10, 2024

Former UBS chief executive Ralph Hamers has become an external senior advisor for Arta Finance, an AI-based digital wealth management startup founded by former Google executives.

AI 75

AI Finance Advisors 75

Bank Automation

JULY 11, 2024

Eighty-six percent of banks and 73% of credit unions are signed up with FedNow as receive-only institutions, according to a report released this year by Cornerstone Advisors. […]

FedNow 80

FedNow Credit Union Instant Payments Advisors 80

Finextra

JULY 17, 2024

Swedish BNPL outfit Klarna is lining up potential financial advisors for a US initial public offering that could happen in the first half of next year, according to the Financial Times.

BNPL 75

BNPL Advisors 75

Fintech News

SEPTEMBER 8, 2024

Jeremy Soo Ong will succeed Jeremy Soo, who will retire from his executive role at the end of the year and continue as an advisor. In his new role, Ong will oversee DBS/POSB’s consumer banking and wealth management services, focusing on enhancing both digital and physical customer touchpoints.

Consumer 104

Consumer Advisors Treasury Innovation 104

PCI Security Standards

JULY 25, 2023

While not new to the Council, current Board of Advisor member MagicCube is now a new Principal Participating Organization (PPO) at the PCI Security Standards Council!

Participant 88

Participant Advisors Payment Security Security 88

Fintech News

JULY 17, 2024

These are distributed through agents, financial advisors, bancassurance, and direct channels. Income Insurance, a well-established name in Singapore, serves around 2 million policyholders with a comprehensive range of property-casualty, health, and life insurance products.

Acquirers 115

Acquirers Underwriting Advisors Returns 115

Fintech News

JULY 15, 2024

Financial institutions, advisors, and portfolio managers will benefit from streamlined advice generation and trade execution, enhancing overall productivity. The collaboration is already underway with several clients, including one of Hong Kong’s fast-growing digital banks.

Advisors 106

Advisors Facilitators Product Finance 106

PYMNTS

SEPTEMBER 27, 2020

“When everybody has to move to homeworking, everyone has to become their own cybersecurity expert and make their personal network as robust as they can,” Roderick Jones, founder of cybersecurity protection group Concentric Advisors told FT. Otherwise they risk exposing their corporate information.”.

Security 129

Security Cybersecurity Breach Crime 129