Finextra

JUNE 17, 2024

(NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today made generally available its new artificial intelligence (AI) solution, Banking Advisor.

Advisors 52

Advisors AI 52

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

The Payments Association

MARCH 27, 2024

Chargebacks911 appoints Roger Alexander as Advisor to the Board and CEO, leveraging his expertise to combat the rise of APP fraud in the UK. His appointment highlights the company's commitment to innovation and industry challenges. Read more

Advisors 88

Advisors Innovation 88

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

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

Finextra

MAY 2, 2024

Uplinq Financial Technologies, the first global credit decisioning support platform for small business lenders, today announced the addition of global banking and payments executive Matt Baker, former North America Head of Small Business, Visa Commercial Solutions, as strategic advisor.

Advisors 52

Advisors Small Business Technology Payments 52

Fintech News

APRIL 11, 2024

Blockchain intelligence company TRM Labs announced that it has named Boon Hui Khoo as its senior advisor. Khoo continues to be an active member of the global security community as an advisor and board member to various global companies and government committees. Esteban Castaño “Mr.

Advisors 106

Advisors Law Enforcement Laws Financial Crimes 106

The Paypers

FEBRUARY 17, 2022

Germany-based digital asset manager comdirect has announced expanding its offering by launching the sustainable robo advisor cominvest green.

Advisors 69

Advisors 69

CB Insights

JANUARY 26, 2023

The post Prioritizing 8 technologies helping wealth managers and financial advisors maintain a competitive edge appeared first on CB Insights Research. First name Last name Email Company Name Job Title Phone number Want the full expert post? Become a CB Insights customer. If you’re already a customer, log in here.

Advisors 63

Advisors Technology Research FinTech 63

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

Finextra

MARCH 26, 2024

Jason Nyilas has been appointed Executive Adviser at emerging Australian wealthtech HeirWealth as the family wealth register platform expands its technology, integrations and client base in the local market and the United Kingdom.

Advisors 52

Advisors Technology 52

PYMNTS

FEBRUARY 22, 2018

21) that it had named Dimitrios Dosis as the new president of Mastercard Advisors, the professional services unit of the company. According to a company press release , Mastercard Advisors integrates payment expertise and consultative problem-solving skills with data driving both the insights and platform.

Advisors 40

Advisors Visa Use Case Consulting 40

The Paypers

JULY 13, 2021

Germany-based financial consultant company Fonds Finanz has announced cooperating with digital asset manager Growney to launch a robo advisor called ‘Comfort Invest’

Advisors 31

Advisors Consulting 31

The Paypers

DECEMBER 22, 2022

Sweden-based robo advisor Lysa has announced expanding to Germany.

Advisors 36

Advisors 36

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

Tom Groenfeldt

JANUARY 7, 2019

Swanest lets investors and advisors personalize a portfolio by using algorithms rather than model portfolios.

Advisors 71

Advisors 71

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

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

PYMNTS

DECEMBER 18, 2018

This presents a unique challenge for accounting professionals, who must understand which technologies are available to help them embrace the role of advisor by automating tasks that don’t add value. At the same time, accountants also need to be well-versed on the technologies that can help their SMB clients thrive.

Advisors 53

Advisors Accounts FinTech Small Business 53

Finextra

JANUARY 31, 2024

Former UK Chancellor of the Exchequer George Osborne has joined the advisory council of cryptocurrency exchange Coinbase.

Advisors 49

Advisors Cryptocurrency 49

The Paypers

SEPTEMBER 15, 2021

Germany-based robo advisor quirion has announced purchasing real estate investments provider Bloxxter to expand its product range with digital real estate investments.

Advisors 31

Advisors Product Acquirers 31

PYMNTS

MAY 18, 2017

Meanwhile, in the world of digital banking, an innovation that can help clients automatically navigate investments based on their preferences is already available: robo-advisors. Over the past decade, several institutions have begun experimenting with robo-advisors (also known as robo-investors). The company currently has over $8.5

Advisors 40

Advisors Online and Mobile Banking Rules Legal 40

The Paypers

NOVEMBER 12, 2021

SideDrawer has partnered with financial data enrichment and connectivity platform Flinks to further improve the productivity of advisors and planners on the SideDrawer platform.

Advisors 28

Advisors Product 28

PYMNTS

AUGUST 2, 2018

In order to reach frequent shoppers and boost their brand images, beauty brands have a receptive audience for virtual beauty advisors. “Best of all, virtual beauty advisors especially appeal to the young, digitally engaged, frequent beauty purchasers that brands want to reach the most as part of their digital strategies.”

Advisors 40

Advisors Consumer Consulting Product 40

PYMNTS

DECEMBER 9, 2019

In today’s top news in payments, Goldman plans to launch a robo advisor for clients with lower investment capital than traditional customers, and Apple plans to offer 0 percent installment financing on iPhones bought with the Apple Card. Goldman Plans to Launch Robo Advisor Next Year.

Advisors 52

Advisors Regulations Payments PayPal 52

CB Insights

APRIL 21, 2017

Since 2012, private robo-advisors have raised over $1.32B globally across 119 equity investments. Robo-advisors make up the largest sub-category of companies in … Continued. Check out even more content at Future of Fintech 2017. Use code “FoFInsights” to get $1000 off your ticket.

Advisors 60

Advisors Checks FinTech Continuity 60

CB Insights

JUNE 18, 2020

The post Wealth Tech Trends To Watch In 2020: Robo-Advisors, Free Trading, Micro Investing, & More appeared first on CB Insights Research. CB Insights analyzed 12 emerging trends across wealth management, ranging from alternative investing to free trading. Want the full post? Become a CB Insights customer.

Advisors 51

Advisors Research Posting 51

PYMNTS

OCTOBER 3, 2018

On another note, Coinbase brought a Charles Schwab advisor on to its board of directors, CoinDesk reported. The new addition, Chris Dodds, is on the brokerage firm’s board of directors and also serves as a senior equity advisor.

Advisors 78

Advisors Bitcoin Digital Currency Blockchain 78

Fintech Finance

AUGUST 22, 2024

In his new role, Rajic will serve as a key advisor to Chargebacks911 and its CEO, Monica Eaton, assisting the company with its aggressive expansion initiatives across APAC, where there is a real need for dispute management and the business is a real force. The Chargebacks911 platform supports more than 2.5

APACS 98

APACS Disputes Advisors Cross-Border 98

Finextra

OCTOBER 10, 2024

Farther, the leading technology-centric financial advisory firm, closed a $72 million Series C funding round to expand its advisor network and enhance its wealth management platform.

Advisors 59

Advisors Technology 59

Finextra

OCTOBER 16, 2024

(“Apex”), a leader in enabling innovation and the future of digital wealth management, announced today that it has entered into an acquisition agreement with FinTron, a cutting-edge financial technology and design agency that specializes in creating high-end digital experiences for investors and advisors globally, subject to FINRA approval.

FinTech 59

FinTech Acquirers Advisors Agreements 59

Finextra

OCTOBER 14, 2024

Farther, the leading technology-centric financial advisory firm, closed a $72 million Series C funding round to expand its advisor network and enhance its wealth management platform.

Advisors 52

Advisors Security Technology 52

Payments Source

SEPTEMBER 10, 2020

The pandemic has spurred a major push toward speedier digital transactions, making it an expeditious time for the Faster Payments Council to expand the range of input it gets to expand its mission.

Faster Payments 119

Faster Payments Advisors Payments Transactions 119

CB Insights

AUGUST 8, 2017

In the battle for assets under management (AUM), incumbent wealth management firms have faced significant pressure from insurgent robo-advisors, as investors have poured over $1.6B into robo-advisors across 151 investments since 2013. Want the full expert post? Become a CB Insights customer.

Advisors 48

Advisors Posting Research 48

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 49

Financial Crimes Crime Advisors Settlement 49

Finextra

AUGUST 15, 2024

SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage.

AI 52

AI Advisors FinTech Technology 52

PYMNTS

MAY 17, 2017

Robo-Advisors: Are the Machines Taking Over Investment Banking? But does the rise of robo-advisors mean it’s time for human financial advisors to panic? Robo-advisor firms have been on the rise for the past decade. The move creates an avenue for more consumers to turn to mobile payments to complete their transactions.

Advisors 47

Advisors CHIPS Mobile Payments Automation 47