PYMNTS

DECEMBER 28, 2020

So far, the government has allotted 400 million doses of the COVID-19 vaccine from Pfizer and Moderna , including a 100 million dose agreement with Pfizer last week, under Operation Warp Speed, which was set up to help get vaccines out to those in need.

Advisors 57

Advisors Product Agreements Laws 57

FloQast

MAY 2, 2024

Bennett, a financial advisor whose career took a dark turn into high-level fraud. Hosted by forensic accountant Kelly Richmond Pope, PhD , an accounting professor at DePaul University in Chicago (go Blue Demons!) and an accomplished author, season one takes a deep dive into the life and crimes of Dawn J. Be sure to sign up today!

Crime 105

Crime Due Diligence Advisors Agreements 105

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

Fintech News

FEBRUARY 28, 2025

According to Benjamin Ming-An Lee, Projects Manager & Senior Advisor at the BIS Innovation Hubs Singapore Centre, in his LinkedIn post , finding the right leader is essential for establishing a strong foundation for the NSO. By standardising how IPS connect, Nexus eliminates the need for individual agreements between countries.

Cross-Border Payments 70

Cross-Border Payments Cross-Border ISO 20022 Payment APIs and Integration 70

The Fintech Times

FEBRUARY 27, 2025

Visa has signed an agreement with Abu Dhabi Islamic Bank (ADIB) to collaborate on an enhanced threat intelligence solution and integrate its advanced cybersecurity capabilities with digital payments. PXP will strengthen the data-driven insights it provides to customers by integrating Snowflakes SaaS architecture.

FinTech 59

FinTech Online and Mobile Banking Non-Bank Advisors 59

PYMNTS

JULY 12, 2020

Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide , the financial planning software, to help financial advisors collect B2B payments faster, according to a press release. Alan Moore , AdvicePay co-founder and CEO, said the partnership aims to make advisors’ lives easier and more profitable.

Advisors 63

Advisors B2B Agreements Process 63

PYMNTS

JANUARY 25, 2021

BofA Securities is serving as financial advisor to NCR and Skadden, Arps, Slate, Meagher & Flom LLP is serving as legal counsel. LLC is serving as financial advisor to Cardtronics, and Weil, Gotshal & Manges LLP and Ashurst LLP is serving as legal counsel. million in accordance with the terms of the acquisition agreement.

Advisors 81

Advisors Non-Bank Legal ATM 81

Nanonets

MAY 3, 2023

Rebanknow will create transfer agreements, loan agreements, local tax documents, and more. Small companies don’t necessarily have the resources to retain or employ an international lawyer to draft compliant agreement forms for them on a regular basis.

AI 94

AI Finance Advisors Fed 94

PYMNTS

AUGUST 10, 2018

The new policy was made possible under an agreement with BitPay , which provides streamlined payments for bitcoin and Bitcoin Cash. Late last month, Fundstrat Global Advisors announced that it had implemented BitPay, making it the first Wall Street research firm to accept bitcoin.

Bitcoin 40

Bitcoin Agreements Cryptocurrency Payments 40

Fintech Finance

JUNE 25, 2025

Xero Limited (ASX: XRO) today announced it has entered into a binding agreement to acquire 100% of Melio Limited and its associated entities (collectively Melio).

Acquirers 59

Acquirers Accounts On-Demand Advisors 59

EBizCharge

JUNE 27, 2025

As part of the agreement, the card brands agreed to allow surcharging under certain conditions, effectively rewriting the rules for credit card processing in Canada. A knowledgeable payment processor or legal advisor can help you understand these rules and ensure your approach aligns with federal expectations and local enforcement practices.

Credit Cards 52

Credit Cards Legal Card Network Rules Rules 52

PYMNTS

JANUARY 4, 2019

The offer, mostly funded through outside capital, faces a tough hurdle: Sears advisors are not sure if they want to accept Lampert’s offer because it raises some flags. If the two sides can’t come to an agreement, the 125-year-old store, which also owns Kmart , might have to liquidate. The advisors have until Friday (Jan.

Advisors 53

Advisors Agreements Transactions Payments 53

Fintech Labs Insights

NOVEMBER 9, 2015

Sliced Investing takes a different approach, offering registered investment advisors access to alternative investments. This enables advisors to diversify clients’ portfolios by adding alternative investments. Client overview: Advisors see an overview of all investment activity and have access to client documents.

Advisors 26

Advisors Risk Management Agreements Risk 26

FICO

MARCH 26, 2018

The customers we’ve worked in partnership with have found the services of the Fair Isaac Advisors to be invaluable in driving their enterprise fraud management approach. If you are a FICO® Falcon® Fraud Manager customer, you may find that help from Fair Isaac Advisors is included in your services agreement — if you’re not sure, why not ask?

Advisors 86

Advisors Fraud Prevention Risk Product 86

PYMNTS

DECEMBER 3, 2020

Deese has been a deputy director for the National Economic Council in the past, and has acted as deputy director of the Office of Management and Budget, and senior advisor to President Obama, CNBC reports. Under Obama's leadership, Deese worked to put together the bailout and reorganization of the U.S. automobile industry.

Advisors 57

Advisors Agreements Economy Finance 57

Fintech Labs Insights

DECEMBER 21, 2016

Onboarding software provider Agreement Express helps wealth management firms, payments, and insurance companies create and manage a consistent onboarding experience across channels for all of their product offerings. Mike Gardner (CEO) and Andrew Grocholski (Account Executive) demo Agreement Express at FinovateFall 2016.

Agreements 15

Agreements Advisors Non-Bank Correspondent 15

PYMNTS

JANUARY 8, 2019

Last week, according to CNBC , the company’s advisors revealed that it would give ESL until Tuesday morning to revise the bid before announcing a decision, but there are several obstacles in the way. If the two sides can’t come to an agreement, Sears – which hasn’t turned a profit since 2010 – will have to liquidate.

Blocks 70

Blocks Advisors Agreements Transactions 70

PYMNTS

OCTOBER 17, 2016

14) that it has entered into a definitive agreement to acquire PitchBook Data, Inc. Data has always been Morningstar’s sweet spot, and we look forward to working with PitchBook to help investors and advisors better understand and navigate this evolving area of the market.

Advisors 67

Advisors Adjustments Research Agreements 67

PYMNTS

JULY 29, 2019

The companies, however, have an agreement to provide Bank of America Merchant Services clients with uninterrupted delivery of products and services through at least June 2023, according to a press release.

ATM 70

ATM Advisors Agreements Small Business 70

The Fintech Times

JULY 18, 2024

In May, PensionBee entered into a strategic agreement with State Street Global Advisors (SSGA), which will see SSGA provide marketing support to PensionBee as it uses its data-led, multi-channel customer acquisition approach to attract new customers.

Advisors 59

Advisors Adjustments Agreements Accounts 59

PYMNTS

FEBRUARY 6, 2020

Reports indicated that the firm had gone so far as to hire financial advisors to guide it through the potential transition. Grubhub has attracted some controversy over the last year for adopting the DoorDash and Uber Eats policy of adding restaurants to its platform without any prior agreement.

Advisors 84

Advisors Adjustments Enrollments Agreements 84

Finovate

AUGUST 23, 2024

GPTadvisor offers a Gen AI platform that is specifically built to boost the productivity of financial advisors and wealth managers, as well as enhance client engagement. Financial advisors often face time-consuming, repetitive tasks such as investment research, portfolio management, and compliance.

AI 64

AI Advisors Cross-Border Cross-Border Payments 64

Fintech Finance

JUNE 24, 2024

Both parties are focussed on a smooth transition and will continue to work together under a distribution partner agreement, meaning that Klarna’s popular payment methods will continue to be offered in the checkout. The acquisition follows a thorough structured process where Deutsche Bank served as the sole financial advisor.

Advisors 75

Advisors Continuity Agreements Payment Networks 75

PYMNTS

NOVEMBER 20, 2018

Earlier this week, it was reported that CICC and Jefferies, the New York investment bank, were acting as advisors to Careem on its potential capital-raising strategies. The two sides have held talks about several different deal structures, but haven’t reached an agreement.

Advisors 60

Advisors Agreements Acquirers 60

PYMNTS

AUGUST 27, 2018

To enhance liquidity, ATM servicer and software provider Diebold Nixdorf has secured a $650 million capital commitment from two institutional lenders and started a process to amend its existing credit agreement. The news comes as the company has reportedly started considering a sale and hiring financial advisors.

Security 43

Security Agreements ATM Advisors 43

The Fintech Times

AUGUST 15, 2024

These agreements mark a significant milestone in NOW Money’s mission to provide accessible and inclusive financial services to the underserved migrant worker population in the GCC. Engage also aims to help advisors to deliver personalised advice by integrating with systems, including Salesforce, Docusign, Microsoft and Google.

FinTech 59

FinTech Advisors Payee Automation 59

The Payments Association

JANUARY 30, 2025

These exemptions range from operating under a commercial agreement with a payer or payee (whereby you effectively conclude a transaction on behalf of one of the parties) to providing services to a minimal network of customers or operating in some form of settlement chain.

Consulting 88

Consulting Compliance Payments Regulations 88

PYMNTS

OCTOBER 15, 2018

Jayne-Anne Gadhia, Virgin Money’s head, will stay on as Duffy’s senior advisor. CYBG first announced in May that it had reached an agreement to acquire Virgin Money. The combined entity will rebrand as Virgin Money, and CYBG’s David Duffy will remain chief executive. The merger creates the U.K.’s

Small Business 66

Small Business Deposit Account Advisors Authorization 66

PYMNTS

JUNE 27, 2017

In a press release , Fiserv said the capabilities were added through an agreement with financial services startup GoldBean. The agreement resulted from GoldBean’s participation in the 2016 INV Fintech accelerator launched by Bank Innovation and Fiserv to further innovation in financial services.

Financial Literacy 43

Financial Literacy Agreements Credit Union Advisors 43

The Paypers

JUNE 26, 2025

Through the partnership with Yodlee, advisors will be given the possibility to retain access to its data aggregation technology that accelerates the development strategies of businesses. Following this announcement, the transaction is set to close in Q3 2025, currently subject to customary closing conditions.

Stablecoins 36

Stablecoins Cross-Border Procedures On-Demand 36

PYMNTS

AUGUST 13, 2020

Clear Thinking Group LLC is the company’s restructuring advisor, Foley & Lardner LLP is the company’s restructuring counsel and PJ SOLOMON is the company’s investment banker. It also foresees to close a number — if not each one — of its physical locations. In July, Ascena Retail Group, Inc.

Advisors 58

Advisors Agreements Continuity Security 58

FICO

MARCH 31, 2021

The biggest challenge, by far, was time,” said Daniel Roth, Senior Business Advisor with Boeing. “We When factoring in the labor rules of the Crisis Agreement, it became apparent that the Crisis Agreement work limits exceeded those at which a human being can work for an extended period of time.

Agreements 64

Agreements Advisors End User Volume 64

PYMNTS

SEPTEMBER 25, 2019

As noted this past week, the agreements come as U.S. Other firms include eMoney Advisor, a financial planning firm, and FileThis, which retrieves and organizes bills and others. Bank builds up its new U.S. Bank Developer Portal. Bank account information, as directed by the customer.”

FinTech 63

FinTech API Non-Bank Facilitators 63

PYMNTS

JANUARY 19, 2021

were among the advisors to Bed Bath & Beyond on the deal. announced that it had entered into a definitive agreement to sell Cost Plus to Kingswood. The firms have consented to a transition services deal after the close of the transaction “to help ensure business continuity,” according to the statement. Riley Securities Inc.

Advisors 52

Advisors Agreements Business Continuity Transactions 52

PYMNTS

FEBRUARY 18, 2020

Before filing, Pier 1 worked out an agreement with most lenders, who had overall committed to extending $256 million in debtor-in-possession financing. Its largest shareholders are Charles Schwab Investment Management and Dimensional Fund Advisors LLP. . The bankruptcy financing from lenders including Bank of America N.A.,

Advisors 52

Advisors Agreements Finance Process 52

Fintech News

APRIL 10, 2025

It acts as a fund investment platform and fiduciary advisor for individuals, family offices, charities, endowments, and institutions, and applies latest technology to its asset management solutions. Endowus Absolute growth rate: 1345.26% Revenue (2023): $6.58 Aspire Absolute growth rate: 989.96% Revenue (2023): $39.79

FinTech 113

FinTech Payment APIs and Integration Online and Mobile Banking AI 113

PYMNTS

MARCH 21, 2017

On Thursday (March 16), HHGregg shared its decision to end a non-binding term sheet agreement with an unnamed organization to buy out all assets via a Chapter 11 reorganization under the United States Bankruptcy Code. He said, “We have received strong interest from third parties interested in buying some or all of the company’s assets.

Agreements 43

Agreements Advisors On-Demand Continuity 43