AI-powered planning solution delivers comprehensive financial plans using real-time custodial data — from tax planning to estate analysis to portfolio transitions — eliminating hours of manual data entry for advisors
AI-powered planning solution delivers comprehensive financial plans using real-time custodial data — from tax planning to estate analysis to portfolio transitions — eliminating hours of manual data entry for advisors
Leading fintechs adopt Ripple Payments to solve real-world liquidity and payments challenges
Identifi, the leading independent provider of workflow automation and document management software for banks and credit unions, announced the addition of Michael Muncie as Sales Engineer. Michael brings 22 years of FinTech experience in the credit union and banking sectors, with expertise spanning content management, document management, item processing, and digital banking. Two Decades in Financial Services Technology Throughout his career, Michael has worked directly with banks and credit unions on operational workflows, compliance documentation,...
DataVisor, the world’s leading AI-powered fraud and risk management platform, released its 2026 Fraud & AML Executive Report, revealing an AI Readiness Gap between rising concern over AI-driven fraud and financial institutions’ ability to defend against it. The report found that 74% of surveyed senior fraud and AML leaders across banks, credit unions, fintechs, and digital payments platforms cite AI-driven fraud as a top threat, yet 67% say their organizations lack the infrastructure to deploy effective...
Newegg Commerce, Inc. (NASDAQ: NEGG), a global leader in computer and technology products, today announced that it has added Venmo as a payment option at checkout, further expanding flexible digital payment experiences for its customers. The integration enables Newegg customers in the United States to complete eligible purchases using Venmo at checkout on supported web browsers, providing an additional convenient digital payment option. Venmo’s network includes nearly 100 million active accounts in the U.S. and...
90% Want to Use AI to Expand Capabilities
Purpose-built AI infrastructure unifies credit data, automates risk analysis, and delivers real-time intelligence across the investment lifecycle
The first AI agent of Blend Intelligent Origination works inside existing lender workflows and guidelines to deliver real-time compliance review, automated follow-ups, and full borrower visibility from first touch to underwriting
Five Bells, a digital asset post-trade infrastructure provider the closing of its seed financing round led by Ego Death Capital, with participation from Timechain, Epoch, and Fulgur Ventures. The company will use the proceeds to expand its existing software that supports trade confirmation, clearing workflows, settlement coordination, and risk-mitigating processes across digital asset spot and derivatives markets. The raise comes during a period of elevated volatility in digital asset markets, conditions that have drawn renewed...
Nassau Financial Group, a leader in Connecticut’s Insurtech community, two investments in Insurtech startups, Quorus Inc. and Kadance, Inc., made through its expanded Nassau Reimagine program. Quorus Inc. is a technology-driven asset manager enabling asset managers and financial advisors to deliver personalized, tax-efficient portfolios at scale. By combining modern technology with quantitative portfolio management, Quorus automates the construction and rebalancing of custom strategies, empowering advisors to enhance client outcomes and streamline their workflows. The company is...