Quandri Names Patrick Mulroy Head of Strategy to Boost Growth

Quandri’s expansion plans include opening a Boston office to more effectively service its growing US customer base, which includes HomeServices Insurance and Blue Ridge Risk Partners among others Quandri, the AI platform modernizing personal lines renewals for insurance agencies, today announced the appointment of Patrick Mulroy as Head of Strategy and Partnerships. With more than 15 years of experience in the insurance and tech industries, Patrick will play a critical role in driving Quandri’s expansion across North...

Airwallex Raises $300M at $6.2B Valuation for Global Banking

On track to hit US$1 billion in annualised revenue in 2025, as businesses of all sizes look to expand globally without friction Grows gross profit in Americas and Europe at a 4-year CAGR of more than 250% Series F investors include: Square Peg, DST Global, Lone Pine Capital, Blackbird, Airtree, Salesforce Ventures, and Visa Ventures with participation from several leading pension funds in Australia Airwallex, a leading global payments and financial platform for modern businesses,...

AdvisorEngine Adds AI, Data Access, and  Workflow Automation to Platform

AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks ByAllAccounts integration broadens an advisor’s view of client data; Zapier enhances advisory firm workflow processes AdvisorEngine Inc. announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools. During its tenth client conference, the wealth management technology company shared with the audience that it is integrating with popular AI notetakers Jump, Zeplyn and...

Bankjoy Unveils JoyCompass

Bankjoy, a leading digital banking provider, today unveiled JoyCompass, a next-generation personal finance platform that helps community financial institutions (CFIs) drive growth through client engagement. The announcement was made at the Corelation Customer Conference in San Diego, where Bankjoy is showcasing its groundbreaking platform to industry leaders. JoyCompass represents a fundamental shift in personal financial empowerment. The platform is seamlessly embedded into users’ digital banking experience, helping credit unions and community banks fulfill their mission of...

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