businesses - FinTecBuzz

LUMIQ and Automated Data announce a partnership

October 10, 20233 min

LUMIQ, a leading data and analytics company, has announced a partnership with Automated Data Inc. (ADI) to facilitate improved business value by enabling seamless data integration for Financial Services institutions. LUMIQ provides automated data ingestion and transformation tooling, while ADI offers a scalable data connectivity platform. This collaboration makes it easy for businesses to effortlessly onboard, ingest, transform, and merge internal and external data sources at scale, enabling transformative growth through actionable insights. Shoaib Mohammad,...

by BusinessWire

Compliance & Scoring

Mako Fintech and PortfolioAid Announce Strategic Partnership

January 18, 20234 min

Today, Mako Financial Technologies, Inc. (“Mako”) and Portfolio Aid Inc. (“PortfolioAid”) are proud to announce a new strategic partnership to expand their integrated service offerings. This partnership will offer advisors and wealth managers best-in-class WealthTech solutions that will streamline KYC workflows for client onboarding, portfolio construction, account servicing, and on-going compliance management. PortfolioAid provides wealth compliance technology featuring product risk ratings, trade supervision, portfolio suitability modeling, and KYP management tools. Developed for all compliance stakeholders...

by PRNewswire

Compliance & Scoring

COMPLY expands leadership adding experts from various fields

January 18, 202310 min

Key executive appointments include Eric White as president, Nathan Remmes as chief growth officer and Daniel Sanders as chief financial officer

by BusinessWire

Compliance & Scoring

Richard White Acquires Corporate KYC Leader Kyckr Limited

January 12, 20234 min

Kyckr, the corporate KYC company providing businesses with legally-authoritative real-time data on prospective and existing customers and suppliers, has been acquired by Australian tech-entrepreneur and WiseTech Global Limited founder Richard White through his personal investment vehicle RealWise KYK AV Pty Ltd. Kyckr provides companies with real-time access to aggregated corporate Know Your Customer (KYC/KYB) and Ultimate Beneficial Owner (UBO) data from over 300 company registries and primary regulated sources around the world, enabling them to...

by Asaf Darash

Guest Articles

Weather the Downturn by Deploying Automation Where it Counts the Most

August 18, 202212 min

Businesses in all industries are bracing themselves for the oncoming recession. What can businesses do to survive these uncertain times?

by PRNewswire

Payments

Finli Raises $6M to Bring Mobile-First Payment Management

July 7, 20225 min

Finli, a payment management platform built for service-based small businesses in the US, has announced today the close of its $6 million Seed fundraising round, led by the Urban Innovation Fund. Motley Fool Ventures, M13, Alumni Ventures, and all existing investors also participated in the round. The new injection of funds will be used to expand Finli’s team and business banking capabilities, moving towards becoming a holistic financial services solution. According to the U.S. Small Business...

by FTB News Desk

In-House Features

Products and benefits of Direct Lending

May 27, 20229 min

Finance is needed for business funding, but tapping the right sources is necessary. Are there other finance options apart from loans for meeting these needs?

by PRNewswire

Insurance

Progressive Insurance Unveils Driving Small Business Forward Program

May 24, 20225 min

In collaboration with Hello Alice, $250,000 grant program will provide Hispanic-identifying entrepreneurs with funds for use toward the purchase of a commercial vehicle for their business

by BusinessWire

Banking

Axos Bank Named America’s Best Business Checking Account

May 12, 20223 min

WalletHub’s editors compared more than 250 small business checking and savings accounts

by BusinessWire

Payments

Thryv Announces SaaS Revenue Target of $1 Bn in 2027

April 6, 202212 min

CEO Joe Walsh calls 2020s “The Decade of Small Business Automation” and says local firms across US and other developed countries are “ready to move to the cloud”

Older Posts