Pocketnest Partners with GenWealth to Revolutionize Financial Wellness
December 4, 20245 min
Fintech brings AI-enabled platform to community of LPL-supported wealth group
First Fidelity Bank Selects Cotribute for Commercial Account Opening
December 4, 20244 min
Cotribute, an award-winning embeddable fintech platform helping financial institutions grow deposits, loans and accounts, today announced First Fidelity Bank (FFB, $2.7 billion in assets under management, Oklahoma City, Okla.) has selected its Consumer Account Opening module to simplify the account opening process for Health Savings Accounts (HSA) applications. “We needed a technology partner that could integrate within our tech ecosystem, working with our third-party partners, to collect information and ultimately automate our HSA application process for new...
Alerus Financial Corporation Names Karin Taylor Chief Operating Officer
December 4, 20244 min
Joe Birkholz Joins Company as Chief Risk Officer
VCA Software Announced the Launch of InsuredConnect
December 4, 20244 min
VCA Software, a leading provider of claims management solutions, is excited to introduce InsuredConnect, a mobile app designed to give policyholders seamless access to their insurance claims. InsuredConnect simplifies the claims process by giving users the tools they need to report claims instantly, track their progress, and stay informed every step of the way. VCA Software is known for empowering claims professionals to deliver on the promise of insurance—helping individuals, families, and businesses rebuild after a loss....
Castine LLC Announces Acquisition of ResearchPool
December 4, 20243 min
Adds research management for internal- and broker-sourced research to Castine’s research invoicing, payment, and commission management suite.
Solidarity CFCU Selects Mahalo Banking to Upgrade Member Security & DX
December 3, 20246 min
~Credit union to advance security measures and streamline online banking processes~
Plumery announced the launch of UI/UX Factory
December 3, 20244 min
Plumery expands its headless banking remit to provide robust foundation for digital banking channels
Masttro Launches Next-Gen Platform for Wealth Management
December 2, 20244 min
New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients
Themis announced the launch of Tathabbat
December 2, 20243 min
Themis, a global leader in financial crime prevention, announces the official launch of Tathabbat. This marks a significant step in Saudi Arabia’s compliance landscape, aligning with Vision 2030 and the country’s push to adopt world-class Know-Your-Finance (KYF) standards. Tathabbat aims to empower Saudi financial institutions and designated non-financial businesses and professions (DNFBPs) by offering state-of-the-art KYF/KYC tools and solutions. The venture will play a crucial role in bolstering the Kingdom’s anti-money laundering (AML) and counter-terrorist financing (CFT) frameworks, strengthening transparency and regulatory compliance as Saudi Arabia prepares...
Front Street Capital Management Selects SEI for Custody and Advisor Tech
November 29, 20245 min
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth