The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs
Deepens commitment to Australian market through strategic investment in the Raiz platform that is centred on financial literacy
LoanPro, the API-first, modern lending and credit platform, announces that Jeri Larsen has joined their executive team as Chief Customer Officer. Jeri brings extensive experience in customer relationship management, sales, and consulting — with a proven track record of driving success in the tech industry. Most recently, she served as Chief Operating Officer at YouScience. Prior to that, Jeri served as the SVP of Sales Operations and Development at MX, where she optimized sales operations...
Novum Global Ventures, a leading provider of automated stock trading solutions, is proud to announce that it has been awarded the prestigious title of “Best Automated Trading Software Company 2024” by Acquisition International Magazine. The award is part of the magazine’s annual Worldwide Finance Awards, now in its ninth year, which recognizes excellence and innovation within the financial services industry. The Worldwide Finance Awards 2024 highlight companies that are at the forefront of the financial...
Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced the addition of annuity products to its quoting solution. Annuity quoting with side-by-side comparisons within Hexure’s platform makes finding the right product easier and faster, improving advisor productivity and client satisfaction. “We are excited to expand our quoting capabilities to enable our clients and their advisors to quickly and easily run quotes for various lines of business and product types from...
Glia's technology enables credit union to better serve Portland's Hispanic community; annual Juntos Avanzamos event celebrates progress and inclusivity
CUSO helps credit unions effectively bridge into the fintech ecosystem
Capitalize Rollover Volume Has Grown Over 6x In Last 18 Months, Now Processing Several Billion Dollars In Retirement Account Transfers Annually
Curql, a collective of credit unions jointly investing in fintech, joins existing investors Goldman Sachs, WestCap, Hanaco, and QED Investors
Both Firms Continue to Set New Standards in Global Market Data Integration
