Alogent (@Alogent-Corp), a global software leader in the banking and financial services market, is proud to announce that Lead Bank has selected ...
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million&nbs...
Gateway Financial Partners is pleased to announce the addition of Robb Combs as Director of Business Development. With more than 30 years of expe...
At its annual Elevate 2025 conference last month, Envestnet unveiled two major artificial intelligence innovations—Generative Business Intelligence (...
A new empirical study from FinRegLab finds that cash-flow data can help lenders underwrite small businesses more accurately, particularly when evaluating e...
BetaNXT, a provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, is pleased to announce t...
Noah Holdings Limited , a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and...
Vaulta, a scalable operating system that powers Web3 Banking with fast, low-cost transactions and seamless blockchain connectivity, announced a strat...
Financial Recovery Strategies, LLC (FRS), a leading provider of class action settlement claims management and recovery services, is pleased to announ...
3CLogic, the leading AI-powered contact center platform purpose-built for ServiceNow®, today announced a strategic partnership with NewRocke...
Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a leading cloud-based digital banking solutions provider for financial institutions...
DemandBlue, a Salesforce Summit Consulting Partner, today announced that it is teaming up with agentic AI innovator Sympera AI to help banking relationship...
AllocateRite, a leading next-generation AI wealth platform, is offering an exclusive incentive package to Morningstar Office clients as the Morningstar Off...
Gupshup, a global leader in conversational engagement, has launched pre-built AI agents tailored specifically for the financial services sector. Designed t...
Dresner Advisory Services announced the winners of its 2024 Applications Innovation Awards, a new series of awards presented to top ranked vendors in...
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