Tag:
financial services
News
Alviere and Oracle Partner to Embed Payments into Global Enterprise Workflows
Alviere, a prominent company in the embedded finance sector, has signed a multi-year strategic partnership with Oracle to collaborate on making integrated financial services...
Investment and Budget Allocation
Americana Partners Announces Mike Mitchell as Chief Financial Officer
Americana Partners, an independent wealth advisory firm managing more than $12.1* billion in assets announced that Mike Mitchell has joined the executive leadership team...
Investment and Budget Allocation
Overbay Capital Partners Secures Growth Investment from Charlesbank
Overbay Capital Partners has entered into a definitive agreement for a strategic growth investment from funds managed by Charlesbank Capital Partners, marking a significant...
Quick Byte
Sutherland Launches FinAI Hub to Scale Agentic AI Across Financial Services Operations
Sutherland has launched FinAI Hub, an Agentic AI platform for banking and financial services. It helps institutions scale AI beyond pilot projects. FinAI Hub...
Customer Success
CROFirst’s Weekly Roundup: RightRev, Syntax Data, Apollo.io, Affinitiv, Confluent & More
Welcome to CROFirst’s Weekly Roundup, your essential briefing on the latest innovations shaping revenue accounting automation, AI-driven portfolio development, agentic GTM workflows, executive revenue leadership,...
News
Apex Fintech Solutions and Wavvest Partner to Bring AI-Driven Financial Planning to Advisors
Apex Fintech Solutions has entered into a strategic partnership with Wavvest to deliver AI-powered financial planning tools to advisors operating on Apex’s custodial infrastructure....
Staff Writers
Future Digital Finance Connect 2026: A Leadership Forum for Innovation in Digital Banking and Finance
Future Digital Finance Connect 2026 is an exclusive, invitation-only event designed for senior leaders spearheading digital transformation and innovation in the financial services industry....
Investment and Budget Allocation
Dots Raises $8.9M Series A to Modernize Global Payouts and Strengthen Fraud Controls
Dots has secured $8.9 million in Series A funding led by DCM, with participation from Y Combinator, to accelerate product innovation and global expansion...
