digital - search results

iComply Investor Services (“iComply”), a global compliance software provider, is announcing that the company has partnered with Thomson Reuters to distribute its iComplyKYC platform through the Thomson Reuters Marketplace.

After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.

CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

We're back again today with another round of top 5 VC deals for the week in the digital wealth sector.

What do we need to know about the transfer of digital assets to make sure they don't get lost in the ether? According to one study only one in four consumers have someone in their life who knows all their usernames and passwords, so are consumers even prepared to pass on these assets?

CircleBlack has partnered with Robertson Stephens to serve as the firm’s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.

After a week in which bitcoin hit $64,000 and a major digital asset exchange hit a $100 billion valuation after going public through a direct listing, cryptocurrency watchers may be wondering what could possibly be next...

This week - all but one deal exceeded $100M USD in funding - again. The THREE deals topping $200M+ USD were in retail fraud protection, insurtech and neo-banking (back end platforms).

It's a very diverse set of funding rounds we have this week including a challenger bank (Current), an interesting automated receivables funding platform (Pipe) which apparently is quite the fintech darling these days, two rewards platforms - one in Wisconsin and the other in India, an a LatAm cross-border payments platform out of Uruguay.