unit - search results

Wealth management industry cloud software giant, Docupace, is teaming up with automation application maker, JIFFY.ai, which helps enterprises automate complex business processes, to create new automation solutions including machine learning and advanced analytics that scale across enterprise operations, the company announced in late January.

Greetings Fintech Friends! Today we're announcing the achievement of a major milestone at Digital Wealth News along with our new "Marketing Advice" column! We also look at the NEW gambling high rollers and learn about banking in the metaverse. Read up!

Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.

After last week's report, we had some concern that the fintech VC sector was starting to lose it's luster. For the first time, we saw a Top 5 deal come in under $100M, and it's been some time since we've seen that. Not to fear. Apparently last week was a temporary "seasonally adjusted" blip, and here we are back in $200M+ territory again.

Apple is in growth mode and is eyeing merchant payments in addition to the metaverse. Consumers are spending and saving money even in the face of the pandemic. Walmart’s fintech arm has joined the race for a financial super app. JPMorgan made a fintech splash in Greece.

With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.

Like the wallet in your pant pocket, digital wallets have several subaccounts—like the various credit cards, debit cards, membership cards, ID’s—for each asset type.

Greetings Fintech Friends! This week we launch a new monthly roundtable series, learn about metaverse commerce in our weekly DWealth Muse podcast and see a massive decline in venture dollars in digital wealth in our Top 5 VC deals series plus more! Read up!

In the midst of a stock market correction, the advisor community is hiring more talent, revamping products, raising capital, partnering with portfolio management solutions, and accessing more tools to increase their value proposition to clients. 

Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.