Communication as a Cornerstone of Change Transformation in financial services is not only about technology or processes; it is equally about perception, trust, and clarity. Stakeholders, customers, and investors are influenced by how well an organization communicates its vision and progress. PR agencies serve as strategic partners in this process, translating complex initiatives into messages that…
Webull, the NASDAQ‑listed online brokerage that has amassed more than 26 million registered users worldwide, announced a strategic alliance with Solidus Labs, a specialist in crypto‑native trade surveillance and risk monitoring. The collaboration will integrate Solidus’s HALO platform into Webull’s digital‑asset offering, initially covering the United States and Canada, with plans to extend to additional jurisdictions…
SymphonyAI, the Palo Alto‑based specialist in vertical AI platforms, has been singled out by research firm Celent as a “Luminary” in its 2026 Know Your Customer Systems: Customer Due Diligence / Customer Lifecycle Management report. The designation places SymphonyAI’s KYC offering among a select group of solutions that excel in both technological innovation and end‑to‑end…
Communication as a Cornerstone of Change Transformation in financial services is not only about technology or processes; it is equally about perception, trust, and clarity. Stakeholders, customers, and investors are influenced by how well an organization communicates its vision and progress. PR agencies serve as strategic partners in this process, translating complex initiatives into messages that…
Webull, the NASDAQ‑listed online brokerage that has amassed more than 26 million registered users worldwide, announced a strategic alliance with Solidus Labs, a specialist in crypto‑native trade surveillance and risk monitoring. The collaboration will integrate Solidus’s HALO platform into Webull’s digital‑asset offering, initially covering the United States and Canada, with plans to extend to additional jurisdictions…
SymphonyAI, the Palo Alto‑based specialist in vertical AI platforms, has been singled out by research firm Celent as a “Luminary” in its 2026 Know Your Customer Systems: Customer Due Diligence / Customer Lifecycle Management report. The designation places SymphonyAI’s KYC offering among a select group of solutions that excel in both technological innovation and end‑to‑end…
OneVest, a provider of cloud‑native wealth‑management software, announced a strategic partnership with Merit Financial Advisors, a national RIA that has doubled its assets to more than $24 billion and is targeting 15 new acquisitions in 2026. The collaboration is designed to give Merit a technology backbone capable of handling rapid scale while preserving the firm’s focus…
Public agencies have long grappled with fragmented spend‑management processes. Manual receipt collection, spreadsheet‑based coding, and disparate card programs create visibility gaps that only surface after the fact. According to the U.S. Government Accountability Office, improper payments across federal programs have topped $2.8 trillion in the last 20 years, underscoring the systemic risk of reactive controls. Ramp’s leadership…
The UK’s commercial finance landscape has long been broker‑driven, with intermediaries playing a pivotal role in matching borrowers to lenders across a spectrum of secured‑loan products. Yet the sector has been under pressure to modernise its back‑office processes, reduce the time from proposal to payout, and meet increasingly stringent regulatory expectations. By aligning itself with…
Corporations operating across borders routinely grapple with the challenge of reconciling balances that arise from transactions between subsidiaries. Failure to accurately eliminate these intercompany items can distort consolidated financial statements, trigger compliance breaches, and erode stakeholder confidence. As regulatory regimes tighten—particularly under IFRS 16, ASC 606, and emerging ESG reporting mandates—finance teams are under pressure to deliver…
On March 5, 2026, Ameritas’ chief executive officer Bob Jurgensmeier disclosed a series of officer appointments that will reshape the company’s operational hierarchy. The moves place three internal veterans into elevated positions overseeing financial reporting, information technology, and wealth management—areas that have become pivotal in the increasingly digital insurance landscape. Rollin Biel takes charge of financial reporting…
Embark, the Dallas‑based management and financial consulting firm, announced on March 5, 2026 that it has hired Laura Neal to serve as chief revenue officer. The move is part of a broader effort to sharpen the firm’s commercial engine as it scales its footprint across more than two dozen U.S. markets. Neal arrives with a résumé that…
Kraken’s Wyoming‑chartered banking arm, Kraken Financial, has received a Federal Reserve master account, marking the first time a digital‑asset‑focused bank in the United States gains direct connectivity to the nation’s central payment system. The approval, granted by the Federal Reserve Bank of New York, places Kraken Financial in a unique position to settle fiat transactions on Fedwire…
