Clearwater Credit Union in Montana has partnered with Alkami Technology, a leading cloud-based digital banking solutions provider, to enhance its digital banking experience. This collaboration focuses on delivering member-centered interactions and personalized, data-driven communications to support members’ financial wellness.
Finastra, a global leader in financial software, has agreed to sell its Treasury and Capital Markets (TCM) business unit to an affiliate of Apax Partners LLP. This strategic move aims to streamline Finastra’s portfolio and support growth in its core financial services software offerings. Upon completion, TCM will operate independently and be rebranded.
Insigneo, a global leader in wealth management, has announced a major leadership addition with the appointment of Paul Caulfield as Chief Compliance Officer (CCO). With extensive experience in banking and compliance, Caulfield’s appointment highlights Insigneo’s commitment to regulatory excellence, global growth, and enhanced risk management.
Cary Street Partners, a leading independent wealth management firm, announced the acquisition of IFS Advisors, Inc., a respected Sarasota-based firm led by seasoned financial advisor Daniel J. Wolff. This strategic move marks Cary Street Partners’ 20th office nationwide and solidifies its expansion in Florida with a second location, complementing its Tampa office.
Artha, a cutting-edge wealth management platform specializing in portfolio optimization, has partnered with Nitrogen, a leading provider of advisor focused risk analytics and planning tools. This collaboration introduces a powerful new optimization tool within the Nitrogen ecosystem, allowing financial advisors to fine-tune client portfolios with precision all while maintaining alignment with Nitrogen’s proprietary Risk Score framework.
Bankjoy, a leading digital banking provider, has announced the launch of JoyCompass, a next-generation personal finance platform designed to help community financial institutions (CFIs) deepen client engagement and drive growth. The announcement was made at the Corelation Customer Conference in San Diego, spotlighting the platform’s powerful capabilities in advancing financial wellness in the digital age.
BNP Paribas, a leader in European banking and financial services, has announced a strategic collaboration with Bloomberg to deliver its acclaimed BNP Paribas Exane equity research models directly through the Bloomberg Terminal. This integration provides buy-side clients with seamless access to detailed research, estimates, and financial models streamlining investment workflows and enhancing decision-making.
Synder, the trusted accounting automation platform for thousands of ecommerce, retail, and SaaS businesses, has announced a new integration with NetSuite, Oracle’s leading cloud ERP solution. This move enables Synder users to automate and unify their accounting workflows by syncing sales, payment, and financial data directly from popular platforms like Shopify, Amazon, Etsy, Stripe, and PayPal into NetSuite.
In a powerful show of collaboration, Pinnacle Financial Partners, Tarkenton Companies, and gener8tor are launching a new startup accelerator program focused on empowering underrepresented FinTech founders. With an initial $1 million investment from Pinnacle, the program is set to provide access to capital, mentorship, and business infrastructure to entrepreneurs who have historically been excluded from such opportunities.
Huntington National Bank is extending its commercial banking footprint by launching middle-market banking operations in Florida. This strategic expansion is aimed at providing comprehensive financial services to mid-sized businesses in one of the country’s fastest-growing markets.
