SoFi, a digital finance leader, and Capitalize, the award-winning retirement account transfer platform, have expanded their collaboration to streamline 401(k) rollovers. The new integration embeds Capitalize’s Rollover API into the SoFi app, enabling members to locate and consolidate legacy 401(k) accounts directly into their SoFi IRAs without ever leaving the app.
Magnolia Bank, a community-based financial institution with over 100 years of service, has unveiled LiaFi, an innovative fintech platform built specifically to empower small and medium-sized businesses (SMBs). LiaFi enables business owners to earn interest on idle cash while improving cash flow visibility—without requiring a change to their current banking relationships.
Modera Wealth Management, a fee-only RIA firm serving individuals, families, business owners, and non-profits, has achieved a major milestone being ranked second on USA TODAY’s 2025 Best Financial Advisory Firms list for firms managing over $5 billion in assets. This honor marks Modera’s highest placement to date and underscores its commitment to fiduciary excellence and client-centered service.
Diebold Nixdorf, a global leader in banking and retail technology solutions, has announced its financial results for the first quarter of 2025. The company continues to lead innovation in how people bank and shop, demonstrating its resilience and strategic focus in a fast-evolving financial technology landscape.
At the SIFMA Ops 2025 conference, the message was loud and clear: operational and cyber resilience is no longer optional it’s critical. As cyberattacks grow in frequency and sophistication, financial institutions are being forced to rethink their preparedness strategies and bolster defense mechanisms to secure their operations and data.
Equifax® has unveiled the myEquifax™ mobile application, now available for Android™ and iPhone®. This new tool is part of Equifax’s ongoing commitment to help consumers live their financial best by providing easy, secure access to key credit information directly from their mobile devices.
SoftPak Financial Systems, a recognized leader in enterprise fintech solutions, will take center stage at Seamless Fintech 2025, held in Dubai from May 20–22. With a 30-year legacy in transforming investment management technology, SoftPak is set to deliver critical insights and showcase its powerful tools that address the evolving needs of Registered Investment Advisors (RIAs), investment banks, and asset managers globally.
The 2025 Innovate Finance Global Summit (IFGS) returned to London’s historic Guildhall as a pulse check on the global fintech industry. The event brought together thousands of innovators, regulators, and financial leaders to map the road ahead for financial services. Among the standout contributors was OpenPayd, a key player in digital financial infrastructure, which leveraged its presence to spark conversations on cross-border payments, embedded finance, and inclusive innovation.
California’s vibrant service sector is undergoing a financial transformation powered by Billing Cycle Automation and intelligent Invoice Management. Faced with rising operational costs and heightened regulatory scrutiny, businesses are turning to automation to drive efficiency, improve accuracy, and cut cycle times by up to 75%. While the benefits are substantial, many organizations still face implementation challenges that require expert guidance and industry-specific strategies.
Sno Falls Credit Union has selected Mahalo Banking as its new digital banking partner, reinforcing its commitment to delivering a seamless, modern, and inclusive banking experience. The selection of Mahalo marks a strategic investment in long-term digital innovation, driven by the platform’s deep integration with Corelation Keystone, superior self-service tools, and user-friendly interface across devices.
