Capital One Financial Corporation has successfully completed its acquisition of Discover Financial Services, combining two innovative companies to enhance customer experiences across consumers, businesses, and merchants.
BGC Group, Inc., together with ten leading global investment banks and market-making firms, announced the launch of U.S. Treasury futures contracts on the FMX Futures Exchange. This addition complements the Exchange’s existing SOFR futures, enhancing its offerings for institutional traders worldwide.
Veros Credit, a leading auto financing solutions provider, announced the appointment of Ravi Gandhi as Chief Strategy Officer effective May 1, 2025. In this key role, Gandhi will spearhead enterprise-wide strategic initiatives to drive growth, optimize capital structure, and improve operational efficiency.
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.
