All articles by Refna Tharayil
Refna Tharayil
Zeta unveils AI-driven assistant Selene to transform card issuer customer service
The solution, built on advanced generative AI and enterprise-grade security, aims to automate support interactions and reduce reliance on traditional contact centres
Elevation Point acquires minority stake in Triton Wealth
Triton Wealth provides financial planning and investment services to business owners, professionals, and retirees across high-net-worth and mass affluent segments
Behavox acquires Mosaic Smart Data
Behavox will leverage Mosaic Smart Data’s expertise and technology to enhance its Trade Surveillance offering which is currently going through customer testing pending release in 2H of 2025
Renasant Bank to bolster self-service banking with NCR Atleos
By integrating NCR Atleos’ software, Renasant Bank will enhance self-service banking functionalities, including NFC card transactions, while streamlining operations with a unified platform
NewEdge Wealth expands access to Structured Note Strategies via Envestnet and SMArtX
The move extends access to sophisticated investment strategies for more than 100,000 financial advisers across the US
Nordnet selects shareholder disclosure solution from Broadridge
Nordnet has implemented Broadridge’s innovative, end-to-end Shareholder Disclosure Hub, a comprehensive digital solution that uses the latest API-based technologies, and live processing has been underway since September 2024
Perpetual terminates $1.4bn wealth management and trust unit sale with KKR
The company is planning to pursue a separate sale of its wealth management business
Abrdn in talks with Citic Bank to form asset management JV in China
Abrdn is expected to hold a majority stake in the venture, with the remaining shares owned by Citic Wealth, a subsidiary of Citic Bank
Arrowpoint Investment Partners chooses SS&C for fund administration
The fund currently leverages 18 portfolio managers in Hong Kong and Singapore across various strategies
Fusion Bank completes core banking system migration with Tencent Cloud
The transition involved integrating and transforming more than 150 subsystems across retail and corporate banking services, including deposits, loans, and foreign exchange, along with ensuring regulatory compliance and minimal user disruption