All articles by Refna Tharayil
Refna Tharayil
WaFd Bank taps Fiserv’s CashFlow Central to optimise payments for small businesses
Through the partnership, WaFd Bank’s small business customers can access a whole suite of capabilities to handle incoming and outgoing payments through their digital banking relationship
Temenos Multifonds and Citi Securities Services extend collaboration to unify global funds services on Multifonds SaaS
Through the initiative, Citi Securities Services aims to handle its business across multiple geographies and asset classes effectively on a consolidated platform
Citi makes strategic investment in Cicada to facilitate institutional e-trading of Mexican government bonds
Cicada is a fintech based in Greenwich, CT that also has a presence in Mexico
Perpetual to divest wealth management and corporate trust units to KKR for $1.4bn
Post transaction, Perpetual Group will become a standalone, global multi-boutique asset management business with scale, diversified investment strategies
Danske Bank invests in digital transformation platform United Fintech
Danske Bank’s new move comes months after it was published that BNP Paribas and Citi entered as institutional investors in United Fintech Group
FIS rolls out new fintech platform Atelio by FIS
The new platform utilises FIS’ existing financial technology through components that are easy to embed and consume
CBS Brokerage serves as strategic partner to modern wealth to deliver customised insurance solutions
The partnership positions Modern Wealth advisors to deliver strategic, insurance-based risk management solutions for their clients
Accenture and Oracle partner on new generative AI solutions for finance institutions
Both parties aim to invest in new generative AI solutions, tools, and training to enable institutions to maximise the value of their data to power next-level growth and continuous innovation
Sandbox Banking, Creatio join forces to boost CRM capabilities for financial institutions
Through the partnership, Sandbox Banking and Creatio aim to modernise the banking sector by connecting banking software and systems, data and people with Creatio’s workflow automation and CRM solutions
MAI Capital Management snaps up Harbor Wealth Management
Harbor Wealth Management advises private individuals and families, businesses, company retirement plans, and private foundations on all aspects of investment and wealth management