All articles by Refna Tharayil
Wells Fargo expands access to financial advice and planning platform LifeSync
LifeSync offers real-time progress on goals and tracks key information including full Wells Fargo account summary, FICO scores, market indexes, and credit card reward balances
Natixis Corporate & Investment Banking opens Toronto office, expanding presence in North America
Located at 181 Bay Street in the iconic Brookfield Place complex, the new office is situated in the heart of Toronto’s financial district
Goldman Sachs to divest GreenSky to consortium led by Sixth Street
The acquiring consortium comprises funds and accounts managed by Bayview Asset Management, KKR, and CardWorks
Pegasystems unveils new solution to optimise financial crimes probes for financial institutions
The new solution will offer financial institutions a uniform solution to handle alerts and will also drive investigations for various risk detection systems, spanning all departments, jurisdictions, and lines of business
Trintech, Whitley Penn join forces to automate finance and accounting processes
Through the partnership, Whitley Penn will be able to deliver and implement Trintech’s cloud-based finance as well as accounting solutions to businesses in the US
Sopra Banking Software introduces AI-driven core banking system in SaaS
The fully redeveloped, next-generation, modular, real-time, cloud-native core banking platform will support the company’s customer base by exploring the potential of both cloud technologies and AI
Scotiabank, Sun Life to offer private asset solutions for Canadian high-net-worth clients
In line with the partnership, Sun Life Capital will invest $100m of seed capital for future funding opportunities
EP Wealth Advisors acquires Foothills Financial and Marble Capital
Through the acquisitions of Foothills Financial Planning & Wealth Management and Marble Capital, EP Wealth Advisors aims to bolster its footprint in Arizona and California
Honor Bank deploys nCino’s commercial banking solution
Honor Bank’s dedication to its customers is at the forefront of this initiative, and the Bank is committed to leveraging the most advanced tools and technologies to deliver superior, efficient banking solutions
SAP introduces new generative AI innovations in spend management
The German technology major said that the newly launched SAP Ariba Category Management solution will leverage generative AI to help procurement professionals build extensive and effective category strategies faster