November 16, 2025 @ 1:29 pm By Tony Zerucha  |  

According to the J.D. Power 2025 U.S. Mortgage Origination Satisfaction Study, mortgage lenders have evolved from a transactional, volume-at-all-costs approach to adopt more consultative, advisory-style engagements with customers. That shift is paying off in the form of significantly higher customer satisfaction scores, improved trust and… Read More

 Tagged Bruce Gehrke, customer service, jd power, mortgages

November 15, 2025 @ 11:50 am By Tony Zerucha  |  

EVE, an inbox revenue engine for B2B small businesses, has raised $2 million in pre-seed funding led by Firsthand.VC, with participation from a16z’s Scout Fund, Acquisition.com Ventures, Geek Ventures, Founders Future, Punch Capital, Silicon Gardens and prominent angels, including co-founders of Slack and Hugging Face,… Read More

 Tagged EVE, inbox revenue engine, Josh Hess, Simon Chan, Vadim Rogovskiy

November 15, 2025 @ 11:48 am By Omar Faridi  |  

CaixaBank and imagin are offering customers two investment vehicles designed to replicate the performance of Bitcoin (BTC), the flagship cryptocurrency. The bank is said to be supporting crypto-assets investment via two ETPs (Exchange Traded Products) – financial instruments that allow participation in the so-called “evolution”… Read More

 Tagged bitcoin, btc, CaixaBank, digital assets, europe, imagin

November 15, 2025 @ 11:48 am By Tony Zerucha  |  

Agentic AI is poised to reshape the way consumers shop online, making agentic commerce strategies critical for retailers, Bain & Company finds in a new report Agentic AI in Retail: How Autonomous Shopping Is Redefining the Customer Journey. But while shoppers increasingly use Generative AI, around… Read More

 Tagged Aaron Cheris, agentic ai, bain, e-commerce

November 15, 2025 @ 11:45 am By Tony Zerucha  |  

Extend, an artificial intelligence-powered spend and expense management platform, and PNC Bank have announced new modern payment capabilities for PNC’s commercial clients. By enrolling their existing PNC Bank commercial cards, businesses can access Extend’s mobile and web platform—unlocking a full suite of digital tools to control,… Read More

 Tagged andrew jamison, commercial banking, digital banking, extend, pnc bank, Tom Lang

November 14, 2025 @ 7:34 pm By Omar Faridi  |  

Cboe Global Markets, Inc. (Cboe: CBOE), the derivatives and securities exchange network, announced that Cboe Clear Europe, its pan-European clearing house, has reached a key step in the development of its Securities Financing Transactions (SFT) clearing service, with BNY (NYSE: BK), a financial services company,… Read More

 Tagged bny, cboe, clearing, europe, settlement

November 14, 2025 @ 5:06 pm By Omar Faridi  |  

Brookfield announced its private wealth platform has partnered with iCapital to launch a new interactive asset allocation tool for financial advisors and their clients. Powered by iCapital Architect, “Alts Allocator” utilizes three research-based high-net-worth investor profiles to illustrate how adding alternative investments to a traditional… Read More

 Tagged alternatives, icapital, investment portfolios

November 14, 2025 @ 2:08 pm By Omar Faridi  |  

Thunes, the so-called “Smart Superhighway” to move money across the globe, announces a new collab with Mashreq, a financial institution in the MENA region, to launch real-time mobile wallet payouts for millions of Mashreq customers. Enabled by Thunes’ Direct Global Network, the partnership will allow… Read More

 Tagged fintech, mashreq, money movement, thunes

November 14, 2025 @ 1:06 pm By Omar Faridi  |  

Public has announced the acquisition of Alto’s CryptoIRA business, further expanding how investors are able to build “long-term” wealth via crypto in tax-advantaged accounts. For Alto clients, this marks a new phase in their journeys. The transition is expected to take place by early next… Read More

 Tagged alto, crypto-assets, investing, ira, public

November 14, 2025 @ 12:58 pm By Omar Faridi  |  

Research from Capital Economics, commissioned by SME lender iwoca, reveals that SMEs receiving a loan are able to boost their monthly revenues by an average of nearly 20%. The recent analysis, which is said to be based on data from current accounts of iwoca customers,… Read More

 Tagged access to capital, iwoca, research, sme's, uk