December 19, 2023 @ 4:26 pm By JD Alois  |  

Amsterdam-based digital bank bunq has claimed the title as the first “AI powered bank in Europe.” bunq says it is the second-largest digital bank in Europe. Today, the Fintech announced “Finn” a new GenAI platform that is available to all its customers. The AI powered… Read More

 Tagged ali niknam, banking, digital bank, EU, netherland, netherlands

December 19, 2023 @ 4:06 pm By Omar Faridi  |  

Addepar, a global technology and data company for investment professionals, announced that it has exceeded $5 trillion of client assets managed on its platform. This milestone signifies the company’s position as the standard “for data management and aggregation, analysis and reporting.” Amidst fast-moving markets and… Read More

 Tagged addepar, digital financial services, wealth management, wealth technology, wealthtech

December 19, 2023 @ 3:22 pm By Omar Faridi  |  

Xero, the global small business platform, today announced it is partnering with Flinks, a key player focused on open banking, to give small businesses in Canada and the United States secure access to more than 20 direct bank connections and high quality transaction data. The… Read More

 Tagged banking, ben richmond, canada, faye pang, financial services, flinks, frédérick lavoie, small businesses, xero

December 19, 2023 @ 2:25 pm By Omar Faridi  |  

TD Bank Group and Plaid announced that they have entered into a North American data-access agreement that will enable TD customers in Canada and the U.S. to more securely connect to and “share financial data with Plaid’s data network of over 8,000 + apps and… Read More

 Tagged canada, cecilia frew, data access, digital technology, digitalization, financial services, franklin garrigues, plaid, td bank, updata

December 19, 2023 @ 12:59 pm By Omar Faridi  |  

In today’s evolving payments landscape, fintechs of all shapes and sizes are seeking “to carve out their unique niche,” according to an update from Visa (NYSE: V). Fintech builders need ways to differentiate their various product offerings – and embedding payment capabilities has proven to… Read More

 Tagged digital technology, financial services, fintech adoption, fintech trends, payments, visa

December 19, 2023 @ 10:22 am By Omar Faridi  |  

Betterment at Work, a provider of modern financial benefits for today’s diverse workforce, today released a new survey on the state of retirement readiness across the U.S. workforce. The report, which tracks year-over-year trends “from 2022, polled 1,000 full-time U.S. employees to examine how retirement… Read More

 Tagged betterment, betterment at work, financial planning, insights, investing, research, retirement, retirement planning, sarah levy, savings, survey, united states, us

December 19, 2023 @ 8:35 am By Omar Faridi  |  

Private credit investor TDC has secured additional commitments to its Impact Fund, unlocking vital resources for ambitious small businesses in the North of England. The Impact Fund, which focuses “on driving job creation across the North of England, was launched in May 2022 after securing… Read More

 Tagged british business investments, england, europe, funding, private credit, small businesses, smbs, sme's, tdc, uk, united kingdom

December 19, 2023 @ 8:34 am By Omar Faridi  |  

SellersFi, a global financial technology startup, closed a new US credit facility with Citi and independent asset manager Fasanara Capital for $135MM with the potential to grow up to $300M as SellersFi expands. The senior capital is provided “by Citi with a portion from Fasanara… Read More

 Tagged abhi chakraborty, citi, credit facility, fasanara capital, financial technology, francesco filia, ricardo pero, sellersfi, startups

December 19, 2023 @ 8:00 am By Omar Faridi  |  

The EIB Group (European Investment Bank, EIB, and European Investment Fund, EIF) has signed its fourth synthetic securitization transaction with BNP Paribas (EPA: BNP) since 2017. Similar to the three previous transactions, its investment will “support small and medium-sized companies while contributing to the transition… Read More

 Tagged bnp, eib, france, Marguerite Bérard

December 19, 2023 @ 6:29 am By Omar Faridi  |  

Juniper Square, the provider of partnership enablement to the private funds industry,  announced the hire of Kathie Jones as Chief Financial Officer (CFO). As CFO, Kathie will bolster and “manage financial planning, financial systems, and controls to support Juniper Square’s rapid growth.” She will be… Read More

 Tagged alex robinson, juniper square, kathie jones, new appointments, women changing finance