Zafin Introduces Transaction Enrichment to Unlock Loyalty Through Personalized Banking
Zafin, the strategic platform partner that banks trust to accelerate innovation and deliver transformative customer value, today announces the launch of Transaction Enrichment. Purpose-built for financial institutions, this new capability enhances Zafin’s modular platform by transforming raw transaction data into rich,…
Haptiq Launches AI Platform to Future-Proof Private Equity Portfolios
As economic volatility continues to test the limits of traditional investment strategies, private equity firms face longer holding periods and mounting pressure to deliver value creation beyond financial engineering with speed, precision, and resilience. Today, Haptiq announced the launch of…
Charlesbank’s Carolyn Wintner Named to GrowthCap’s 2025 Top Women Leaders in Growth Investing
Charlesbank is pleased to announce Carolyn Wintner as a 2025 recipient of GrowthCap’s Top Women Leaders in Growth Investing award. Now in its fifth year, the award honors exceptional women who are shaping the future of growth investing through outstanding leadership, demonstrating…
Mascoma Technologies Unveils Stratum to Modernize Banking Infrastructure
Mascoma Technologies today announces the release of Stratum, a Software-as-a-Service (SaaS) platform that gives financial institutions real choice in how they build and evolve their technology environments. Purpose-built by bankers for bankers, Stratum empowers financial institutions (FIs) to standardize and synchronize…
First National Bank Coastal Community Names Shaun E. Williams as President & CEO
First National Bank Coastal Community (FNBCC) is proud to announce the appointment of Shaun E. Williams as its new President and Chief Executive Officer. Williams brings over 28 years of banking experience and a strong track record of leadership in…
BNY Mellon Municipal Income, Inc. Merges Into Open-End Fund, Reorganization Completed
BNY Mellon Investment Adviser, Inc. announced today the completion of the reorganization of BNY Mellon Municipal Income, Inc. (the “Fund”), a registered closed-end fund, with and into BNY Mellon AMT-Free Municipal Bond Fund (the “Acquiring Fund”), a series of BNY…
Compliance Risk Concepts (CRC) Acquires Oyster Consulting
Compliance Risk Concepts (CRC), an enterprise risk, compliance and business consulting firm for the financial services industry, has acquired Oyster Consulting, LLC (Oyster), a strategic consulting and operations partner for financial services organizations. The combined firm, which will be known in the marketplace…
Compound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions
Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced eight financial advisors have joined the firm, including a three-person advisory team who previously managed their own $120 million RIA, Northstar Financial Management…
MetLife and Nayya Expand Access to Upwise via Workday Marketplace
MetLife announced that through a strategic collaboration with Nayya, it is expanding access of Upwise, MetLife’s benefits experience platform, by making it available to employers through Workday Marketplace. This is another critical step in MetLife’s strategy to extend market leadership…
Research Shows Credit Union Members Prefer Added Insurance for Major Purchases
Credit union members are more likely than non-credit union members to have ancillary insurance protections—roadside assistance, vehicle and property protection, extended warranties, etc.—for their high-value purchases, according to a new study. Securian Financial, a provider of insurance and other protection…
Lead Bank Taps Prelim to Modernize Digital Onboarding for Consumers and Businesses
Prelim, a Silicon Valley-based fintech known for its award-winning omnichannel onboarding solutions, is now working with Lead Bank, a Kansas City-based financial institution, to elevate its digital banking experience. Lead will deploy Prelim’s platform across its client portfolio, replacing its…
Banking on Inclusion: CI&T and Project Nemo Redefine Financial Access
CI&T, an AI and tech acceleration partner, has today announced Nemo, Art of the Possible — a groundbreaking prototype of a financial app created in collaboration with Project Nemo, the not-for-profit grassroots initiative driving to improve disability inclusion in the fintech and financial…