The TRADE

FEBRUARY 12, 2025

Autonomous, the financial services research business division within Bernstein, has appointed two new US bank analysts. Ken Usdin has been appointed co-head of the Autonomous US business, covering large-cap banks alongside Dwight Collins, who heads the research business US sales team.

Banking

The TRADE

JULY 16, 2025

Wedbush Financial Services’ largest subsidiary, Wedbush Securities, has launched 24-hour trading capabilities to offer extended market access to clients, particularly in Asia-Pacific time zones.

Trading

CNBC: Investing

JUNE 30, 2025

"The financial services industry and crypto are converging and it really started with stablecoins, which is the ChatGPT of crypto because it's viral adoption by consumers, business banks and now even Visa," he told CNBC's "Squawk Box" Monday.

Stock

PCE

JUNE 9, 2025

Brad joins us with over a decade of investment banking experience, having advised on more than 30 middle-market M&A transactions across healthcare, consumer, and industrial sectors. Over the years, we have established a well-deserved reputation as a trusted partner and skilled team member, providing sound advice and top-notch service.

M&A

Global Banking & Finance

OCTOBER 29, 2024

With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector. As a CFA Charterholder and IEEE Senior Member, Swapnil combines deep financial expertise with […]

CFA

CNBC: Investing

JULY 23, 2025

The investment bank initiated coverage of the crypto-linked stock on Tuesday with a buy rating and $35 price target, implying about 20% upside over the next 12 months from Tuesday's close.

Media

CNBC: Investing

JUNE 29, 2025

The People's Bank of China "is exploring HK as a sandbox for future payment alternatives," the firm said. Hong Kong-listed financial services firm China Renaissance announced Thursday it plans to spend $100 million over the next two years to invest in cryptocurrency assets and to develop its business in the related Web3.0

Stock

The Harvard Law School Forum

JANUARY 8, 2025

As 2025 begins, optimism abounds for a return to a normal regulatory environment that, together with improved economic and business conditions, leads to robust bank and other financial services M&A activity. billion merger of BB&T and SunTrust creating Truist and the $21.5 billion merger of Global Payments and TSYS.

Financial Services

Razorpay

JUNE 24, 2025

About 1% Club: Empowering India’s Financial Freedom Movement 1% Club is India’s fastest-growing finance education platform. Terminal Access & Bank Integrations A large chunk of users preferred HDFC Bank for payments. But enabling HDFC card terminals is often slow and complex.

Advisory

Razorpay

JUNE 28, 2025

Understanding Chargeback Fraud A chargeback is when a customer disputes a transaction through their bank and requests a refund. Later, when the real owner of the card sees the transaction on their statement, they dispute it with their bank because they did not authorise the purchase. This is also known as “friendly fraud.”

Business

Global Newswire by Notified: M&A

JULY 30, 2025

The proposed transaction marks a pivotal step in accelerating Euronet’s strategic goal of a more diversified, future-ready revenue mix, that is anchored in scalable, modern platforms designed for the next generation of digital financial services across the globe. history in partnership with Goldman Sachs.

Mergers

Solganick & Co.

JULY 22, 2025

Combining technology consulting capabilities with WNS’s specialization in digital business process services to address demand for AI-driven operational transformation. Abacus Group announced in July 2025 that it would merge with Medicus IT , creating a massive MSP within the financial services and healthcare industry verticals.

Mergers and Acquisitions

Razorpay

JUNE 11, 2025

With deep expertise in financial services and technology, the team laid the foundation for one of India’s earliest and most trusted digital wealth platforms. What Scripbox was looking for wasn’t just technical performance—it was consistency across all payment methods, from UPI to internet banking to mandates.

Management

Financial Times - Banking

JULY 15, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.

Banking

Razorpay

JULY 23, 2025

Understanding the 14-Digit Identifier An AD Code is a unique 14-digit numerical identifier issued by banks that are authorized by the Reserve Bank of India (RBI) to deal in foreign exchange. Only banks with proper RBI authorization can issue these codes, ensuring that your foreign exchange dealings remain within the legal framework.

Banking

Razorpay

AUGUST 3, 2025

This is a mandatory code required by the Reserve Bank of India (RBI) that specifies the exact reason for sending money abroad. Before you can send money internationally from India, your bank or financial service provider will ask you to specify a purpose code for outward remittance.

Education

Focus Investment Banking

JULY 25, 2025

And then we started Crunch IT Financial Services in October of 23. Bill Park: I think if you’re running a a business and you’re doing a million and a half or more in revenue, you should absolutely have your business structured in a way that the bank looks at you as they want your business. So here we are.

M&A

JD Supra: Mergers

SEPTEMBER 27, 2024

Last week, each of the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Department of Justice Antitrust Division (DOJ) revised how they will review bank mergers. Our Financial Services and Antitrust teams highlight what banks considering mergers should know about the changes.

Mergers

TechCrunch: M&A

FEBRUARY 20, 2024

FairMoney, a digital bank based in Lagos and headquartered in Paris, is in discussions to acquire Umba, a credit-led digital bank providing payroll and financial services to customers in Nigeria and Kenya, in a $20 million all-stock deal, sources tell TechCrunch.

Banking

JD Supra: Mergers

OCTOBER 4, 2024

Governments play a pivotal role in European bank M&A: State coffers play significant roles. . - “Challenger” bank M&A catches fire: The UK grabs headlines with Coventry Building Society’s and Nationwide Building Society’s respective acquisitions of The Co‑operative Bank and Virgin Money. By: White & Case LLP

Banking

JD Supra: Mergers

AUGUST 8, 2024

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. Gary focuses on deals in the healthcare, leveraged finance, financial services, and real estate industries.

M&A

JD Supra: Mergers

SEPTEMBER 30, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Specialty Finance / Marketplace Lending - Consolidation fever grips non-bank lenders and banks alike—SME lending, revenue-based finance and PropFinance at its core. Current market: Marginal uptick in M&A activity.

Finance

JD Supra: Mergers

MARCH 5, 2025

James Stevens, co-leader of Troutman Pepper Lockes Financial Services Industry Group, was quoted in the March 5, 2025 Banking Dive article, FDIC Withdraws Merger Policy, Brokered Deposits Proposal.. By: Troutman Pepper Locke

Broker

The New York Times: Banking

JANUARY 28, 2025

The social media company said it would start a peer-to-peer payments service, moving to expand the apps abilities.

Financial Services

Global Banking & Finance

JUNE 23, 2023

IT outsourcing for financial services companies: key benefits By Oksana Wojtkiewicz, Head of Sales & Marketing at Solwit For over 15 years, Oksana has advised clients on the most effective technology solutions to take their businesses to the next level.

Financial Services

Global Banking & Finance

NOVEMBER 1, 2023

The AI revolution: How financial services can utilise automation By Devashish Mishra, Head of Solutions – Europe, Persistent Systems Over the past few years, artificial intelligence (AI) has been reshaping various sectors, including the financial services industry.

Financial Services

Global Banking & Finance

MAY 31, 2023

Financial services companies seek to unlock efficiencies of cybersecurity automation By Leon Ward, Vice President of Product Management at ThreatQuotient As cyber threats intensify and the resources to deal with them remain limited, there is a growing need for automation in cybersecurity.

Financial Services

JD Supra: Mergers

SEPTEMBER 20, 2023

By: White & Case LLP

Financial Services

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Brokers / Corporate Finance - Mid-market investment banks consolidate at the fastest rate yet—Panmure Gordon & Liberum, Redburn (Europe) & Atlantic Equities and Cenkos Securities & FinnCap Group mergers reshape the City skyline.

Corporate Finance

Global Newswire by Notified: M&A

MARCH 25, 2024

March 25, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc. ISELIN, N.J. and OAK RIDGE, N.J.,

Financial Services

Global Banking & Finance

NOVEMBER 12, 2024

By Richard Winston, Managing Director and Global Head of Financial Services at Slalom As we approach 2025, the financial services industry is moving through a period of ongoing transformation. Five key drivers—digital transformation, climate related financial risk, interest […]

Financial Services

Global Newswire by Notified: M&A

JULY 17, 2025

Both credit unions have a long history of helping Members/Owners achieve their financial goals. Our 58,000 Members consistently rate us extremely high for overall service, knowledgeable staff, and for the caring and respectful way we help our Members achieve financial success.

Mergers

Global Banking & Finance

SEPTEMBER 23, 2024

Author: Shilpa Doreswamy, Sector Director of Retail Banking, GFT The financial services industry is increasingly grappling with the critical issue of downtime. In today’s digital age, even a brief outage can have severe repercussions, costing banks almost $5 million an hour, discounting any penalties and fees.

Financial Services

Global Banking & Finance

SEPTEMBER 18, 2023

BANKS KNOW WHAT EMBEDDED FINANCE IS, BUT DO THEY KNOW HOW TO USE IT? By-lined to Alex Mifsud, CEO, and co-founder of Weavr The emergence of embedded finance has been a standout development in financial services in 2023.

Finance

Business Standard - FInance

JULY 1, 2023

State Bank of India, on Saturday, launched 34 Transaction Banking Hubs at 21 district centres across the country with an aim to provide quick and efficient Transaction Banking solutions to customers.Dinesh Khara, the chairman of the SBI, inaugurated the hubs, on the occasion of the 68th foundation day of the bank.As

Banking

Global Banking & Finance

MAY 23, 2024

What lies ahead for the financial services industry? Garry Robertson, Client Lead for Financial Services at esynergy In the last two decades, the financial sector has changed completely. Banks have shifted to online services and customers now use apps much more than brick-and-mortar branches.

Financial Services

Global Banking & Finance

JULY 22, 2024

By Russ Rawlings, RVP, Enterprise, UK&I, Databricks Strict regulation, along with time and cost restraints, means that the financial services industry must take a measured approach to embracing technological advancements.

Financial Services