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 105

Financial Services IT Portfolio Sale 105

Global Banking & Finance

OCTOBER 23, 2023

Data Lineage in Financial Services PJ Bradley Preventing cyberattacks, data breaches, and other misuses of sensitive data has to be a priority for essentially all businesses.

Financial Services 52

Financial Services Business 52

Global Banking & Finance

MARCH 21, 2024

Redefining financial services through Open Finance By Mark Horwood-James, Managing Director of Personal Finance Technology, Moneyhub Financial ecosystems are evolving rapidly, moving away from the once standard isolated and slow-paced models towards a new era characterised by fintech innovation and, more recently, Open Finance.

Financial Services 45

Financial Services Finance Finance Bank 45

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 105

Financial Services Management Securities 105

PE Hub

SEPTEMBER 7, 2023

The post GTCR invests in financial services firm R&T Deposit Solutions appeared first on PE Hub. As a result of the investment, GTCR owns 50 percent of R&T with the remaining 50 percent retained by existing shareholders, which include Estancia Capital Partners and R&T's founding team and employees.

Financial Services 82

Financial Services Investment Capital 82

PE Hub

SEPTEMBER 11, 2023

The post Genstar-backed Cetera to take financial services firm Avantax private appeared first on PE Hub. The transaction puts Avantax at a valuation of $1.2

Financial Services 74

Financial Services Valuation 74

Global Banking & Finance

APRIL 17, 2024

Four Innovative Uses of AI and ML in Quality Assurance for Financial Services By Sahana Ramesh 17 Apr 2024 The advent of Artificial Intelligence (AI) and Machine Learning (ML) is profoundly reshaping Quality Assurance (QA) in the financial services sector, making it more efficient, accurate, and cost-effective.

Financial Services 40

Financial Services IT 40

Global Banking & Finance

NOVEMBER 27, 2023

Get to know CPF Financial Services Share on FacebookShare on TwitterShare on Linkedin

Financial Services 52

Financial Services Shares 52

PE Hub

SEPTEMBER 7, 2023

GTCR bets on financial services. The post GTCR takes financial services position with R&T Deposit Solutions investment; Marketing agency roundup appeared first on PE Hub.

Financial Services 71

Financial Services Investment 71

Global Banking & Finance

JUNE 1, 2023

Technology driven disruptions in the financial services industry By Maureen Doyle-Spare, General Manager-Head of ASSET and Wealth Management and Insurance. Where are we seeing the acceleration of technology driven disruptions in financial services institutions and what are the forces driving them?

Financial Services 52

Financial Services Insurance Management 52

PE Hub

JULY 27, 2023

The post BlackRock and Jio Financial Services to form India-based asset management JV appeared first on PE Hub. JFS and BlackRock are targeting an initial investment of $150 million each in Jio BlackRock.

Asset Management 69

Asset Management Financial Services Management Investment 69

Global Banking & Finance

FEBRUARY 27, 2024

The Need for Sensitive Content Communications Privacy and Compliance in Financial Services By Tim Freestone, Chief Strategy and Marketing Officer, Kiteworks For some time, the financial services industry has been at the forefront of a sophisticated and evolving digital landscape.

Financial Services 40

Financial Services IT Finance Finance 40

Global Newswire by Notified: M&A

MARCH 25, 2024

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

Financial Services 81

Financial Services Insurance Mergers Bank 81

PE Hub

JUNE 21, 2023

The post The Vistria Group takes controlling stake in financial services firm U.S. Kohlberg will remain a a minority investor and partner with The Vistria Group to further accelerate the growth of USRBP. Retirement & Benefit Partners appeared first on PE Hub.

Financial Services 80

Financial Services Investors 80

Global Banking & Finance

APRIL 12, 2024

Moving the Needle: Top 10 Trends Driving the Financial Services Landscape in 2024 By Kathy Stares, Executive Vice President of North America for Provenir To truly thrive in 2024 in an increasingly competitive industry, financial institutions need to provide consumers with world-class customer experiences, while adapting to a shifting marketplace.

Financial Services 40

Financial Services Financial Institution Finance Finance 40

Global Banking & Finance

JANUARY 31, 2024

Data Analytics Crossroads: Navigating the Top 4 Pitfalls in Financial Services By Manish Tomar 31 January 2024 Introduction In the ever-evolving landscape of the financial services industry, data analytics has become nothing short of transformative.

Financial Services 40

Financial Services Financial Institution IT 40

Global Newswire by Notified: M&A

APRIL 11, 2024

April 11, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J, NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 45

Financial Services Mergers IT Bank 45

Global Newswire by Notified: M&A

DECEMBER 20, 2023

20, 2023 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 45

Financial Services Mergers Bank Banking 45

Global Newswire by Notified: M&A

DECEMBER 20, 2023

20, 2023 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 45

Financial Services Mergers Bank Banking 45

Global Banking & Finance

DECEMBER 1, 2023

Transforming Financial Services: The Impact of AI on Customer Service and Profits By Matt Edic, Chief Experience Officer, IntelePeer Without question, integrating artificial intelligence (AI) solutions into the dynamic world of financial services stands as a force to be reckoned with, one that promises to reshape customer experiences, enhance operational (..)

Financial Services 40

Financial Services Profitability 40

Global Newswire by Notified: M&A

MARCH 15, 2024

OTCQX: WAYN) ("Wayne"), the holding company of Wayne Savings Community Bank and Main Street Financial Services Corp. WOOSTER, Ohio and WHEELING, W.Va., March 15, 2024 (GLOBE NEWSWIRE) -- Wayne Savings Bancshares, Inc. OTCPK: MSWV) ("Main Street"), the holding company of Main Street Bank Corp.,

Financial Services 49

Financial Services Mergers Financial Institution Insurance 49

The TRADE

JULY 27, 2023

The post BlackRock and Jio Financial Services new asset management venture set to “democratise access to investment solutions” in India appeared first on The TRADE.

Asset Management 97

Asset Management Financial Services Management Investment 97

Global Banking & Finance

NOVEMBER 13, 2023

Generative AI for Non-Financial Risk for Banking and Financial Services – How to get this right. Generative AI has been the buzzword in IT industry currently and everybody has rushed in to join the bandwagon. However, is it a panacea for all or is it a myth? We have tried to analyze the utility of […]

Financial Services 52

Financial Services Bank Banking Utilities 52

Global Newswire by Notified: M&A

MARCH 25, 2024

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

Financial Services 56

Financial Services Insurance Mergers Bank 56

Cisco: M&A

JULY 6, 2023

Have you heard the phrase “Meet your customers where they are?” If you search the term, you will be barraged with consulting ads and explanations from trade publications on why driving custom cus… Read more on Cisco Blogs

Financial Services 98

Financial Services Manufacturing Securities Consulting 98

Cisco: M&A

JUNE 20, 2023

Today’s consumers expect connected and personalized interactions as standard, and the best finance firms can do this while retaining customer loyalty. In order to achieve positive outcomes during the … Read more on Cisco Blogs

Financial Services 98

Financial Services Management Finance Finance 98

Global Banking & Finance

OCTOBER 30, 2023

The Buy vs. Build Dilemma – how financial services firms can save around two-thirds on risk orchestration fraud and financial crime costs By Edward Vaughan, senior director at LexisNexis Risk Solutions, looks at the potential costs of buying or building a risk orchestration platform.

Financial Services 52

Financial Services Finance Finance 52

Cisco: M&A

SEPTEMBER 12, 2023

At Cisco we strive to align our strategy, content, and offerings to the top trends happening in the industry. To help us do this effectively, we use the tool we entitled the Cisco Portfolio Explorer.… Read more on Cisco Blogs

Financial Services 52

Financial Services Portfolio 52

JD Supra: Mergers

MARCH 4, 2024

The House Financial Services Committee heard testimony on these bills in 2023, access my testimony on several of these bills. On March 5, 2024, the House will consider capital formation related legislation, H.R. This was originally introduced in April 2023 and reported out in July 2023. It is comprised of 19 separate bills.

Capital 297

Capital Financial Services IT 297

Global Newswire by Notified: M&A

DECEMBER 12, 2023

12, 2023 (GLOBE NEWSWIRE) -- Orrstown Financial Services, Inc. SHIPPENSBURG, Pa. and YORK, Pa., Orrstown”) (NASDAQ: ORRF), the parent company of Orrstown Bank, and Codorus Valley Bancorp, Inc. million, or $21.31 per share of Codorus Valley common stock, based on the $24.35

Financial Services 56

Financial Services Bank Banking Stock 56

Global Newswire by Notified: M&A

DECEMBER 14, 2023

Le 14/12/2023 MOBILIZE LEASE&CO, FILIALE DE MOBILIZE FINANCIAL SERVICES, CONFIRME L’APPROBATION DE L’ACQUISITION DES SOCIETES ALLEMANDES MOBILITY.

Financial Services 40

Financial Services 40

Global Newswire by Notified: M&A

DECEMBER 14, 2023

December 14th, 2023MOBILIZE LEASE&CO, THE SUBSIDIARY OF MOBILIZE FINANCIAL SERVICES, CONFIRMS APPROVAL OF THE ACQUISITION OF THE GERMAN COMPANIES.

Financial Services 40

Financial Services Acquisitions 40

Global Newswire by Notified: M&A

JULY 25, 2023

Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets Crown Capital Securities is a broker-dealer and RIA supporting approximately 260 advisors serving approximately $6.5 billion of client assets

Financial Services 74

Financial Services Securities Capital Broker 74

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.

Bank 270

Bank Banking Stock Financial Services 270

Global Newswire by Notified: M&A

DECEMBER 12, 2023

12, 2023 (GLOBE NEWSWIRE) -- Orrstown Financial Services, Inc. SHIPPENSBURG, Pa. and YORK, Pa., Orrstown”) (NASDAQ: ORRF), the parent company of Orrstown Bank, and Codorus Valley Bancorp, Inc. million, or $21.31 per share of Codorus Valley common stock, based on the $24.35

Financial Services 45

Financial Services Bank Banking Stock 45

JD Supra: Mergers

MARCH 14, 2024

RevSpring, founded in 1981 and based in Nashville, is a provider of communication and payment solutions servicing healthcare and financial services companies. Frazier Healthcare Partners has announced it has acquired RevSpring from GTCR. By: McGuireWoods LLP

Healthcare 149

Healthcare Private Equity Financial Services Equities 149

TechCrunch: M&A

JANUARY 17, 2024

ZestMoney, the Goldman Sachs-backed Indian fintech startup once valued at $450 million, has sold itself to financial services firm DMI Group, the two said late Wednesday, in a fire sale that caps 12 tumultuous months for the once-hot new-age lender.

Sale 214

Sale Financial Services Mergers and Acquisitions Capital 214