#financial-services

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How Experian is using data to unlock financial power for everyone

Creditworthiness assessment is getting more complex, leaving millions of Americans with limited access to credit options due to 'thin files.'
Experian is innovating by using alternative payment data to help consumers build credit without incurring debt.
#consumer-protection

Apple Pay, Cash App, PayPal and other apps to be treated more like banks | TechCrunch

CFPB's new ruling allows oversight of digital services resembling banks, improving consumer protection against issues like account closure and fraud.

New Federal Rule Limits Overdraft Fees at Large Banks

New rule caps overdraft fees at large banks, helping consumers save on charges, but its future is uncertain under a potential Trump administration.

The Most Obvious Thing That Would Make Sports Gambling Safer

The sports betting industry faces significant challenges and potential Congressional restrictions.

Apple Pay, Cash App, PayPal and other apps to be treated more like banks | TechCrunch

CFPB's new ruling allows oversight of digital services resembling banks, improving consumer protection against issues like account closure and fraud.

New Federal Rule Limits Overdraft Fees at Large Banks

New rule caps overdraft fees at large banks, helping consumers save on charges, but its future is uncertain under a potential Trump administration.

The Most Obvious Thing That Would Make Sports Gambling Safer

The sports betting industry faces significant challenges and potential Congressional restrictions.
moreconsumer-protection
#mergers-and-acquisitions

Wall Street headhunters are gearing up for a 'bonkers' hiring market in 2025 - here's what to expect

2025 is poised for increased mergers, acquisitions, and IPOs leading to substantial hiring growth in investment banks.

Private credit firms are hot acquisition targets. As M&A ramps up next year, here are the firms likely to be bought.

Asset managers are increasingly turning to private markets and private credit to diversify their offerings and boost revenue.

Wall Street headhunters are gearing up for a 'bonkers' hiring market in 2025 - here's what to expect

2025 is poised for increased mergers, acquisitions, and IPOs leading to substantial hiring growth in investment banks.

Private credit firms are hot acquisition targets. As M&A ramps up next year, here are the firms likely to be bought.

Asset managers are increasingly turning to private markets and private credit to diversify their offerings and boost revenue.
moremergers-and-acquisitions
#reverse-mortgages

Onity Group strikes deal for $55M in MAM assets

Onity Group's acquisition of Mortgage Asset Management is poised to enhance its financial position and strategic capabilities in the reverse mortgage sector.

Celink awarded high net promoter score in recent survey

Celink's net promoter score of 74 exemplifies exceptional customer loyalty and satisfaction within the reverse mortgage servicing industry.

Longbridge parent issues $243M reverse mortgage securitization

Ellington Financial secured a $243 million reverse mortgage securitization, highlighting Longbridge's strong proprietary product line amid a market downturn.

Onity Group strikes deal for $55M in MAM assets

Onity Group's acquisition of Mortgage Asset Management is poised to enhance its financial position and strategic capabilities in the reverse mortgage sector.

Celink awarded high net promoter score in recent survey

Celink's net promoter score of 74 exemplifies exceptional customer loyalty and satisfaction within the reverse mortgage servicing industry.

Longbridge parent issues $243M reverse mortgage securitization

Ellington Financial secured a $243 million reverse mortgage securitization, highlighting Longbridge's strong proprietary product line amid a market downturn.
morereverse-mortgages
#wealth-management

Morgan Stanley has a new innovation chief. Expect more OpenAI-like partnerships.

Morgan Stanley's partnership with OpenAI enhances its competitive edge in wealth management through innovative AI tools.

How Farther is building a wealth management platform in the age of AI - Tearsheet

AI is transforming wealth management by automating tasks, allowing advisors to focus on higher-value activities while enhancing client relationships.

London listed wealth management to cut 500 jobs - London Business News | Londonlovesbusiness.com

St James's Place plans to make 500 employees redundant as part of a £200 million savings initiative.

How to plan long-term finances when moving to France - The Good Life France

Effective financial management is crucial for expats to navigate complex tax systems and achieve long-term goals.

Morgan Stanley has a new innovation chief. Expect more OpenAI-like partnerships.

Morgan Stanley's partnership with OpenAI enhances its competitive edge in wealth management through innovative AI tools.

How Farther is building a wealth management platform in the age of AI - Tearsheet

AI is transforming wealth management by automating tasks, allowing advisors to focus on higher-value activities while enhancing client relationships.

London listed wealth management to cut 500 jobs - London Business News | Londonlovesbusiness.com

St James's Place plans to make 500 employees redundant as part of a £200 million savings initiative.

How to plan long-term finances when moving to France - The Good Life France

Effective financial management is crucial for expats to navigate complex tax systems and achieve long-term goals.
morewealth-management

How Citi is strengthening its merchant relationships through Citi Pay - Tearsheet

The integration of BNPL solutions demonstrates a significant shift in consumer purchasing influenced by financial services and technology.
#cybersecurity

Cyberattack on debt acquisition firm Cabot involved theft of 394,000 data files, court hears

A significant cyber attack on Cabot Financial resulted in the theft of 394,000 data files, prompting legal action for data recovery.

Nearly all of the top US banks were impacted by third party breaches last year

The reliance on third-party vendors by banks poses significant risks and vulnerabilities to the financial system.

Microsoft, Meta, and DOJ Disrupt Global Cybercrime and Fraudulent Networks

Major tech companies are proactively combating cybercrime by disrupting phishing services and targeting key criminals implicated in widespread scams.

The state of cybersecurity in the Middle East

Cybersecurity incidents are prevalent in the Middle East, particularly in finance, with medium enterprises being the most vulnerable.

Why payment technology should be a key concern for all online businesses

The surge in digital payments is driven by rapid financial services digitization, but poses significant cybersecurity risks and regulatory challenges.

DORA and why resilience (once again) matters to the board

DORA aims to enhance digital resilience in financial services, influencing global regulatory practices beyond the EU.

Cyberattack on debt acquisition firm Cabot involved theft of 394,000 data files, court hears

A significant cyber attack on Cabot Financial resulted in the theft of 394,000 data files, prompting legal action for data recovery.

Nearly all of the top US banks were impacted by third party breaches last year

The reliance on third-party vendors by banks poses significant risks and vulnerabilities to the financial system.

Microsoft, Meta, and DOJ Disrupt Global Cybercrime and Fraudulent Networks

Major tech companies are proactively combating cybercrime by disrupting phishing services and targeting key criminals implicated in widespread scams.

The state of cybersecurity in the Middle East

Cybersecurity incidents are prevalent in the Middle East, particularly in finance, with medium enterprises being the most vulnerable.

Why payment technology should be a key concern for all online businesses

The surge in digital payments is driven by rapid financial services digitization, but poses significant cybersecurity risks and regulatory challenges.

DORA and why resilience (once again) matters to the board

DORA aims to enhance digital resilience in financial services, influencing global regulatory practices beyond the EU.
morecybersecurity

Apple is reportedly giving up on plans to turn the iPhone into a subscription

Apple has shelved plans for an iPhone monthly subscription due to regulatory issues and potential carrier conflicts.

Announcing the 2024 winners of Tearsheet's SMB Finance Awards - Tearsheet

The SMB Finance Awards honor the best financial services catering to SMBs, recognizing innovation and excellence in the sector.

Labour's review of UK-China relations on hold until after chancellor visits Beijing

Chancellor's trip to Beijing delays key review of UK-China relations amidst espionage concerns and pressure for national security assessment.

Alphabet-backed Indian lender files for IPO | TechCrunch

Aye Finance aims to raise $171 million in an IPO to support India's underserved small businesses.
The startup focuses on providing loans to micro-enterprises with innovative technology.
#uk-economy

Top 20 UK financial services advertisers by media spend

Lloyds Banking Group leads UK financial services in media spending, exceeding £50 million, with a strong focus on brand evolution and future readiness.

UK remains world's largest net exporter of financial services - London Business News | Londonlovesbusiness.com

UK leads the world in net financial services exports, highlighting its significant economic influence.

Top 20 UK financial services advertisers by media spend

Lloyds Banking Group leads UK financial services in media spending, exceeding £50 million, with a strong focus on brand evolution and future readiness.

UK remains world's largest net exporter of financial services - London Business News | Londonlovesbusiness.com

UK leads the world in net financial services exports, highlighting its significant economic influence.
moreuk-economy

7 Tech Challenges Facing Financial Services Law Departments

Law departments are increasingly tasked with adopting AI technology, especially in financial services.
#banking

No matter what the bank says, it's YOUR money, YOUR data, and YOUR choice

The CFPB rule facilitates easier and safer switching between banks, promoting competition and better consumer deals.

Flagstar Bank lays off 700, with 1,200 more to depart after asset sale to Mr. Cooper

New York Community Bancorp has announced a rebranding to Flagstar Bank amid significant layoffs and strategic business transitions.

Bank bosses aren't worried about lower interest rates - and even see some upside

Banks are adapting to falling interest rates and see potential benefits in increased loan demand and diverse service offerings.

Why Fifth Third's CIO mostly buys rather than builds tech in the race to compete against banking giants

Fifth Third Bancorp uses strategic partnerships for technology solutions to remain competitive against larger banks.

Coventry Building Society 780m Co-op Bank takeover deal to go ahead - London Business News | Londonlovesbusiness.com

Coventry Building Society's £780 million takeover of Co-op Bank is approved and set for January 2025, creating significant new customer access.

PTSB working to solve technical issue preventing customers from logging in or making payments

PTSB customers face login and payment issues on their app and website due to ongoing technical problems.

No matter what the bank says, it's YOUR money, YOUR data, and YOUR choice

The CFPB rule facilitates easier and safer switching between banks, promoting competition and better consumer deals.

Flagstar Bank lays off 700, with 1,200 more to depart after asset sale to Mr. Cooper

New York Community Bancorp has announced a rebranding to Flagstar Bank amid significant layoffs and strategic business transitions.

Bank bosses aren't worried about lower interest rates - and even see some upside

Banks are adapting to falling interest rates and see potential benefits in increased loan demand and diverse service offerings.

Why Fifth Third's CIO mostly buys rather than builds tech in the race to compete against banking giants

Fifth Third Bancorp uses strategic partnerships for technology solutions to remain competitive against larger banks.

Coventry Building Society 780m Co-op Bank takeover deal to go ahead - London Business News | Londonlovesbusiness.com

Coventry Building Society's £780 million takeover of Co-op Bank is approved and set for January 2025, creating significant new customer access.

PTSB working to solve technical issue preventing customers from logging in or making payments

PTSB customers face login and payment issues on their app and website due to ongoing technical problems.
morebanking
#fintech

MobiKwik's IPO will value it at $250M, 73% less than its last private valuation | TechCrunch

MobiKwik has cut its IPO size multiple times, now valuing itself significantly lower than past valuations due to increased competition.
The fintech plans to leverage IPO proceeds for growth and AI investments.

How Fintech Is Driving Financial Inclusion Among Small Enterprises | HackerNoon

Fintech adoption enables access to financial services for unbanked communities, though many small businesses still struggle with credit access.

Releasing the Handbrake: How Regulation Holds Back Fintech and AI in Europe

Fintech and AI are set to transform Europe's financial landscape, but regulation is hindering their full potential. Innovation is needed to unlock this convergence.

Fintech development companies: shaping the future of finance technologies

Fintech development companies are essential for transforming financial services through innovative technology solutions and redefining customer interactions with money.

The Quarterly Review: Public's Leif Abraham on three new products, simplification, and AI-washing - Tearsheet

Gen AI is reshaping investment management to empower self-directed investors, combining guidance and autonomous strategies.

The embedded finance playbook: Partner banks need quality not quantity - Tearsheet

70% of consumers expect a significant portion of financial services to be offered through non-financial platforms, indicating a shift in the market.

MobiKwik's IPO will value it at $250M, 73% less than its last private valuation | TechCrunch

MobiKwik has cut its IPO size multiple times, now valuing itself significantly lower than past valuations due to increased competition.
The fintech plans to leverage IPO proceeds for growth and AI investments.

How Fintech Is Driving Financial Inclusion Among Small Enterprises | HackerNoon

Fintech adoption enables access to financial services for unbanked communities, though many small businesses still struggle with credit access.

Releasing the Handbrake: How Regulation Holds Back Fintech and AI in Europe

Fintech and AI are set to transform Europe's financial landscape, but regulation is hindering their full potential. Innovation is needed to unlock this convergence.

Fintech development companies: shaping the future of finance technologies

Fintech development companies are essential for transforming financial services through innovative technology solutions and redefining customer interactions with money.

The Quarterly Review: Public's Leif Abraham on three new products, simplification, and AI-washing - Tearsheet

Gen AI is reshaping investment management to empower self-directed investors, combining guidance and autonomous strategies.

The embedded finance playbook: Partner banks need quality not quantity - Tearsheet

70% of consumers expect a significant portion of financial services to be offered through non-financial platforms, indicating a shift in the market.
morefintech

10 Major New Jersey Industries to Consider if You're Working in or Moving to the State

New Jersey offers diverse job opportunities in pharmaceuticals, financial services, and technology, attracting homebuyers and renters with its robust economy.
from Business Matters
2 weeks ago

Claims firms rally for a PPI-style windfall as car finance scandal deepens

A recent court ruling threatens to unleash a wave of compensation claims in the motor finance industry, echoing past PPI scandal implications.

How Zip Co is rewriting its playbook for the BNPL 2.0 era - Tearsheet

Buy Now, Pay Later (BNPL) is evolving from a luxury purchase tool to a necessity for managing everyday expenses.
#credit-access

Op-ed | Why our community should be excited about the Capital One-Discover merger * Brooklyn Paper

The Capital One-Discover merger will significantly enhance support for aspiring small business owners, particularly from marginalized communities, via increased access to credit.

How MoneyLion and Plaid are improving credit access through data integration - Tearsheet

Partnerships enhancing user experience and credit access are vital in modern financial services.

Op-ed | Why our community should be excited about the Capital One-Discover merger * Brooklyn Paper

The Capital One-Discover merger will significantly enhance support for aspiring small business owners, particularly from marginalized communities, via increased access to credit.

How MoneyLion and Plaid are improving credit access through data integration - Tearsheet

Partnerships enhancing user experience and credit access are vital in modern financial services.
morecredit-access
#innovation

How AI and digital transformation are game changers for the finance industry

Financial services companies are rapidly digitizing and shifting to cloud infrastructure, but face challenges with legacy systems and varying degrees of progress.

The Future of Small Business Banking: Insights from Industry Leaders - Tearsheet

Small businesses are crucial, constituting 90% of businesses and 50% of employment globally.
MasterCard's Strive program effectively supports small businesses through credit and digitization.

In other news this week: Premier League footballers back Lawhive in 37.8M round, Zopa Bank secures 80M, Giant Clone launches in the Netherlands and more - Silicon Canals

Zopa Bank, Antag Therapeutics, and Lawhive have all raised significant funding to launch new products and services, targeting financial health and legal accessibility.

How AI and digital transformation are game changers for the finance industry

Financial services companies are rapidly digitizing and shifting to cloud infrastructure, but face challenges with legacy systems and varying degrees of progress.

The Future of Small Business Banking: Insights from Industry Leaders - Tearsheet

Small businesses are crucial, constituting 90% of businesses and 50% of employment globally.
MasterCard's Strive program effectively supports small businesses through credit and digitization.

In other news this week: Premier League footballers back Lawhive in 37.8M round, Zopa Bank secures 80M, Giant Clone launches in the Netherlands and more - Silicon Canals

Zopa Bank, Antag Therapeutics, and Lawhive have all raised significant funding to launch new products and services, targeting financial health and legal accessibility.
moreinnovation
#mortgage

Better introduces VA refi loan with no appraisal or closing costs

Better.com launched a streamlined refinance loan for veterans and active-duty service members, making homeownership more affordable and accessible.

Daniel McCoy joins Highland Residential Mortgage

Daniel McCoy joins Highlands Residential Mortgage as a regional construction loan manager, enhancing the firm's growth in construction lending.

Better introduces VA refi loan with no appraisal or closing costs

Better.com launched a streamlined refinance loan for veterans and active-duty service members, making homeownership more affordable and accessible.

Daniel McCoy joins Highland Residential Mortgage

Daniel McCoy joins Highlands Residential Mortgage as a regional construction loan manager, enhancing the firm's growth in construction lending.
moremortgage
#artificial-intelligence

AI used for housing decisions draws bipartisan support, oversight

Bipartisan support exists in Congress for understanding AI's role in housing and banking industries.

How Walmart, BMW and Heinz use AI partnerships to grow their business | MarTech

AI co-innovation partnerships drive innovation, reduce costs, and accelerate market entry, vital for competitive advantage.

AI used for housing decisions draws bipartisan support, oversight

Bipartisan support exists in Congress for understanding AI's role in housing and banking industries.

How Walmart, BMW and Heinz use AI partnerships to grow their business | MarTech

AI co-innovation partnerships drive innovation, reduce costs, and accelerate market entry, vital for competitive advantage.
moreartificial-intelligence

Bank of New York promotes 30 employees to managing director. See the full list of names here.

BNY Mellon promotes 30 employees to managing director, emphasizing elevated standards for advancement amid a strategic transformation led by CEO Robin Vince.
#meta

Meta Implements New Requirements for Financial Services Ads in Australia

Meta mandates verification for financial service ads starting February in Australia.
Businesses must provide financial licence numbers; individuals need government-issued IDs.
New rules align with the Australia Online Scams Code for ad compliance.

Meta's Implements New Requirements for Financial Services Ads in Australia

Meta is enhancing verification requirements for financial services advertising in Australia to combat online scams and ensure compliance with new advertising standards.

Meta Implements New Requirements for Financial Services Ads in Australia

Meta mandates verification for financial service ads starting February in Australia.
Businesses must provide financial licence numbers; individuals need government-issued IDs.
New rules align with the Australia Online Scams Code for ad compliance.

Meta's Implements New Requirements for Financial Services Ads in Australia

Meta is enhancing verification requirements for financial services advertising in Australia to combat online scams and ensure compliance with new advertising standards.
moremeta

Increasing Native Representation in the Financial Services Industry

Diversity in financial service providers is essential for creating an inclusive financial system.
#digital-payments

The rise and rise of open banking

Open banking enhances consumer control over financial data, promoting innovation and competition in the banking sector.

LaFinteca and UTORG Announce Strategic Partnership to Expand Cryptocurrency Payment Solutions | HackerNoon

LaFinteca partners with UTORG to enhance digital payment solutions, integrating cryptocurrency technology and expanding services in Latin America and Europe.

The rise and rise of open banking

Open banking enhances consumer control over financial data, promoting innovation and competition in the banking sector.

LaFinteca and UTORG Announce Strategic Partnership to Expand Cryptocurrency Payment Solutions | HackerNoon

LaFinteca partners with UTORG to enhance digital payment solutions, integrating cryptocurrency technology and expanding services in Latin America and Europe.
moredigital-payments
#investment-banking

The winners of Wall Street bonus season this year: the underwriters

Wall Street bonuses across the financial services industry are projected to increase for the first time since 2021, with notable gains for underwriters.

George Osborne collects share of 30m after record profits at City advisory firm

Osborne shares in a £30m pay pot after record profits at Robey Warshaw, emphasizing the lucrative nature of top investment banking roles.

The youngest member of Goldman's 2024 partner class takes us inside his big day, from his call with President John Waldron to celebrating with his boss

Feroz Khosla, at 35, is the youngest Goldman Sachs partner in 2024, symbolizing the firm's commitment to nurturing young talent.

The winners of Wall Street bonus season this year: the underwriters

Wall Street bonuses across the financial services industry are projected to increase for the first time since 2021, with notable gains for underwriters.

George Osborne collects share of 30m after record profits at City advisory firm

Osborne shares in a £30m pay pot after record profits at Robey Warshaw, emphasizing the lucrative nature of top investment banking roles.

The youngest member of Goldman's 2024 partner class takes us inside his big day, from his call with President John Waldron to celebrating with his boss

Feroz Khosla, at 35, is the youngest Goldman Sachs partner in 2024, symbolizing the firm's commitment to nurturing young talent.
moreinvestment-banking
#marketing-strategy

This 30-Year-Old Ad Predicted Life Today, and Keeps Going Viral. Here's How Its Creators Made It | Entrepreneur

The 1996 retirement ad effectively addressed fears about future finances, prompting action for retirement planning.

Ad of the Day: Tech-savvy grandparents dodge awkward chat about money in Lloyds spot

Lloyds Bank's new Link Pay feature aims to resolve awkward financial conversations by simplifying money requests among family and friends.

This 30-Year-Old Ad Predicted Life Today, and Keeps Going Viral. Here's How Its Creators Made It | Entrepreneur

The 1996 retirement ad effectively addressed fears about future finances, prompting action for retirement planning.

Ad of the Day: Tech-savvy grandparents dodge awkward chat about money in Lloyds spot

Lloyds Bank's new Link Pay feature aims to resolve awkward financial conversations by simplifying money requests among family and friends.
moremarketing-strategy

Former Brooklyn Nets co-owner sues Citibank over shuttered credit card, 29 million in lost rewards points

Citibank closed Arthur Rabin's credit card account and denied him access to $300,000 worth of Thank You Points amid fraud disputes.

UK to Draft a Regulatory Framework for Crypto, Stablecoins Early Next Year

The U.K. will introduce a regulatory framework for the crypto industry, addressing stablecoins and staking services by early next year.

Charles Schwab Wants to Directly Offer Crypto to Clients, Incoming CEO Says

Charles Schwab plans to directly offer crypto investments as regulatory changes approach, aiming to capitalize on client interest and remain competitive.

Rate announces revamp of reverse mortgage division with industry veterans

Rate strengthens leadership in its reverse mortgage division to cater to older borrowers.
Jesse Allen and Greg Pahel appointed to enhance consumer-directed reverse mortgage strategies.

DOGE's potential first target is a mobile app for filing your taxes

Musk's DOGE is developing a mobile tax filing app to disrupt private services and cut government spending.
#investment-strategy

SoFi Technologies (SOFI) Price Prediction and Forecast 2025-2030

SoFi Technologies offers diverse financial solutions and has growth potential despite current stock performance challenges. Future outlook remains optimistic with projected upside.

This Deeply Discounted Ultra-High-Yield Dividend Stock Is a Risk Worth Taking

Western Union faces challenges but holds potential for recovery thanks to its market position and high dividend yield.

SoFi Technologies (SOFI) Price Prediction and Forecast 2025-2030

SoFi Technologies offers diverse financial solutions and has growth potential despite current stock performance challenges. Future outlook remains optimistic with projected upside.

This Deeply Discounted Ultra-High-Yield Dividend Stock Is a Risk Worth Taking

Western Union faces challenges but holds potential for recovery thanks to its market position and high dividend yield.
moreinvestment-strategy
#credit-unions

Credit unions outperforme banks and building societies - London Business News | Londonlovesbusiness.com

UK credit unions have led customer satisfaction and value for money, outperforming banks and building societies, according to a recent consumer study.

Automatic deposits, payments delayed at credit unions across Prairies due to network outage | CBC News

Network outages have delayed automatic payments and deposits for credit unions in Canada's Prairie provinces.

Credit unions outperforme banks and building societies - London Business News | Londonlovesbusiness.com

UK credit unions have led customer satisfaction and value for money, outperforming banks and building societies, according to a recent consumer study.

Automatic deposits, payments delayed at credit unions across Prairies due to network outage | CBC News

Network outages have delayed automatic payments and deposits for credit unions in Canada's Prairie provinces.
morecredit-unions

Swiss digital asset trading company Wyden secures 15.9M - Silicon Canals

Wyden secured $16.9M in Series B funding to expand its digital asset trading services and enter new regulated markets.

UK Government Plans Pilot for a Digital Gilt Instrument Using Distributed Ledger Technology

U.K. government to pilot Digital Gilt Instrument using distributed ledger technology, signaling commitment to financial innovation.
#leadership

This hedge fund CEO extols the virtues of challenging conversations in the workplace

Robyn Grew, the first woman and openly gay CEO of Man Group, emphasizes inclusivity and diverse hiring as a competitive advantage.

Movement Mortgage names Steve Smith president, CFO

Steve Smith is appointed as Movement Mortgage's president and CFO, recognized for his leadership in growth and transformation within the mortgage industry.

Ensuring Security and Service for Over 200 Years

State Street's security program evolved from reactive to proactive, integrating into strategic planning under Stephen D. Baker's leadership.

This hedge fund CEO extols the virtues of challenging conversations in the workplace

Robyn Grew, the first woman and openly gay CEO of Man Group, emphasizes inclusivity and diverse hiring as a competitive advantage.

Movement Mortgage names Steve Smith president, CFO

Steve Smith is appointed as Movement Mortgage's president and CFO, recognized for his leadership in growth and transformation within the mortgage industry.

Ensuring Security and Service for Over 200 Years

State Street's security program evolved from reactive to proactive, integrating into strategic planning under Stephen D. Baker's leadership.
moreleadership

NatWest just banned staff from using WhatsApp at work - here's why

NatWest blocks unapproved messaging apps to enhance communication and compliance.
The choice of communication tools is critical for industry governance and data security.
#automation

Uplist launches automated refi analysis tool

Uplist's Recapture tool automates refinance options for loan officers, enhancing efficiency and client engagement.
The tool provides real-time, accurate refinance opportunities directly from pricing engines.

Redtail CRM Review: Features, Pricing, Pros and Cons

Redtail CRM excels in automation and calendar functionalities for financial services but has a higher pricing structure than competitors.

Uplist launches automated refi analysis tool

Uplist's Recapture tool automates refinance options for loan officers, enhancing efficiency and client engagement.
The tool provides real-time, accurate refinance opportunities directly from pricing engines.

Redtail CRM Review: Features, Pricing, Pros and Cons

Redtail CRM excels in automation and calendar functionalities for financial services but has a higher pricing structure than competitors.
moreautomation

Grab CEO Anthony Tan singles out one market as shares soar after blowout quarter: 'Everybody loves Thailand'

Grab reported a strong September quarter with all segments showing double-digit revenue growth, marking a notable recovery in profits.

London's new lord mayor: 'It's not just ceremonial'

The Lord Mayor's role is pivotal in promoting UK financial services globally, emphasizing active engagement rather than being ceremonial.

Why Cisco Says Company Values In Marketing Messaging Are 'Everything'

AI adoption in B2B marketing is on the rise, with significant plans for future integration across the industry.
#tokenization

Singapore Pushes for Commercialization of Tokenization

Singapore is advancing the tokenization of financial services through new frameworks and initiatives by the Monetary Authority of Singapore (MAS).

U.K. Pension Giant L&G Looks to Enter Crypto's Tokenization Space

Legal & General is entering the blockchain-based tokenization market to improve efficiency and accessibility in investment management.

Singapore Pushes for Commercialization of Tokenization

Singapore is advancing the tokenization of financial services through new frameworks and initiatives by the Monetary Authority of Singapore (MAS).

U.K. Pension Giant L&G Looks to Enter Crypto's Tokenization Space

Legal & General is entering the blockchain-based tokenization market to improve efficiency and accessibility in investment management.
moretokenization

Nomura woes deepen with trading scandal, attempted murder arrest

Scandals at Nomura threaten its recovery and reputation, undermining CEO Okuda's plans for a turnaround.
Pay cuts for executives may not suffice to reassure clients post-scandal.

How to use generative AI to reduce friction and convert car buyers | MarTech

Hispanic consumers face significant barriers in accessing financial services and vehicle ownership, which the generative AI pre-approval bot aims to address.

Hong Kong Considering Tax Concessions for Crypto Investments

Hong Kong proposes new tax concessions for virtual assets to attract institutional investors.

Forex Trading in Dubai: How It Works With Global Currency Markets

Dubai's strategic location and business-friendly environment make it a prime choice for forex trading.

Luminate Home Loans to close NEO division

Luminate Home Loans is closing its NEO division to focus on integrating mortgage lending into its banking services.

Wall Street Financial Services Firm Lazard Plans to Create Tokenized Funds with Bitfinex Securities

Lazard is entering the asset tokenization trend by partnering with Bitfinex and SkyBridge to create tokenized funds for retail investors.

City firms rarely dock pay for misconduct, FCA survey finds

City firms are rarely penalizing bad behaviour despite a rise in non-financial misconduct complaints.

India's Paytm wins approval to resume payments growth | TechCrunch

Paytm's approval to resume adding UPI users is crucial for recovering market share and reversing the decline in transacting users.

Bitcoin Exchange River Financial Allowing Users to Earn BTC Interest on Cash Deposits

River Financial offers a new product that pays interest on cash deposits in USD or BTC, currently at a variable rate of 3.8%.
Users can earn bitcoin while maintaining a cash buffer, enhancing the appeal of holding cash on River's platform.

What Is Al-Qard al-Hasan, the Hezbollah-Linked Finance Group Targeted by Israel?

Israel targets financial resources of Hezbollah through airstrikes on Al-Qard al-Hasan, now designated as a terrorist organization.

SoFi Technologies (SOFI) Price Prediction and Forecast 2025-2030

SoFi aims to leverage technology for financial product dissemination, but recent stock performance raises concerns about its future viability amidst market uncertainties.

Open Source: Winning Over the Financial Services Industry

Open source adoption is rapidly growing in financial services, driven by collaboration and cost reduction goals.

Is RG146 certification worth it? Benefits for financial services professionals - London Business News | Londonlovesbusiness.com

RG146 certification is crucial for legal compliance and significantly boosts career and earnings potential in Australia's financial services industry.
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