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TAX PLANNING
J.P. Morgan, 55ip | December 04, 2020
J.P. Morgan Asset Management today reported that it has gone into a complete consent to procure 55ip, a financial technology company with proprietary capabilities empowering financial advisors to convey tax-smart investment strategies at scale. The company will keep on operating as a separate element, under its own image, with the full support of J.P. Morgan and stays focused on serving its current customers and enterprise partners. The details of the arrangement were not revealed. ...
PAYMENTS
USI Money | January 25, 2021
USI Money, a main cross-border remittance and Forex provider, today declared the fruitful usage of its Affiliate program following a pilot conspire dispatched just months sooner. At first dispatched as a pilot conspire because of the increment of clients returning to online payment arrangements during the pandemic, it demonstrated fruitful driving the group to present full execution of the item. "By launching this incentive campaign following a sharp rise in re...
Yext, Inc. | October 19, 2021
Yext, Inc. the AI Search Company, today announced the launch of its Financial Services Cloud, a set of AI search solutions optimized for banks and other financial institutions. Incorporating classic Yext capabilities like advanced AI-powered site search, accurate third-party listings, and search-optimized landing pages, the Financial Services Cloud also introduces a completely new solution: Guided Search. The solution leads consumers through a series of questions on a financial in...
HSBC Bank | July 02, 2020
HSBC Bank USA, N.A. ("HSBC USA"), part of HSBC Group, one of the world’s largest banking and financial services companies, today announced it will provide $10 million to support the New York Forward Loan Fund (NYFLF), part of Governor Andrew M. Cuomo’s initiative to reinvigorate New York’s smallest businesses, landlords and critical non-profits. The NYFLF will provide affordable and flexible capital to participating Community Development Financial Institutions (CDFIs)...
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