Investment Executive

investmentexecutive.com

Canada's News Source for Financial Professionals Investment Executive (IE) is Canada's national newspaper for financial services industry professionals. Launched in 1989, IE is published 16 times a year and reaches more than 120,000 financial advisors and managers.

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Investment Management, Wealth Management

AMERICAN BANK & TRUST SELECTS MARSTONE’S DIGITAL WEALTH MANAGEMENT SERVICES TO HELP EXPAND AND RETAIN CLIENT RELATIONSHIPS

Businesswire | May 19, 2023

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Marstone, Inc., a leading digital wealth technology firm, today announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service offering across American Bank & Trust’s branches. A wholly-owned subsidiary of AmBank Holdings, Inc., American Bank & Trust is based in Davenport, IA, with seven branches across Iowa and Illinois. “Marstone wor...

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Core Banking, Mobile Banking

MONUMENT BANK AND PERSISTENT PARTNER IN THE CREATION OF NEW DIGITAL BANKING INFRASTRUCTURE

Monument Bank and Persistent | August 03, 2022

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Monument Bank, UK's first neo bank focused on the needs of the ~4.8 million 'mass affluent', has partnered with Persistent Systems, a Global Digital Engineering provider to build a bespoke, cloud-native digital banking platform for lending and deposit services to support Monument's ongoing operations. Monument's target clients are usually pressed for time and often feel underserved and undervalued by other banking providers. Monument's mission is to help its clients prosp...

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Core Banking

BANK OF AMERICA'S GLOBAL DIGITAL DISBURSEMENTS NOW AVAILABLE IN CANADA

Bank of America | September 05, 2023

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Bank of America has introduced its alias solution, Global Digital Disbursements, to cater to its corporate clientele who maintain deposit accounts at the bank's Canadian branch. With the launch of this digital solution, the company will become the first U.S. financial institution operating in Canada to provide both C2B 'Request for Pay' and B2C payment processes. This deve...

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Financial Management, Fintech

FINASTRA AND CLINC ANNOUNCE COLLABORATION TO BOOST DIGITAL ENGAGEMENT AND REDUCE SERVICE AGENT WORKLOAD

Finastra | December 01, 2022

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Finastra today announced that Clinc, the leading conversational AI specialist serving global financial institutions, will deliver its Virtual Banking Assistant technology fully integrated within Finastra's Fusion Digital Banking platform. The application enables Finastra's bank and credit union customers, utilizing Fusion Digital Banking as their digital platform, to increase digital engagement and streamline the customer experience. By enabling customers to manage common banking request...

Read More
news image

Investment Management, Wealth Management

AMERICAN BANK & TRUST SELECTS MARSTONE’S DIGITAL WEALTH MANAGEMENT SERVICES TO HELP EXPAND AND RETAIN CLIENT RELATIONSHIPS

Businesswire | May 19, 2023

Marstone, Inc., a leading digital wealth technology firm, today announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service offering across American Bank & Trust’s branches. A wholly-owned subsidiary of AmBank Holdings, Inc., American Bank & Trust is based in Davenport, IA, with seven branches across Iowa and Illinois. “Marstone wor...

Read More
news image

Core Banking, Mobile Banking

MONUMENT BANK AND PERSISTENT PARTNER IN THE CREATION OF NEW DIGITAL BANKING INFRASTRUCTURE

Monument Bank and Persistent | August 03, 2022

Monument Bank, UK's first neo bank focused on the needs of the ~4.8 million 'mass affluent', has partnered with Persistent Systems, a Global Digital Engineering provider to build a bespoke, cloud-native digital banking platform for lending and deposit services to support Monument's ongoing operations. Monument's target clients are usually pressed for time and often feel underserved and undervalued by other banking providers. Monument's mission is to help its clients prosp...

Read More
news image

Core Banking

BANK OF AMERICA'S GLOBAL DIGITAL DISBURSEMENTS NOW AVAILABLE IN CANADA

Bank of America | September 05, 2023

Bank of America has introduced its alias solution, Global Digital Disbursements, to cater to its corporate clientele who maintain deposit accounts at the bank's Canadian branch. With the launch of this digital solution, the company will become the first U.S. financial institution operating in Canada to provide both C2B 'Request for Pay' and B2C payment processes. This deve...

Read More
news image

Financial Management, Fintech

FINASTRA AND CLINC ANNOUNCE COLLABORATION TO BOOST DIGITAL ENGAGEMENT AND REDUCE SERVICE AGENT WORKLOAD

Finastra | December 01, 2022

Finastra today announced that Clinc, the leading conversational AI specialist serving global financial institutions, will deliver its Virtual Banking Assistant technology fully integrated within Finastra's Fusion Digital Banking platform. The application enables Finastra's bank and credit union customers, utilizing Fusion Digital Banking as their digital platform, to increase digital engagement and streamline the customer experience. By enabling customers to manage common banking request...

Read More

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C-Suite On Deck

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us