Kestra Financial

KestraFinancial.com

Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve. Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.

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Core Banking, Financial Management

TRIBAL CREDIT LAUNCHES PRIVATE BETA OF CASH COPILOT: A GPT-POWERED OPEN BANKING SOLUTION FOR EMERGING MARKET SMES

Businesswire | April 03, 2023

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Tribal Credit, a leading fintech company that provides financing, payment, and expense management solutions to small and medium-sized enterprises (SMEs) in emerging markets, today announced the launch of the private beta of Cash Copilot, a new service that utilizes GPT technology and open banking data to help business owners, CFOs, and decision-makers in Latin America and the Middle East and North Africa (MENA) region. Cash Copilot is currently in private beta, and Tribal Credit...

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Financial Management

LEVELFIELD FINANCIAL SELECTS METACO TO LAUNCH DIGITAL ASSET MANAGEMENT CAPABILITIES ON IBM CLOUD

METACO | May 27, 2022

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LevelField Financial, the premier U.S. financial services firm uniting digital assets and traditional banking services in one trusted platform has selected METACO, the market-leading provider of digital asset custody orchestration technology to complex, global financial institutions. LevelField is deploying its institutional digital asset management operations on IBM Cloud in order to leverage the confidential computing capabilities of IBM's digital asset infrastructure. Found...

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Funding

CIRCLE SECURES $440 MILLION INVESTMENT TO DRIVE GROWTH AND MARKET EXPANSION

Circle | June 01, 2021

news image

Circle has today announced that it has secured $440 million in funding from major institutional and strategic investors, a worldwide financial technology company offering payments and treasury infrastructure for Internet businesses. The funding is the source of continuous growth, organisational development and expansion potential for the firm among the top ten in private fintech investments. As a Chief Strategy Officer, and Head of Global Policy (CSO), Jeremy Fox-Geen, Chief Finan...

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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

news image

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

Core Banking, Financial Management

TRIBAL CREDIT LAUNCHES PRIVATE BETA OF CASH COPILOT: A GPT-POWERED OPEN BANKING SOLUTION FOR EMERGING MARKET SMES

Businesswire | April 03, 2023

Tribal Credit, a leading fintech company that provides financing, payment, and expense management solutions to small and medium-sized enterprises (SMEs) in emerging markets, today announced the launch of the private beta of Cash Copilot, a new service that utilizes GPT technology and open banking data to help business owners, CFOs, and decision-makers in Latin America and the Middle East and North Africa (MENA) region. Cash Copilot is currently in private beta, and Tribal Credit...

Read More
news image

Financial Management

LEVELFIELD FINANCIAL SELECTS METACO TO LAUNCH DIGITAL ASSET MANAGEMENT CAPABILITIES ON IBM CLOUD

METACO | May 27, 2022

LevelField Financial, the premier U.S. financial services firm uniting digital assets and traditional banking services in one trusted platform has selected METACO, the market-leading provider of digital asset custody orchestration technology to complex, global financial institutions. LevelField is deploying its institutional digital asset management operations on IBM Cloud in order to leverage the confidential computing capabilities of IBM's digital asset infrastructure. Found...

Read More
news image

Funding

CIRCLE SECURES $440 MILLION INVESTMENT TO DRIVE GROWTH AND MARKET EXPANSION

Circle | June 01, 2021

Circle has today announced that it has secured $440 million in funding from major institutional and strategic investors, a worldwide financial technology company offering payments and treasury infrastructure for Internet businesses. The funding is the source of continuous growth, organisational development and expansion potential for the firm among the top ten in private fintech investments. As a Chief Strategy Officer, and Head of Global Policy (CSO), Jeremy Fox-Geen, Chief Finan...

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

Resources

Events

C-Suite On Deck

Responsive image

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