Bixby Research and Analytics Turns to Rightpoint’s Technology Capabilities to Develop the First Comprehensive Platform Dedicated to the Private Debt Market

Bixby Research and Analytics, a financial technology company that is modernizing information flow, announced that it has launched the first comprehensive web platform dedicated to the private debt market – and selected Rightpoint, a Genpact company, and the digital consultancy with technology at its core, for its experience design and development capabilities.

Read Full Story

Learn How to Improve Your Customer Experience for a Better ROI

Prudential Financial CXO to Share Insights at Customer Experience Ecosystem: A Frost & Sullivan Executive MindXchange 
Melissa Kivett, Chief Customer Experience & Marketing Officer, Individual Solutions Group, Prudential Financial, will be the headliner at Customer Experience Ecosystem: A Frost & Sullivan Executive MindXchange, debuting in New York City on February 25, 2020.

Read Full Story

FactSet to Launch Datasets on Snowflake

FactSet, a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it will deploy its proprietary datasets, both structured and unstructured, on Snowflake, the cloud data platform, providing investment professionals with immediate and scalable access to content in a cloud-built SQL data warehouse.

Read Full Story

Ameriprise Financial’s New Customer Relationship Management System Helps Advisors Deliver Best-in-Class Service

Ameriprise Financial, Inc. released details on how its new Customer Relationship Management (CRM) system further enables the firm’s approximately 10,000 financial advisors to deliver its award-winning customer service to clients and grow their practices.

Read Full Story

OneConnect Wins Prestigious Award at the 2019 Kotler Future Marketing Summit for Its Outstanding Global Marketing Efforts

OneConnect Financial Technology Co., Ltd (OneConnect), an associate company of Ping An Group, won the “Kotler New Marketing Year Successful Overseas Marketing Award” at the prestigious “2019 Kotler Future Marketing Summit” held in Beijing on 12 October.

Read Full Story

KlariVis Data Analytics Platform Receives Trademark, Notice of Allowance

Community bankers develop data platform for financial institutions, receives a Notice of Allowance by the U.S. Patent and Trademark Office
KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that it has successfully received its Notice of Allowance from the United States Patent and Trademark Office for the KLARIVIS mark.

Read Full Story

Adroit Trading Technologies Taps Industry Veteran Bob Kubala to Lead Sales and Marketing Efforts

Financial Technology Company Adroit Trading Technologies Has Appointed Bob Kubala as Head of Sales and Marketing to Drive Expansion
Bob Kubala joins Adroit Trading Technologies to lead the company’s sales and marketing efforts after spending 4 years at Finastra where he led Sales and Account Management for the Treasury, Capital Markets, & Investment Management segment. Prior to Finastra, Mr.

Read Full Story

AV Integration Expert, IVCi, Explains How Video Conferencing Can Help Financial Institutions Manage Global Accounts

AV integration expert, IVCi, explains how video conferencing can help financial institutions manage global accounts.
The retail banking sector is one of the most recent industries to benefit from video conferencing. It is an efficient way for financial institutions to grow and meet customer demands.

Read Full Story

Equifax And Neustar Enter Into Agreement To Deliver Superior Segmentation Solutions For The Financial Services Industry

Relationship designed to provide marketers in financial services with a powerful new segmentation solution that does not rely on protected class demographics
Equifax Inc. and Neustar, Inc., announced a strategic agreement designed to deliver superior segmentation solutions to the financial services industry.

Read Full Story

Analytics and Data Mining in Banking

With the increasing economic globalization and improvements in information technology, large amounts of financial data are being generated and stored. These can be subjected to data mining techniques to discover hidden patterns and obtain predictions for trends in the future and the behavior of the financial markets.

Read Full Story

Cryptocurrency: Your Current Options

Since its development in 2009, cryptocurrency has been in the financial space as both a threat and an innovation to the business and economic scene. Budget investors have been swayed by the virtual monetary device that offers anonymity, easy international transactions, and feasibility as an investment instrument.
Its familiarity has bred numerous investors in the market.

Read Full Story

The importance of Alternative Data in Credit Risk Management

The emergence of alternative data as a key enabler in expanding credit delivery and financial inclusion is unmistakable.
The saying that the only thing that is constant is change, is attributed to Heraclitus, the Greek Philosopher. This is so very relevant today in the way lenders use technology and scoring solutions to understand the credit worthiness of applicants.

Read Full Story

Optimizing portfolio value with Amazon SageMaker automatic model tuning

Financial institutions that extend credit face the dual tasks of evaluating the credit risk associated with each loan application and determining a threshold that defines the level of risk they are willing to take on. The evaluation of credit risk is a common application of machine learning (ML) classification models.

Read Full Story

Optimizing portfolio value with Amazon SageMaker automatic model tuning | Amazon Web Services

Financial institutions that extend credit face the dual tasks of evaluating the credit risk associated with each loan application and determining a threshold that defines the level of risk they are willing to take on. The evaluation of credit risk is a common application of machine learning (ML) classification models.

Read Full Story