Global Banking & Finance

JUNE 23, 2023

IT outsourcing for financial services companies: key benefits By Oksana Wojtkiewicz, Head of Sales & Marketing at Solwit For over 15 years, Oksana has advised clients on the most effective technology solutions to take their businesses to the next level.

Financial Services 105

Financial Services IT Portfolio Sale 105

Global Banking & Finance

NOVEMBER 1, 2023

The AI revolution: How financial services can utilise automation By Devashish Mishra, Head of Solutions – Europe, Persistent Systems Over the past few years, artificial intelligence (AI) has been reshaping various sectors, including the financial services industry.

Financial Services 98

Financial Services 98

Cisco: M&A

MAY 15, 2024

The Digital Operational Resilience Act (DORA) offers financial service institutions the chance to enhance operational resilience and competitive advantage through compliance, with Cisco providing a comprehensive suite of solutions to support FSIs in meeting these new regulatory requirements.

Financial Services 98

Financial Services 98

JD Supra: Mergers

MARCH 4, 2024

The House Financial Services Committee heard testimony on these bills in 2023, access my testimony on several of these bills. On March 5, 2024, the House will consider capital formation related legislation, H.R. This was originally introduced in April 2023 and reported out in July 2023. It is comprised of 19 separate bills.

Capital 302

Capital Financial Services IT 302

Global Banking & Finance

MAY 31, 2023

Financial services companies seek to unlock efficiencies of cybersecurity automation By Leon Ward, Vice President of Product Management at ThreatQuotient As cyber threats intensify and the resources to deal with them remain limited, there is a growing need for automation in cybersecurity.

Financial Services 105

Financial Services Management Securities 105

TechCrunch: M&A

FEBRUARY 20, 2024

FairMoney, a digital bank based in Lagos and headquartered in Paris, is in discussions to acquire Umba, a credit-led digital bank providing payroll and financial services to customers in Nigeria and Kenya, in a $20 million all-stock deal, sources tell TechCrunch.

Bank 301

Bank Banking Stock Financial Services 301

PE Hub

NOVEMBER 2, 2023

Warburg Pincus, Centerbridge, KKR and Charlesbank are among the PE heavyweights betting on financial services. The post Money, money, money: 6 PE-backed financial services deals appeared first on PE Hub.

Financial Services 76

Financial Services 76

PE Hub

SEPTEMBER 7, 2023

The post GTCR invests in financial services firm R&T Deposit Solutions appeared first on PE Hub. As a result of the investment, GTCR owns 50 percent of R&T with the remaining 50 percent retained by existing shareholders, which include Estancia Capital Partners and R&T's founding team and employees.

Financial Services 82

Financial Services Investment Capital 82

TechCrunch: M&A

JANUARY 17, 2024

ZestMoney, the Goldman Sachs-backed Indian fintech startup once valued at $450 million, has sold itself to financial services firm DMI Group, the two said late Wednesday, in a fire sale that caps 12 tumultuous months for the once-hot new-age lender.

Sale 241

Sale Financial Services Mergers and Acquisitions Capital 241

Global Banking & Finance

NOVEMBER 12, 2024

By Richard Winston, Managing Director and Global Head of Financial Services at Slalom As we approach 2025, the financial services industry is moving through a period of ongoing transformation. Five key drivers—digital transformation, climate related financial risk, interest […]

Financial Services 64

Financial Services Management Finance Finance 64

PE Hub

SEPTEMBER 11, 2023

The post Genstar-backed Cetera to take financial services firm Avantax private appeared first on PE Hub. The transaction puts Avantax at a valuation of $1.2

Financial Services 74

Financial Services Valuation 74

PE Hub

JUNE 21, 2023

The post The Vistria Group takes controlling stake in financial services firm U.S. Kohlberg will remain a a minority investor and partner with The Vistria Group to further accelerate the growth of USRBP. Retirement & Benefit Partners appeared first on PE Hub.

Financial Services 80

Financial Services Investors 80

PE Hub

SEPTEMBER 7, 2023

GTCR bets on financial services. The post GTCR takes financial services position with R&T Deposit Solutions investment; Marketing agency roundup appeared first on PE Hub.

Financial Services 71

Financial Services Investment 71

The TRADE

JULY 27, 2023

The post BlackRock and Jio Financial Services new asset management venture set to “democratise access to investment solutions” in India appeared first on The TRADE.

Asset Management 97

Asset Management Financial Services Management Investment 97

Global Banking & Finance

JULY 22, 2024

By Russ Rawlings, RVP, Enterprise, UK&I, Databricks Strict regulation, along with time and cost restraints, means that the financial services industry must take a measured approach to embracing technological advancements.

Financial Services 59

Financial Services 59

JD Supra: Mergers

NOVEMBER 12, 2024

The UK financial services regulators, the Prudential Regulation Authority (PRA) and Financial Conduct Authority (FCA), have recently set out their final policy on the assessment of acquisitions and increases in control of PRA and FCA authorised firms. By: A&O Shearman

Acquisitions 192

Acquisitions Financial Services 192

Cisco: M&A

JULY 6, 2023

Have you heard the phrase “Meet your customers where they are?” If you search the term, you will be barraged with consulting ads and explanations from trade publications on why driving custom cus… Read more on Cisco Blogs

Financial Services 98

Financial Services Manufacturing Securities Consulting 98

Cisco: M&A

JUNE 20, 2023

Today’s consumers expect connected and personalized interactions as standard, and the best finance firms can do this while retaining customer loyalty. In order to achieve positive outcomes during the … Read more on Cisco Blogs

Financial Services 98

Financial Services Management Finance Finance 98

PE Hub

JULY 27, 2023

The post BlackRock and Jio Financial Services to form India-based asset management JV appeared first on PE Hub. JFS and BlackRock are targeting an initial investment of $150 million each in Jio BlackRock.

Asset Management 69

Asset Management Financial Services Management Investment 69

Global Newswire by Notified: M&A

MARCH 25, 2024

March 25, 2024 (GLOBE NEWSWIRE) -- Provident Financial Services, Inc. ISELIN, N.J. and OAK RIDGE, N.J., NYSE:PFS) (“Provident”), the parent company of Provident Bank, and Lakeland Bancorp, Inc.

Financial Services 81

Financial Services Insurance Mergers Bank 81

TechCrunch: M&A

AUGUST 21, 2024

Zomato, the Indian food delivery giant, has acquired the entertainment ticketing business of financial services firm Paytm for $244.1 The acquisition, among the largest M&A deals among new-age Indian tech companies, includes Paytm’s ticketing services for movies, sports and events.

Entertainment 197

Entertainment Business Financial Services Food 197

JD Supra: Mergers

NOVEMBER 21, 2024

On 14 November 2024, Chancellor Rachel Reeves delivered her inaugural Mansion House 2024 speech, announcing a collection of reforms designed to drive growth and competitiveness in the financial services sector. By: Goodwin

Financial Services 165

Financial Services Management Funds 165

Global Banking & Finance

SEPTEMBER 23, 2024

Author: Shilpa Doreswamy, Sector Director of Retail Banking, GFT The financial services industry is increasingly grappling with the critical issue of downtime. Preventing IT outages within financial institutions is the main […]

Financial Services 59

Financial Services Financial Institution Retail Bank 59

JD Supra: Mergers

SEPTEMBER 30, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Specialty Finance / Marketplace Lending - Consolidation fever grips non-bank lenders and banks alike—SME lending, revenue-based finance and PropFinance at its core. Current market: Marginal uptick in M&A activity. By: White & Case LLP

Finance 177

Finance Finance Financial Services M&A 177

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Consumer Finance - Current market: Inflexion point for UK & European consumer lending - We are seeing: Significant consolidation activity: -First-movers attempt to conquer their niches (e.g.,

Finance 177

Finance Finance Financial Services M&A 177

Global Banking & Finance

DECEMBER 10, 2024

By Paul Taylor, Vice President, Product Management at Smarsh The financial services and insurance industries are among the most important to the UK economy, but the sector has faced issues when it comes to non-financial misconduct (NFM), including bullying, discrimination and harassment.

Financial Services 52

Financial Services Insurance Management IT 52

JD Supra: Mergers

OCTOBER 4, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Asset/Wealth Management - Current market: Consistently high M&A activity levels - We are seeing: Europe's barbell becomes more pronounced—larger asset / wealth managers swallow smaller competitors at pace: Larger deals remain rare (e.g.,

Management 177

Management Financial Services M&A Acquisitions 177

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Brokers / Corporate Finance - Mid-market investment banks consolidate at the fastest rate yet—Panmure Gordon & Liberum, Redburn (Europe) & Atlantic Equities and Cenkos Securities & FinnCap Group mergers reshape the City skyline.

Corporate Finance 177

Corporate Finance Broker Finance Finance 177

Global Banking & Finance

AUGUST 6, 2024

By Charlotte Webb, Operations and Marketing Director of Hyve Managed Hosting Financial services (FinServ) firms no longer need to be convinced of the value of the cloud for businesses.

Financial Services 52

Financial Services Economics Management Business 52

JD Supra: Mergers

SEPTEMBER 25, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Fintech - Whilst many European start-ups have struggled to successfully execute funding rounds at valuation levels of yesteryear, more mature fintechs have pivoted to acquisitions and partnerships to fuel growth.

M&A 197

M&A IPO Financial Services Valuation 197

JD Supra: Mergers

OCTOBER 4, 2024

Governments play a pivotal role in European bank M&A: State coffers play significant roles.

Bank 192

Bank Banking M&A Financial Services 192

JD Supra: Mergers

JANUARY 30, 2024

By: Nelson Mullins Riley & Scarborough LLP

Corporation 177

Corporation Financial Services Government Securities 177

Global Banking & Finance

NOVEMBER 4, 2024

By Mark Tabor, Principal Consultant, Ordnance Survey In today’s dynamic financial services landscape, understanding the connection between location data and Earth Observation (EO) technologies is becoming increasingly important.

Financial Services 59

Financial Services Consulting Business Finance 59

JD Supra: Mergers

MARCH 14, 2024

RevSpring, founded in 1981 and based in Nashville, is a provider of communication and payment solutions servicing healthcare and financial services companies. Frazier Healthcare Partners has announced it has acquired RevSpring from GTCR. By: McGuireWoods LLP

Healthcare 152

Healthcare Private Equity Financial Services Equities 152

JD Supra: Mergers

OCTOBER 12, 2023

Welcome to the UK Regulation Round Up, a regular bulletin highlighting the latest developments in UK and EU financial services regulation. By: Proskauer Rose LLP

Financial Services 159

Financial Services 159

Global Banking & Finance

NOVEMBER 12, 2024

For businesses operating in the financial services sector, it’s a continuous balancing act between keeping the lights on and innovating to meet changing customer demands and expectations. Limited budget increases mean that more of the funds needed to invest in emerging technologies must be found within existing operations.

Financial Services 52

Financial Services Funds Investment Business 52

Global Banking & Finance

OCTOBER 30, 2024

Customer complaints are inevitable in financial services as some of the processes are often complicated. These complaints are frustrating to both customers and your team, and they can easily get out of control if left unchecked. The good news?

Financial Services 52

Financial Services Business 52