The TRADE

JUNE 6, 2023

Broadridge Financial Solutions subsidiary LTX has launched BondGPT, an application powered by OpenAI GPT-4 which answers bond-related questions and helps users identify corporate bonds on the LTX platform. The move also enables clients to make better informed corporate bond trading decisions based on transparency and real-time insights.

Corporation 101

Corporation Trading Asset Management Financial Services 101

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 94

Investors Financial Services Insurance Investment 94

Global Banking & Finance

DECEMBER 11, 2024

By Chuck Herrin, Field Chief Information Security Officer for multi-cloud application services and security company, F5. That innovation has in turn revolutionised […]

Financial Services 52

Financial Services Business Management Securities 52

Global Banking & Finance

OCTOBER 15, 2024

Serge Belamant, often referred to as the “Henry Ford of Information Technology,” has left an indelible mark on financial services, particularly in relation to social welfare in South Africa.

Financial Services 52

Financial Services Securities Finance Finance 52

Global Banking & Finance

DECEMBER 5, 2024

Thanks to Starburst’s solution, HSBC has accelerated its access to information with queries up to 20 times faster, reducing analysis time from several hours to just a few minutes.

Financial Services 52

Financial Services Bank Banking IT 52

4Degrees

JANUARY 30, 2023

For deal-driven teams (venture capital, private equity, financial services, real estate, etc.), Most deal-driven professionals have tons of information on who knows who, who met with […] it’s all about who you know. And keeping track of your network is crucial for success.

Private Equity 52

Private Equity Financial Services Equities Capital 52

Global Newswire by Notified: M&A

FEBRUARY 1, 2024

Rising deployment of omnichannel CEM solutions to improve customer experience and rapid adoption of Artificial Intelligence (AI) and Augmented Reality (AR) in industries, such as retail, Information Technology (IT) & telecom, Banking, Financial Services, and Insurance, among others, are major factors driving Customer Experience Management (CEM/CXM) (..)

Management 45

Management Financial Services Insurance Retail 45

How2Exit

AUGUST 2, 2023

While AI can provide valuable insights and predictions, it is essential to have human analysts and experts who can interpret the information and make informed decisions. He also mentions the need for data security and privacy, as certain sensitive information should not be accessed by AI models. Here's what it is."

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Global Banking & Finance

OCTOBER 15, 2024

Written by Adam Darby October 2024 To remain relevant in a competitive marketplace, it’s imperative for today’s banking and financial services institutions to constantly evolve. AI-automated data analysis helps organizations […]

Finance 40

Finance Finance Financial Services Bank 40

Benchmark International

JUNE 19, 2024

CSI is a trusted hybrid information technology (IT) services partner primarily for K-12 schools, providing IT solutions, security, and support for schools’ IT networks. Benchmark International has successfully facilitated a transaction between Fishkill, NY-based Computer Systems Integrators, Inc. (“CSI”)

Financial Services 64

Financial Services Education Collaboration Healthcare 64

Global Banking & Finance

JANUARY 29, 2024

AI-Powered decision-making is transforming how small businesses choose banks By Solomon Lax, Chief Executive Officer at Revenued Over the past decade, financial comparison sites such as Bankrate, the Points Guy, and NerdWallet have become the go-to platforms for small businesses seeking information about banking products and financial services.

Bank 40

Bank Banking Business Financial Services 40

Global Banking & Finance

APRIL 16, 2024

With over 20 years’ experience in financial services, McLean was most recently Group Chief Information Officer […]

Financial Services 40

Financial Services Business 40

Beyond M&A

SEPTEMBER 3, 2023

One of the common challenges organisations face is the sheer volume of data and information that needs to be reviewed and analysed. These solutions provide a secure and centralised repository for storing and organising documents, making it easy to access and share information with relevant stakeholders.

Risk Assessment 130

Risk Assessment Management Business M&A 130

The TRADE

JUNE 27, 2023

In the US, just over 41% confirmed that the struggle with using management information (MI) was the top issue, closely followed by managing market abuse and manipulation risk challenging (39%). Of the respondents, 77% highlighted it as a main priority for 2023, while 25% specifically identified it as the top investment focus.

Financial Institution 105

Financial Institution Trading Financial Services Investment 105

Global Newswire by Notified: M&A

MAY 21, 2024

The banking and financial services sector is turning to blockchain solutions in efforts to address the increasing financial fraud cases and errors during transfers. Blockchain technology offers extremely high security and safety for data, money, and information exchange.

Financial Services 40

Financial Services Securities Bank Banking 40

The TRADE

MAY 30, 2024

Despite chatbot’s level of sophistication, we are still at an early stage in its adoption and development.

Trading 69

Trading Financial Services Electronics Shares 69

How2Exit

JULY 1, 2024

E227: Connor Pera Discusses Journey to Acquisition Entrepreneurship and Growing The Print Authority - Watch Here About the Guest(s): Connor Pera is an accomplished acquisition entrepreneur specializing in commercial printing services. Connor shares his journey from working in financial services and marketing to becoming a business owner.

Acquisitions 130

Acquisitions Business Shares Profitability 130

OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. Other regulatory-related areas may include stricter capital requirements or new financial reporting standards; whatever the case may be, a changing regulatory environment could certainly be cause for layoffs.

Finance 130

Finance Finance Economics Private Equity 130

Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. For more information about this topic, please read our recent InsideOps article, Silicon Valley: A Friend or Foe to Asset Management? A day later, stock prices across the health sector fell.

Asset Management 96

Asset Management Management Funds Financial Services 96

Razorpay

OCTOBER 27, 2023

Payment security refers to the processes and practices used to safeguard financial transactions, funds and personal information of clients from threats like online and offline payment fraud, unauthorized access, and data breaches. Razorpay encrypts all information you share using checkout via TLS. What is Payment Security?

Securities 98

Securities Bank Banking Business 98

M&A Leadership Council

FEBRUARY 7, 2023

Recent client engagements include: Advising multinational clients on global health and welfare benefit and retirement plans supporting their due-diligence and integration efforts PMO leadership supporting M&A transactions across a range of industries including healthcare, information technology, manufacturing and financial services Building project (..)

Consulting 52

Consulting M&A Mergers and Acquisitions Financial Services 52

Growth Business

NOVEMBER 23, 2023

Ascension Ventures Early-stage VC built by exited entrepreneurs ready to back the next generation of tech and impact founders Augmentum Fintech Augmentum Europe’s leading publicly listed fintech fund, investing in fast growing businesses that are disrupting the financial services sector. mortgages, insurance) software (e.g.

Investment 111

Investment Funds Capital Investors 111

OfficeHours

JUNE 2, 2023

The firm specializes in high-growth industries, so you will see a lot of investments in spaces like financial services (specifically FinTech), technology, telecommunications, information technology, and early-stage healthcare companies. GTCR has invested more than $8.5

Private Equity 147

Private Equity Equities Middle Market Funds 147

Solganick & Co.

FEBRUARY 16, 2022

was the exclusive financial advisor to Waypoint in its completed M&A transaction. with expertise in the healthcare and financial services industry sectors. Similar to Waypoint, Wipfli has specialized knowledge in the healthcare and financial services industries. For more information, go to Waypoint.

Consulting 52

Consulting IT Sale M&A 52

OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. Staying informed about what regulation might be upcoming could be a way to keep posted on whether it would affect you or not.

Finance 130

Finance Finance Economics Private Equity 130

Sun Acquisitions

MAY 24, 2024

Trade Secrets and Confidential Information: Protecting trade secrets and confidential information is often underestimated. A thorough investigation is necessary to identify and safeguard sensitive information. Financial Services Sector: Financial institutions face a complex web of regulations.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

Viking Mergers & Acquisitions

MAY 9, 2023

He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. His friend’s father was a successful financial advisor and a great encouragement to Reed. This connection inspired him to pursue a career in financial services.

M&A 52

M&A Financial Services Business Broker 52

The TRADE

OCTOBER 18, 2024

It’s about finding the balance which reduces duplication, synchronisation issues, translation problems, and breaks, while maintaining the controls required for financial services. The goal is to have all relevant information in real time to enable better, more informed decisions on a macro level.

Asset Management 64

Asset Management Management Capital Risk Management 64

Peak Frameworks

MAY 2, 2024

Financial deregulation, for example, saw a pivotal moment with the partial repeal of the Glass-Steagall Act in 1999 , a move that obliterated the firewalls between commercial and investment banking and profoundly influenced the landscape of financial services.

IT 52

IT Finance Finance Financial Services 52

Accenture Capital Markets

JANUARY 22, 2024

The underlying question from a financial services perspective is therefore how to prove that sustainability-related investments are delivering against their “green” promise in a clear and reliable way? But whatever commitments were made by governments and corporations alike (e.g.,

Investment 103

Investment Investors Finance Finance 103

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm employs 246 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Shearman & Sterling

MARCH 3, 2020

In re AmTrust Financial Services, Inc. 2014) ("MFW")—the buyout group conditioned its offer on approval by an independent special committee and a fully informed majority of the company's minority stockholders. Stockholder Litigation, C.A. 2018-0396-AGB (Del. M & F Worldwide Corp., 3d 635 (Del.

Mergers 40

Mergers Private Equity Financial Services M&A 40

The TRADE

OCTOBER 18, 2023

The result is that BondGPT+ not only meets our clients’ enterprise requirements, but also sets a new standard for generative AI solutions in the financial industry by providing a single natural language interface for seamless access to much of the data used by busy fixed income professionals.”

Financial Services 49

Financial Services Trading Government Corporation 49

The TRADE

JULY 11, 2023

Speaking in an announcement, the FCA has confirmed its intention to reach out to the market immediately, “which will inform the content of any consultation proposals”. More money for savers. More funding for our high-growth companies [and] more investment to grow our economy.”

Government 40

Government Consulting Financial Services Investment 40

RKJ Partners

AUGUST 6, 2017

During preliminary due diligence, the view of valuation is often heavily contingent on the financial information provided by the seller. Sellers are often hesitant to provide in-depth, detailed financial statements without first feeling comfortable that the buyer can successfully close a transaction.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

The TRADE

NOVEMBER 24, 2023

Replacing retained EU law will enable firms to benefit from a streamlined and accessible legislative framework for financial services, where rules adapt over time in response to changing practices in an agile manner,” said HM Treasury in its findings.

Shares 72

Shares Consulting Financial Institution IT 72

Razorpay

NOVEMBER 30, 2023

This credible robust infrastructure has paved the way for financial institutions, including the NBFCs, to reach areas that were earlier dismissed as “unserviceable.” They have huge underserved markets to service, and technological advancements will be pivotal to their growth and success in the coming years.

Accountant 52

Accountant Book-building Business Financial Services 52