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SAN FRANCISCO--(BUSINESS WIRE)--Affinity, the leading CRM for private capital, today announced the appointment of Adam Goldman as Chief Financial Officer. A seasoned financial executive with extensive experience in scaling high-growth companies, Adam will lead Affinity's financial strategy as the company continues its rapid expansion. “We are thrilled to welcome Adam to the Affinity team,” said Ken Fine, CEO, Affinity. “Adam’s track record of successfully guiding companies through periods of si

EAST BRUNSWICK, N.J.--(BUSINESS WIRE)-- #Blockchain--Decentralized Identity offers an attractive approach with increased security, privacy and usability compared to traditional federated identity.

AUSTIN, Texas--(BUSINESS WIRE)--DISCO (NYSE: LAW), a leader in AI-enabled legal technology, today announced that Joe Jacobson will join the company as senior vice president of Operations as the company continues to expand its portfolio of legal tech solutions. “As we focus on customer experience, operational effectiveness, and revenue acceleration, I’m thrilled to welcome Joe to the team,” said CEO Eric Friedrichsen. “Joe has a proven record of operational excellence and positioning scaled, glo

BOULDER, Colo.--(BUSINESS WIRE)-- #CloudIAM--Strata acknowledged for its pioneering identity orchestration capabilities, helping banks streamline customer journeys.

NEW YORK--(BUSINESS WIRE)--Aperture Investors, an alternative asset manager and part of the Generali Investments platform, today announced that Luke Darkow has joined the firm to lead its new private credit Litigation Finance strategy. Darkow joins Aperture from Victory Park Capital, a global alternative investment manager, where he was a Principal and Portfolio Manager responsible for sourcing, analyzing, executing, and managing investments within the litigation finance asset class. Prior to V

LONDON--(BUSINESS WIRE)--Bioniq, the leader in AI-driven, personalized supplements based on user questionnaire or blood biomarker data, today announced its partnership with healthcare reimbursement and HSA/FSA spending solution, Truemed. This partnership signifies Bioniq’s unique pharmaceutical-grade nutritional supplements can be medically necessary, allowing for HSA and FSA spend on the preventative healthcare routine. On average, qualified consumers spending with HSA/FSA funds can see 30% sa

NEW YORK--(BUSINESS WIRE)--The Growth Lab Accelerator, a joint project between StartOut and J.P. Morgan, today announced the newest selection of startups added to the program. The five-month program provides founders with critical access to resources for funding, networking, education and mentorship to promote long-term growth and more equitable access to opportunities within the current business climate. The Growth Lab has helped 93 companies grow since launching in 2017, helping support a tot

ATLANTA--(BUSINESS WIRE)-- #RMBS--Angel Oak Capital Advisors completes its fiftieth non-Agency securitization since 2015, driven by expertise in mortgage credit and capital markets.

SAN FRANCISCO--(BUSINESS WIRE)-- #AI--The new Future of Finance: AI Consumer Trends Survey conducted by Talkdesk reveals a cautiously optimistic outlook on AI in financial services.

DES MOINES, Iowa--(BUSINESS WIRE)--The landscape of employee benefits is evolving as employers are faced with managing five generations in the workplace. A recent survey from Principal Financial Group® reveals employees find value in a variety of benefit options, and those options can influence retention in their workplace. The value of these benefits are magnified for employees who serve as caregivers for children, dependent adults, or those in a “sandwich generation” caring for both a depende

AUSTIN, Texas--(BUSINESS WIRE)--M-Files, the leader in knowledge work automation, today announced the first Market Momentum Index: AI and Unstructured Data Management, conducted by Deep Analysis with support from M-Files and AIIM, which reveals the state of organizational readiness for AI adoption, the preparation of unstructured data for AI integration, and the tools, techniques, and skill sets being employed to support these initiatives. The research survey included 500 responses from US-base

NEW YORK--(BUSINESS WIRE)--In its Q4 2024 investment outlook, An Optimist’s Guide to a Shifting Landscape, HSBC Global Private Banking indicates that while the U.S. economy is slowing, an imminent recession is not anticipated to be on the horizon. Investors continue to look for buying opportunities, supported by the prospect of rate cuts, potential corporate earnings improvement, nearshoring/re-industrialization and innovation boosting productivity and valuation opportunities. HSBC Global Priva

NEW YORK--(BUSINESS WIRE)--Blushington, the luxury express beauty franchise concept dedicated to making A-List beauty services accessible to all customers, announced today the launch of its innovative wig styling service — “A Way with Wigs”. Blushington has expanded its express beauty services to include expert wig styling, now offering complimentary pick up and delivery for clients on the Upper West Side of New York City. “A Way with Wigs” offers clients the convenience of having their wigs pr

JACKSONVILLE, Fla. & SAN FRANCISCO--(BUSINESS WIRE)-- #CX--Incisiv, in partnership with Talkdesk, released the 2024 Retail Customer Experience Index.

GLOUCESTER, Mass.--(BUSINESS WIRE)--HireClix, a leading strategic recruitment marketing services agency, today announces the HireClix Advanced Analytics Dashboard. This technology solution consolidates data from recruitment marketing initiatives, applicant tracking systems (ATS), and other disparate sources to better analyze recruitment ROI. The platform underscores the company’s commitment to delivering the essential metrics clients need to make informed, data-driven decisions about their recr

AUSTIN, Texas--(BUSINESS WIRE)--Kestra Financial, a leading wealth management platform, today announced the improvement of its alternative investment offerings through an expansion of its strategic partnership with iCapital1, the global fintech platform powering the world’s alternative investment marketplace. This collaboration will deliver greater value to Kestra Financial advisors and their clients as they access alternative investments through iCapital’s technology platform. For over five ye

SAN FRANCISCO--(BUSINESS WIRE)--Nue, the Revenue Lifecycle Platform, today announced key enhancements to its Lifecycle Manager product. These enhancements include actionable revenue intelligence, new billing capabilities, and additional features to easily manage customer changes across subscriptions, assets, entitlements, usage, credits, credit memos, invoices, payments, and revenue contracts. SaaS companies are facing widespread losses in revenue efficiency As companies adopt hybrid revenue mo

WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions expands Manager Marketplace with 12 new strategies from seven leading asset management firms.

PITTSBURGH--(BUSINESS WIRE)--IRALOGIX today announced the appointment of Keith Haas as Chief Financial Officer.

DELRAY BEACH, Fla.--(BUSINESS WIRE)--According to the latest InspereX Pulse Survey of 487 financial advisors, there continues to be a strong focus on older clients; they report that just 18% of their clients are under the age of 50. The majority (59%) of their clients are at least in their 60s. The majority of assets that their 50-and-under clients have come from the clients’ jobs, according to 73% of respondents. Only 12% said the majority of younger client assets came from an inheritance. Tho