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MyChesCo

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FinTech

SEI Investments Company
Regional

SEI Expands Platform to Automate Investment Operations

June 21, 2026June 20, 2026 - by Timothy Alexander

OAKS, PA — SEI (NASDAQ: SEIC) is expanding its technology platform for investment managers with new data, automation, and workflow tools as asset managers face increasing pressure to reduce operational …

SEI Expands Platform to Automate Investment Operations Read More

Envestnet
Strategic Combinations

Envestnet, SUBSCRIBE Link Platforms to Expand Alts Access

June 16, 2026June 15, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet and SUBSCRIBE have formed a partnership that integrates private-market investment workflows into Envestnet’s portfolio management ecosystem, reflecting the wealth management industry’s push to make alternative investments …

Envestnet, SUBSCRIBE Link Platforms to Expand Alts Access Read More
PowerPay
Business

PowerPay Earns FinTech Award as Consumer Lending Demand Shifts

June 10, 2026June 9, 2026 - by Timothy Alexander

WAYNE, PA — PowerPay has been named Best LendTech Solution in the Consumer Lending category at the 2026 Banking Tech Awards USA, recognition that comes as lenders and financial technology …

PowerPay Earns FinTech Award as Consumer Lending Demand Shifts Read More

Ascensus
Regional

Ascensus Earns RegTech Award as Compliance Demands Grow

June 10, 2026June 9, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus has been recognized by FinTech Futures for its regulatory technology platform, underscoring the growing role of compliance-focused software as banks and financial institutions face increasingly complex …

Ascensus Earns RegTech Award as Compliance Demands Grow Read More
Business News
Regional

Asset-Map Adds Meeting Automation Through Contio Integration

June 1, 2026May 31, 2026 - by Timothy Alexander

PHILADELPHIA, PA — Asset-Map has integrated meeting management platform Contio into its financial planning software, expanding its technology ecosystem as wealth management firms increasingly adopt artificial intelligence tools to streamline …

Asset-Map Adds Meeting Automation Through Contio Integration Read More

Customers Bank
Regional

Customers Bank Earns Fintech Workplace Recognition as AI Strategy Expands

May 31, 2026May 30, 2026 - by Timothy Alexander

WEST READING, PA — Customers Bank (NYSE: CUBI) has been named to American Banker’s 2026 list of the Best Places to Work in Financial Technology, a recognition that comes as …

Customers Bank Earns Fintech Workplace Recognition as AI Strategy Expands Read More
Envestnet
Strategic Combinations

Baird Standardizes Annuity Operations Through Envestnet Platform

May 31, 2026May 30, 2026 - by Timothy Alexander

BERWYN, PA — Baird has become the first broker-dealer to require a single technology platform for all annuity transactions across its advisor network, a move aimed at reducing manual processing, …

Baird Standardizes Annuity Operations Through Envestnet Platform Read More

Envestnet
Strategic Combinations

Envestnet Deepens Osaic Partnership to Expand Advisor Platform

May 31, 2026May 30, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet and Osaic have expanded their long-running partnership as wealth management firms increasingly invest in integrated technology platforms designed to help financial advisors manage larger client bases, …

Envestnet Deepens Osaic Partnership to Expand Advisor Platform Read More
Envestnet
Products and Services / Technology

Envestnet Expands AI Tools to Accelerate Advisor Decisions

May 30, 2026May 29, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet is adding new artificial intelligence capabilities to its wealth management platform as financial technology providers compete to automate advisor workflows and turn growing volumes of client …

Envestnet Expands AI Tools to Accelerate Advisor Decisions Read More
Bank
Business / Technology

Banks Face Growing Pressure to Use AI in Commercial Loan Pricing

May 24, 2026May 22, 2026 - by Timothy Alexander

EXTON, PA — Automated Financial Systems rolled out an AI-enabled update to its commercial loan Pricing Dashboard as banks face increasing pressure to defend lending margins and improve pricing consistency …

Banks Face Growing Pressure to Use AI in Commercial Loan Pricing Read More

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