Until now, boutique financial firms looking to build and digitise their private market investment programmes have faced costly and complex hurdles, often due to less internal resources when compared to some of their larger peers. Delio, a leader in flexible white-label private markets operating systems, is looking to change this with the launch of Delio Core Lite, a self-serve, light-touch modularised solution designed to help smaller firms digitise their private market offerings and open up the potential for a more well rounded client experience.

Tenity and GFTN have signed a MoU to explore strategic collaboration across digital innovation and international scaling in financial technology

Carefull, the first financial safety platform built specifically for older adults and their families, announces the launch of Carefull ScamCheck, an AI-powered scam detection tool designed to instantly detect, analyze, and prevent scams before they cause financial harm.

Farther, the intelligent wealth firm fusing proprietary technology with advisor expertise, welcomed Chief Investment Officer of Farther Asset Management Nick Panitsas and 29 premier advisors nationwide between January and March 2025. Their arrival marks a strong start to the year and reinforces Farther’s appeal as a modern RIA built for advisors and their clients, bringing the firm’s assets under management to nearly $6 billion.

Community financial institutions now have award-worthy technology to compete with the titans. DeepTarget Inc.'s AI-powered marketing platform has been named a Banking Tech Awards USA 2025 finalist in the "Best Personalization Solution" category, validating what CIOs and digital banking leaders have been discovering: digital banking real estate can become a powerful engagement and revenue-generating channel.

Episode Six (E6), a global provider of modern ledger and cards infrastructure, is continuing its growth in Canada through its partnership with Yoo Financial, a Canada-based financial institution with a principal issuing and acquiring license with Mastercard. Together, E6 and Yoo Financial will bring a new range of credit card offerings to the Canadian market.

Sharesight has identified the drawbacks of Australian accountants relying primarily on manual processes when preparing tax returns for clients with complex investment portfolios.

At the outset of March Joanna Pydo joined the Autopay Group in the newly-formed position of Chief Value Officer (CVO) and General Manager in the Middle East. This heralds another step in executing the brand’s multidimensional growth strategy and international expansion plans.

Avaloq, a leader in private banking, wealth management and investment management technology, has inaugurated its new regional office in the Dubai International Financial Centre (DIFC). This strategic expansion follows the signing of InvestGB, the wealth and investment management arm of Gulf Bank, and the recent addition of another major client in the Gulf Cooperation Council (GCC) area. By strengthening its presence in the UAE, Avaloq aims to support the region’s financial institutions as they adapt to the evolving expectations of investors and address the key trends and challenges highlighted by Avaloq’s industry research, particularly in technology adoption and client trust.

Money laundering remains one of the biggest threats to the global economy, fueling organized crime, terrorism, corruption, and tax evasion. Despite ongoing efforts, financial institutions have long struggled with a fragmented and inconsistent approach to combating illicit financial activities.

Jack Henry™ (Nasdaq: JKHY) announced today that BCU is continuing its long-standing relationship with the company, leveraging Jack Henry’s cloud-based platform to support its long-term growth and commitment to delivering strong member service.

Kikoff, the credit-building platform used by over a million Americans, today introduced AI Debt Negotiation, a voice AI agent that negotiates debt on behalf of consumers. The tool will roll out to Kikoff users in 2025, providing them with a smarter, stress-free way to tackle debt.

Galileo Financial Technologies, SoFi Technologies, Inc.’s Technology Platform (NASDAQ: SOFI), today announced the launch of its Deposit Sweep product. This product enables fintechs to partner with a network of participating banks and a deposit sweep provider to offer their customers the opportunity to maximize interest earnings and extend FDIC insurance coverage.

Acrisure today announced the appointment of Mark Wassersug as Chief Technology Officer and Shawn Pelsinger as Chief Administrative Officer, effective later this month.

Global fintech SumUp has unveiled Bookings, a cutting-edge solution designed to empower service-oriented businesses, including those in the beauty industry, and professional services, with streamlined scheduling and management capabilities. Free and easy to use, Bookings makes it simple for SumUp merchants to manage appointments, automate their schedules, and take payment.