BILLINGS, Mont. - Valley FCU has contracted with SEDONA Corp. to implement the company's Intarsia member relationship management tool.
The $113-million CU will use Intarsia to monitor the sales, marketing and services to its 20,000 members. The system will allow the CU to analyze product, service and member profitability.
RIAs that custody less than $100 million with Fidelity have several options to choose from before being forced out of the firm next year. None of them is necessarily easy.
Federal Deposit Insurance Corp. Chair Travis Hill said Tuesday that regulatory changes to bank supervision and M&A rules are meant to improve safety and soundness rather than water down oversight.
Attackers suspected of using AI got into Korean banks through side doors. The apparent failures were ordinary cyber hygiene, the kind U.S. regulators keep naming.
While it isn't a household name in most U.S. wealth management circles, RQD* Clearing just drew a substantial growth investment on the basis of its international clearing business. Can that translate to more stateside RIA relationships?
A survey of community bankers found broad concern that the emergence of stablecoins will result in deposit outflows and reduced lending capacity.
Embedding the social network's agentic AI tool into Quickbooks provides fast access to financial services and payments for entrepreneurs.
