Finance & Loan News
MergersandAcquisitions.net Releases In-Depth Financial Services & FinTech M&A Trends and Analysis Report
Mergers & Acquisitions , a trusted authority on middle-market mergers and acquisitions research and advisory services, today announced the publication of its latest market research study: the Financial Services & FinTech M&A Trends and Analysis Report . The report delivers a comprehensive examination of merger and acquisition activity shaping the global financial services and financial technology sectors. As financial institutions and FinTech companies navigate rapid digital transformation, evolving regulatory frameworks, and shifting capital markets, M&A has emerged as a critical strategy for growth, scale, and competitive differentiation. This newly released report analyzes how strategic acquirers, private equity firms, and institutional investors are approaching acquisitions amid renewed deal momentum in 2025. The Financial Services & FinTech M&A Trends and Analysis Report provides a data-driven overview of transaction volume, valuation multiples, capital deployment strategies, and buyer behavior across key sub-sectors, including payments, digital banking platforms, lending technology, WealthTech, insurance technology, and core financial infrastructure. Among the report’s key insights: Resurgence of Deal Activity: After a period of market recalibration, financial services and FinTech M&A activity has accelerated as interest rates stabilize and buyer confidence returns. Strategic acquirers and financial sponsors are actively pursuing both platform acquisitions and tuck-in opportunities to expand capabilities and market reach. Technology-Led Consolidation: Payments, merchant services, embedded finance, and digital banking infrastructure continue to drive consolidation as incumbents seek modernized technology stacks and FinTech operators pursue scale. Valuation Divergence by Segment: While premium multiples remain for high-growth, recurring-revenue businesses—particularly B2B SaaS and infrastructure-oriented FinTech—more traditional or credit-sensitive segments are seeing disciplined pricing and heightened diligence. Private Equity’s Evolving Role: The report highlights the increasing sophistication of financial sponsor strategies, including buy-and-build platforms, minority growth investments, and cross-border acquisitions designed to unlock operational synergies. “ Financial services and FinTech M&A is entering a more mature and strategic phase,” said Ryan Schwab, Managing Director at MergersandAcquisitions.net . “Rather than growth at any cost, buyers are prioritizing durable revenue models, scalable technology, regulatory readiness, and operational efficiency. This report is designed to help dealmakers understand where value is being created—and where risks still exist.” The research combines transaction data, market observations, and sector-specific analysis to provide actionable insights for business owners considering an exit, corporate development teams evaluating acquisitions, and investors assessing opportunities in the financial services ecosystem. The Financial Services & FinTech M&A Trends and Analysis Report is now available through the MergersandAcquisitions.net Insights platform and is part of the firm’s ongoing effort to deliver timely, sector-focused intelligence to the middle-market deal community. About MergersandAcquisitions.net MergersandAcquisitions.net is a leading mergers and acquisitions research and advisory platform serving business owners, private equity firms, family offices, and corporate acquirers. The firm publishes in-depth industry reports and provides strategic guidance across the full M&A lifecycle, helping stakeholders make informed decisions in complex transaction environments.
PayDo Unveils Major Ecosystem Expansion with Direct Acquiring, SEPA Instant, and Open Banking Innovations
QuoMarkets Redefines Trading Access with New "Under-Three-Minute" Onboarding Protocol
Panda Foresight Bridges The Information Gap Between Global Investors & Asian Markets
- December 19, 2025Finance & Loan
Zero Pay Bank Announces New Industry Insight Highlighting the Rise of Mobile Billing Networks as Digital Gatekeepers
Zero Pay Bank, a South Korea–based small payment cashing information platform and user community, has released a new industry insight outlining how mobile billing networks are rapidly emerging as the internet’s next major gatekeepers—quietly shaping access to digital services, identity verification, and micro-level financial participation worldwide. According to Zero Pay Bank’s analysis, this transformation has taken place largely out of public view. While browsers, search engines, and social platforms once defined digital access, telecom-based billing systems now operate as decision-making layers that influence who can transact, subscribe, or access paid digital services. A Silent Transformation Behind Everyday Mobile Payments Mobile billing networks were originally designed as supporting infrastructure. Today, they function as transaction-level control points that authenticate users, approve charges, and filter risk—often before any traditional banking or card network becomes involved. “In many regions, a mobile phone number becomes a user’s first financial identity long before a bank account exists,” Zero Pay Bank noted. “Usage history, recharge behavior, SIM registration, and network stability collectively form behavioral profiles that power modern micropayment systems.” This shift is particularly visible across Asia, Africa, and parts of South America, where telecom billing bridges gaps left by limited banking access. Global policy discussions, including research referenced by The Financial Stability Board (FSB) , increasingly recognize mobile-based billing infrastructure as systemically important to digital finance and consumer payment ecosystems. Telecom Billing as the New Access Layer Zero Pay Bank’s report explains that mobile billing networks now solve three structural challenges simultaneously: making users financially reachable, enabling frictionless micro-transactions, and providing real-time identity verification for service providers. As a result, telecom infrastructure has become a universal access layer for small digital purchases, subscriptions, information usage fees, and virtual goods. This evolution positions Telco-based identity and billing networks as both transaction rails and access filters within the modern digital economy. How Micropayments Shifted Power to Telecom Networks As digital commerce moved toward low-value, high-frequency payments, telecom operators shifted from passive infrastructure providers to active participants in transaction decision-making. Even small purchases—such as in-app features, digital content access, or short-term subscriptions—pass through carrier billing systems that evaluate identity validity, usage patterns, and regional policy constraints. These decisions increasingly determine whether users can participate in the digital economy, mirroring the gatekeeping role once held by browsers and early internet service providers. Security Layers Operating Behind the Scenes Zero Pay Bank also highlighted the growing role of Next-Generation Micropayment Security Layers , which link telecom metadata with financial risk scoring models. These systems analyze device integrity, SIM authentication, behavioral deviations, location anomalies, and network spoofing attempts in real time. While largely invisible to end users, these security layers quietly decide which transactions proceed, which are delayed, and which are blocked—shaping digital commerce flows without appearing on the payment interface. Regulation Is Accelerating Telecom’s Financial Role Regulators are increasingly treating telecom billing systems as hybrid financial infrastructure. AML expectations, SIM-based identity standards, and data protection requirements continue to expand, drawing mobile operators deeper into financial responsibility. Policy discussions referenced by institutions such as The Financial Stability Board (FSB) point to the growing reliance on telecom networks as both access enablers and risk-control mechanisms in modern payment systems. A Global Shift That Continues to Accelerate According to Zero Pay Bank, regions with limited banking infrastructure rely on mobile billing as their primary digital finance gateway, while advanced fintech markets use telecom identity data as a fraud-screening and risk-profiling layer. This dual function—access and protection—explains why mobile billing networks are becoming structurally unavoidable in digital commerce. “Mobile carriers did not set out to become gatekeepers,” the company stated. “But when most digital purchases fall under a few dollars, the infrastructure controlling micropayments inevitably shapes digital participation.” About Zero Pay Bank Zero Pay Bank is a registered South Korea–based information platform and user community focused on small payment cashing, micropayment policy guidance, and telecom billing education. Through real user experiences and continuously updated policy insights, the platform provides practical information on safe usage, risk awareness, and evolving mobile payment structures.
- December 19, 2025Finance & Loan
Chase Buchanan Private Wealth Management Partners With A Place in the Sun to Produce Free Webinar for Expats in Spain
Global financial advisory expatriate specialists, Chase Buchanan Private Wealth Management, have worked with A Place in the Sun to create a new, free and informative webinar, available online now, focused on Financial Planning for Expats in Spain . The webinar is readily accessible and includes links to additional downloadable resources, including guides to taxation and residency in Spain, as well as a contact form for expats who would like to submit any further questions to the wealth management professionals. Topics Covered in Chase Buchanan’s Latest Online Webinar for Expats in Spain This most recent video guide is part of a long-running series. The Chase Buchanan teams around the world share a huge amount of information, guidance, and insight through webinars, articles, and knowledge guides. These resources are designed to improve education on expatriate financial management and ensure more expats are conscious of the common stumbling blocks those relocating overseas encounter. Concentrating on Spain, which remains one of the most popular destinations for British nationals choosing to move abroad, the webinar is hosted by Liz Rowlinson, Property Journalist from A Place in the Sun, who interviews Steve Langford, specialist in cross-border financial planning and Nicole Sandler, based at Chase Buchanan's Valencia office. The panel progresses through numerous key areas expats should be familiar with, including: Optimising timings for relocations and UK property sales from a tax perspective Compliance with regulations in both the UK and Spain Practicalities of applying for visas and becoming a Spanish tax resident Ways to manage investments and other products during a relocation Spanish succession taxes and contrasts with the UK inheritance tax system Differences between taxation across the Spanish municipalities Considerations for expats potentially planning to repatriate in the future Running through several scenarios, the webinar also covers, in real-world, jargon-free terms, how to avoid problems, with actionable guidance on preventing surprise tax liabilities shortly after relocating. Factors Behind Chase Buchanan’s Development of New Resources for British Nationals in Spain Lee Eldridge, Group CEO and Head of Investment Advisory at Chase Buchanan Private Wealth Management, says, ‘ Knowledge really is power, and it’s vitally important that we continue to advocate for the value of professional, accurate and personalised advice, especially following significant tax reforms and changes to visa categories that can have marked impacts. During the webinar, it was particularly great to hear from Paul and Vhari, who are clients based close to Malaga who have worked with Steve for some years. I’m grateful they took the time to contribute their thoughts about the difference financial advice can make, talking about the comfort of financial stability, knowing their futures are well looked after, and having confidence in their long-term plans.’ Another Chase Buchanan client, Trevor, was kind enough to share his experiences, having been living in Spain for around a year, and speaks about the process of researching and choosing a financial adviser, something we know will be incredibly useful for others at a similar point within their move. It was great to listen to him describe his sense of support and the assurance of knowing that when inevitable problems arise, he can trust his adviser to act promptly .’ Alongside the interview and panel discussions, the webinar shares insight into how the financial landscape and tax framework operate in Spain, what goes into optimising a tax position, and the importance of structuring wealth and assets to ensure relocations are smooth and stress-free. The webinar is designed to be equally useful for expats planning a move to Spain, working towards retirement, keen to manage investments and savings, or looking to lay the foundations for a comfortable, well-financed life abroad. Additional Resources for Expats in Spain from Chase Buchanan Private Wealth Management For those keen to access more information, the links below the webinar video, published via the A Place in the Sun website, connect directly to two guides: The Expatriates Guide to Taxes in Spain and the Spain Residency Guide for Expats. These documents can also be downloaded from the Chase Buchanan website. Further guidance is available through the company's knowledge hub, including a Moving Abroad Checklist and a general Guide to Retiring in the EU. Prospective clients are welcome to contact Chase Buchanan to arrange a complimentary financial review, as a starting point to accessing advisory assistance and creating tailored strategies specific to the individual or family. Read more about Chase Buchanan - Chase Buchanan Private Wealth Management Highlights Key Autumn 2025 Budget Takeaways for Expats
- December 18, 2025Finance & Loan
QuoMarkets Review and Audit 2025: Insights from Trader Feedback
As online trading platforms continue to expand, traders are increasingly relying on shared experiences, independent reviews, and peer discussions to evaluate where to trade. The QuoMarkets Review and Audit 2025 reflects this shift, drawing on trader feedback collected from review platforms, trading forums, and community discussions to assess how the platform performs under real trading conditions. Rather than focusing on promotional claims, this review consolidates user observations related to execution behavior, pricing transparency, withdrawals, onboarding efficiency, and platform stability. The objective is to highlight recurring patterns in trader feedback rather than isolated testimonials. Execution Performance and Order Handling Execution quality remains one of the most frequently discussed aspects in trader feedback. Across multiple review sources, users commonly report order execution occurring within sub-second timeframes during standard market conditions. Many traders note that execution speed is sufficient to avoid noticeable slippage, particularly on major instruments. Community discussions also suggest that execution behavior remains stable during higher-volume trading sessions. This consistency is often associated with fewer unexpected entry or exit discrepancies, which traders view as essential for strategy reliability. Pricing Transparency and Cost Visibility Pricing transparency appears as a recurring theme in trader commentary. Reviews frequently highlight that spreads remain competitive across commonly traded instruments and that trading costs are clearly visible. Traders often mention that pricing behavior remains relatively stable rather than fluctuating unpredictably between sessions. This clarity is cited as beneficial for long-term performance evaluation, allowing traders to assess strategies without accounting for unexplained charges. Withdrawal Processing and Fund Access Withdrawal handling is widely referenced as a key trust indicator. Feedback throughout 2025 indicates that most withdrawal requests are processed within short operational timeframes. Many users report receiving funds faster than anticipated, including higher-value withdrawals completed without additional procedural delays. These experiences are frequently mentioned as reinforcing confidence in ongoing fund accessibility. Fund Handling and Structural Practices Although less visible to end users, fund handling practices are still mentioned in trader evaluations. Reviews commonly reference the separation of client funds from operational capital, a structure traders associate with reduced operational risk. Some users also note externally reviewed verification processes as an added layer of reassurance. Onboarding and Account Setup Onboarding efficiency is another area receiving consistent feedback. Many traders report completing account registration and verification within minutes, often highlighting the limited documentation requirements. This streamlined experience is commonly contrasted with more complex onboarding processes encountered elsewhere. Platform Reliability During Volatile Markets Platform reliability during volatile market periods is also reflected in trader reviews. Users frequently report stable performance during major economic announcements and high-volume trading windows. System uptime throughout 2025 appears consistent, with relatively few reports of technical interruptions during periods when reliability is most critical. Overall Assessment from Trader Feedback The QuoMarkets Review and Audit 2025 reflects trends observed across a broad base of trader feedback rather than individual endorsements. Reviews suggest that traders value predictable execution, transparent pricing structures, and reliable access to funds. As trader communities continue to influence platform perception, review-driven assessments are becoming increasingly important. Feedback observed throughout 2025 suggests that many traders assess QuoMarkets Review based on day-to-day performance and consistency rather than stated features alone.
- December 18, 2025Finance & Loan
White Hat Zone Expands Forex Education For Beginners With Vetted Strategies
White Hat Zone, a dedicated trading education and software company registered in Seychelles, has expanded its comprehensive program designed to empower beginners with essential knowledge in forex and social trading. The initiative emphasizes investor safety through in-depth education on vetted trading strategies and ethical platforms, helping newcomers navigate the markets responsibly. More information is available at https://whitehat.zone/ White Hat Zone prioritizes teaching beginners the fundamentals of forex education, addressing common challenges such as overwhelming information, unverified systems, and the risks associated with unregulated options. As a trading education provider, the company develops software tools and resources that highlight rigorously vetted professional strategies, allowing users to study real-market performance data for informed learning. The expanded program features structured guidance on social trading education, breaking down concepts into clear, actionable steps. Beginners gain insights into evaluating performance metrics, understanding risk management, and recognizing the hallmarks of reliable trading approaches—all while maintaining full control over their personal brokerage accounts. White Hat Zone does not manage client funds or act as a broker; instead, it educates users on the benefits of partnering with pure A-Book brokers, where trades execute directly to the market and funds remain segregated and secure. Central to the offering is a curated selection of seven professional trading strategies that have undergone thorough vetting processes. These include detailed track record analyses, extended trial evaluations, and live performance verification to ensure transparency and educational value. The company's proprietary software supports fast execution insights, typically in the 20-30 millisecond range, demonstrating minimal slippage in real conditions and teaching the importance of efficient technology in trading. "White Hat Zone is committed to providing beginners with straightforward education on how vetted trading strategies perform in live markets," a spokesperson noted. "By focusing on verifiable data and ethical practices, we help users build confidence without the pitfalls of hype or unproven methods. Trading always carries risk, and our resources reinforce that past performance does not guarantee future results." The platform equips learners with tools for risk scaling, equity monitoring, and strategy review, all aimed at fostering long-term understanding. White Hat Zone's approach underscores the value of ethical forex platforms that prioritize transparency, segregated accounts, and deep liquidity—key elements in investor safety. As more individuals seek reliable pathways into financial markets, White Hat Zone continues to lead with content that promotes awareness and due diligence. Beginners can explore these educational resources and software features at WhiteHat.Zone, gaining the knowledge needed to approach social trading with caution and clarity. Beginners interested in learning through White Hat Zone's expanded education program can view additional details at https://whitehat.zone/
- December 18, 2025Finance & Loan
Bennett Financials Provides Strategic Financial Guidance as Clients Navigate Business Growth and Protect Profits
A skilled chief financial officer (CFO) can be the difference between tribulation and thriving for a business. Arron Bennett redefines what it means to be a CFO, going beyond traditional number-crunching to serve as a strategic partner to his clients. Bennett Financials guides entrepreneurs through evaluating and optimizing their company’s tax planning, marketing, and business strategy. Bennett Financials was founded on the belief that CFOs can go beyond basic bookkeeping to help business owners make more informed decisions, driving growth and building resilient companies capable of weathering challenges. Bennett takes a hands-on approach, working directly with clients on business planning, budgeting, forecasting, and negotiation. Bennett Financials is the ideal solution for entrepreneurs seeking a roadmap to higher margins, better cash flow, and scalable operations. “Growth brings complexity,” Founder Arron Bennett said. “Most financial systems can’t keep up.” Bennett Financials keeps clients from making decisions in the dark, delving deep into the data to provide accurate, real-time financial insights. Business owners ensure their choices are grounded in facts and backed by a reliable picture of what’s happening on a day-to-day basis. Entrepreneurs can avoid the high-revenue, low-cash trap while working with Bennett. Strong revenue means little when the cash flow supporting it is unpredictable. An irregular influx of cash into a business puts a strain on payroll and growth plans, but structured cash management turns volatility into stability. Bennett helps clients plan for the present and the future, with strategies to see them thrive in both. “When a business scales beyond a few million in revenue, the real challenges often hide inside its financial structure, not its sales numbers,” Bennett said. Revenue growth often hides a company’s true profitability. Many businesses grow sales without knowing which clients or services drive those profits. The lack of in-depth analysis of profit margins can conceal minor problems until they escalate into significant issues. Bennett Financials offers detailed profitability tracking that reveals what truly drives growth, enabling business owners to focus their efforts where they matter most. Bennett Financials' CFO-level strategy provides forecasting of cash flow weeks in advance, enabling optimized timing. Key performance indicator (KPI) tracking enables entrepreneurs to understand the intricacies of their business, allowing them to plan for the future while thriving in the present. Strategic tax planning enables businesses to maximize profits and minimize taxes, ultimately building long-term financial stability without unexpected surprises during tax season. While most accountants look backward, Bennet Financials looks ahead to optimize the company’s structure for growth and to integrate retirement, insurance, and fringe benefits for smart tax savings. Clients receive regular consultations with Bennett Financials, which consistently review their financial position, identify risks as they occur, and update the strategic plan based on current performance. “We also support key financial structures like hiring strategy, pricing models, and compensation design,” Bennett said. “We help structure every part of your financial engine to align with your long-term goals.” Bennett Financials has saved clients over $105 million in taxes, and frequently increases margins by up to 25% in a year. When entrepreneurs are ready to take control of their financial futures, call Bennett and his team to take the best path to financial clarity, predictable growth, and lasting cash flow. “If your business is growing but your financial strategy isn’t keeping up, it’s time to fix that,” Bennett said. “Let’s build the structure that supports the business you’re trying to create—not the one you’re stuck managing.” Contact Bennett Financials for access to experienced experts in tax planning, financial modeling, business strategy, and growth operations. The team has helped hundreds of companies increase their margins, reduce taxes, and make smarter decisions based on real data. Bennett Financials specializes in financial planning for the real estate, cybersecurity, SaaS, marketing, and legal industries. Visit the Bennett Financials website to learn more about the firm’s strategic financial guidance or to schedule a consultation and make decisions with real financial clarity. Working with a strategic CFO can be an engine for profitable growth. Call Bennett Financials today and learn how to take a company to the next level with a sustainable, forward-looking financial system. Follow Bennet Financials on Facebook , Instagram, or X for social media content and relevant industry news.
- December 17, 2025Finance & Loan
Financial Services– Fiduciaire Luxembourg Expands Strategic Finance and Fiduciary Advisory Services for International Businesses
Financial Services–Fiduciaire Luxembourg, a trusted fiduciary, accounting, and corporate advisory firm based in Luxembourg, today announced the enhancement of its corporate finance, accounting, and advisory services to better support international businesses, investors, and entrepreneurs operating in Europe’s premier financial hub. Headquartered at 142 boulevard de la Pétrusse, Luxembourg, Financial Services – Fiduciaire Luxembourg has established itself as a reliable partner for companies seeking tailored financial, accounting, and regulatory solutions. With more than 17 years of experience in the Luxembourg market , the firm delivers client-focused services grounded in deep regulatory knowledge, technical expertise, and international business insight.z Luxembourg continues to be one of the world’s most stable and attractive financial centers, offering a business-friendly regulatory environment, strong public finances, and seamless access to European markets. As financial services form a significant pillar of the country’s economy, Luxembourg remains a strategic jurisdiction for company incorporation, investment structuring, and cross-border financial operations. Comprehensive Fiduciary and Advisory Services Financial Services–Fiduciaire Luxembourg offers a full spectrum of professional services designed to support businesses at every stage of their lifecycle, including: Company Incorporation and Business Setup The firm assists clients throughout the entire company formation process in Luxembourg, from selecting the appropriate legal structure to drafting articles of association and coordinating with notaries and regulatory authorities. Financial Services supports the incorporation of SARL, SARL-S, holding companies, SPF structures, RAIF, AIFM, and other investment vehicles , ensuring a smooth and compliant setup. Accounting and Bookkeeping Services Recognizing the importance of accurate financial reporting, the firm provides professional accounting and bookkeeping services in line with Luxembourg commercial law. These services include VAT compliance, statutory accounting, and timely financial reporting to ensure transparency while minimizing regulatory and compliance risks. Tax and VAT Compliance Financial Services advises clients on corporate taxation, VAT filings (monthly, quarterly, or annual), and cross-border tax matters. The firm ensures clients remain compliant with evolving Luxembourg tax regulations while identifying efficient and compliant tax solutions. Payroll and HR Administration Payroll services include salary processing, payslip generation, CCSS submissions, and the administration of expatriate and cross-border employees. These services enable businesses to manage HR operations efficiently and in full compliance with Luxembourg labor regulations. CFO Advisory and Strategic Financial Management Through its CFO advisory services, Financial Services provides strategic financial guidance, including financing solutions, debt structuring, and long-term growth planning. The firm supports clients in securing bank financing, equity funding, and designing sustainable financial and debt management models aligned with their business objectives. Outsourced Financial Department Solutions For companies seeking a fully managed financial function without the overhead of an in-house department, Financial Services offers outsourced financial department solutions. These services integrate accounting, compliance, reporting, and performance analysis, allowing clients to focus on core business activities. Supporting International Investors and Entrepreneurs Luxembourg’s open economy and strategic location within the European Union make it an ideal gateway for international expansion. Financial Services Fiduciaire Luxembourg is uniquely positioned to assist startups, family businesses, holding companies, investment funds, and international groups seeking to establish or expand their presence in Europe. “Our strength lies in providing end-to-end support, from company formation to ongoing financial management and strategic advisory,” said Mickaël Loc , Contact Person at Financial Services – Fiduciaire Luxembourg. “Today’s businesses need more than compliance; they need a long-term financial partner committed to their sustainable growth.” The firm works closely with clients to design customized solutions for market entry, corporate restructuring, and financial performance optimization. With a multilingual team and deep understanding of Luxembourg’s regulatory framework, Financial Services ensures clients benefit from both local expertise and international best practices. Luxembourg: A Strategic Hub for Financial and Corporate Services Luxembourg continues to attract global attention as a leading financial services and investment center. Its AAA credit rating , political stability, and pro-business policies make it a preferred jurisdiction for companies seeking access to European markets. Beyond banking and asset management, Luxembourg excels in corporate structuring, fund administration, and regulatory compliance areas where Financial Services–Fiduciaire Luxembourg delivers proven expertise. As demand grows for reliable, compliant, and efficient financial services across Europe, Financial Services – Fiduciaire Luxembourg remains committed to supporting businesses of all sizes with high-quality advisory and fiduciary solutions. About Financial Services – Fiduciaire Luxembourg Financial Services – Fiduciaire Luxembourg is a Luxembourg-based fiduciary and accounting firm providing professional services in company incorporation, accounting, tax compliance, payroll administration, financial consulting, CFO advisory, and outsourced financial department solutions . Serving local and international clients, the firm helps businesses navigate the complexities of Luxembourg and cross-border financial environments with confidence and clarity. Contact Information Company Name: Financial Services – Fiduciaire Luxembourg Contact Person: Mickaël Loc Phone: +352 661 198 544 Address: 142 boulevard de la Pétrusse, Luxembourg City: Luxembourg Country: Luxembourg Email: [email protected] Website: https://www.financialservices.lu
- December 17, 2025Finance & Loan
Finpace Announces AI-Driven Solution to Revolutionize Client Onboarding for Financial Advisors
Streamlining Financial Advisory Operations For financial advisors, managing client data has long been a time-consuming and frustrating process. For Forrest Tuten, CEO and Founder of Finpace, this inefficiency became a persistent problem that needed a solution. After enduring countless late nights spent manually re-entering client information, Tuten set out to develop a system that would alleviate the operational bottlenecks affecting his own firm and the broader financial advisory industry. Tuten's vision led to the creation of Finpace, an AI-powered platform that transforms cumbersome PDFs and scattered spreadsheets into automated, digital webforms. This innovative system allows financial advisors to streamline the client onboarding process, prefill forms with a few clicks, and sync data seamlessly with CRM systems. The result is a faster, more efficient process that not only saves time but also provides clients with a modern, digital-first experience. Award-Winning Innovation: Finpace Named Best Financial Advisory Workflow Solution of 2025 Finpace’s cutting-edge approach to client onboarding and workflow automation recently earned the company the prestigious title of Best Financial Advisory Workflow Solution of 2025 at the Evergreen Awards. This recognition underscores Finpace's role in revolutionizing the financial services industry by improving operational efficiency and transforming client service. The award highlights Finpace’s ability to solve the long-standing inefficiencies that have plagued financial advisory firms for years. With this recognition, Finpace is now firmly positioned as a game-changer for firms looking to adopt smarter workflows and improve their overall client experience. The Problem That Wouldn't Go Away Client onboarding has always been a cumbersome, error-prone task for advisory firms. The process often involves managing endless PDFs, chasing missing signatures, and coordinating multiple e-signature envelopes. These tedious and time-consuming tasks left financial advisors with little time to focus on the aspects of their work that truly matter: delivering expert advice to clients. Forrest Tuten recalls the daily struggles: "Every custodian had different forms, every client needed multiple signatures, and it required significant effort to avoid NIGO ('not in good order') rejections because of missing fields or incorrect data." Tuten also observed that while other industries had embraced automation, financial services were still bogged down by outdated processes. Building the Solution from the Inside Out Determined to change the status quo, Tuten assembled a team of financial advisors and technologists to build a platform that would address the unique challenges of the advisory industry. Their goal was clear: create a solution that could manage the entire workflow from data capture to e-signing and CRM integration, all while maintaining the strict compliance standards required by the financial services sector. The result was the creation of Finpace’s AI Form Builder. This groundbreaking feature automatically converts any PDF into an intuitive, device-responsive webform. The system also intelligently deduplicates fields and maps inputs, ensuring a smooth user experience for both clients and advisors. More Than Just Digital Forms Finpace is more than a digital form builder. Unlike traditional solutions, the platform provides an end-to-end solution for client onboarding. Key features include One-Pass e-Sign (via FinpaceSign or third-party tools like DocuSign), which allows clients and advisors to complete all required signatures in a single, compliant envelope. Finpace's automatic prefill capabilities also eliminate repetitive data entry, saving financial advisors valuable time. One of the platform’s most impactful features is its seamless integration with major CRM systems, such as Wealthbox, Redtail, and Salesforce. This integration ensures that client records are automatically updated across all platforms, eliminating the need for manual data transfers that previously consumed hours of administrative work. "We're not asking firms to change their entire stack," Tuten notes. "We're making their existing tools work better together." Compliance Without Compromise In an industry where compliance is paramount, Finpace was built with the highest standards in mind. The platform adheres to ESIGN/UETA standards, ensuring all e-signatures are legally binding. It also automatically handles required disclosures and consent management, providing immutable audit trails for every transaction. Security is another key focus for Finpace. The platform employs enterprise-grade encryption (AES-256) and adheres to SOC 2-aligned processes to protect sensitive client data. These measures give advisory firms the confidence they need to meet regulatory requirements without compromising on operational efficiency. Transforming Advisory Operations The benefits of Finpace’s platform are immediate for advisory firms. What once took hours to complete is now finished in minutes. The incidence of NIGO errors decreases significantly, as the guided workflows ensure that all fields are correctly filled in and that no critical data is missing. This allows advisors and their teams to focus on higher-value tasks and provides more time for client relationship-building. Clients, too, benefit from Finpace’s streamlined process. Instead of struggling with clunky PDFs, they interact with clean, branded webforms that offer a professional and seamless experience. Finpace’s white-label capabilities ensure that every step of the client experience, from email notifications to form submissions, reflects the firm’s brand. "When your onboarding process is smooth and professional, it sets the tone for the entire relationship," Tuten observes. "Clients notice the difference immediately." Looking Beyond Forms: The Future of Advisory Efficiency Though Finpace initially focused on solving the outdated PDF form problem, Tuten’s vision extends far beyond just forms. He sees Finpace as part of a broader movement within the financial advisory industry, one in which routine administrative tasks are automated, allowing advisors to devote more time to strategic, value-added services. Looking forward, Tuten envisions a future where the majority of administrative workflows are automated, enabling firms to work smarter, not harder. With a growing demand for modern, mobile-first client experiences, Finpace positions firms to meet these expectations while ensuring compliance and maintaining a competitive edge. About Finpace Finpace is an AI-powered platform designed to help financial advisory firms automate their client onboarding, service, and compliance workflows. By transforming PDFs into branded, automated webforms, Finpace reduces NIGO, speeds up onboarding, and integrates with leading CRM systems to ensure seamless, accurate client data management. Built by advisors for advisors, Finpace compresses onboarding from hours to minutes, improves data accuracy, and provides clients with modern, mobile-first experiences. With enterprise-grade security, SOC 2-aligned controls, and ESIGN/UETA-compliant signatures, Finpace combines concierge simplicity with comprehensive compliance. Learn more at www.finpace.com . Media Contact : Forrest Tuten CEO & Founder Finpace Email: [email protected] Website Instagram Facebook Twitter / X LinkedIn YouTube
- December 16, 2025Finance & Loan
Mary Collins Receives 2025 Global Recognition Award For Ethical, Data-Driven Real Estate And Finance Leadership
Mary Collins has received a 2025 Global Recognition Award for her work in finance and real estate through Marie Consulting and Partners. The award recognizes a record of performance in leadership, service, research, innovation, and teaching. Evaluators noted the way she links detailed analysis with clearly articulated ethical standards in financial and property decisions. Photo Courtesy of Mary Collins Collins achieved high scores in ethical decision-making, promoting innovation, community impact, originality in research, international collaboration, market impact, and the development of new teaching methods. The judging panel employed a structured Rasch model to review the shortlisted applicants, creating a linear measurement scale for comparing leaders with varying strengths. This approach enabled the panel to evaluate her results in several categories, applying a consistent standard to each candidate. Ethical Leadership And Innovation Collins has shaped Marie Consulting and Partners around the view that finance and real estate should support durable value, rather than short-term speculation, and that recommendations must rest on transparent reasoning. The firm develops tailored strategies that combine data tools, analytics platforms, data insights, and market intelligence to address complex investment questions across various markets. Through educational resources and market analysis, the company equips investors with knowledge to support their decision-making while connecting them to reputable investment providers. Her work positions the company at the intersection of real estate, finance, and advisory services, connecting capital with carefully evaluated opportunities in growth areas such as Accra, Dubai, and the United Kingdom. Marie Consulting and Partners does not provide financial, legal, tax, or professional investment advice. Her leadership approach treats integrity as a practical limit that guides every recommendation, so ethical considerations are integral to the firm’s decision-making processes. Marie Consulting and Partners structures advice and products so that incentives and outcomes remain clear, which helps clients understand how individual choices affect risk and return. Collins has contributed to analytical approaches that enhance deal structuring, valuation, and portfolio construction. The use of technology is supported by measured improvements in clarity and performance for clients. Community Impact And Global Reach Collins treats finance and real estate as tools that can expand participation in economic growth when applied with attention to access and education. Marie Consulting and Partners supports initiatives that promote financial literacy, encourage sustainable property investment, and create routes to wealth-building for individuals who may have limited access to standard advisory channels. These organized efforts have contributed to strong assessments of her impact on communities and practical responses to identified social needs. The firm incorporates community engagement into its commercial activities by linking investor education with reviewed opportunities in local and international markets. Collins is involved in initiatives that support affordable housing, local entrepreneurship, and broader access to global real estate and financial assets, aligning with commercial aims and delivering concrete outcomes for communities. Her international work relies on cooperation with partners in several jurisdictions, and this method helps manage regulatory, currency, and governance risks while respecting local conditions. Final Words Collins also focuses on teaching and mentoring, where she develops methods that connect technical content with case material from her advisory work and projects in different countries. Students and early-career professionals gain structured exposure to topics in property, finance, and investment, enabling them to see how theoretical tools apply in negotiations, project management, and transaction assessment. This emphasis has supported stronger learning outcomes while contributing to a group of practitioners who recognize the importance of analytical rigor and ethical responsibility. “Mary Collins represents the qualities sought in Global Recognition Awards recipients, because she combines technical skill with firm ethical standards and a consistent commitment to creating positive effects in communities,” said Alex Sterling, spokesperson for Global Recognition Awards. “Her work continues to influence practice in several regions while she maintains a straightforward and transparent approach that has earned wide respect, and her focus on community engagement shows how financial expertise can support social and economic objectives. This recognition highlights a way of working in which careful analysis, responsible use of technology, and regular service to communities are treated as connected parts of professional achievement.” About Global Recognition Awards The Global Recognition Awards is an international organization that recognizes companies and individuals who have made notable contributions to their respective industries. The organization highlights leaders and firms that demonstrate measurable impact, responsible practices, and a consistent commitment to progress within their sectors.
- December 16, 2025Finance & Loan
Iguabit Opens "Transoceanic" Asset Corridor, Empowering Brazilian Investors with Access to Global Real-World Assets via Compliant Tokenization
Access to premier global financial assets—such as USD-denominated private credit or US commercial real estate—has historically been the exclusive privilege of institutional investors. Today, Iguabit Global Ltd. , a US-registered Money Services Business, announces a strategic initiative to dismantle this barrier. Through its regulated trading infrastructure, Iguabit is enabling Brazilian and Latin American investors to seamlessly access the Real-World Asset (RWA) market. According to data from Mastercard , 51% of Latin American consumers have already transacted with cryptocurrency, with over a third using it as a hedge against inflation. Iguabit’s latest deployment addresses this demand, evolving the narrative from simple "crypto trading" to sophisticated "global asset allocation." Breaking Geo-Financial Barriers with Technology Iguabit’s core vision is to resolve the modern investor's "Trilemma": Trust, Innovation, and Accessibility . By bringing traditional financial assets on-chain (Tokenization), Iguabit achieves two critical breakthroughs: Fractionalized Ownership: Assets that traditionally required multi-million dollar entry tickets—such as prime real estate or corporate bonds—can now be accessed via the Iguabit platform with entry thresholds as low as $100 . This empowers the average Brazilian investor to build an institutional-grade, diversified portfolio. Instant Liquidity: Leveraging blockchain’s 24/7 settlement capabilities, Iguabit solves the multi-day settlement cycles typical of traditional cross-border investing, exponentially increasing capital efficiency. Wall Street Pedigree Ensuring Asset Quality "In the LatAm market, users do not lack speculative opportunities; they lack robust channels for wealth preservation and growth," said Alistair Kincaid , CEO of Iguabit and former VP of Global Markets at Goldman Sachs . "We are leveraging our team's Wall Street experience in asset structuring to curate and tokenize high-quality Real-World Assets. We are not just providing a trading platform; we are building a bridge that allows investors in São Paulo to enjoy the same financial dividends as institutions in New York." Local Execution, Global Standards To ensure frictionless market entry, Iguabit has implemented a deep localization strategy in Brazil . The platform integrates direct BRL (Brazilian Real) payment gateways and offers native Portuguese support. All transactions occur within a framework compliant with US FinCEN regulatory standards, with assets secured by MPC technology, ensuring "Global Assets, Local Experience." About Iguabit Iguabit Global Ltd. is a US-regulated fintech company dedicated to reshaping global financial access. Relying on a rigorous regulatory framework and advanced blockchain technology, Iguabit provides secure, transparent digital and real-world asset trading services to investors in emerging markets. Forward-Looking Statements & Disclaimer This press release contains forward-looking statements. All investments involve risks, including the loss of principal. The value of RWA assets may be affected by the macroeconomic environment. This document does not constitute financial advice. Investors should consult professional advisors before investing.
- December 15, 2025Finance & Loan
iDenfy was recognized as a top ID verification platform at the global FF Awards 2025
iDenfy, a global RegTech platform known for its AI-powered identity verification and fraud prevention tools, earned a spot as a finalist in the “ID Verification & KYC” category at the FF Awards 2025. The company secured this recognition through a mix of online votes and expert evaluation that proved its superior service quality and wide compliance tools in fintech. This award helps to evaluate current market needs and push the online market toward more transparency and faster onboarding results for businesses to prevent fraud online. The FF Awards , is one of the most recognized among global fintech leaders annual event organized by FF News. The event took place in London, November 25th. The purpose of the awards ceremony was to showcase specific industry businesses and their technological innovations that have made a measurable impact on financial services. It combined public voting with the expert evaluation. The ceremony was attended by leading innovators across banking, payments, insurance, and digital identity firms. FFawards is known for its blend of industry insight and entertainment, and has become a key benchmark to evaluate how well the product is tailored in the fintech space. “The recognition among finalists at the FF Awards is a powerful validation of our work. The identity verification industry evolves rapidly, and organizations require solutions that are secure, accurate, and simple to implement. We are here to make it happen”, confidently expressed Domantas Ciulde, the CEO of iDenfy. Each submission to the FF Awards required a dedicated video presentation showcasing a company’s technology, mission, and differentiators. iDenfy highlighted throughout its video submission the complete identity verification package, advanced fraud prevention capabilities, and its primary objective to deliver safer online onboarding systems for companies. After progressing through a multi-stage review involving submission, approval, public voting, and expert evaluation, iDenfy earned a finalist position and received the official FF awards statue. The recognition arrives in a milestone year for the company. Earlier in 2025, iDenfy was named the leading identity verification provider in G2’s Winter report, supported by outstanding customer satisfaction and high performance across KYC, AML, and KYB services. This achievement strengthened the company’s reputation as a leading global provider of compliance technology for digital businesses. iDenfy’s verification platform offers a complete package of mixed fraud prevention services, powered by the latest artificial intelligence biometric recognition, more than 3000+ document analysis, risk scoring profiles, ongoing user monitoring management, and smooth workflow automation. These capabilities help organizations to verify millions of users in no time, while meeting regulatory standards across fintech, banking, blockchain, insurance, e-commerce, mobility platforms, and other high-risk sectors. “Being named as a finalist is a meaningful moment for us. Our partners trust us to deliver reliable compliance tools, and we work every day to justify that trust. Recognition from the FF Awards reinforces the value of our technology and encourages us to continue to minimize fraud for digital businesses worldwide,” added Robert Kotov, iDenfy’s Business Development Executive. It’s worth mentioning that iDenfy is one of the few KYC providers that also offers manual expertise and in-house KYC re-checks that improve false positives, which AI, unfortunately, can influence, no matter the solution. Identity checks are carefully done by the automated system as well as internal review support, to make sure that the documents matched with the identity, to avoid fraud patterns, and prevent system errors. Based on client requirements, every verification can be reviewed within three minutes with up to 99% accuracy.
- December 15, 2025Finance & Loan
Perth Mortgage Calculators for Repayments, Offset Accounts, Comparisons Launched
Lime Mortgage Brokers has expanded its services for Perth residents with the launch of a comprehensive suite of mortgage calculators developed to simplify the often complex process of assessing home loan options. The tool set is the latest addition to the company’s offerings and aims to eliminate the guesswork involved in planning, budgeting, and comparing various mortgage products. More information is available at https://limemortgagebrokers.com.au/perth-mortgage-calculator/ A representative from Lime Mortgage Brokers explained that the launch responds to increasing demand from borrowers seeking clearer, faster ways to evaluate their loan choices. “Many homeowners find themselves researching formulas or manually crunching numbers just to understand what their repayments might look like. Our calculators streamline that process and make it accessible to everyone,” the spokesperson said. The representative further noted that while traditional calculators often provide only basic repayment estimates, the company’s expanded line offers deeper insight. “Borrowers today need more than a single figure. They want to know how extra repayments affect loan terms, how different products compare, or how much they can realistically borrow,” they added. The set includes dedicated tools such as the Repayment Calculator, which gives users a straightforward way to estimate monthly payments based on their loan amount, interest rate, and chosen term. For those comparing multiple loan products, the Loan Comparison Calculator provides a side-by-side view to help identify the option that best aligns with their financial plans. Furthermore, homeowners exploring additional contributions can use the Extra Repayment Calculator, which shows how even small extra payments can reduce total interest and shorten the loan timeline. Meanwhile, the Borrowing Power Calculator calculates borrowing capacity using income, expenses, and financial commitments, an essential step for those assessing readiness to enter the property market. Lime Mortgage Brokers also included the Mortgage Switching Calculator, which offers clarity on the potential benefits and costs of moving to a new mortgage product. Designed with ease of use in mind, the calculators are targeted at first-time buyers, existing homeowners, and refinancers navigating the Perth property market. The tool set is the brainchild of broker Shawn Swart, who leads Lime Mortgage Brokers’ advisory efforts. With over 25 years of experience in finance, which included a decade in the banking sector, Mr Swart is known for handling complex borrowing structures. Those interested in exploring the full range of calculators or seeking guidance on home loan options are encouraged to visit https://limemortgagebrokers.com.au/perth-mortgage-calculator/
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