- Zocks, an AI platform for financial services, announced a partnership with independent broker-dealer and RIA firm Founders Financial Securities, LLC.
- The partnership will make Zocks' platform, which captures advisor-client conversations and turns them into structured data, part of the TRU Enterprise OS technology stack available to all Founders' Member Partners.
- Headquartered in San Francisco, California, Zocks made its Finovate debut at FinovateSpring 2026 in San Diego.
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For years, banks have competed for customers by offering attractive interest rates, cash back rewards, and convenient digital experiences. But as consumers gain access to an expanding range of financial services providers, attracting new customers is only part of the challenge. Increasingly, banks must find ways to encourage lasting engagement, build loyalty, and help customers make meaningful progress toward their financial goals.
One approach is to connect everyday banking products...
- Tech Mahindra has acquired Finastra’s Cash Management product suite, including its cash management, virtual accounts, and liquidity management solutions.
- Tech Mahindra plans to continue supporting existing customers while investing in the products to expand its banking technology portfolio.
- The deal strengthens Tech Mahindra’s position as a banking software provider while allowing Finastra to streamline its portfolio and focus on its core businesses.
India-based...
Welcome to the working week! As October draws to a close, fintechs are raising capital, launching new offerings in agentic commerce and digital assets, and partnering with credit unions to help them modernize their operations. Be sure to check back here at Finovate's Fintech Rundown all week long for the latest updates and announcements.
Payments
Tech Mahindra and Mastercard forge strategic partnership to help companies embed secure virtual payment capabilities into their...
- Business financial management platform Coast raised $35 million in growth equity funding, bringing its total funding to nearly $226 million.
- Coast will use the funding to expand its financial platform for trade and service businesses, invest in AI-powered expense automation and accounts payable tools, and grow its customer base.
- Coast's expansion reflects a broader trend among business fintechs, including Gusto and Ramp, to offer more comprehensive financial services and deepen...
