08/12/2026
By David Penn on 2026/08/12 13:16 -0400
- AI-powered operating system for wealth management Zeplyn announced a new integration with Schwab Advisor Center to automate account opening and meeting preparation workflows.
- The integration follows the company's launch of a new platform capability, Advisor Coaching, that gives wealth management advisors actionable feedback on their client interactions.
- Headquartered in New York and founded in 2023, Zeplyn made its Finovate debut at FinovateFall 2025.
Zeplyn, an AI operating...
By David Penn on 2026/08/12 09:40 -0400
- Earned wage access platform provider Veep Software announced that AltaOne Federal Credit Union has launched its AnyTimePay offering. AnyTimePay provides employees with access to earned wages before their scheduled payday.
- The product launch comes at the same time that AltaOne Federal Credit Union announced a strategic investment in the Florida-based fintech.
- Veep Software was founded in 2019. The company made its Finovate debut at FinovateFall 2025 in New York.
By Julie Muhn (@julieschicktanz) on 2026/08/11 13:27 -0400
- Micronotes has rebranded as Eligen after selling its Cross-Sell digital engagement business to embedded fintech provider Array.
- Eligen will focus on helping banks and credit unions use credit bureau data to identify qualified borrowers and deliver personalized, prescreened credit offers.
- The company aims to help banks grow loan portfolios by automating borrower targeting and using post-campaign analytics to improve future campaigns.
Digital engagement solutions provider ...
By David Penn on 2026/08/10 19:08 -0400
At a time of unprecedented competition and growing demand for more responsive, more personalized services, how are credit unions evolving to not only keep the members they have engaged, but also to grow and build their membership ranks? What are the most innovative fintech companies in the industry doing to help credit unions keep pace with digital transformation efforts, take advantage of innovations such as embedded finance, and make the most of investments in AI and cybersecurity?
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By David Penn on 2026/08/10 16:08 -0400
- Wealth management firm True Potential has partnered with financial data infrastructure firm Origo, joining the company's Integration Hub.
- Joining the Integration Hub will put automated, daily investment and pension valuations directly into the existing workflows of financial advisers on True Potential's platform.
- Headquartered in Newcastle upon Tyne in the UK and founded in 2007, True Potential made its Finovate debut at FinovateFall 2014.
UK-based wealth management company...
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