Ep216 – The First 5 Steps to Transform Your Bank

Global financial technology leader FIS® today announced that Integrity Viking Funds has selected FIS Investment Accounting Manager to modernize its investment accounting infrastructure. The partnership demonstrates FIS’ ability to deliver enterprise-grade technology to handle increasingly complex investment strategies without prohibitive costs or operational complexity to assets managers of all sizes.

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KAST, the global platform built on stablecoin rails, announced today that Brad Jaffe, who led global communications at cryptocurrency exchange Binance for more than three years during a period of rapid global growth and regulatory evolution, has joined the company as Chief Communications Officer.

We are pleased to share that Karby Leggett has been appointed Head of Digital Assets for Greater China North Asia, South Asia and ASEAN within the Digital Assets Centre of Excellence. This comes in addition to his current role as Global Head of the Official Institutions Group as part of the Bank’s Global Research team.

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, is pleased to announce the appointment of Allen Weinberg as Chief Growth and Strategy Officer, effective immediately. In this newly created role, Weinberg will work closely with the leadership team to implement Broadridge’s strategic priorities focused on accelerating sustainable growth, enhancing profitability, and strengthening competitive differentiation. He will also help identify and evaluate new markets and product opportunities, ensuring the company’s strategy remains aligned with the industry’s rapidly changing landscape. Weinberg will join Broadridge’s Executive Leadership Team and report directly to Broadridge Chief Executive Officer Tim Gokey.

Apex Fintech Solutions, Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, and Wavvest, the AI engine automating professional financial planning, today announced a strategic partnership to deliver AI-powered financial planning capabilities to Apex clients. The collaboration will integrate Wavvest's planning technology with Apex's custodial data infrastructure, expanding Apex's AI Suite — a comprehensive package of AI-powered tools spanning advisor productivity and platform development capabilities, including Ask Ascend for intelligent coding and documentation support and the Agentic Development Kit for rapid integration development and prototyping.