Banking & Financial Services News
Get a balanced look at what’s new in the banking and financial services industry. This section features information about commercial banking services and products, credit unions, credit card companies, cryptocurrency, compliance issues and news from banking and financial service companies.
Trinity Service Enterprises’ Member-Focused Approach Drives Strong Portfolio Results
In first year of servicing, Trinity reduced delinquent accounts from 42.5% to 18% - October 28, 2026 - Trinity Services Enterprises
Sherwin Sargeant Calls for Earlier Retirement Education for Florida Educators
Sherwin & Associates founder encourages teachers and public employees to begin retirement planning years before their final paycheck. - October 26, 2026 - Sherwin & Associates
Employee Wellness Program Cuts Payroll Taxes & Boosts Take-Home Pay
Sherwin & Associates is expanding access to an innovative employee wellness program designed to help employers strengthen preventive care benefits while potentially reducing payroll tax costs and increasing employees’ take-home pay. When properly structured and implemented in accordance... - October 26, 2026 - Sherwin & Associates
ePayment Services Expands Automated Reconciliation for BACS and Card Payments
ePayment Services has expanded automated reconciliation for BACS and card payments, helping finance teams match payment activity, process reports and reduce manual reconciliation work. The service supports clearer payment visibility across Direct Debit, Direct Credit and card payment workflows. - October 22, 2026 - ePayment Services
ePayment Services Introduces AI-Powered Payment Optimisation Tools
ePayment Services has introduced AI-powered payment optimisation tools to help UK businesses improve payment handling, reduce operational risk and support better transaction outcomes through intelligent automation, smarter payment routing and enhanced payment monitoring. - October 22, 2026 - ePayment Services
ePayment Services Expands Card Payment Gateway Services for UK Businesses
ePayment Services has expanded its card payment gateway services for UK businesses, supporting online card payments, digital wallets, fraud prevention features and acquirer account options. The service is designed to help organisations manage customer payments more efficiently alongside wider payment workflows. - October 22, 2026 - ePayment Services
At USEReady’s Dallas Breakfast with Agents Session, Executives Say AI Success Starts with Strategy, Not Software
Leaders from USEReady, HF Sinclair, US LBM, Columbia University and Sigma Computing made the case that quick wins and a unified data foundation have to be built together. - October 20, 2026 - USEReady
Payments Therapist Expands PCI Compliance Practice, Appoints Former FIS Vice President Wes Shattler to Lead New Services
The payments consulting firm brings senior-level industry expertise to growing fintech companies through two specialized programs focused on PCI assessment readiness and continuous governance. - October 14, 2026 - Payments Therapist
$95,000 in Grants Available for Local Educators to Bring Innovative Classroom Projects to Life
The Cal Coast Cares Foundation is now accepting applications for its 2026 Educator Grant Program, offering local educators funding to create innovative learning experiences that inspire student success and academic achievement. The Foundation will award a total of $95,000 in grants to educators... - October 09, 2026 - California Coast Credit Union
Visions Capital Alliance LLC Launches Up to 100% Real Estate Financing and Previews Sustainable Business Funding Alternative to MCAs
Visions Capital Alliance LLC expanded its alternative funding suite, launching up to 100% real estate JV financing alongside No-Credit Cash-Out options. Based in Glendale, the brokerage also previewed a revenue-based program to serve as a sustainable alternative to MCAs. The firm is actively seeking business owners and real estate investors seeking creative options, creating a win-win ecosystem built on custom partnerships. - October 08, 2026 - Visions Capital Alliance LLC
USEReady Announces Migrate2Quick to Accelerate Legacy BI Migration to Amazon Quick
Expanded approach combines AWS Transform and USEReady’s MigratorIQ agentic platform to help enterprises bring legacy BI, business logic, and governed metrics into an AI-powered decision environment. - October 08, 2026 - USEReady
Joseph del Callar Joins Team at Merit Investment Bank as Managing Director
Merit Investment Bank, a leading middle market investment bank, announces Joseph del Callar joins as Managing Director. Merit Investment Bank, a leading middle-market investment bank, has announced that Joseph del Callar has joined the team as a Managing Director. He is a recognized expert in... - October 08, 2026 - Merit Investment Bank
UTRS InfoSec Launches Third-Party Risk Advisory Service as Vendor Breaches Accelerate
New UTRS InfoSec service helps growing businesses inventory, assess, and monitor vendor risk without building an enterprise-scale program. - October 06, 2026 - UTRS
Bridge Cuts Hotel Debt Placement Fees by 50% as AI Drives Down the Cost of Financing
Bridge today announced that it is cutting its hotel debt placement fee to 50 basis points, approximately half the 1% - 1.5% fee commonly charged on hotel financings. - September 30, 2026 - Bridge
eSortCode Expands Bulk Bank Validation Tools for High-Volume UK Payment Teams
eSortCode expands its bulk bank validation tools to help high-volume UK finance and payment teams efficiently check larger batches of bank details before processing, improving data quality and reducing failed payments and manual correction work. - September 24, 2026 - eSortCode
USEReady Joins OpenAI Partner Network to Accelerate Enterprise AI Adoption
Combining production-grade GenAI and Agentic AI expertise with OpenAI technology to help enterprises move from AI experimentation to measurable business impact. - September 23, 2026 - USEReady
FactorFox Introduces an AI Native Operating System Built for the Next Era of Specialty Finance
More than twenty years of specialty finance experience, approximately 100 organizations and billions of dollars in annual transaction activity provide the foundation for a new generation of financial technology built around intelligence, evidence and control. - September 22, 2026 - FactorFox Software
Cause of Capital Launches Big Job Ready™ Initiative During Hispanic Heritage Month to Help Businesses Prepare for Bigger Opportunities
Cause of Capital is launching a Hispanic Heritage Month initiative featuring the complimentary Big Job Ready™ Assessment and educational webinar to help contractors, manufacturers, and commercial service businesses prepare for larger contracts and growth opportunities. Led by Neftali Mercedes, Growth Capital Architect™, the initiative shifts the conversation from simply finding funding to building the value, clarity, and order needed to pursue growth strategically. - September 22, 2026 - Cause of Capital
Carisk Partners Launches Integrated Pain Management Program
The company’s whole-person, patient-specific approach combines clinical care, behavioral health, and technology to support earlier intervention and recovery. - September 17, 2026 - Carisk Partners
A-Team Group Announces Winners of the Data Management Insight Awards – USA 2026
A-Team Group today announced the winners of its annual Data Management Insight Awards – USA 2026, celebrating outstanding vendors, service providers, and consultancies delivering innovative data management solutions to North American capital markets. - September 17, 2026 - A-Team Group
Freeman Building Systems Breaks Ground with The Apple Creek Banking Company
Apple Creek Bank’s New Downtown Wooster Branch and Loan Operations Center to Open in 2027 - August 31, 2026 - Freeman Building Systems
Bask Fund Announces Diversified Investment Platform Across Real Estate, Equities, Gold and Digital Assets
Bask Fund, founded by Henry Fields, is a diversified investment company focused on real estate, stocks and equities, gold, and digital assets including cryptocurrency. The company uses a research-driven approach to identify opportunities across traditional and emerging markets, emphasizing diversification, risk assessment, transparency, and long-term investment strategies. - August 30, 2026 - Bask Fund
Thrive Financial Services Named No. 3,697 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies
Thrive Financial Services today announced it has been ranked No. 3,697 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses,... - August 11, 2026 - Thrive Financial Services
Best Mobile Websites and Best Mobile Apps of 2026 to be Named by Web Marketing Association
The Web Marketing Association's 15th annual international MobileWebAward competition is now accepting entries. It recognizes the individual and team achievements of Web professionals all over the world who create and maintain outstanding mobile Websites and mobile applications. The deadline for entry in the 2026 MobileWebAwards is September 30, 2026. The entry form for this award program can be found at http://www.mobile-webaward.org. - August 03, 2026 - Web Marketing Association
ePayment Services Launches Payment Failover Tools to Improve Payment Collection Reliability
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CommLoan Welcomes Brian Brady as Capital Markets Advisor to Expand Hospitality Real Estate Lending Capabilities
CommLoan hires veteran capital markets professional to focus on Commercial Real Estate Lending in Florida and Southeastern United States - August 01, 2026 - CommLoan
The Fintech Accord Rallies Behind CLARITY Act at Wall Street Hearing
Following the House Financial Services Subcommittee field hearing at Federal Hall on Wall Street, The Fintech Accord and its industry alliance partners highlighted momentum behind the CLARITY Act (H.R. 3633). Featuring commentary from leaders Dobbin Prezzano and H. West Richards, the release details direct engagement with Committee leadership and reinforces the Accord’s role uniting market leaders and policymakers to advance clear digital asset rules. - July 24, 2026 - The Fintech Accord
Strathmore’s Who’s Who Worldwide Selects Charles L. Cooper as an Influential Business Professional for Two Consecutive Years
Charles L. Cooper of Greeley, Colorado, has been selected as an Influential Business Professional of the Year 2026 by Strathmore’s Who’s Who Worldwide. This is the second year in a row he has received this honor for his outstanding contributions and achievements in the field of finance... - July 15, 2026 - Strathmore Worldwide
ePostcode Announces Enhanced Data Cleansing Services for UK Address Databases
ePostcode.com has expanded its UK address data cleansing services to help businesses correct outdated, incomplete and inconsistent customer address records, improving CRM accuracy, reducing duplicate data and supporting better operational efficiency across business systems. - July 14, 2026 - ePostcode
VR Corporatenext Has Launched SISTEMA INDUSTRIA ITALIA
VR Corporatenext has launched SISTEMA INDUSTRIA ITALIA: A Strategic Gateway to Italy’s and Europe’s Dynamic Industrial Ecosystem for Italian and International Enterprises. - July 13, 2026 - VR CORPORATENEXT
EffectusLMS #3 Among the Best Performance Management Software & Tools 2026
EffectusLMS ranks #3 among the best performance management software & tools 2026 by eLearning Industry for AI-enabled customer training. - July 10, 2026 - CommLab India
Osage Capital Closes $25 Million Senior Secured Credit Facility to Accelerate Growth and Expand Capital Solutions for Law Firms
Houston based specialty finance firm secures institutional capital to deepen partnerships with law firms and broaden its product offering across the United States. - June 30, 2026 - Osage Capital
Cal Coast Credit Union Names Nathan Phan SVP of Finance and Accounting
Cal Coast Credit Union, one of Southern California’s longest serving credit unions, has named Nathan Phan Senior Vice President of Finance and Accounting. This promotion strengthens Cal Coast’s executive leadership team at a time when financial performance, strategic growth, and member... - June 26, 2026 - California Coast Credit Union
Julie Wong to be Featured in Summer 2026 Issue of P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) Magazine
Julie Wong of Flushing, New York, will be featured in a two-page spread in the Summer 2026 issue of P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) Magazine. Wong was selected for this honor for her expertise and notable achievements in finance, banking, and loans. She will... - June 25, 2026 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
Commercial Funding Partners Releases Public Logistics Equipment Tax-Lease Case Study
An anonymized case study shows how a $1B+ public-company logistics operator used a $7 million, 60-month tax lease for specialized warehousing equipment tied to distribution-center operations. - June 25, 2026 - Commercial Funding Partners
Quantum Threat to Encryption is Now a Federal Procurement Issue, Qtonic Quantum Warns After New White House Order
The June 22 White House order accelerates federal post-quantum cryptography migration, sets 2030 and 2031 deadlines for federal high-value and high-impact systems, and directs proposed FAR rules for covered contractors. Qtonic Quantum says boards, CISOs, and federal suppliers must find cryptographic exposure before quantum risk becomes contract risk. - June 24, 2026 - Qtonic Quantum Corp.
Commercial Funding Partners Closes $36 Million Manufacturer Sale-Leaseback Recapitalization
Commercial Funding Partners closed a $36 million manufacturer sale-leaseback structured as a 60-month non-tax lease and funded in less than three weeks. - June 24, 2026 - Commercial Funding Partners
Commercial Funding Partners Releases Robotic Welding Equipment Sale-Leaseback Case Study
An anonymized case study shows how an asset-heavy manufacturer evaluated a $1.5 million, 36-month sale-leaseback / capital-lease path while keeping robotic welding and manufacturing systems in use. - June 24, 2026 - Commercial Funding Partners
TruDecision and FUSE Announce Strategic Partnership to Advance Intelligent Lending Automation
TruDecision Inc., a leading provider of credit risk analytics and decisioning solutions, today announced a strategic partnership with FUSE, a modern loan origination platform designed to provide lenders with the flexibility and configurability needed to compete in an evolving lending... - June 23, 2026 - TruDecision Inc.
Trinity Service Enterprises Opens New Office in Mexico City
Trinity Service Enterprises has opened a new office in Mexico City, strengthening its operational capacity and creating a more collaborative, professional environment for its growing team. The new office is located at Av. Río Mixcoac 108, Actipan, Benito Juárez, 03230 Ciudad de... - June 20, 2026 - Trinity Services Enterprises
Vasu Sambasivam Named an AAPI Leader of Influence by San Diego Business Journal
Cal Coast Credit Union Chief Information Officer Vasu Sambasivam has been named an Asian American Pacific Islander (AAPI) Leader of Influence for 2026. The honor was announced by the San Diego Business Journal, which recognized Sambasivam for his contributions to the community and commitment to... - June 18, 2026 - California Coast Credit Union
Security Token Offering Foundation Launching June 29, 2026 to Advance the Global Tokenization Industry
The Security Token Offering Foundation (STO Foundation) today announced its official launch date on June 29, 2026 as a global membership organization dedicated to supporting the growth, education, adoption, and advancement of Real-World Asset (RWA) tokenization, digital securities, and tokenized capital markets. As tokenization continues to transform the way assets are issued, managed, distributed, and traded, the STO Foundation has been established to serve as a central hub for tokenization. - June 16, 2026 - STO Foundation
Edward U. Depersis Honored as a Professional of the Year for 2026 by Strathmore's Who's Who Worldwide Publication
Edward U. DePersis of Pittsburgh, Pennsylvania, has been named a Professional of the Year for 2026 by Strathmore's Who's Who Worldwide for his outstanding contributions and achievements in the field of financial services. About Edward U. DePersis Edward U. DePersis is the CFO of ENDePersis... - June 11, 2026 - Strathmore Worldwide
A-Team Group Announces Winners of the TradingTech Insight Awards USA 2026
A-Team Group today announced the winners of the 2026 TradingTech Insight Awards USA, unveiled at the TradingTech Summit New York. - June 11, 2026 - A-Team Group
Cal Coast Credit Union Names Antonia Luna as Chief Operating Officer
Cal Coast Credit Union, one of Southern California’s longest serving credit unions, has named Antonia Luna as Chief Operating Officer (COO). A seasoned financial services executive with more than 30 years of experience in the credit union industry, Antonia is recognized for her expertise in... - June 08, 2026 - California Coast Credit Union
Zipple Launches Activity Signal Platform - a New Data Infrastructure for the Behavioral Economy
The world’s first behavioral data infrastructure built on verified real-world human activity — turning everyday actions into structured, measurable signals. - June 07, 2026 - zipplemx
BankBound Launches Three New Solutions to Help Community Banks Compete in the AI Search Era
A turnkey blogging platform, a premium Generative Engine Optimization (GEO) framework, and a managed website consent-compliance service give community banks new tools to build online authority, get found in AI-generated answers, and keep pace with a fast-changing privacy landscape. - June 05, 2026 - BankBound
IronOrbit Positioned to Lead AI-Driven IT Services
Partnership with Shield Technology Partners unlocks access to OpenAI's engineering teams, enabling IronOrbit to embed AI directly into customer operations. - June 05, 2026 - IronOrbit
Las Vegas-Based Investment Manager Receives Top Performance Ratings from Morningstar(r)
Winans Investments is the first investment firm based in Las Vegas to receive receive "5 Star" rankings from the prestigious global rating firm Morningstar(r). This helps establish Las Vegas as a growing financial service center. - May 30, 2026 - Winans Investments
A Team Group Announces Winners of RegTech Insight Awards Europe 2026
A Team Group today announced the winners of its RegTech Insight Awards Europe 2026. - May 21, 2026 - A-Team Group