Month : January 2020

Ellie Mae Announces Virtual Experience 2020
Banking News

2019 Concludes With Interest Rates And Purchase Percentages On The Rise According To December Ellie Mae Origination Insight Report

Fintech News Desk
by Fintech News Desk0
According to the December Origination Insight Report from Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry, interest rates rose again in December to 3.99 percent, up from 3.97 percent in November and the 2019 low of 3.93 percent in September. This is coupled with the increase in purchase loans,......
Shift Technology Names Nathalie Parent Chief People Officer
Fintech News Robotic Process Automation

Shift Technology Names Nathalie Parent Chief People Officer

Fintech News Desk
by Fintech News Desk11
Veteran HR Professional Joins Executive Management Team to Support Global Growth Shift Technology, a provider of AI-native fraud detection and claims automation solutions for the global insurance industry, announced Nathalie Parent has joined the company as its Chief People Officer. Most recently, Parent served as Chief HR Officer for Selligent, where......
Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business Fintech News

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Fintech News Desk
by Fintech News Desk9
Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk management surveillance services, from Radian Group Inc. The transaction does not include Five Bridges Advisors, Green River Capital, Red Bell......
BMO Financial Group to Acquire Clearpool Group Inc.
Business News

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech News Desk
by Fintech News Desk5
Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of opportunity and strength BMO Financial Group announced that it has entered into a definitive agreement to acquire Clearpool Group Inc.,......
Tulip Partners with Avalara to Automate Tax Compliance
Business Fintech News

Tulip Partners with Avalara to Automate Tax Compliance

Fintech News Desk
by Fintech News Desk1
Tulip, the leader in store associate cloud-based mobile solutions, announced it has partnered with Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes , to offer AvaTax to its customers. Avalara’s “Certified for AvaTax” program features integrations that perform at the highest level, providing......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Symphony MediaAI Appoints Mark Moeder as CEO
Business News

Symphony MediaAI Appoints Mark Moeder as CEO

Fintech News Desk
by Fintech News Desk0
Media Technology Expert Brings Two Decades of Industry Experience to Solutions and Services Leader in Media and Entertainment Financial Management Symphony MediaAI announced it has appointed Mark Moeder as CEO, effective immediately. Moeder will lead Symphony MediaAI, a SymphonyAI Group portfolio company, into its next phase of growth, enhancing the existing......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019
Banking Fintech News

Money Markets Network Instimatch Global Sees Clients Up 50% in H2 2019

Fintech News Desk
by Fintech News Desk12
Instimatch Global, the digital network for institutional money market lending, has announced its performance highlights for the second half of 2019: Trade intent grew to $195 billion, up 44% on H1. The number of counterparties on the company’s international money markets network has grown to 80, up 50% compared to......
PCI Pal Advances to a Cisco Preferred Solution Partner
Banking Business News

PCI Pal Advances to a Cisco Preferred Solution Partner

Fintech News Desk
by Fintech News Desk10
Pci Pal Agent Assist and Ivr Payments Achieve Cisco Compatible Certification to Provide Integrated Solutions That Protect Sensitive Cardholder Data PCI Pal, the secure payments provider to contact centers and businesses taking Cardholder Not Present (CNP) payments, announced that it has been selected as a Preferred Solution Partner by Cisco......
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