Search Results for: brokers and corporations

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications
Finance Investment Services News

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities with Acquisition of Mediant Communications

Business Wire
by Business Wire0
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced that certain affiliates of BetaNXT have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions......
Heffernan Financial Services Acquires Osland Financial Group
Fintech News

Heffernan Financial Services Acquires Osland Financial Group

Fintech News Desk
by Fintech News Desk0
Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the United States. Michael Osland has 35 years of experience in......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
Sorcero Expands Into New York Insurance Market With Selection by InsurTech NY
Fintech InsurTech News

Sorcero Expands Into New York Insurance Market With Selection by InsurTech NY

Fintech News Desk
by Fintech News Desk0
Sorcero Will Have An Opportunity To Demonstrate The Power Of Its Language Intelligence Technology To Leading Insurance Companies Sorcero, the leader in Language Intelligence technology, has entered the New York Insurance market, one of the world’s largest. The company was selected to participate in the highly-competitive InsurTech NY growth accelerator program. InsurTech......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Banking Fintech News

Tier1 Financial Solutions Expands Buy-Side Product Suite With Conference Management Capabilities

Fintech News Desk
by Fintech News Desk0
New events management system addresses evolving corporate access needs of the buy side Tier1 Financial Solutions, a leading global relationship management technology provider for capital markets and banking, has expanded its buy-side product line with the release of conference management capabilities. The Tier1 corporate access events management system provides buy-side......
Allied Wallet China Reaches 200 Million eWallet Users Worldwide
Blockchain Cryptocurrency

XanPool is Decrypting the Future; What Can We Expect From Fintech and Cryptocurrencies in 2020

Fintech News Desk
by Fintech News Desk0
The age of digitalization has forever changed every sector in the business market. However, the field of financial services has seen an accelerated growth, generating groundbreaking innovations. As a matter of fact, 360 billion electronic transactions occur annually around the world, thus rendering FinTech into a thriving industry. But that......
Crawford & Company Announces New Digital Estimate Review Tool
Business Fintech InsurTech Investment Services News

Crawford & Company Announces New Digital Estimate Review Tool

Fintech News Desk
by Fintech News Desk0
Crawford & Company®, the world’s largest publicly listed independent provider of claims management and outsourcing solutions to carriers, brokers and corporations, is pleased to announce the launch of Asservio, a bold new innovation that enables digitalization of the estimate review process for property claims. Read More: GlobalFintechSeries Interview with Mark Morissette,......
B2B Cloud News

Visa Cross-Border Solutions

Fintech Staff Writer
by Fintech Staff Writer0
Visa and Currencycloud Visa Cross-Border Solutions will collaborate with other Visa divisions and existing Visa and Currencycloud customers such as corporations, fintechs, FX brokers, and other businesses outside of the traditional banking industry that want to provide their clients with embedded multi-currency and cross-border functionality. Banks, fintechs, FX brokers, and......
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