Category : Business

Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
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......
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.,......
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......
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......
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......
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......
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Business News

Adaptive Insights, a Workday Company, is Recognized as a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions

Fintech News Desk
by Fintech News Desk0
Customers rated Adaptive Insights with a 4.6 out of 5 for the Cloud Financial Planning and Analysis Solutions market based on 216 ratings Adaptive Insights, a Workday company, has been named a November 2019 Gartner Peer Insights Customers’ Choice for Cloud Financial Planning and Analysis Solutions. Gartner defines Cloud Financial......
Business News

RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020

Fintech News Desk
by Fintech News Desk0
John M. Schobel Will Present on the Topic of Driving Efficiency and Effectiveness in Branch Exams and Field Audits. RegEd, the leading provider of compliance technology solutions to broker-dealers and other financial services firms, is pleased to announce its participation in the Financial Services Institute (FSI) OneVoice conference in San......
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