Search Results for: Vice President

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

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms
Fintech InsurTech News

M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms

Fintech News Desk
FAST, a Verisk business, announced that M Financial Group has licensed FAST software to help provide innovative products to its Member Firms and their clients. M Financial, a leading distributor of life insurance products and services, will use FAST software to generate additional growth opportunities by developing and offering unique......
Surecomp Sets the New Open Banking Standard for Trade Finance APIs and Gives Free Trial to Customers
Banking Fintech News

Surecomp Sets the New Open Banking Standard for Trade Finance APIs and Gives Free Trial to Customers

Fintech News Desk
Surecomp, the leading provider of global trade finance solutions for banks and corporates, announced the opening of its Application Programming Interfaces (API) architecture to customers in a sandbox testing environment, setting the new open banking standard in the digitization of trade finance processing and connectivity. Read More: WorldRemit Partners with Wizall......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Medata Launches LookUp
Fintech News

Medata Launches LookUp

Fintech News Desk
Medata, a leader in medical cost containment technology, has introduced LookUp, a user-friendly, web-based medical services pricing tool. Read More: Clearview Product Enhancements Demonstrate Unanet’s Investment in ERP for Architecture & Engineering Firms “Where other systems are limited to a single jurisdiction, line of business, or reimbursement value, Medata’s LookUp draws......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
Trellis Software Announces a Partnership With Clearlist
Capital Markets Fintech Investment Services News

Trellis Software Announces a Partnership With Clearlist

Fintech News Desk
Trellis Software Inc., a Boston-based company that helps issuers and fiduciaries navigate the time-consuming and cumbersome private investment process with its innovative digital platform, announced today that it has partnered with ClearList. ClearList is a digital trading platform created to transform price discovery of private company securities and provide liquidity for......
dxFeed Partners with Lukka to Deliver Institutional-Grade Crypto Data to Traditional Finance
Fintech News

dxFeed Launches SEC Rule 6c-11 Compliance Solution for ETF Issuers

Fintech News Desk
In response to the regulatory changes introduced by the SEC for Exchange Traded Funds (Rule 6c-11, or the Final Rule) dxFeed, a leading provider of data solutions for the global financial industry and a subsidiary of Devexperts, is launching a comprehensive compliance solution for ETF issuers. Read More: 2020 Outlook: Blackhawk......
UNIQA Insurance Group AG Recognized As Model Insurer By Celent For Successful Implementation of FRISS Fraud Detection Software
Artificial Intelligence Fintech InsurTech News

UNIQA Insurance Group AG Recognized As Model Insurer By Celent For Successful Implementation of FRISS Fraud Detection Software

Fintech News Desk
Celent, the global financial services research and advisory firm, has recognized UNIQA Insurance Group AG with the Model Insurer Award in the Data, Analytics and AI category. UNIQA receives the award after implementing FRISS’ fraud detection software for their successful Strategic Group P&C Anti-Fraud Initiative. Read More: GlobalFintechSeries Interview with Griffin......
KLDiscovery’s Dawn Wilson Announced as Finalist for the 2020 Greater Washington Technology CFO Awards
Fintech News

KLDiscovery’s Dawn Wilson Announced as Finalist for the 2020 Greater Washington Technology CFO Awards

Fintech News Desk
KLDiscovery announced that Dawn Wilson, Chief Financial Officer, has been chosen as a finalist for the 2020 Greater Washington Technology CFO Awards, which salutes both established chief financial officers and mid-career finance professionals for extraordinary achievement and excellence in promoting the development of the region’s technology community. Ms. Wilson is......
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