Search Results for: client experience

Enfusion Receives $150M Investment from ICONIQ Growth as it Continues to Redefine Investment Management Technology Solutions
Fintech Investment Services News

Enfusion Becomes Certified FinTech by Singapore FinTech Association under the Monetary Authority of Singapore (MAS)

Fintech News Desk
by Fintech News Desk0
Enfusion, a leading global provider of investment management technology solutions and services, announced today their certification as a qualified financial technology vendor by the Singapore FinTech Association (SFA). This certification is recognized by the Monetary Authority of Singapore (MAS) as part of the Financial Sector Technology and Innovation (FSTI) Digital Acceleration Grant (DAG) program to bolster digital transformation......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
News Risk Management

Consilio Embraces the Next Level of Growth and Appoints Three New Executive Management Roles

Fintech News Desk
by Fintech News Desk0
Consilio, a global leader in eDiscovery, document review, risk management and legal consulting services, today announced the creation of three new roles on their executive management team. The company promoted from within to fill these positions, including Amy Hinzmann as Chief Experience Officer, Raj Chandrasekar as Chief Operating Officer, and Adam Pollitt as President, EMEAA.......
Artificial Intelligence Fintech News

SimCorp completes next phase in cloud transformation, offering SimCorp Dimension as a Service on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces a new integration of its front-to-back investment management platform, with Microsoft Azure. The move significantly benefits SimCorp clients with a highly scalable, secure and cost efficient public cloud solution. The integration......
News Robotic Process Automation

Berry Appleman & Leiden Transforms Immigration Automation with UiPath and Accelirate

Fintech News Desk
by Fintech News Desk0
Leading immigration law firm enhances client experience with Cobalt® UiPath Connectors and new types of RPA In another first in the legal tech space, Berry Appleman & Leiden LLP (BAL) in partnership with Accelirate delivers first-of-its-kind UiPath connectors, empowering clients to leverage cost-effective automation to perform immigration requests and actions within BAL’s proprietary Cobalt case management......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
Hearsay Systems Outreach for BillingCenter Now Available in the Guidewire Marketplace
Business Fintech News

Hearsay Systems Outreach for BillingCenter Now Available in the Guidewire Marketplace

Fintech News Desk
by Fintech News Desk0
Billing engagement solution offers a streamlined, proactive experience that helps agents take client interactions to a new level Hearsay Systems, a trusted leader in compliant digital communications that deliver an authentic, human-client experience for the financial services industry and Guidewire PartnerConnect Solution partner, and Guidewire Software, the platform Property and Casualty......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech News

Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that Dmitriy Ilyin has been appointed Managing Director of Software as a Service (SaaS) Operations and Support, responsible for all SaaS and Technical Support teams globally. In addition, Ilyin will oversee Charles River’s continuing transition to Microsoft® Azure and help shape the......
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