Search Results for: client experience

World Wealth Report 2020: North America Surpasses Asia-Pacific in High Net Worth Individual Wealth Growth for First Time in Eight Years While COVID-19 Brings Uncertainty
Fintech Investment Services News

World Wealth Report 2020: North America Surpasses Asia-Pacific in High Net Worth Individual Wealth Growth for First Time in Eight Years While COVID-19 Brings Uncertainty

Fintech News Desk
by Fintech News Desk0
High Net Worth Individual1 (HNWI) wealth and population grew by almost 9% globally in 2019 despite a global economic slowdown, international trade wars and geopolitical tensions, finds the World Wealth Report 2020 from Capgemini. North America and Europe took the lead with around 11% and 9% growth respectively, surpassing Asia-Pacific (with 8%) for the......
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
Business Fintech News

Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

Fintech News Desk
by Fintech News Desk0
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds
Fintech News

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds

Fintech News Desk
by Fintech News Desk0
38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years More than half of financial services companies plan to accelerate implementation of their next generation technology strategies, according to a new global survey of 500 financial services C-Suite executives and their direct reports......
Launch of Follow-On Preferred Equity Offering for World’s First Tax-Exempt Global Digital Bank
Fintech Investment Services Mobile Banking News

Launch of Follow-On Preferred Equity Offering for World’s First Tax-Exempt Global Digital Bank

Fintech News Desk
by Fintech News Desk0
US Capital Global Securities LLC, an affiliate of US Capital Global, is offering to eligible investors an investment opportunity of up to $5 million in EQITrade Limited (“EQITrade”). Following on from US Capital Global Securities’ convertible note offering for EQITrade earlier this year, EQITrade is now seeking $5 million in Series......
People's United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking
Banking Business Fintech News

People’s United Bank Bolsters Suite of Treasury Management Technology with Integrated Payables and Invoice-to-Pay Solutions

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A., a subsidiary of People’s United Financial, has expanded its Treasury Management Payment offering, partnering with FIS and MineralTree to bring to market two best-in-class AP Automation solutions that will replace traditionally paper-based processes with simple, secure digital capabilities for Commercial Banking clients. These additions are part of......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Bank of America Corporate, Commercial and Business Banking Contact Centers Earn J.D. Power Certification for the 11th Consecutive Year
Banking Fintech News

Bank of America Corporate, Commercial and Business Banking Contact Centers Earn J.D. Power Certification for the 11th Consecutive Year

Fintech News Desk
by Fintech News Desk0
For the 11th consecutive year, the J.D. Power Certified Customer Service Program has recognized Bank of America’s Corporate, Commercial and Business Banking contact centers, which include card servicing, for providing “An Outstanding Customer Service Experience.” Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay “Congratulations to the entire......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Aviva Selects Fenergo to Transform KYC, CDD and AML Processes
Fintech News Risk Management

Aviva Selects Fenergo to Transform KYC, CDD and AML Processes

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions has been selected by Aviva, to replace Know Your Customer (KYC), Customer Due Diligence (CDD) and Anti-Money Laundering (AML) systems and services. Fenergo will work initially with Aviva Investors and later with Aviva......
Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology
Blockchain Business Capital Markets Fintech News

Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology

Fintech News Desk
by Fintech News Desk0
Vanguard, in collaboration with technology provider Symbiont, and in conjunction with Bank of New York Mellon, State Street, and Franklin Templeton, is actively exploring the application of distributed ledger technology (DLT) to foreign-exchange forwards, bringing transparency and workflow efficiencies to the over-the-counter currency market. As part of this pilot, Vanguard has simulated......
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