Search Results for: asset managers

Heffernan Insurance Brokers Expands Partnership with TrustLayer to Automate Insurance Verification for Customers
Artificial Intelligence InsurTech News

Heffernan Insurance Brokers Expands Partnership with TrustLayer to Automate Insurance Verification for Customers

PR Newswire
by PR Newswire0
Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States announced a partnership with TrustLayer, to allow customers to access TrustLayer’s artificial intelligence (AI)-powered collaborative risk management platform. TrustLayer will enable faster and more efficient proof of insurance verification and help Heffernan customers better manage......
Unlock New Revenue Streams with ARC: ComplyCube's Global Partnership Program
News Security

Unlock New Revenue Streams with ARC: ComplyCube’s Global Partnership Program

PR Newswire
by PR Newswire0
ComplyCube, the leading identity verification platform, has introduced a generous partnership program called Accelerate Revenue with ComplyCube (ARC). The ARC initiative provides partners with exceptional incentives and assistance to democratize AML, KYC, and Identity Verification solutions and thus support ComplyCube’s mission of building trust in the internet. ComplyCube has recently......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
by PR Newswire0
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
Quantitative Brokers Partners with Genesis Global to Launch Next-Gen Advanced Algorithm Monitoring Solutio
Fintech News

Quantitative Brokers Partners with Genesis Global to Launch Next-Gen Advanced Algorithm Monitoring Solution

GlobeNewswire
by GlobeNewswire0
Quantitative Brokers (QB), a global leader in advanced execution algorithms and data-driven analytics for futures, options and OTC fixed-income markets, and Genesis Global, the low-code application development platform for financial markets organizations, announced a strategic partnership.  The collaboration will advance algo transparency, enhance trader productivity, and deliver a customized algorithm performance monitoring......
HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy
Banking News

HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy

Business Wire
by Business Wire0
HSBC has launched its Global Private Banking (GPB) business in India to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) professionals, entrepreneurs and their families. The new business is aimed at clients with investable assets of more than $2 million. “Entrepreneurialism and innovation are fuelling both economic growth and significant wealth creation......
Learning and Development Holds the Keys to Success in Decentralized Finance
DeFi Guest Posts

Learning and Development Holds the Keys to Success in Decentralized Finance

Hector Payne
by Hector Payne0
As Decentralized Finance (DeFi) plays an increasingly pivotal role in financial services – from transaction banking to wealth management – institutions must invest in bridging the emerging skill gap and help its professionals embrace opportunity. The rise of Decentralized Finance (DeFi) has been nothing short of meteoric. DeFi protocols and......
Dassault Systèmes Strengthens Its Business Experience for Finance Offering
Finance News

Dassault Systèmes Strengthens Its Business Experience for Finance Offering

Business Wire
by Business Wire0
Partnership with BNP Paribas’ Securities Services business line aims to deepen its use of Innova to control fund compliance as part of the digitalization of its custodian bank platform Dassault Systèmes announced that it has reinforced the Business Experience for Finance offering of OUTSCALE, its leading cloud brand and sovereign and......
Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
by Business Wire0
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
Hivemind Announces Open-Ended Liquid Opportunity Fund for Institutional Investors
Investment Services News

Hivemind Announces Open-Ended Liquid Opportunity Fund for Institutional Investors

PR Newswire
by PR Newswire0
With Target Size of $300 Million, New Fund Focuses on Trading Cryptocurrencies at Opportune Entry Point as Digital Asset Industry Hits Inflection Moment Hivemind Capital Partners, a digital asset investment manager founded by ex-Citi senior trading executive Matt Zhang, announced the launch of its new, open-ended Liquid Opportunity Fund, with a target......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
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