Search Results for: client experience

HiddenLevers Credits Diversity as Big Contributor to Its Fintech Success
Fintech News

HiddenLevers Credits Diversity as Big Contributor to Its Fintech Success

Fintech News Desk
by Fintech News Desk3
HiddenLevers, a premier technology provider in the wealth management space, is meeting new diversity milestones in 2020. HiddenLevers’ Atlanta HQ now runs majority female (53%) and majority minority (54%), while maintaining a 100% USA-based developer team. A rising fintech player, HiddenLevers proves that diversity as a cornerstone in hiring can lead......
Broadridge Brings Together Wealth Business Under Michael Alexander
Banking News

Broadridge Brings Together Wealth Business Under Michael Alexander

Fintech News Desk
by Fintech News Desk2
Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index,  announced that Michael Alexander has been appointed President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business that will uniquely......
Manning & Napier Selects InvestCloud to Lead Digital Transformation
Business News

Manning & Napier Selects InvestCloud to Lead Digital Transformation

Mohit Manoharan
by Mohit Manoharan0
 Manning & Napier, Inc., (“Manning & Napier” or “the Company”) announced it has selected InvestCloud to lead the firm’s digital transformation. The firm will utilize InvestCloud’s full suite of applications, ranging from back-office operations to client-facing websites. The multi-phased conversion will focus on enhancing the digital client experience, streamlining back-office......
Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech
Business News

Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech

Fintech News Desk
by Fintech News Desk0
Davos delegates urgently need to make a big, bold commitment this year to fintech, affirms the CEO of one of the world’s largest independent financial services and advisory organizations. The rallying call from Nigel Green, founder and chief executive of deVere Group, comes as world leaders, CEOs, academics, influencers and......
Sidetrade and Hyman Capital Partnership to Provide AI Technology for Cashflow Generation in Private Equity Portfolio Companies
Artificial Intelligence Fintech News

Sidetrade and Solocal Sign AI partnership Deal

Fintech News Desk
by Fintech News Desk0
Sidetrade, the Artificial Intelligent platform dedicated to accelerating company revenue, and Solocal, the French digital marketing leader, have signed a four-year partnership agreement in the field of Artificial Intelligence (AI). Sidetrade’s machine learning algorithms will allow Solocal to digitalize and automate financial relations with their 399,000 clients, and optimize debt collection.......
Union Bank Partners with FIS for Next Generation Banking Technology
Banking News

Union Bank Partners with FIS for Next Generation Banking Technology

Fintech News Desk
by Fintech News Desk0
Modern Banking Platform Introduces a New Digital Era for Clients Union Bank and global technology leader FIS announced a cooperative agreement to deliver a next-generation core banking platform to power the bank through its next iteration of digital offerings. Union Bank, a member of MUFG Americas Holdings, one of the 20 largest bank......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation
Banking Fintech News Trading

Integrated Cloud-based Solutions from Wolters Kluwer Help Vickerman CPA Group Take Full Advantage of Digital Transformation

Fintech News Desk
by Fintech News Desk0
Firm Capitalizes on the Benefits of the CCH Axcess and CCH ProSystem fx Solutions to Drive Productivity and Higher Quality of Client Service In its next profile showcasing future-ready firms that are achieving peak performance by embracing digital transformation Wolters Kluwer Tax & Accounting spotlights the Vickerman CPA Group, a local tax and accounting firm based in......
Fintech Fintech Startups News

InterGen Data Selected for 2020 MassChallenge FinTech Program

Fintech News Desk
by Fintech News Desk0
InterGen Data joins the MCFT20 cohort of top Fintech Startups for 6-Month MassChallenge FinTech Program InterGen Data, Inc., an AI-driven technology provider of proprietary AI software solutions and machine learning algorithms for banking, wealth management, insurance and fintech companies has been selected for the 2020 Mass Challenge FinTech program. InterGen......
RiVidium Inc. (dba TripleCyber) Appoints New Senior Vice President for Human Capital Division
Banking News

RiVidium Inc. (dba TripleCyber) Appoints New Senior Vice President for Human Capital Division

Fintech News Desk
by Fintech News Desk0
Edward (Ed) Mason to Lead RiVidium’s engagement for Human Capital and Training. RiVidium, Inc. (dba TripleCyber), announced that Ed Mason is appointed as RiVidium’s Senior Vice President for the Human Capital Management (HCM) & Training Division, effective December 16, 2019. In this role, Ed will lead all human capital accounts......
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