Search Results for: digital payment platform

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
Joist Unveils Pro Elite SaaS Solution for Home Service & Remodeling Contractors
Fintech News

Joist Unveils Pro Elite SaaS Solution for Home Service & Remodeling Contractors

Fintech News Desk
by Fintech News Desk0
Joist, the #1 invoicing and estimating platform for contractors, released Joist Pro Elite, an expansion on its first SaaS product, Joist Pro. Elite lets contractors enhance their estimates and invoices with new tools, including change order management, reporting, and licensing and credentials sections, alongside Joist Pro’s existing suite of estimating,......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
by Fintech News Desk0
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Fintech News Risk Management

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
SoFi and Ladder Expand Partnership with Estate Planning for SoFi Members
Business Fintech InsurTech News

SoFi and Ladder Expand Partnership with Estate Planning for SoFi Members

Fintech News Desk
by Fintech News Desk0
New member benefit helps families take action to plan for the future SoFi, the digital personal finance company, and Ladder, the company making life insurance easy and digital, announced an expansion of their existing partnership to include estate planning. SoFi members will now have the ability to draft a will for......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Announces Fusion Credit Connect Solution on Salesforce AppExchange and FusionFabric.cloud

Fintech News Desk
by Fintech News Desk0
Corporate banks can re-envision lending process for greater efficiency and to deliver better customer service Finastra announced the launch of its Fusion Credit Connect solution on Salesforce AppExchange and Finastra’s FusionFabric.cloud, re-envisioning how relationship managers and borrowers connect and communicate from opportunity to origination, through to closing and booking. Corporate......
New Constructs Announces Earnings Distortion Scores Integrated With Alpha Theory
Fintech News

New Constructs Announces Earnings Distortion Scores Integrated With Alpha Theory

Fintech News Desk
by Fintech News Desk0
New Constructs (NC), the leading provider of insights into the fundamentals and valuation of private and public businesses, announced that portfolio optimization software provider Alpha Theory integrated NC’s Earnings Distortion Scores directly into its platform for portfolio managers. “Alpha Theory’s goal is to constantly provide new sources of value for our clients and we......
Auditoria.AI's 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions
Artificial Intelligence Fintech News

Auditoria.AI’s 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions

Fintech News Desk
by Fintech News Desk0
Auditoria.AI Releases Results of Its Survey of Finance Professionals, Showing More Than Half of Respondents Are Not Getting the Automation They Need and Shared Services Groups Are Still Largely Manual Auditoria.AI, a provider of AI-driven automation solutions for finance teams, announced results of its 2020 survey entitled “Automation in ERP and......
Upstart's AI Lending Platform Expands to Auto Loans
Artificial Intelligence Fintech News

Upstart Announces First AI-Powered Credit Decision API

Fintech News Desk
by Fintech News Desk0
New offering helps bank partners derisk consumer lending in rapidly changing economy Upstart, a leading artificial intelligence (AI) lending platform, announced its Credit Decision API (application programming interface). By tapping into Upstart’s AI models, banks and other lenders can deliver instant credit decisions for auto loans, personal loans and student......
1