Search Results for: financial assistant

FinancialForce Sweeps G2 Grids for Professional Services Automation with #1 Vendor Rankings for Main, Enterprise, and Mid-Market Categories
Fintech News Robotic Process Automation

FinancialForce Sweeps G2 Grids for Professional Services Automation with #1 Vendor Rankings for Main, Enterprise, and Mid-Market Categories

Fintech News Desk
by Fintech News Desk0
FinancialForce, provider of the #1 Professional Services Automation (PSA) and customer-centric ERP suite, has been named the #1 vendor in G2’s Summer 2020 main PSA Grid Report, Enterprise PSA Grid Report, and Mid-Market PSA Grid Report. FinancialForce has also been named as a Leader in G2’s Enterprise, Mid-Market, and overall Accounting Grid......
Computer Guidance Corporation and Nvoicepay™ Execute Partnership Agreement Delivering Integrated Payment Automation Solutions for Commercial Contractors
Fintech News

Palo Alto Networks Appoints Luis Felipe Visoso as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Palo Alto Networks, the global cybersecurity leader, announced the appointment of Luis Felipe Visoso to the position of chief financial officer (CFO). Visoso will assume the role on July 1, 2020. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor A veteran finance officer, Visoso most......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
Financial Technology Innovator Koosha Azim Co-Authors Stablecoin Book
Cryptocurrency Economy Fintech News

Financial Technology Innovator Koosha Azim Co-Authors Stablecoin Book

Fintech News Desk
by Fintech News Desk0
Koosha Azim, a financial technology innovator known widely for his early entry into the field of cryptocurrency, has co-authored a cohesive stablecoin book with Alyze Sam and Adam Alonzi. The team’s book, entitled Stablecoin Economy: Ultimate Guide to Secure Digital Finance, is a reference for anyone seeking knowledge on the topic of stablecoins......
Chargebacks911 Launches New Brand Fi911 to Support Financial Institutions With Automated Chargeback Management
Capital Markets Fintech News

Chargebacks911 Launches New Brand Fi911 to Support Financial Institutions With Automated Chargeback Management

Fintech News Desk
by Fintech News Desk0
Leading chargeback remediation and dispute technology specialist, Chargebacks911, has launched its revolutionary new brand, Fi911, to provide financial institutions with a suite of next-generation chargeback and merchant lifecycle management technology. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor “The great thing about this platform is......
Salesforce Powers PenFed Credit Union's Digital Financial Services and Member Experience Transformation
Fintech News

Salesforce Powers PenFed Credit Union’s Digital Financial Services and Member Experience Transformation

Fintech News Desk
by Fintech News Desk0
PenFed is leveraging Salesforce to provide even more digital conveniences to members during a time of increased demand for remote services Salesforce, the global leader in CRM, announced an expanded relationship with Pentagon Federal Credit Union (PenFed), the nation’s second largest federal credit union, to transform its member platform and......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
Banking Fintech Fintech Funding Investment Services News

Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
CLPS Incorporation Signs Partnership Agreement with an Established China-Listed Financial IT Company
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CLPS Incorporation Signs Partnership Agreement with an Established China-Listed Financial IT Company

Fintech News Desk
by Fintech News Desk0
CLPS Incorporation, announced that it has signed a Memorandum of Cooperation (“Memorandum”) with a Chinese company listed on one of the domestic Chinese stock exchanges (“Partner”). Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities The Partner is an established financial IT company in China and one of China’s leading......
First Financial Network Announces Sale Closing of Performing and Non-Performing Commercial Loans Totaling $112 Million for Financial Institutions and Funds
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First Financial Network Announces Sale Closing of Performing and Non-Performing Commercial Loans Totaling $112 Million for Financial Institutions and Funds

Fintech News Desk
by Fintech News Desk0
First Financial Network, Inc. (FFN), a leading international loan sale advisor, has announced the successful sale of performing and non-performing loans totaling $112 million on behalf of several financial institutions and funds. The assets sold included predominantly commercial real estate loans (office, industrial, retail, mixed-use, and multifamily) as well as C&I business......
Huawei, Sunline Jointly Launch Contactless Digital Loan One Box Solution
Business Fintech Mobile Banking News

Huawei Empowers Global Financial Customers’ Digital Transformation with Mobile-Centric Strategy and Cloud, AI, and 5G Capabilities

Fintech News Desk
by Fintech News Desk0
Huawei Holds Global FSI Summit 2020 online Huawei held its Global FSI Summit 2020 (online overseas part) with the theme of “Thrive Digitally in a Mobile Future.” Financial institutions and enterprises were invited to share their experience and insights in dealing with the “new normal” in the post-pandemic era, involving......
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