Search Results for: financial management
LeverData Appoints Hedge Fund Industry Leaders Mike DeAddio and Siew Kai Choy to Its Advisory Board
LeverData Continues to Build a World-Class Team as It Solves Financial Services’ Data Delivery Problem LeverData, a leading financial technology company that provides data ingestion, validation, and ongoing management solutions for corporations and financial services firms, announced that long-time hedge fund executive Mike DeAddio, formerly of WorldQuant, Citadel and MIT,......
Digital Deal: CKV Upgrades Banking Infrastructure With Mbanq Sky
CKV Bank, an independent, Belgian, family-owned bank, active in Belgium and France, will upgrade its in-house banking infrastructure to the Mbanq Sky platform. Mbanq Sky is delivered by the USA-based FinTech innovator, Mbanq, which operates entire banks on a single instance digital banking solution. In a first-of-its-kind deal, the contracting......
Finance Industry Veteran Ellen Richey Appointed to Green Dot Board of Directors
The Board of Directors of Green Dot Corporation appointed Ellen Richey, former vice chairman and chief risk officer, Visa Inc., as a director of the Company. The appointment was effective April 3, 2020. Ms. Richey will serve on the Risk Committee. Read More: Kreditech Rebrands to Monedo as It Steps Up......
Divvy Launches All-Digital Payment Protection Program Loan Applications With Cross River Bank
Divvy, the leader in spend and expense management, announced the immediate availability of its 100%-digital application for SBA-backed Paycheck Protection Program (PPP) loans, through its partnership with Cross River Bank (CRB). Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets “This is the fastest, easiest......
RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
MineralTree Simplifies Remote Work for Finance Teams With Expanded ERP Integrations for AP Automation
New ERP integration capabilities dramatically increase availability to mid-market businesses struggling with work-from-home guidelines MineralTree, a market-leading Accounts Payable (AP) and Payment Automation solution provider, today announced the expansion of its integration capabilities to help more middle-market businesses automate their AP processes. The new capability adds hundreds of accounting and Enterprise Resource Planning......
FloQast Named to JMP Securities 2020 Hot 100 List of Best Software Companies
FloQast Included on the “Hot 100” list for second consecutive time, reflecting the company’s continued rapid pace of innovation and customer adoption FloQast, a provider of close management software created by accountants for accountants to close the books faster and more accurately, announced it has been named to the 10th......
Zimbabwe’s CBZ Holdings Unveils New Board of Directors to Steer Transformation and Growth
Board plans to increase market share, integrate businesses and enhance role of digital services Zimbabwe’s largest financial institution, CBZ Holdings, announced the appointment of a new Board of Directors to oversee the bank’s transformation strategy. The new directors bring a wealth of experience from a diverse range of disciplines to......
PCS Retirement, Envestnet Retirement Solutions Partner to Provide a Fiduciary Overlay & First-Of-Its-Kind, Multi-Strategist Retirement Plan Solution
Advisors can View Real-Time Plan & Participant Data from PCS within Envestnet Wealth Management Platform PCS Retirement, a leading provider of retirement plan recordkeeping services, announced the rollout of the ManagedPlan turnkey solution for retirement plan sponsors and their financial advisors, developed and run in partnership with Envestnet Retirement Solutions......