Search Results for: Covid-19 pandemic

OpenExchange Announces Record Q2 Amidst Virtual Conference Boom; Expands Executive Team to Support Continued Growth
Fintech Investment Services News

OpenExchange Announces Record Q2 Amidst Virtual Conference Boom; Expands Executive Team to Support Continued Growth

Fintech News Desk
by Fintech News Desk0
OpenExchange, the leading virtual conference and video streaming solution for the financial services sector, today announced organizational changes and new personnel appointments designed to support the company’s rapid growth and high customer demand as it prepares for an even bigger second half of the year. Read More: Kensho Collaborates with......
Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets

Fintech News Desk
by Fintech News Desk0
Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial. Jeffery Davis joined from Morgan Stanley in Plano, Texas. Separately, Glen Wilk joined from Wells Fargo in Duluth, Georgia. Both teams were looking for a firm that is strategically focused......
FinancialForce Appoints Scott Bajtos Chief Customer Officer
Fintech News Robotic Process Automation

FinancialForce Appoints Scott Bajtos Chief Customer Officer

Fintech News Desk
by Fintech News Desk0
FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA),  announced it has appointed Scott Bajtos as Chief Customer Officer. Bajtos will lead FinancialForce’s Customer Success and Professional Services organizations as they meet growing demand and continue to drive value for customers at every stage of engagement. Read......
Barclays Appoints Kieran Doran as a Managing Director in Aerospace & Defense Investment Banking
Fintech News

Barclays Launches 65th Edition of the Equity Gilt Study

Fintech News Desk
by Fintech News Desk0
Barclays Research released the Equity Gilt Study 2020 (EGS). The 65th edition of this flagship Barclays report delves into the long-term changes wrought by the COVID-19 pandemic and the extraordinary shocks it has delivered in both developed and emerging markets. Read More: Strider Announces John Mullen, Former Assistant Director of CIA,......
FirstClose Integrates with Temenos Infinity Loan Origination
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FirstClose Integrates with Temenos Infinity Loan Origination

Fintech News Desk
by Fintech News Desk0
FirstClose, a leading provider of technology solutions for banks and credit unions nationwide, has partnered with Temenos, the banking software company. With the integration of the FirstClose ONE™ platform into Temenos Infinity Loan Origination, customers can order instant and bundled reports on credit, flood, valuation, tax and title directly from the loan......
Banking Featured Fintech Mobile Banking

Why Does Every Bank Need a Balanced Remote On-boarding Process?

Paroma Sen
by Paroma Sen1
A recent study by A J.D. Power, conducted in February of this year showed how the number of new bank account openings that happened at bank branches comprised just 55% of all new account openings. The same study indicated that 31% of new bank account openings are now made online......
MEDIA ALERT – Payroll Tax Relief Could Bring Cash to Many Businesses
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MEDIA ALERT – Payroll Tax Relief Could Bring Cash to Many Businesses

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting: What: One of the favorite methods used by Congress to assist businesses during the COVID-19 pandemic has been payroll tax credits and related payroll tax relief. Even those businesses that may not owe income taxes as a result of government-ordered shutdowns or downturns in business......
J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
Wells Fargo Launches $400 Million Small Business Recovery Effort
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Wells Fargo Launches $400 Million Small Business Recovery Effort

Fintech News Desk
by Fintech News Desk0
Following an April 2020 industry-leading commitment to donate all gross processing fees from the Paycheck Protection Program, Wells Fargo unveiled the details of an approximately $400 million effort to help small businesses impacted by the ongoing COVID-19 pandemic keep their doors open, retain employees, and rebuild. Through Wells Fargo’s new Open for Business......
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