Search Results for: Strategic Portfolio System

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Singapore's Signum Capital adds DeFiner to DeFi Portfolio Companies
Capital Markets Fintech Investment Services News

Singapore’s Signum Capital adds DeFiner to DeFi Portfolio Companies

Fintech News Desk
by Fintech News Desk0
DeFiner, the decentralized finance network for crypto savings, loans, and payments, has secured investment from Signum Capital, a leading blockchain venture capital firm based in Singapore. DeFiner will use the investment to launch its decentralized savings and lending products, develop and expand its services into new markets, and enhance the platform’s security......
Wind River Financial is Named Preferred Integrated Payments Partner for Bay Lakes Information Systems
Fintech News

Wind River Financial is Named Preferred Integrated Payments Partner for Bay Lakes Information Systems

Fintech News Desk
by Fintech News Desk0
The new partnership streamlines payment operations and delivers an all-in-one integrated payment solution to Bay Lakes’ customers. Wind River Financial, a payment processing company based in Madison, Wisconsin announced today that it has been selected by fellow Wisconsin company, Bay Lakes Information Systems, to provide payment processing services to its......
Applied Systems Names InsurTech Veteran Reid Holzworth as IVANS CEO
Fintech News

Applied Systems Appoints Graham Blackwell as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Applied Systems today announced that it has appointed Graham Blackwell as the Company’s next chief financial officer. Graham succeeds current CFO, Ryan Hobbs, who is stepping away at the end of September after nine years at the company. Read More: In a Time of Heightened Security Concerns, SmartMetric Has Created......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Business Fintech News

Citi Retail Services and Wayfair Announce New Strategic Partnership With Launch of Private Label and Co-Brand Credit Cards

Fintech News Desk
by Fintech News Desk0
Multi-year agreement provides customers with seamless financing options Citi Retail Services and Wayfair, one of the world’s largest online destinations for the home,  announced a long-term partnership to provide a new private label Wayfair Credit Card and co-brand Wayfair Mastercard with compelling rewards and benefits for Wayfair customers. Read More:......
TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight
Artificial Intelligence Capital Markets Fintech Investment Services News Risk Management

TCV Makes Strategic Growth Investment in Global Spend Management Leader Oversight

Fintech News Desk
by Fintech News Desk0
Oversight, the global leader in spend management technology, announced its acquisition by TCV, one of the largest growth equity firms backing private and public technology companies. The investment and expertise from TCV are expected to help Oversight expand its product innovation and build upon its market-leading portfolio of enterprise spend......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Fintech Investment Services News

Dwayne Johnson and Dany Garcia Become Strategic Investors in Acorns, New Acorns Early Families to Receive $7 Bucks Investment

Fintech News Desk
by Fintech News Desk0
Acorns, the country’s fastest growing financial wellness system helping over 8 million Americans save and invest for the future, announced that Dwayne Johnson and Dany Garcia have become strategic investors in Acorns. Acorns also announced, “It begins with $7 bucks,” an exciting partnership with Johnson featuring several programs that encourage......
SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)
Fintech News

SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)

Fintech News Desk
by Fintech News Desk0
Exchange and Analytics Firm Offer Service for SGX Users to Manage and Comply with UMR Singapore Exchange (SGX), the world’s largest and fastest-growing Asian foreign exchange (FX) futures marketplace, and Cassini Systems, the leading provider of pre- and post-trade margin and collateral analytics for derivatives markets, have partnered to provide a free service......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
by Fintech News Desk0
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
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