Search Results for: tax management

Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch
Blockchain Business Fintech Investment Services News

Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch

Fintech News Desk
FiCAS, the swiss-based crypto investment management boutique, has announced the appointment of Dr. Daniel Diemers, former Financial Services Partner at PwC Strategy& and former PwC Head of Blockchain for Europe, Middle East, and Africa, as a new member of its Board of Directors. Dr. Diemers is a founding member of......
OCB Life to Launch Breakthrough BchainLife Blockchain 3.0 Technology Next Year
Blockchain Fintech News

OCB Life to Launch Breakthrough BchainLife Blockchain 3.0 Technology Next Year

Fintech News Desk
OCB Life has developed a number of innovative Blockchain applications across multiple industries. As part of the company’s strategic plans, OCB Life intends to set up a decentralized, peer-to-peer exchange for financial products in the future. OCB Life also plans to create decentralized investment tools in Switzerland or Malta, which are recorded on......
BSI Financial Partners with Kasasa to Power New Loan Product for Credit Unions and Community Banks
Business Fintech News

BSI Financial Partners with Kasasa to Power New Loan Product for Credit Unions and Community Banks

Fintech News Desk
Strategic partnership leverages loan-status transparency for lenders and debt-status transparency for borrowers. Kasasa, an award-winning financial technology and marketing provider, and BSI Financial Services, a technology-centric financial services company, have partnered to increase servicing speed and visibility of a revolutionary mortgage loan product that community banks and credit unions can market to......
People's United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking
Banking Business Fintech News

People’s United Bank Forms Business Transformation Office

Fintech News Desk
People’s United Bank, N.A. a subsidiary of People’s United Financial,  announced the formation of a Business Transformation Office (BTO), a specialized team focused on digitization, process optimization, automation and Fintech partnerships, in addition to supporting product strategy and management for the Bank. Read More: Curb Debuts Taxi PaaS Solution with......
RiverFront Investment Group & 55ip Partner to Offer Tax Efficient Investing for ETF Solutions
Business Fintech Fintech Funding InsurTech News

Madison Dearborn Partners Completes Acquisition of Benefytt Technologies

Fintech News Desk
 Benefytt Technologies, a health insurance technology company and leading distributor of Medicare-related health insurance plans, announced that funds affiliated with Madison Dearborn Partners, LLC (the “MDP Funds”) have completed their previously disclosed acquisition of Benefytt. The Company will maintain its brand name and build upon its tech-first mission to help......
Mark A. Chancy Elected to Wells Fargo’s Board of Directors
Fintech News Risk Management

Mark A. Chancy Elected to Wells Fargo’s Board of Directors

Fintech News Desk
Wells Fargo & Company  announced that Mark A. Chancy has been elected to the company’s board of directors, effective immediately. Chancy will serve on the board’s Audit Committee and Risk Committee. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago to Enable E-hailing and Mobile Payments for Wheelchair......
Artificial Intelligence News

MRS Announces Further Developments To Artificial Intelligence Tool Have Driven Record Results

Fintech News Desk
MRS BPO LLC, a leading provider of services to the accounts receivable management industry, announced that their proprietary conversational IVR tool, Adam, has driven record results in 2020. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers Launched in beta mode in mid-2018, Adam is a virtual agent,......
Appian Connected Claims Solution Available in AWS Marketplace
Artificial Intelligence InsurTech News Robotic Process Automation

Appian Named A Leader in Insurance Agency Portals Evaluation by Independent Research Firm

Fintech News Desk
Report states Appian differentiates with low-code and an extensive automation toolkit that deploys AI, RPA, case management and more Appian today announced that it has been named a Leader by Forrester Research, Inc. in the independent analyst firm’s “The Forrester Wave™: Insurance Agency Portals, Q3 2020” report. Appian received the highest......
Why Should You Choose Alternative Investments for Your Portfolio?
Fintech Fintech Funding Guest Posts Investment Services

Why Should You Choose Alternative Investments for Your Portfolio?

Asheesh Chanda
Alternative investments are financial assets that are different from conventional investment vehicles like cash, bonds and stocks. These include private equity, hedge funds, managed futures and infrastructure investments among many others. Our advisors are often asked if alternatives are a good choice, and why should one invest in these asset......
Fintech News

X Financial Appoints New Chief Financial Officer

Fintech News Desk
X Financial, a leading technology-driven personal finance company in China, today announced that it has appointed Mr. Frank Fuya Zheng as the Company’s Chief Financial Officer, effective August 24, 2020. Mr. Zheng will succeed Mr. Kevin Jie Zhang, who has resigned from his position due to personal reasons. Mr. Justin Yue Tang, the Company’s Founder,......
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