Search Results for: Global Financial Services

PLNAR Joins Guidewire PartnerConnect Solution Alliance Program; Publishes Ready for Guidewire Integration for Virtual Interior Inspections
Business Fintech Investment Services News

Guidewire Software Announces Promotion of PartnerConnect Consulting Partner

Fintech News Desk
by Fintech News Desk0
Guidewire deepens relationship with Stratus Technology Services to support insurer system implementations and ensure optimal effectiveness and project efficiency Guidewire Software, the platform P&C insurers trust to engage, innovate, and grow efficiently, announced that Stratus Technology Services, LLC, a provider of global information technology services and solutions, has been promoted......
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment
Fintech News Trading

Charles Schwab Announces Plan to Adopt thinkorswim Trading Platforms as Part of TD Ameritrade Integration

Fintech News Desk
by Fintech News Desk0
TD Ameritrade’s thinkpipes platform also to be adopted for independent advisor clients The Charles Schwab Corporation (“Schwab”) announced it plans to integrate the award-winning thinkorswim and thinkpipes trading platforms, education and tools into its trader offerings for retail and independent advisor clients following its acquisition of TD Ameritrade. Read More:......
SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing
Business Fintech News Risk Management

SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing

Fintech News Desk
by Fintech News Desk0
Firms join forces to help financial institutions automate invoice auditing to improve efficiencies, protect bottom line from erosion SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, announced that it has partnered with Rochdale Paragon Group (Rochdale Paragon), a provider of ERM and vendor management services and software......
BitGo Appoints Jeff Horowitz as Chief Compliance Officer
Cryptocurrency Fintech News

BitGo Issues Public Letter to OCC Request for Comment: Letter Outlines Best Practices for Banks to Secure Digital Assets

Fintech News Desk
by Fintech News Desk0
BitGo Welcomes OCC’s Embrace of Digital Assets, Permitting Banks to Custody and Provide Banking Services to their Crypto-Oriented Customers BitGo, the leader in digital asset financial services, published a public letter to the Office of the Comptroller of the Currency (OCC), a branch of the Treasury that supervises national banks......
iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart
Fintech InsurTech News

iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart

Fintech News Desk
by Fintech News Desk0
Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers and the Direct-to-Consumer Digital Experience iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Roy Goodart as VP of Product Management. A 20-year......
KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Signal Advisors Launches First-Ever Platform To Pay Annuity Commissions In One Day

Fintech News Desk
by Fintech News Desk0
Signal Advisors today announced the debut of their tech-enabled Independent Marketing Organization, or IMO. IMOs distribute annuities and life insurance through a large network of independent financial advisors. “The world doesn’t need another IMO. It needs something fundamentally different,” said Patrick Kelly, Co-Founder and CEO of Signal Advisors, who has spent......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Investment Services News

Thoma Bravo Announces Strategic Growth Investment in Foundation Software

Fintech News Desk
by Fintech News Desk0
Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sector, today announced an agreement to acquire Foundation Software, a leading provider of construction accounting software and payroll services for small- to mid-sized specialty contractors. Thoma Bravo’s strategic investment, operational expertise and decades-long experience growing......
Bluefin and CPA Site Solutions Announce Partnership for Secure, Online Payments
Fintech News

New Special Needs Planning Tool Available for Families

Fintech News Desk
by Fintech News Desk0
Free web-based calculator can assist special needs families in getting an idea of future income needs Harty Financial, a Boston-area financial services firm, has launched a free online calculator that can assist special needs families in getting an idea of their children’s future income needs for estate planning purposes.  This is......
Bluefin and CPA Site Solutions Announce Partnership for Secure, Online Payments
Banking Fintech News

Great Plains Bank Increases Staff’s Digital Knowledge by 24 Percent Through LemonadeLXP

Fintech News Desk
by Fintech News Desk0
Oklahoma-based bank improves learning, reduces time to proficiency Great Plains Bank selected LemonadeLXP, the all-in-one learning experience platform for financial institutions; and Digital Academy, a customer-facing support website with technology walkthroughs and simulations, to turn the bank’s staff into digital experts capable of helping its customers transition smoothly to digital banking. Read......
KBC Bank Chooses Finastra for Libor Transition
Capital Markets Investment Services News

Komainu Custody Solution to Safeguard XBT Provider’s Digital Assets

Fintech News Desk
by Fintech News Desk0
CoinShares leverages new custodial platform to redefine custody standards for Digital Asset Management CoinShares today announced that Komainu, a digital asset custody business for institutional investors, will serve as the custodian of all digital assets held by CoinShares Capital Markets including those used to physically back the XBT Provider family of exchange......
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