Search Results for: savings market

Majesco Acquires ClaimVantage to Strengthen and Scale the L&A and Group Business
Fintech InsurTech News Robotic Process Automation

Majesco Enables United Educators Digital Transformation Journey

Fintech News Desk
by Fintech News Desk0
Majesco, a global provider of cloud insurance platform software, today announced its Technology Services unit enabled United Educators (UE) to successfully implement Robotic Process Automation (RPA) to optimize business operations by reducing manual processes and improving the customer experience. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings......
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......
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European FinTech Unicorns to Watch Out For, and Why!

Fintech News Desk
by Fintech News Desk0
Europe has always been a financial powerhouse, and its stature in the global economy is affirmed by the fact that 12% of 421 unicorns globally are established in Europe. A large number of these unicorns are engaged in the Fintech Industry. European FinTech Unicorns are private technology companies that have......
Wolters Kluwer FRR Launches OneSumX for Risk Management in China
Fintech News

Wolters Kluwer Lien Solutions Launches Technology Solution to Support Main Street Lending Program Participants

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Lien Solutions has launched iLien for Main Street – a technology solution devoted to helping U.S. lenders optimize their due diligence and lien management efforts when securing loans for small and medium-sized businesses under the Main Street Lending Program (Program). The Program is part of the U.S. Coronavirus Aid, Relief, and......
ChartIQ to Rebrand as Cosaic, Sees Bright Future in Workflow Innovation
Fintech News

ChartIQ to Rebrand as Cosaic, Sees Bright Future in Workflow Innovation

Fintech News Desk
by Fintech News Desk0
Financial technology company ChartIQ,  unveiled a new company name and logo, Cosaic, bringing together its charting software, ChartIQ, and smart desktop platform, Finsemble, under one brand. The name reflects the company vision of client collaboration and problem-solving, while solidifying its reputation as a workflow solution provider. Read More: Healthfully and Paya......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
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Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
FirstClose Integrates with Temenos Infinity Loan Origination
Banking Business Fintech News

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......
PCS Retirement Launches PCS Community Cares Fund
Fintech Fintech Funding News

PCS Retirement Launches PCS Community Cares Fund

Fintech News Desk
by Fintech News Desk0
In light of the unprecedented disruption to lives and livelihoods due to the Coronavirus pandemic, PCS Retirement and its affiliated companies, Aspire Financial Services, The Advisor Lab, Advisor Trust, Fiduciary Advisors and Efficient Advisors have created the PCS Community Cares Fund to help the communities in which we live, work......
Abel Noser Solutions and Glue42 Integrate Platforms to Create NextGen Pre-Trade Scenario Builder for Fidessa Users
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Glue42 and LodeStar Ecosystems Team up to Help Sales Teams and Traders Deliver Superior Client Service

Fintech News Desk
by Fintech News Desk0
Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and LodeStar Ecosystems, the FinTech startup behind LodeBot, an AI-powered, personal digital assistant for brokers, traders and asset managers, today announced a formal partnership to further improve the productivity and workflow for buy and sell side teams. Read More:......
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