Search Results for: wealth management technology

Chartis Research Recognizes Fenergo as Category Leader for KYC Software
Fintech News

Chartis Research Recognizes Fenergo as Category Leader for KYC Software

Fintech News Desk
by Fintech News Desk0
Analyst house identifies Fenergo as category leader for Completeness of Offering for second consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions has been recognized by leading risk technology analyst firm, Chartis Research, as a category leader for Know......
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.......
Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award
Banking Fintech News

Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award

Fintech News Desk
by Fintech News Desk0
Bank Credited for its Creativity and Impactful Use of Technology Amerant Bank, one of the largest community banks headquartered in Florida, is proud to announce it has been recognized by Mastercard in its annual Community Institution Segment Awards with an Innovation Award. The awards program recognizes those Community Institutions who......
Klarna Announces $650m Funding Round to Further Accelerate Global Growth
Fintech Fintech Funding Investment Services News

Klarna Announces $650m Funding Round to Further Accelerate Global Growth

Fintech News Desk
by Fintech News Desk0
Klarna, the leading global payments and shopping service, is pleased to announce it has raised $650 million in an equity funding round, at a post money valuation of $10.65 billion, which ranks Klarna as the highest-valued private fintech in Europe and now the 4th highest worldwide. Read More: GlobalFintechSeries Interview with Clara Shih, CEO and......
More Regulations on the Horizon for Banks as Pandemic Exposes Security and Identity Verification Deficiencies
Banking Fintech News

OneSpan Announces Retirement of Board Member and Founder Ken Hunt

Fintech News Desk
by Fintech News Desk0
OneSpan™ (NASDAQ: OSPN), the global leader in securing remote banking transactions, today announced that T. Kendall “Ken” Hunt, has retired from the board of directors effective September 12, 2020. Ken founded OneSpan (formerly known as VASCO) and had served as a director on OneSpan’s board since 1997. Ken also had previously......
William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
by Fintech News Desk0
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
Fintech News

Service 1st Financial Announces New Leadership Hires

Fintech News Desk
by Fintech News Desk0
Service 1st Financial, LLC (“Service 1st“), a leading financial technology company serving the residential home services contracting industry, announced today three senior leadership hires to help scale its national platform. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Service 1st has successfully developed and launched......
1