Search Results for: back-office operations

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
VentureCount Announces Strategic Investment by Everlane Equity Partners
Investment Services Investments News

VentureCount Announces Strategic Investment by Everlane Equity Partners

Fintech News Desk
by Fintech News Desk0
VentureCount, LLC , a provider of comprehensive outsourced finance and accounting services, announced a strategic investment by Everlane Equity Partners (“Everlane”), a Boston-based private equity firm focused on partnerships with growing service companies. Latest Fintech Insights: Blockchain.com Becomes the Largest Crypto Company in Latin America with the Acquisition of Argentinian Crypto......
CIBC Innovation Banking is pleased to announce a debt facility of $35 million for Atlanta-based Intradiem
Banking Fintech News

CIBC Innovation Banking Provides $35 Million Debt Facility to Intradiem to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a debt facility of $35 million for Atlanta-based Intradiem, a leading provider of automation technology solutions for customer service teams. Intradiem will use the capital to expand its market growth and accelerate the launch of strategic products to deliver on its next generation......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News

SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors

Fintech News Desk
by Fintech News Desk0
Portfolio Intelligence and Analytics Solution Enhances Offering to Investment Teams SEI  announced the acquisition of Novus Partners (Novus), a global portfolio intelligence platform company, designed to expand SEI’s capabilities for both the institutional investor and investment management markets. Top Globalfintechseries.com Insights: Detroit Pistons and Zelle Partner to Elevate Financial Fitness in Local Community......
CQG Launches New Comprehensive Suite of Execution Technologies
Fintech News

CQG Launches New Comprehensive Suite of Execution Technologies

Fintech News Desk
by Fintech News Desk0
CQG, a leading global provider of high-performance technology solutions for traders, brokers, commercial hedgers, and exchanges, announced the launch of a comprehensive suite of exclusive execution technologies designed to give market participants new tools to achieve greater efficiencies and optimal trade execution, particularly for large or complex order types. Browse......
Tenovos Welcomes Mark Finch as Vice President of Sales and General Manager, Europe
Digital Asset Management News

Tenovos Welcomes Mark Finch as Vice President of Sales and General Manager, Europe

Fintech News Desk
by Fintech News Desk0
New Addition to Executive Team Highlights Growing Demand in European Market for Innovative DAM Platform Tenovos, providers of the modern, data-first Digital Asset Management (DAM) platform that helps brands tell stories that matter, announced that Mark Finch has joined the company as Vice President of Sales and General Manager for Europe. Finch......
valtatech
Fintech News

Leading Australian Insurance Distributor Chooses Valtatech to Implement New Back Office and Procurement Function

Fintech News Desk
by Fintech News Desk0
VALTATECH TO IMPLEMENT COUPA PROCURE TO PAY, SUPPLIER INFORMATION MANAGEMENT AND VALTATECH E-INVOICING SOLUTIONS FOR GREENSTONE; INSURANCE DISTRIBUTORS OF BRANDS INCLUDING REAL INSURANCE, AUSTRALIAN SENIORS, RSPCA PET INSURANCE, MEDIBANK LIFE INSURANCE AND GUARDIAN INSURANCE Greenstone Financial Services (Greenstone), a leading Australian insurance distributor of several well-known insurance brands, has chosen financial process automation experts, Valta......
Marqeta and Bill.com Partner to Power New Commercial Card Programs for Financial Institution Customers
Fintech News

Marqeta and Bill.com Partner to Power New Commercial Card Programs for Financial Institution Customers

Fintech News Desk
by Fintech News Desk0
The partnership will power virtual card payments to financial institution customers Marqeta, the global modern card issuing platform, announced that the company is partnering with Bill.com , a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses (SMBs), to power......
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