Search Results for: proprietary technology

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Fintech News

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
Ping An: China's SMEs Need Financial and Technological Boost for Digital Transformation
Fintech InsurTech News

Ping An Accelerates Digital innovations in Response to COVID-19

Fintech News Desk
by Fintech News Desk0
 Ping An Insurance (Group) Company of China, Ltd. showcased a range of its digital innovations at the Institute of International Finance (IIF). Jessica Tan, Co-CEO of Ping An Group, was a featured speaker at the IIF Digital Interchange: The Global Dialogue on Digital Finance on the acceleration of digital transformation across......
X1 Card, the Smartest Credit Card Ever Made, Opens Waitlist
Fintech News

X1 Card, the Smartest Credit Card Ever Made, Opens Waitlist

Fintech News Desk
by Fintech News Desk0
Reimagined for a new generation, the X1 Card offers smart technology, an unparalleled rewards program, higher limits, lower interest rates and no annual fees X1 Card, the smartest credit card ever made, opened its waitlist for signups today. Built with 17g of stainless steel and laser etching technology, X1 Card......
Sagent Adds Former Fannie Mae Exec Marianne Sullivan and Digital Risk Co-Founder Jeffrey Taylor to Board of Directors
Business Fintech News

Sagent Appoints Former BofA Exec as CTO to Accelerate Consumer-First Modernization of Mortgage Servicing

Fintech News Desk
by Fintech News Desk0
Uday Devalla, Formerly of Bank of America and Stearns Lending, to bring same consumer sensibility available in mortgage originations to servicing Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, today appointed veteran technology leader Uday Devalla as Chief Technology Officer. The move......
Zywave Acquires InsurTech FrontRunner ITC, Becomes Only Provider to Offer Front-Office Solutions for Independent Insurance Agencies Across All Lines of Business
Fintech InsurTech News

Clearlake Capital To Acquire Zywave From Aurora

Fintech News Desk
by Fintech News Desk0
New buy and build platform investment in the SaaS insurance technology leader Clearlake Capital Group, L.P. (together with its affiliates, “Clearlake“) today announced that it has signed a definitive agreement to acquire Zywave, Inc. (“Zywave” or the “Company”), the leading software-as-a-service (“SaaS”) provider of front office insurance solutions, from Aurora Capital Partners......
TextUs and Textkernel Partner to Help Staffing Firms Source and Contact Candidates Faster
Business Fintech News

TextUs and Textkernel Partner to Help Staffing Firms Source and Contact Candidates Faster

Fintech News Desk
by Fintech News Desk0
Combine next-level searching and matching technologies with automated business-class texting to fill open positions with top candidates before your competition. This new partnership is directly available from the Bullhorn ATS. TextUs, the only business-class texting platform built for the staffing industry, and Textkernel, a specialist in machine intelligence for matching people......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Blockchain Cryptocurrency Fintech News

Pinwheel Launches Crypto Payment Gateway to Enhance Payment Process for Clients

Fintech News Desk
by Fintech News Desk0
Pinwheel Pay, a Payment Service Provider (PSP), announced that they will now accept Bitcoin payments on their proprietary platform, which seamlessly integrates e-commerce giants such as Shopify, Square, Wix and many more. Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay Crypto technology makes every transaction private, secure, and......
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.......
BondWave Drives Fixed Income Innovation While Bolstering Client Roster
Fintech News Trading

BondWave Drives Fixed Income Innovation While Bolstering Client Roster

Fintech News Desk
by Fintech News Desk0
Adding several new clients and solution enhancements to support firms’ best execution, fair pricing, mark-up monitoring, and disclosure obligations BondWave LLC, a leading financial technology firm focused on fixed income solutions, announced the recent addition of a number of small and mid-sized RIAs along with another large broker-dealer, further expanding......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Fintech News

Independent Financial Partners Launches Connected Trading with Riskalyze, Further Deepening its Enterprise Relationship

Fintech News Desk
by Fintech News Desk0
Riskalyze’s seamless trading automation will help reduce manual operations and save advisors time Riskalyze today expanded its existing enterprise agreement with Independent Financial Partners (“IFP”), a broker-dealer and registered investment advisor managing $6 billion in assets. Through this agreement, IFP will switch from a file-based system to a multi-custodial FIX connection – implementing their access to......
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