Search Results for: client acquisition

Qgiv Named Fundraising Technology Leader with the Best Results for the Second Consecutive Year by G2 Fall Report
Fintech Fintech Funding News

Qgiv Reaches $2 Billion in Funds Raised by Nonprofits

Fintech News Desk
by Fintech News Desk0
Donations made through Qgiv’s suite of fundraising tools reach a record high, indicating the continued growth of the company and an increasing usage of digital tools within the nonprofit sphere. Qgiv, a leading provider of nonprofit fundraising technology, enters its fourth quarter having reached a new fundraising milestone—the company’s nonprofit......
Portfolio BI Completes the Acquisition of Managed Service Provider Hentsū
Business Fintech News

Portfolio BI Awarded Best Data Management Solution 2020

Fintech News Desk
by Fintech News Desk0
Portfolio BI, a leading provider of front-to-back solutions for order management, portfolio management, data management, and reporting for the buy-side, today announced that it has been named as the best data management solution by HFM Week in the HFM US Services Awards 2020. Read More: AppZen Launches Mastermind Analytics to......
Industry Names Pico “Best Managed Services for Trading” for Fifth Consecutive Year
Fintech News Trading

UOB Kay Hian Selects Pico to Deliver its Singapore-Based Next-Generation Trading Platform

Fintech News Desk
by Fintech News Desk0
Pico supporting firm to access the markets faster and efficiently scale expansion of its multi-asset offering Pico, a leading provider of technology services for the financial markets community, today announced it has been selected by one of Asia’s largest brokerage firms, UOB Kay Hian, to provide managed services and support for its......
iPipeline Acquires IFS
Fintech InsurTech News

iPipeline Acquires IFS

Fintech News Desk
by Fintech News Desk0
iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced it has acquired IFS™ (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance and advisor transitions. The company’s low code/no code solutions are......
Wolters Kluwer Compliance Solutions Wins Three International Business Awards
Business Fintech News

Wolters Kluwer Compliance Solutions Wins Three International Business Awards

Fintech News Desk
by Fintech News Desk0
Esteemed awards program showcases company’s superior product innovation, customer service Wolters Kluwer’s Compliance Solutions business has earned three 2020 International Business Awards, including two Silver-level awards, as part of the renowned Stevie Awards program for innovation in the below categories: Read More: Paya Announces Strategic Acquisition of The Payment Group Best Artificial Intelligence/Machine......
MarketFinance awarded £10m grant to bring choice and competition in supporting more businesses
Business Fintech News

MarketFinance Awarded £10m Grant To Bring Choice And Competition In Supporting More Businesses

Fintech News Desk
by Fintech News Desk0
– Customers: the grant will help expand services to 3.5m sole traders and younger SMEs who will benefit from easy-to-use finance options – Products: MarketFinance to create more business lending products where customers will be able to personalise finance options to suit their needs – Partnerships: In building on successful......
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......
Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals
Fintech InsurTech News

iPipeline Acquires WELIS

Fintech News Desk
by Fintech News Desk0
Acquisition Expands Life Insurance Illustration System Offerings with PAS+ Integration for Insurers in the US iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced it has acquired WELIS, a premier provider of life insurance illustration systems to carriers in......
Flueid Announces Appointment of New Chief Information Officer
Fintech InsurTech News

Flueid Announces Appointment of New Chief Information Officer

Fintech News Desk
by Fintech News Desk0
Technology systems strategy expert, Ryan Jaeger, joins fast-growing insurtech company Flueid, a fast-growing insurtech company accelerating the title insurance, real estate and mortgage lending industries by providing modern digital solutions to traditional inefficiencies, announced today that systems engineering and information security leader Ryan Jaeger has joined the company as Chief Information......
Laybuy Launches Partner Programme to Help Retailers Capitalise on Buy Now, Pay Later Demand
Business Fintech News

Laybuy Launches Partner Programme to Help Retailers Capitalise on Buy Now, Pay Later Demand

Fintech News Desk
by Fintech News Desk0
‘Buy now, pay later’ provider, Laybuy, has launched a global partner programme to help retailers provide more flexible, interest-free payment options at the checkout. Laybuy is now offered by over 6,000 merchants and its partner programme is designed to ensure retailers of any size can capitalise on the increasing demand......
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