Search Results for: customer experience platform

SS&C Bolsters Alternatives Data Aggregation for Wealth Managers
Artificial Intelligence Finance

SS&C Bolsters Alternatives Data Aggregation for Wealth Managers

PR Newswire
SS&C Technologies Holdings, Inc. today announced the broad rollout of SS&C Accord, an AI-enabled service to help wealth managers aggregate and validate their customers’ alternative investment data. Powered by proprietary technology, SS&C Accord leverages SS&C’s wealth management and alternative investment fund administration expertise to help advisors aggregate and process siloed data across......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
DepositFix Acquires Cartfuel.io, Strengthening Payment Capabilities | B2B FinTech SaaS M&A News
B2B Digital Payments Finance Fintech News

DepositFix Acquires Cartfuel.io, Strengthening Payment Capabilities | B2B FinTech SaaS M&A News

EIN Presswire
DepositFix expands reach with Cartfuel.io acquisition, enhancing HubSpot payment automation and providing advanced solutions for B2B businesses. DepositFix, a leading provider of integrated invoicing and payment solutions, today announced its acquisition of Cartfuel.io’s brand and key assets. Cartfuel.io is renowned for its innovative approach to payment automation and sales data synchronization......
Singletrack welcomes Meshach Amuah-Fuster as CEO
Finance Fintech News

Singletrack welcomes Meshach Amuah-Fuster as CEO

PR Newswire
Singletrack, the capital markets engagement and research management platform, today announced that expert SaaS leader Meshach Amuah-Fuster has joined Singletrack as CEO. Singletrack is a market-leading CRM platform for sell side bankers, helping teams research, prepare, engage and cultivate deep relationships with clients, ultimately driving efficiency and revenue for capital markets teams.......
Hyosung Americas Names Nancy Gail Daniels as Chief Operating Officer
Banking Fintech News

Hyosung Americas Names Nancy Gail Daniels as Chief Operating Officer

Business Wire
Hyosung Americas announced the promotion of Nancy Gail Daniels to Chief Operating Officer. Nancy comes to the position with over 50 years of experience and has held leadership roles at Fujitsu, NCR, and Hyosung. For the past 35 years, Nancy has held C-Level leadership positions and most recently served as Chief......
WNS and Uniqus Join Forces to Offer Sustainability and Technical Accounting & Reporting Consulting Services
Compliance management Fintech News

WNS and Uniqus Join Forces to Offer Sustainability and Technical Accounting & Reporting Consulting Services

Business Wire
WNS (Holdings) Limited, a leading provider of global digital-led Business Process Management (BPM) solutions, and Uniqus Consultech Inc. (Uniqus), a tech-enabled global platform that offers consulting solutions in the accounting & reporting, finance operations, governance, risk, and ESG domains, announced their strategic relationship to offer a comprehensive suite of services......
Halan and Truecaller Collaborate to Redefine Communication Safety in Egypt’s Fintech Landscape
Finance Fintech News

Halan and Truecaller Collaborate to Redefine Communication Safety in Egypt’s Fintech Landscape

Business Wire
With the Truecaller Verified Business Caller ID solution, Halan provides its users with a trusted, safe, and efficient experience. Halan, Egypt’s leading financial super app, has announced a strategic partnership with Truecaller, the premier global platform for verifying contacts and blocking unwanted communication. This collaboration enables Halan customers to verify......
Banking Cloud Digital Payments Finance Fintech Interviews Security

Global Fintech Series Interview with Deepak Gupta, EVP of Demand Fulfillment at Volante and US Faster Payments Council Board Member

Paroma Sen
What does it take for modern financial teams to ensure better security for end users of digital payments? Deepak Gupta, EVP of Demand Fulfillment at Volante and US Faster Payments Council Board Member shares a few thoughts: ____________ Hi Deepak, tell us about yourself and your fintech journey so far.......
Boardwalktech and HCLTech Extend Partnership to Reduce Risk and Improve Control for Financial Institutions
Finance Fintech News Risk Management

Boardwalktech and HCLTech Extend Partnership to Reduce Risk and Improve Control for Financial Institutions

PR Newswire
Boardwalk Velocity Product continues expansion into financial services sector to help mitigate risk due to end-user computing applications Boardwalktech Software Corp, a leading digital ledger platform and enterprise software solutions company, and HCLTech, a leading global technology company, are pleased to announce the expansion of their partnership. HCLTech is currently......
Banking Blockchain Cryptocurrency DeFi Digital Asset Management Digital Payments Featured Finance Fintech Risk Management Security

Decentralized Finance (DeFi) and Banking: What’s Next?

Rishika Patel
Decentralized Finance (DeFi) is reshaping the finance industry by offering services traditionally managed by banks, insurance companies, and brokerage firms through blockchain technology. DeFi enables users to borrow, lend, earn interest, trade assets, and more—without relying on intermediaries such as banks or financial institutions. This decentralized model eliminates the need......
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