Search Results for: client acquisition

Wolters Kluwer expert solutions recognized by 2020 CPA Practice Advisor Technology Innovation Awards
Business Fintech News

Wolters Kluwer PPP Forgiveness Module Application Processing Underway

Fintech News Desk
by Fintech News Desk0
Technology speeds a key step in Paycheck Protection Program loan forgiveness applications(Wolters Kluwer) With the Small Business Administration’s (SBA) Loan Forgiveness Portal now live, Wolters Kluwer Compliance Solutions has begun submitting completed borrower loan forgiveness application data directly to the SBA via its TSoftPlus™ PPP Forgiveness Module. The Module was launched in June......
VPay Achieves Nacha Certification for a Second Two-Year Term
Fintech News

VPay Achieves Nacha Certification for a Second Two-Year Term

Fintech News Desk
by Fintech News Desk0
VPay, a leading turnkey claim payments platform, announced its designation as a Nacha Certified Third-Party Sender for a second two-year period. As of July 1, 2020, VPay joined an elite group of companies participating in the voluntary certification program that represent the highest standards in automated clearing house (ACH) payment processing.......
Fintech News

Waystar to Acquire eSolutions, an Industry Leader in Revenue Cycle & Medicare Analytics

Fintech News Desk
by Fintech News Desk0
The acquisition will create the first unified healthcare payments platform with both commercial and government payer connectivity, resulting in greater value for providers Waystar, a leading provider of healthcare payments software, today announced a definitive agreement to acquire eSolutions, a revenue cycle technology company with unique Medicare-specific solutions. In bringing......
Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech News Risk Management

Riskalyze Delivers Breakthrough Tax Intelligence Capabilities and Launches the Era of “Risk Alpha + Tax Alpha” for Advisors

Fintech News Desk
by Fintech News Desk0
Keynote presentation at Fearless Week showcases Intelligent Tax Optimization, Automated Tax Loss Harvesting, all-new portfolio analytics, and expanded coverage of structured notes(Riskalyze) At the company’s Fearless Week keynote, Riskalyze announced powerful new tax intelligence capabilities for its advisor trading platform, leapfrogging the status quo of legacy rebalancing tools, and showcased groundbreaking......
Reveal Acquires NexLP to become the leading AI-powered eDiscovery Solution
Artificial Intelligence Fintech News

Reveal Acquires NexLP to become the leading AI-powered eDiscovery Solution

Fintech News Desk
by Fintech News Desk0
Reveal announced the acquisition of NexLP, the leading artificial intelligence software in the legal industry. With the acquisition, Reveal becomes the market-leader in AI-powered, end-to-end eDiscovery. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM The acquisition of NexLP marks a significant step forward for......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech News

Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that Dmitriy Ilyin has been appointed Managing Director of Software as a Service (SaaS) Operations and Support, responsible for all SaaS and Technical Support teams globally. In addition, Ilyin will oversee Charles River’s continuing transition to Microsoft® Azure and help shape the......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech News

SpotOn Acquires Seatninja to Help Restaurants Adapt and Thrive in Today’s New Paradigm

Fintech News Desk
by Fintech News Desk0
SpotOn Transact, Inc (“SpotOn”), a leading software and payments company, announced today it has acquired Seatninja, a reservation management company whose technology stack helps restaurants connect with their customers and grow revenue. This acquisition represents another step by SpotOn to help restaurants transform how they do business and adapt to consumers’......
One Third of Russians Dreaming of Retiring Before Age of 55
Banking Fintech News

One Third of Russians Dreaming of Retiring Before Age of 55

Fintech News Desk
by Fintech News Desk0
Rabota.ru service and NPF of Sberbank have found out at what age Russians would like to retire. The study involved more than 3,000 users of Rabota.ru from all Russian regions. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM Voluntary pension savings help not only......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
Barclays Launches Systematic Study of ESG-Focussed US Equity Funds
Banking Capital Markets Fintech Investment Services News

Barclays Expands Leadership in ESG Banking With Appointments in ECM, DCM and Advisory

Fintech News Desk
by Fintech News Desk0
Barclays announces new additions to its Investment Bank teams leading work on environmental, social and governance-related finance work with clients, with Managing Director and Director appointments in Equity Capital Markets, Debt Capital Markets, and Advisory. Read More: New Search Fund Model of Private Equity for Small Business Acquisitions “The financial......
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