Search Results for: AI technology

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
by Fintech News Desk0
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Genesis Acquires Institutional Custodian Vo1t
Cryptocurrency Fintech Investment Services News Trading

Genesis Acquires Institutional Custodian Vo1t

Fintech News Desk
by Fintech News Desk0
Acquisition will enable Genesis to launch digital asset prime brokerage Genesis, an industry pioneer and leader in digital currency trading and lending, announced its acquisition of Vo1t, a market-leading insured digital custody service. The new addition will supplement Genesis’s existing services, which include global over-the-counter trading and institutional lending, and......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
BlackRock’s Laurence D. Fink to Present at the 2020 Deutsche Bank Global Financial Services Conference on May 27th
Banking Fintech News

BlackRock’s Laurence D. Fink to Present at the 2020 Deutsche Bank Global Financial Services Conference on May 27th

Fintech News Desk
by Fintech News Desk0
BlackRock, announced that Laurence D. Fink, Chairman and Chief Executive Officer, is scheduled to speak at the 2020 Deutsche Bank Global Financial Services Conference on May 27th, 2020, beginning at approximately 12:05 p.m. ET. A live audio webcast will be accessible via the “Investor Relations” section of BlackRock’s website, www.blackrock.com. A......
FinTech Alliance SaaS Solution Marks Change in Korean Finance Market
Business Fintech News

FinTech Alliance SaaS Solution Marks Change in Korean Finance Market

Fintech News Desk
by Fintech News Desk0
12CM partners with Korea’s biggest search engine provider, Naver, to launch cloud-based FinTech solution, expects change in the domestic FinTech market landscape 12CM (One-two-cee-em), the smart stamp software platform provider and a member company of the Born2Global Centre, has recently inked a collaboration deal with Naver Business Platform (NBP). 12CM has......
Society of FSP and Chalice Network™ Join Forces
Fintech News

Society of FSP and Chalice Network™ Join Forces

Fintech News Desk
by Fintech News Desk0
The Society of Financial Service Professionals (FSP) has partnered with San Diego-based Chalice Financial Network to significantly expand its member benefits with a new selection of tools to support the growth of their practice. The financial service professionals belonging to each organization gain powerful economies of scale and cost-saving operational efficiency through a single sign-on technology......
Banking Big Data Capital Markets Fintech Guest Posts

Leveraging Automated Accounts Payable Solutions for Business Continuity

Ernest Rolfson
by Ernest Rolfson0
Businesses across the globe are grappling with business continuity in the face of the unprecedented impact of the COVID-19 pandemic. One of the major challenges for companies is maintaining the continuity of core back-office functions such as accounts payable. As work from home mandates necessitate remote working, many companies are......
CITCON and Tulip Team Up to Launch Global Mobile Payment Solution
Fintech Mobile Banking News

CITCON and Tulip Team Up to Launch Global Mobile Payment Solution

Fintech News Desk
by Fintech News Desk0
Integrated payment technology and omnichannel clienteling enable retailers to provide personalized and seamless shopping experiences CITCON, the leading mobile payment platform and Tulip, the global leader in store associate cloud-based mobile solutions, announced a strategic partnership to enable QR mobile payment solution for luxury and fashion retail brands that will streamline......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
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