Search Results for: AI technology

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Subi Sethi Joins Clearwater as Chief Client Officer
Fintech News

Subi Sethi Joins Clearwater as Chief Client Officer

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced that Subi Sethi has joined Clearwater as Chief Client Officer to lead the firm’s global operations team. Subi has extensive experience driving operational transformation to deliver highly scalable solutions for global companies. She will be responsible for ensuring the success of Clearwater clientele, and will lead the......
Fiserv Enables ExxonMobil to Facilitate Commerce Within Google Pay App
Banking Business News

Fiserv Completes First-of-its-Kind Pin on Mobile Transaction with Visa

Fintech News Desk
by Fintech News Desk0
New App-Based Solution Simplifies Payment Acceptance for Merchants of Any Size In a move that is expected to boost the worldwide use of smartphones and tablets as point-of-sale terminals, First Data, now part of Fiserv, is enabling merchants to use their own devices to accept payments of any amount without......
H&R Block Advances Transformation Strategy With New Vice Presidents
Banking Fintech News

H&R Block Advances Transformation Strategy With New Vice Presidents

Fintech News Desk
by Fintech News Desk0
US Retail and Information Technology H&R Block Executives to Improve Tax Pro Experience, Deliver Improved Virtual Client Experience and Enhance Operational Excellence To take its tax experience from industry leading to industry defining, H&R Block  has focused on elevating its talent and culture, most recently in promoting four H&R Block......
ISACA Launches Blockchain Framework and Executive Guide to Help Enterprises Adopt the Emerging Tech
Fintech News

Three ISACA Credentials Rank Among 10 Highest-Paying Tech Certifications

Fintech News Desk
by Fintech News Desk0
CISM, CRISC and CISA earn top spots in Global Knowledge’s 2020 IT Skills and Salary Survey Three ISACA credentials are among the IT industry’s top-paying certifications, according to recently released data from the Global Knowledge 2020 IT Skills and Salary Survey. Each of the three ISACA credentials recognized—Certified Information Security......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Redi2's BillFin Selected by CircleBlack for Advanced Fee Billing Partner
Banking Fintech News

Redi2’s BillFin Selected by CircleBlack for Advanced Fee Billing Partner

Fintech News Desk
by Fintech News Desk0
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, announced that it has selected Redi2Technologies’ BillFin solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub......
Insubuy, Inc., Launches Cutting-Edge OmniSecure API
Business InsurTech News

Insubuy, Inc., Launches Cutting-Edge OmniSecure API

Fintech News Desk
by Fintech News Desk0
Consolidated API Offers Seamless Integration of Insurance Products into Existing Websites Global InsureTech company Insubuy, Inc., proudly announces the launch of its revolutionary new OmniSecure API. OmniSecure is a Global Distribution System (GDS) API that allows Insubuy’s sub-agents to painlessly integrate travel medical insurance products from various insurance companies into......
B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept
Business News

B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept

Fintech News Desk
by Fintech News Desk0
B2Broker, a leading liquidity and technology provider of solutions to the forex and crypto industry, is pleased to introduce B2Core, a major upgrade to its client cabinet solution Trader’s Room, which has undergone a major overhaul in response to client demand and to meet today’s exacting business needs. All New Client......
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