Search Results for: client

IRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based PayrollIRIS Software Group Acquires AccountantsWorld to Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll
Digital Payments News

IRIS Software Group Acquires Accountants World To Help North American CPAs and Accountants Expand Their Client Accounting Services and Improve Practice Management Efficiencies With Cloud-Based Payroll

Fintech News Desk
IRIS Software Group (IRIS), a leading global software provider of accountancy solutions, is announcing it has acquired Accountants World, a pioneer in cloud solutions for accountants in North America. Latest Fintech Insights: Newmark Announces Agreement with Leading Commercial Real Estate Services Group in Poland The acquisition of Accountants World is a......
Customers Bank Makes Bold Move with Cryptocurrency Clients
Cryptocurrency News

Customers Bank Makes Bold Move with Cryptocurrency Clients

Fintech News Desk
Customers Bank, the $19.1 billion subsidiary of Customers Bancorp, Inc, released a partial list of inaugural institutional crypto clients. The clients identified are among the premier cryptocurrency and digital asset institutions, making the bank one of the nation’s leading financial services providers in the growing global crypto industry. “The platform......
Manasquan Bank Selects Bakkt to Offer Retail Clients Access to Cryptocurrency
Digital Asset Management News

Manasquan Bank Selects Bakkt to Offer Retail Clients Access to Cryptocurrency

Fintech News Desk
Manasquan Bank modernizes its digital banking offerings by expanding access for clients to buy, sell and hold cryptocurrencies Bakkt Holdings, Inc., a trusted digital asset platform that enables consumers to buy, sell, send and spend a range of digital assets, announced that Manasquan Bank, a NJ-based mutual community bank with......
Russian Standard Bank Clients Now Can Transfer Money to the Cards of UnionPay Payment System
Digital Payments Mobile Banking News

Russian Standard Bank Clients Now Can Transfer Money to the Cards of UnionPay Payment System

Fintech News Desk
Russian Standard Bank made it possible for its clients to transfer money to UnionPay cards. Now it is easy and simple to send money to cards of UnionPay Payment System through Russian Standard Mobile bank or Internet bank. The relevance of such service is especially high against the background of......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
TIAA Appoints Sastry Durvasula Chief Information & Client Services Officer
Fintech Investment Services News

TIAA Appoints Sastry Durvasula Chief Information & Client Services Officer

Fintech News Desk
TIAA, a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions, appointed Sastry Durvasula Chief Information & Client Services Officer. Latest Fintech Insights: Coinswitch Kuber Appoints Industry Veteran Ashish Chandra as General Counsel Durvasula joins, 2022, from McKinsey & Company, where he was Global Chief Technology......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
impact.com Closes 2021 With New Google Pay Integration, $150M in Funding and 51% Increase in Clients YoY
Banking News

impact.com Closes 2021 With New Google Pay Integration, $150M in Funding and 51% Increase in Clients YoY

Fintech News Desk
The company’s notable moments include four major tech integrations, two acquisitions, a new C-Suite hire and extended parental leave policy impact.com, the world’s leading partnership management platform supporting more than one million partnerships for more than 1,900 brands, announced record growth in 2021. In the last year, impact.com has seen......
Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Cryptocurrency News

Eaglebrook Advisors Partners With Halbert Hargrove Global Advisors To Provide Clients With Access to Bitcoin and Crypto SMAs

Fintech News Desk
Eaglebrook Advisors (“Eaglebrook”), the largest separately managed account (“SMA”) platform in the crypto market, announced it has partnered with Halbert Hargrove Global Advisors, a fiduciary investment management and wealth advisory firm with approximately $2.7 billion assets under management, to broaden the selection of bitcoin and crypto investment strategies available to their......
First Foundation Bank Launches New Mobile App with MXmobile, Simplifying the Way Clients Get Financial Insights
Banking Fintech Mobile Banking News

First Foundation Bank Launches New Mobile App with MXmobile, Simplifying the Way Clients Get Financial Insights

Fintech News Desk
Cutting edge mobile banking app serves up personalized financial alerts and insights in an engaging, feed-style view, driving more engagement for First Foundation Bank users MX, the financial data platform and leader in modern connectivity, announced that First Foundation Bank has gone live on the MXmobile platform for mobile banking,......
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