Global Fintech Interview with Mark Williams, CFO at Sinequa
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Ironclad Announces Expansion of Partner Ecosystem with New Investment and Growth of Company Leadership
With the new Salesforce Ventures investment, Ironclad will expand its partner ecosystem with new VP of Global Alliances and product integrations Ironclad, a leader in the contract lifecycle management space, according to Forrester, announced the expansion of its partner ecosystem with Salesforce Ventures’ investment in the company’s $100 million Series D round.......
Safeture Signs New Deal With Insured Nomads, A Global Insurtech For The New Normal
Safeture has entered into an agreement with the U.S./EU corporation Insured Nomads, the first insurtech company focused on remote workers, digital nomads, expats, and travelers. As of now, Insured Nomads, with the help of Safeture’s technology, can offer and extend policyholders with an upgrade of benefits and services suited to the......
Financial Investment Activities Industry | BizVibe Adds New Financial Investment Companies Which Can Be Discovered and Tracked
BizVibe has expanded the number of companies which can now be discovered and tracked for their financial investment activities industry group. Companies listed under the NAICS category for financial investment activities are defined as being primarily engaged in miscellaneous intermediation (such as investment clubs, venture capital companies, etc.); portfolio management;......
Roostify Hires First Chief Compliance Officer
Industry Veteran Will Ensure Roostify is Ahead on Compliance, Data Security Mortgage industry veteran Roger Fendelman has joined premium home lending technology provider Roostify as its first Chief Compliance Officer. Fendelman will oversee the company’s governance, risk, compliance, and information security programs. Roger Fendelman, a mortgage compliance attorney, has nearly 25 years......
Cam Goodwin, President of HawsGoodwin Wealth, Earns Prestigious CEPA Designation
Wealth Manager helps business owners integrate exit planning into their business, personal and financial goals HawsGoodwin Wealth, an independent financial planning and investment management firm, announced today that President and Managing Partner Cam Goodwin successfully achieved the Certified Exit Planning Advisor (CEPA) designation, the most widely accepted and endorsed professional......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS® has received two awards for its wealth management solutions and services at......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Prima Solutions Launches Prima Compliance 9.2, Its Scalable and User-Friendly Cloud Platform for Solvency 2 Reporting
Prima Solutions, the leading French insurtech group for insurance and reinsurance professionals, announces the launch of version 9.2 of Prima Compliance Reporting, its Solvency 2 regulatory compliance solution. Read More: Reggie Hedgebeth Joins Capital Group as Chief Legal Officer This new 100% cloud-based version features an intuitive, user-friendly interface that......
AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms
LawPay and ClientPay Combine to Create the Largest Ecosystem of Legal Payment Technology AffiniPay, the industry leader in professional services payment solutions, acquired ClientPay, the award-winning digital payment solution, to accelerate the adoption of online payments within large law firms. ClientPay will join AffiniPay’s family of market-leading brands including LawPay,......