Search Results for: professional services

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Fintech News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
BAI Survey of Financial Services Employees Shows Over a Third Feel the Pandemic Has Had a Negative Impact on Their Mental Health
Analytics Fintech News

BAI Survey of Financial Services Employees Shows Over a Third Feel the Pandemic Has Had a Negative Impact on Their Mental Health

Fintech News Desk
by Fintech News Desk0
BAI, a nonprofit independent organization that delivers the financial services industry’s most actionable insights, reveals that while employees’ work/life balance has improved during the pandemic, their mental and physical health and work load have been negatively affected. HR leaders are taking note and looking at ways to preserve the positive......
Over Two-thirds of Financial Services and Insurance Firms Plan to Invest More in AI, Ecosystems, and Blockchain in the Next Two Years
Fintech Investments News

Over Two-thirds of Financial Services and Insurance Firms Plan to Invest More in AI, Ecosystems, and Blockchain in the Next Two Years

Fintech News Desk
by Fintech News Desk0
Facing growing customer expectations and a crowded marketplace, FSI organizations will look to emerging technologies to facilitate smoother client experiences and enable agents to focus on proactive engagement and long-term relationship growth  Talkdesk Research survey of 200 CX professionals in the financial services and insurance industry finds rising expectations and new......
Docoh Makes Its Professional Stock Research Platform Free for Everyone
Fintech Investments News

Docoh Makes Its Professional Stock Research Platform Free for Everyone

Fintech News Desk
by Fintech News Desk0
Docoh, the popular website for researching stocks, has made all of its data and tools available for free. Over 15,000 registered users already use Docoh to analyze data about public companies and stay updated about their portfolios and watchlists in real-time. With today’s change, all features and data that were......
CUSIP Global Services and American Bankers Association Joint Statement on CUSIP Operations
Fintech News

CUSIP Global Services and American Bankers Association Joint Statement on CUSIP Operations

Fintech News Desk
by Fintech News Desk0
Operations at World’s Most Reliable, Accessible and Transparent Securities Identifier Will be Unaffected by S&P Global Commitment to Divest CUSIP Global Services CUSIP Global Services (CGS) and the American Bankers Association (ABA) reaffirmed that CUSIP operations will be unaffected by S&P Global’s commitment to divest CGS as a condition for......
SoftServe Appoints Alfredo Rubina as VP Financial Services Domain Solutions and Consulting
Banking Fintech News

SoftServe Appoints Alfredo Rubina as VP Financial Services Domain Solutions and Consulting

Fintech News Desk
by Fintech News Desk0
FinTech expert with over twenty years of success in enterprise technology and software sales to help expand SoftServe’s financial services vertical in EMEA SoftServe, a leading digital authority and consulting company, has appointed Alfredo Rubina as Vice President Financial Services Domain Solutions and Consulting, effective immediately. Rubina has 25 years of international......
B. Riley Expands Corporate Advisory & Valuation Services Practice
Finance News

B. Riley Expands Corporate Advisory & Valuation Services Practice

Fintech News Desk
by Fintech News Desk0
Business Valuation Experts, Dave Bookbinder and Quinn Shearer, join B. Riley Advisory Services B. Riley Financial announced the expansion of its Corporate Advisory and Valuation Services practice with the addition of Dave Bookbinder and Quinn Shearer to B. Riley Advisory Services. Bookbinder and Shearer bring significant business and intangible asset valuation expertise, serving strategic corporate finance......
Yext Launches Financial Services Cloud, Highlighted by Guided AI-Powered Search Solution
Fintech News

Yext Launches Financial Services Cloud, Highlighted by Guided AI-Powered Search Solution

Fintech News Desk
by Fintech News Desk0
As consumer demand for personalization grows, the solution set offers a customizable experience when searching for financial products and services  Yext, Inc., the AI Search Company, announced the launch of its Financial Services Cloud, a set of AI search solutions optimized for banks and other financial institutions. Yext, Inc. Incorporating......
Thomson Reuters Announces New $100 Million “Future of Professionals” Venture Capital Fund
Business News

Thomson Reuters Announces New $100 Million “Future of Professionals” Venture Capital Fund

Fintech News Desk
by Fintech News Desk0
Thomson Reuters announced the creation of a new $100 million Corporate Venture Capital (CVC) fund to support and accelerate innovation for the “Future of Professionals.” The fund will operate under the name “Thomson Reuters Ventures” and concentrate on investments and portfolio support for companies building breakthrough innovations that will allow......
1