Search Results for: digital management tools

Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS Awards
Fintech News

Wolters Kluwer’s ELM Solutions Wins Top Stevie Award for Employer of the Year

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions won the 2020 Gold Stevie® Award for Employer of the Year, Computer Software, 100-2,500 employees, in the fifth annual Stevie Awards for Great Employers. Read More: Four Benefits of Buy......
Fintech Mobile Banking News

New Zuora Analytics and Zuora Billing Drive Agile Subscription Experiences

Fintech News Desk
by Fintech News Desk0
Zuora, Inc. (NYSE: ZUO), the leading subscription management platform provider, today announced major enhancements to its flagship Zuora Billing application and the launch of Zuora Analytics, extending its suite of Order to Revenue applications. With new advanced usage-based pricing capabilities, native ramp deals, an adaptive performance engine and self-service analytics......
Who do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?
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Why do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?

Paroma Sen
by Paroma Sen0
Banks will need to focus on understanding changing consumer behaviors based on historic customer data to compete in a post Covid-19 world While global economies including banks and businesses reevaluate business plans and strategies and remote work policies, they need to also refocus their understanding of their customers based on......
Fiserv Appoints Kevin M. Warren to Board of Directors
Fintech News

Remote Core Conversions Rule as Financial Institutions Move to Fiserv to Support Strategic Initiatives

Fintech News Desk
by Fintech News Desk0
COVID-19 pandemic hastens long-term trend toward more digital interactions Fiserv, Inc. , a leading global provider of financial services technology solutions, announced today that within the last five months, more than 20 financial institutions have completed remote core conversions to advance their individual strategies of digital engagement and further customer......
American Express to Acquire Kabbage
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American Express to Acquire Kabbage

Fintech News Desk
by Fintech News Desk0
Acquisition Will Expand American Express’ Digital Cash Flow Management Offerings for Small Businesses American Express announced that it has entered into an agreement to acquire substantially all of Kabbage, a leading financial technology company providing cash flow management solutions to small businesses in the U.S. The transaction represents an important......
DeskTrading's New Mobile Trading Platform Set to Make Its Debut
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DeskTrading’s New Mobile Trading Platform Set to Make Its Debut

Fintech News Desk
by Fintech News Desk0
DeskTrading announces the final development stages of the new XMarkets mobile trading platform to support investors and dealers with preference for using Android and iOS mobile devices. The Apps will become available in the Apple App Store and Google Play in September 2020 and the trading instruments will include major Forex currency pairs,......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
Banking Fintech News

Amar Bank Honored as One of the Best Companies to Work in Indonesia for 2020

Fintech News Desk
by Fintech News Desk0
PT Bank Amar Indonesia Tbk. (“AMAR”) or Amar Bank, Indonesia’s first and only pure-play digital bank, has been recently recognized as one of the best places to work in Indonesia. Best Places to Work is an international certification program providing employers in different countries the opportunity to learn more about......
KeyBank Successfully Adds Home Equity Portfolio to Black Knight's Industry-Leading MSP Servicing System
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KeyBank Smart Checking(SM) Helps Americans Cut Costs

Fintech News Desk
by Fintech News Desk0
New checking account opens doors to KeyBank tools with no monthly maintenance fees and nationwide access to 41,000 surcharge-free ATMs This National Financial Awareness Day, KeyBank is introducing Key Smart CheckingSM, a new, intuitive checking experience.  Key Smart CheckingSM comes fully stocked with KeyBank’s financial wellness tools and services, including overdraft......
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