Search Results for: relationship management

SIMON and Cetera Launch Innovative Access To Annuity Solutions
Fintech InsurTech News Risk Management

SIMON and Cetera Launch Innovative Access To Annuity Solutions

Fintech News Desk
by Fintech News Desk0
Cetera enlists SIMON to deliver streamlined annuities education, marketplace, and analytics to its national network of financial professionals. SIMON Annuities and Insurance Services LLC (“SIMON”) and Cetera have announced a new collaboration that delivers SIMON’s award-winning insurtech platform for annuities to all Cetera financial professionals. The SIMON annuities platform streamlines product education, namely......
Three Ways To Fight Bank Fraud
Artificial Intelligence Banking Fintech Guest Posts Investment Services Risk Management Robotic Process Automation

Three Ways To Fight Bank Fraud

Cheryl Chiodi
by Cheryl Chiodi0
The rise in daily fraud attacks on banks and financial institutions has led to some organizations adding additional resources to their financial crime teams, but if they are still using old tools, is throwing more people at the problem the answer? There is no doubt that Know Your Customer (KYC)......
Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer
B2B Banking Fintech Investment Services News Risk Management

Western Alliance to Acquire AmeriHome, a Leading National B2B Mortgage Acquirer & Servicer

Fintech News Desk
by Fintech News Desk0
Western Alliance Bancorporation today announced the execution of a definitive agreement to acquire Aris Mortgage Holding Company, LLC, the parent company of AmeriHome Mortgage Company, LLC (“AmeriHome”) for an estimated purchase price of $1.0 billion in cash, subject to adjustments at closing. Read More:  DeFi Platform OIN Finance Integrates With......
Western Union Integrates With Swift gpi
Business Fintech News

Great Dane Selects IntelliChief as Strategic Partner for Accounts Payable Automation

Fintech News Desk
by Fintech News Desk0
Great Dane has selected IntelliChief, the emerging leader in Enterprise Content Management (ECM), for Accounts Payable Automation. Leveraging IntelliChief’s seamless integration with Oracle JD Edwards EnterpriseOne, this new strategic partnership will provide Great Dane with the tools to streamline, standardize, and automate invoice processing across its nine manufacturing plants and twenty......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Business Fintech Investment Services News Risk Management

Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced a new partnership that equips nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Patterson & Associates Digitally Transforms With Applied
B2B Banking Business Digital Fintech News

Patterson & Associates Digitally Transforms With Applied

Fintech News Desk
by Fintech News Desk0
Independent insurance agency to seamlessly connect staff and customers through an open management system and mobile customer service technology Applied Systems® today announced that Patterson & Associates has selected the Applied Digital Agency™ solution to digitally transform its business. To provide a simpler, more digital customer experience, the agency will......
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