Search Results for: content management

EY Wins 2021 SAP® Pinnacle Awards for Partner of the Year in SAP Business Technology Platform and Experience Management
Business News

EY Wins 2021 SAP® Pinnacle Awards for Partner of the Year in SAP Business Technology Platform and Experience Management

Fintech News Desk
by Fintech News Desk0
– EY has been recognized by SAP for the eighth consecutive year – EY spotlighted as a finalist in five categories  EY announces that it has received two 2021 SAP® Pinnacle Awards for Partner of the Year – SAP Business Technology Platform and Partner of the Year – Experience Management, SAP and......
What Is Blockchain? Everything You Need to Know Arca Adds Three Senior Management Executives, Continuing to Fuel the Firm’s Expansion
Blockchain Fintech News

Arca Adds Three Senior Management Executives, Continuing to Fuel the Firm’s Expansion

Fintech News Desk
by Fintech News Desk0
Following a successful funding round and product launch in Q1, Arca adds a Chief Operating Officer, Head of Content, and Head of Growth for Arca Labs  Arca, a digital assets investment firm that blends traditional finance with cutting edge blockchain technology, today announced a series of strategic new senior hires.......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Business Finance Fintech News

WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
360factors and Crowe Announce Joint Collaboration to Deliver Risk, Controls and Testing Content via Predict360
Finance Fintech News Risk Management

360factors and Crowe Announce Joint Collaboration to Deliver Risk, Controls and Testing Content via Predict360

Fintech News Desk
by Fintech News Desk0
As American Bankers Association Endorsed Solutions Providers, 360factors and Crowe Bring Industry-Leading Expertise to Banking Risk and Compliance Leaders 360factors, Inc., the industry leader in risk and compliance intelligence software, and Crowe LLP, a public accounting, consulting and technology firm, announced a joint collaboration agreement that will make available Crowe’s......
Jumio Named To CRN’s 20 Coolest Identity Access Management And Data Protection Companies Of 2021
Banking Fintech InsurTech Investment Services News Risk Management

Jumio Named To CRN’s 20 Coolest Identity Access Management And Data Protection Companies Of 2021

Fintech News Desk
by Fintech News Desk0
Jumio continues to build momentum with its channel partners and recognizes several key strategic partners around the globe for helping to fuel the company’s explosive growth Jumio, the leading provider of AI-powered end-to-end identity verification and eKYC solutions, today announces the company has been named to CRN’s 2021 list of......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
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......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
Business Fintech InsurTech Investment Services News Risk Management

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
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......
Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360
Business Digital Fintech InsurTech News

Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360

Fintech News Desk
by Fintech News Desk0
Vertafore, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies using AMS360®. Vertafore Client Communications, powered by Rocket Referrals, will help independent agencies build stronger relationships with their clients by equipping them with tools that enable more active and meaningful client......
Berkshire Bank Taps Cirrus to Support Small Business and PPP-Related Lending Initiatives
B2B Business Fintech News

Aryza Integrates Syngrafii eSignature and Video Signing Room™ Technology into its Financial Management Software

Fintech News Desk
by Fintech News Desk0
Syngrafii integration in Aryza platforms will provide financial advisors with enhanced client onboarding, servicing, and document management efficiencies.    Aryza, experts in the development of flexible financial software solutions for the insolvency, lending, debt, and recovery sectors, today announced that it has integrated Syngrafii technology. Syngrafii, the global eSignature company which provides......
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