Search Results for: relationship management

CLS Stockbrokers signs for iFinancial AML package
Fintech Investment Services News

CLS Stockbrokers Signs for iFinancial AML Package

Fintech News Desk
by Fintech News Desk0
iFinancials’ award-winning software AMLtrac has been selected by CSL Stockbrokers to help with the on-boarding of their customers and to meet their Anti Money Laundering obligations. CSL Stockbrokers, a financial advisory, financial solutions, and investment organisation have signed for iFinancial’s Anti Money Laundering software which enables them to focus on......
First Derivatives Names AWS Advanced Consulting Partner
Artificial Intelligence Cloud Digital Fintech Machine Learning News

First Derivatives Names AWS Advanced Consulting Partner

Fintech News Desk
by Fintech News Desk0
First Derivatives today announced that it has been named an Amazon Web Services (AWS) Advanced Consulting Partner. The announcement underscores FD’s expertise and experience supporting clients with their cloud-based digital transformation initiatives, particularly in the financial services sector. Read More: GlobalFintechSeries Interview with Joe Ehrhardt, CEO & Founder at Teslar Software......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Mogo Announces Strategic Investment in Coinsquare, Canada’s Leading Digital Asset Trading Platform
Digital Fintech Investment Services Mobile Banking News Trading

Mogo Announces Strategic Investment in Coinsquare, Canada’s Leading Digital Asset Trading Platform

Fintech News Desk
by Fintech News Desk0
Mogo to acquire 19.99% of Coinsquare; agreement includes rights to increase ownership up to 40% Mogo, a digital payments and financial technology company, announced its investment in Coinsquare Ltd. (“Coinsquare”), Canada’s leading digital asset trading platform, including the execution of a definitive agreement (the “Agreement”) for Mogo to acquire 19.99%......
StoneX Selects Genesis Low-code Application Platform to Digitise Middle Office Workflows
Business Fintech News

StoneX Selects Genesis Low-code Application Platform to Digitise Middle Office Workflows

Fintech News Desk
by Fintech News Desk0
Genesis, the global financial markets software firm, has been selected by StoneX (formerly known as INTL FCStone), to fully automate and digitise middle office workflows for its equities and fixed income trading business. StoneX is an institutional-grade financial services network that connects companies, organizations, traders and investors to the global......
Chemcel Federal Credit Union Selects Cardtronics for ATM Managed Services
Banking Fintech Investment Services News

Chemcel Federal Credit Union Selects Cardtronics for ATM Managed Services

Fintech News Desk
by Fintech News Desk0
Cardtronics, the world’s largest ATM owner and operator, announced today that Chemcel Federal Credit Union (CFCU), a Texas-based credit union servicing Celanese employees and residents of Jim Wells, Kleberg, and Nueces Counties, selected Cardtronics to provide turnkey ATM Managed Services. This long-term agreement provides a complete ATM outsourcing solution for......
Bering Waters OTC Selected by Armor as Official Investors Desk
Business Fintech News

Bering Waters OTC Selected by Armor as Official Investors Desk

Fintech News Desk
by Fintech News Desk0
Bering Waters OTC has partnered with DeFi smart insurance aggregator Armor to provide specialized OTC services for institutional investors. Breaking through all expectations, the DeFi market realized 2,000% growth throughout 2020, topping $13B in locked assets in December. In the first months of this year, this number has already doubled......
Zelros Raises $11 Million in Series A Funding to Bring AI-Powered Responsible Insurance Distribution to North America
Banking Fintech Fintech Funding InsurTech News Risk Management

Briza,The Commercial Insurance-as-a-Service API, Closes $8mm Funding Round

Fintech News Desk
by Fintech News Desk0
Briza, the commercial insurance-as-a-service API, announces the closing of an $8MM USD Series A round of funding to dramatically increase the supply of insurance markets available to insurance retailers, wholesalers, and developers through its platform. The $8 million Series A was led by Investment Group of Santa Barbara, with participation......
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