Search Results for: automation platform

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Majesco Continues Expansion Of Majesco EcoExchange Marketplace With Two New Partners
Artificial Intelligence Fintech InsurTech News

Majesco Advances its Digital Transformation Journey with Modernized Salesforce Sales Cloud

Fintech News Desk
Majesco, a global provider of cloud insurance platform software, announced it went live with the latest version of Salesforce Sales Cloud. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Majesco is using Sales Cloud to revamp its client relationship management system. Sales Cloud will help......
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GT Software’s Director of z Systems Dusty Rivers Wins IBM Champions Lifetime Achievement Award

Fintech News Desk
Rivers recognized as an IBM Champion for Decade Plus of Service GT Software, a mainframe modernization software company, announces today that Dusty Rivers, the company’s Director of z Systems Software: IMS & CICS, has been selected to win the very first IBM Champions Lifetime Achievement Award for Z. For the......
Forte and SeamlessDocs Form Strategic Partnership to Streamline Payments for Government Agencies
Business Fintech News

Forte and SeamlessDocs Form Strategic Partnership to Streamline Payments for Government Agencies

Fintech News Desk
Forte Payment Systems, a CSG  company, and SeamlessDocs, a leading provider of eSignature and form automation software for governments, announced a strategic partnership that integrates Forte’s payment processing solutions with SeamlessDocs’ digital forms, cloud-based software as a service (SaaS). Together, the two organizations will support public sector institutions digital transformation efforts,......
New Study Reveals the Struggles that Many Businesses Face in Getting Paid During the COVID-19 Pandemic
Business Fintech News

Zuora and GoCardless Expand Partnership to Revolutionize Global Subscription Payments

Fintech News Desk
The joint solution enables businesses to immediately decrease churn and more efficiently collect international recurring payments(Zuora ) Zuora, the leading subscription management platform provider, announced an expanded global partnership and new product integration with GoCardless, the leading fintech for recurring payments, to help companies across more than 30 countries, including......
WEX’s Health Division Introduces AI-Driven Chatbot
Artificial Intelligence Fintech News

WEX’s Health Division Introduces AI-Driven Chatbot

Fintech News Desk
WEX, a leading financial technology service provider, announced the introduction of its new artificial intelligence (AI)-driven chatbot designed to enhance the personalized benefits account experience delivered by its Health division to 390,000 employers and more than 32 million consumers across the United States. Read More: COVID-19 and Automation are Changing......
Citi Names Elissar Farah Antonios as the first woman to run its MENA Operations
Banking Capital Markets Fintech Investment Services News Trading

Citi Launches Direct Custody and Clearing Services in Finland

Fintech News Desk
Launch expands Citi’s proprietary custody network to cover all Nordic countries and to become the only international bank to offer a pan-Nordic service. Citi will begin offering Direct Custody & Clearing (DCC) services in Finland, starting in August. This new offering expands Citi’s proprietary DCC network to cover the whole......
Ready Partners with FreedomPay to Bolster Touchless Commerce Offering
B2C Business Fintech News

Ready Partners with FreedomPay to Bolster Touchless Commerce Offering

Fintech News Desk
Partnership combines Ready’s contactless dining technology with established payment processor to enhance safety in consumer payment space Ready, a financial technology company that offers seamless self-pay and food ordering solutions to hospitality venues across North America, announced its partnership with FreedomPay, a global leader in Next Level Commerce™. The partnership......
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