Search Results for: client

YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
Deloitte Invests $2 Billion to Accelerate Industry Advantage for its Clients
Investment Services News

Deloitte Invests $2 Billion to Accelerate Industry Advantage for its Clients

PR Newswire
by PR Newswire0
This strategic investment creates new approaches to rapidly building industry-focused solutions by leveraging domain experience, coupled with the principles of modern engineering, AI, and cybersecurity. This is designed to help accelerate industry-proficiency programs for Deloitte professionals with a focus on applied technology. As technology rapidly evolves, businesses across industries are......
Baker Hill Implements CrowdStrike to Offer Enhanced End-to-End Security for Financial Institution Clients
News Security

Baker Hill Implements CrowdStrike to Offer Enhanced End-to-End Security for Financial Institution Clients

PR Newswire
by PR Newswire0
By implementing CrowdStrike, Baker Hill has enhanced its robust suite of lending and risk management products for its financial institution clients with 24/7 threat management, monitoring, and response capabilities, as well as managed protection for endpoints, identities, cloud workloads, and more. Baker Hill, the leading financial technology provider in delivering solutions......
LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients
News Trading

LTX by Broadridge Integrates with TS Imagine to Improve Fixed Income Liquidity Access for Mutual Buy-Side Clients

PR Newswire
by PR Newswire0
The integration offers mutual buy-side clients improved pre-trade transparency, price discovery and better access to aggregated liquidity within their existing workflows. LTX, an AI-powered fixed income trading platform and subsidiary of global Fintech leader, Broadridge Financial Solutions, announced a successful integration with TS Imagine’s Fixed Income Execution Management System, TradeSmart Fixed......
ICD 2024 Client Survey Shows Companies Grappling with Counterparty Concentration Risk
Investment Services News

ICD 2024 Client Survey Shows Companies Grappling with Counterparty Concentration Risk

PR Newswire
by PR Newswire0
A year out from the spectacular failure of Silicon Valley Bank, turmoil in the banking sector still plagues corporations in the Americas and EMEA, according to a newly released survey of 157 treasury professionals responding to the annual client survey of ICD, an institutional investment technology provider. According to the 2024 ICD......
SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience
Fintech Investments News

SafeSend Reports Record-Breaking Year with 83% YoY Usage Growth: Product Innovation & Roadmap Investment to Deliver Single-Point Solution for Unmatched Client Experience

PR Newswire
by PR Newswire0
Boosted by increased firm and client adoption, additional features within the SafeSend Suite reported massive YoY growth, the new secure file-exchange capability experienced usage growth of +2,600% and the e-signature solution reported usage growth of 90%. SafeSend, the leading provider of automation technology for tax and accounting firms, reported an......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
Nium Extends Global Payments Growth in the Middle East; Adds Key Financial Institutions and Foreign Exchange Houses to Client Roster
Banking Digital Payments News

Nium Extends Global Payments Growth in the Middle East; Adds Key Financial Institutions and Foreign Exchange Houses to Client Roster

PR Newswire
by PR Newswire0
Nium will work with the bank to offer free international money transfer services through the Enjaz app for smart devices. Soon, all Enjaz customers will be able to access competitive exchange rates and instant transfers via Nium’s global partner network. Nium, the leader in real-time global payments, continues its expansion......
BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients
Banking News

BofA Program Delivers Banking & Investing Benefits and Rewards to 4 Million Employees of Corporate Clients

PR Newswire
by PR Newswire0
Growing list of companies adding wellness tools and resources to help employees live their best financial lives Bank of America announced that over 450 corporate and commercial clients have enrolled in its Employee Banking & Investing (EBI) program – more than doubling the number of companies in the program from......
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