Search Results for: professional services

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Cascade Hires Veteran Payments Exec to Lead Processing Operations
Fintech Fintech Startups News

Cascade Hires Veteran Payments Exec to Lead Processing Operations

Fintech News Desk
by Fintech News Desk0
Cascade adds in-house processing to its debit and prepaid card program management capabilities. Scott Louie, a processing industry veteran, to lead new processing platform. Cascade Financial Technology Corp (“Cascade”), the Las Vegas-based issuing platform, has hired Scott Louie, a payments veteran, to head Cascade Processing. With Louie joining Cascade, the......
Fast-growing Startup 'Synder' Integrates With Shopify, Amazon, and eBay to Help e-Commerce Businesses Automate Bookkeeping and Better Manage Accounts Receivable
Business Fintech News

Fast-growing Startup ‘Synder’ Integrates With Shopify, Amazon, and eBay to Help e-Commerce Businesses Automate Bookkeeping and Better Manage Accounts Receivable

Fintech News Desk
by Fintech News Desk0
Synder, a smart app for finance and bookkeeping management, has recently announced integration with e-commerce platforms, such as Shopify, eBay, Amazon, and Ecwid. From now on, e-commerce businesses can join the family of more than 20K small and medium businesses who effectively manage their AR and put accounting on complete autopilot, having......
Corcentric Recognized in Supplier Risk and Performance Management Report by Independent Research Firm
Business Fintech News

Corcentric Recognized in Supplier Risk and Performance Management Report by Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Corcentric, a leading provider of business spend management and revenue management software and services, announced today that the company is included in a recent report by Forrester, a global research and advisory firm for business and technology leaders, titled Now Tech: Supplier Risk and Performance Management (SRPM), Q2 2020. Read More: GlobalFintechSeries......
Wolters Kluwer to Acquire XCM Solutions
Fintech News

Wolters Kluwer to Acquire XCM Solutions

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announces that it has entered into an agreement to acquire XCM Solutions, a cloud-based workflow solutions provider for professional tax and accounting firms. The acquisition offers integration opportunities with CCH® Axcess™, our cloud-based software suite for professional firms in North America. Wolters Kluwer Tax &......
Daigo Genji Announces Collaboration with A Leading Software Company
Business Fintech News Trading

Daigo Genji Announces Collaboration with A Leading Software Company

Fintech News Desk
by Fintech News Desk0
Daigo Genji, an independent multi asset advisory firm that offers state of the art trading technology coupled with 24-hour execution and clearing on major commodities exchanges, today announced that it will collaborate with a leading Asian provider of carrier-neutral colocation data centre services and provider of “Software as a Service”......
XP Inc. Announces Wealth Management Partnership
Banking Business Fintech News

XP Inc. Announces Wealth Management Partnership

Fintech News Desk
by Fintech News Desk0
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
Mindset Matters – Redefining Digtial Banking Transformation in the New World
Banking Fintech Guest Posts Mobile Banking

Mindset Matters – Redefining Digital Banking Transformation in the New World

Liz High
by Liz High0
A new study by Metia involving 500 financial marketers from a cross-section of US and European banks and credit unions reveals that the old ‘ build it and they will come’ mentality of IT-led digital banking transformation will not cut it in the new banking world. COVID-19 has created a......
FactSet Surveys 200 Global Asset Managers on Technology Adoption in the Investment Industry
Fintech News

FactSet Surveys 200 Global Asset Managers on Technology Adoption in the Investment Industry

Fintech News Desk
by Fintech News Desk0
 FactSet, a global provider of integrated financial information, analytical applications, and industry-leading services, today published a report detailing the results of a survey on technology adoption in the investment industry, entitled “Transformative Technology: Exploring Innovation + Disruption in Financial Services.” Read More: BillingPlatform Increases Standing in MGI 360 Ratings Report......
Wolters Kluwer CCH Tagetik recognized as a Leader in 2020 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions
Fintech News

Wolters Kluwer and TIS Intec Group implement the CCH Tagetik Finance Transformation Platform at Internet Initiative Japan Inc. (IIJ)

Fintech News Desk
by Fintech News Desk0
Integrated management of financial and non-financial information helps achieve sustainable innovation enabled by company-wide KPI indicators CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals, has provided CCH Tagetik corporate performance management (CPM) software for Internet Initiative......
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