Search Results for: professional services

Fintech News

TruChoice Financial Group, LLC Appoints Jim Maietta Chief Distribution Officer

Fintech News Desk
by Fintech News Desk0
Strategic Role Will Implement Single Sales Philosophy, Strategy, and Culture TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of financial services products in the insurance industry, today announced the appointment of Jim Maietta as Head of Sales/Chief Distribution Officer (CDO), effective Aug. 16, 2020. Read More: Curb Debuts Taxi PaaS Solution with......
Switzerland-based Bitcoin SV Payments Processor Centi Announces that it has Closed its First Funding Round
Business Cryptocurrency Fintech Fintech Funding News

Switzerland-based Bitcoin SV Payments Processor Centi Announces that it has Closed its First Funding Round

Fintech News Desk
by Fintech News Desk0
 Centi, the Switzerland-based Bitcoin SV payments processor, announces that it has closed its first funding round headlined by Dr. Jürg Conzett, founder of Zurich’s MoneyMuseum & technology entrepreneur Calvin Ayre, founder of the Ayre Group and CoinGeek. Founded by long-time Bitcoin advocate Bernhard Müller, Centi is a system that enables merchants to accept......
Future FinTech Enters Into Equity Acquisition Frame Agreement With Joyrich Enterprises Limited
Banking Fintech News

Future FinTech Plans to Enter the Challenger Bank and Digital Payment Sector

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a leading blockchain e-commerce and financial technology company, today announced it plans to enter the challenger bank and digital payment sector. Challenger banks are small, recently created retail banks that compete directly with the longer-established banks, sometimes by specializing in areas under served by the big traditional banks.......
Banking Fintech News Risk Management

Keith D. Maio Named to Succeed Edward P. Schreiber as Zions Bancorporation’s Chief Risk Officer

Fintech News Desk
by Fintech News Desk0
Zions Bancorporation (“Zions” or “the Company”) announced today that it has named Keith D. Maio to succeed Edward P. Schreiber as Executive Vice President and Chief Risk Officer, effective October 1, 2020, upon Mr. Schreiber’s retirement after seven and a half years with the Company. Read More: Equifax Launches Innovative New......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Fintech Equality Coalition Created to Help Fight Racial Inequality in the Industry
Fintech News

Fintech Equality Coalition Created to Help Fight Racial Inequality in the Industry

Fintech News Desk
by Fintech News Desk0
Coalition is composed of fintech companies working together to actively fight inequality within the industry and in society. Leaders of the fintech industry announced the creation of the Fintech Equality Coalition. The coalition will function as a working group to actively fight inequality both within the fintech industry as well......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Symetra Joins Platform

Fintech News Desk
by Fintech News Desk0
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......
COVID-19 and Automation are Changing Finance for Good
Business Economy Fintech Guest Posts

COVID-19 and Automation are Changing Finance for Good

Zuora AndAvalara
by Zuora AndAvalara0
It’s been more than three months since the World Health Organization declared COVID-19 a global pandemic. Since then, communities have joined together to “flatten the curve” by closing buildings, limiting social interaction, and increasing testing. Similarly, the business landscape has been hit by massive changes. Organizations across all industries –......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
Fintech News

Wolters Kluwer CCH Axcess™ Knowledge Coach PCR eases preparation, compilation & review engagements

Fintech News Desk
by Fintech News Desk0
Cloud-based digital solution helps firms focused on preparation, compilation, and review engagements benefit from a knowledge-based workflow Today, Wolters Kluwer Tax & Accounting introduced the CCH Axcess™ Knowledge Coach PCR cloud-based solution, the latest addition to the award-winning, cloud-based CCH Axcess™ tax preparation, compliance, audit and workflow management platform. CCH Axcess™ Knowledge Coach PCR Is designed......
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