Search Results for: portfolio management

Vise Appoints Former Dropbox Executive As Chief Technology Officer
Artificial Intelligence Fintech Investment Services News

Vise Appoints Former Dropbox Executive As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Andrew Fong Brings Experience from Dropbox, YouTube and AOL to Drive the Technical Leadership at the AI-Powered Investment Management Platform Vise, the AI-powered investment management platform built for the modern financial advisor, announced today the appointment of Andrew Fong as Chief Technology Officer to lead Vise’s technical roadmap through the company’s next......
BME to Launch AI-Based Robo-Advisor Service
Artificial Intelligence Fintech News

BME to Launch AI-Based Robo-Advisor Service

Fintech News Desk
by Fintech News Desk0
BME has developed an innovative service of Roboadvisor with Artificial Intelligence optimizing investments based on the investor’s preferences and knowledge and complying with each firm’s business regulations. The service allows the system not only to understand each investor’s knowledge, financial situation and goals, but also to take into account their......
Temenos Transforms Corporate Banking with End-to-End, Cloud-Native Corporate Lending Platform
Banking Business Fintech News

Temenos Enterprise Pricing Offers Banks Core-Agnostic, SaaS Solution for Rapid Launch of Personalized Products and Services

Fintech News Desk
by Fintech News Desk0
Temenos’ solution enables larger banks with complex, legacy systems to launch innovative and highly competitive multi-product pricing offerings – across Temenos’ and third-party core banking platforms – to gain earlier time to value as they start their modernization program Temenos’ powerful, enterprise-wide product management and dynamic pricing helps larger banks......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Business Fintech News

Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa

Fintech News Desk
by Fintech News Desk0
The acquisition expands Tier1’s portfolio of digital transformation solutions to optimize client engagement, increase operational efficiency and reduce regulatory compliance risk, and is in conjunction with President Jiro Okochi’s promotion to CEO of Tier1. Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, has acquired Alessa, a compliance and......
BMO Rolls Out MyESG Online Tool
Fintech Investment Services News

BMO Rolls Out MyESG Online Tool

Fintech News Desk
by Fintech News Desk0
BMO Global Asset Management (BMO GAM) has launched MyESG an online tool to help advisors and individual investors better understand ESG (Environmental, Social and Governance) investing preferences. MyESGTM uses data collected through a BMO GAM survey to help guide the discussion between investors and advisors. Read More: Prepare for Treasury......
Fitch to acquire CreditSights
Business Capital Markets Fintech Investment Services News

Fitch to acquire CreditSights

Fintech News Desk
by Fintech News Desk0
Fitch Group, a global leader in financial information services owned by Hearst, announced it will acquire CreditSights, Inc., a leading provider of independent credit research to the global financial community. The company is being acquired from the founders, along with other shareholders and investors. Financial terms for the deal were......
Artesian takes Underwriting Acumen to the Next Level with the Launch of Artesian Connect™
Banking Fintech News Risk Management

Artesian Takes the Wraps off Artesian Connect

Fintech News Desk
by Fintech News Desk0
Artesian Solutions, a leading provider of client relationship intelligence and risk solutions, has announced the launch of Artesian Connect, a new way to solve complex and high-value frontline and middle office commercial banking challenges. Read More: BitGo Announces $16 Billion in Assets Under Custody Artesian ConnectTM combines leading advances in......
Greenlight Raises $215 Million at a $1.2 Billion Valuation To Help Millions More Parents Raise Financially-Smart Kids
Fintech Investment Services Mobile Banking News

Greenlight Introduces Educational Investing Platform For Kids

Fintech News Desk
by Fintech News Desk0
Greenlight Financial Technology, Inc. (Greenlight), the fintech company on a mission to help parents raise financially-smart kids, today announced Greenlight Max, the first educational investing platform designed for kids. In 2017, the company launched a parent-managed debit card and app for kids to teach money management skills. Today, Greenlight serves......
Marqeta Announces Partnership With Goldman Sachs on Marcus Checking Offering
Banking News

Marqeta Announces Partnership With Goldman Sachs on Marcus Checking Offering

Fintech News Desk
by Fintech News Desk0
Marqeta’s modern card issuing platform will be leveraged by Marcus by Goldman Sachs to build new digital banking offerings. Marqeta, the global modern card issuing platform, announced that it has been chosen by Goldman Sachs to partner on its Marcus by Goldman Sachs checking accounts, which will launch in 2021.......
Cash Flow Forecasting now available to Commercial Banking clients in HSBCNet
Fintech News

Cash Flow Forecasting Now Available to Commercial Banking Clients in HSBCNet

Fintech News Desk
by Fintech News Desk0
HSBC clients will have a single point of access for all their cash management needs HSBC Commercial Banking clients can now access a leading cash flow forecasting tool directly through HSBC’s online banking, allowing businesses of all sizes to build a more accurate picture of their future finances and manage......
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