Search Results for: professional services

OCC Adopts Final Rule Requiring Large Banks to Provide Fair Access to Banking Services
Fintech News

OCC Adopts Final Rule Requiring Large Banks to Provide Fair Access to Banking Services

Fintech News Desk
The National ATM Council, Inc. (“NAC”), the U.S. trade association representing the Independent/Retail ATM industry, commends the Office of the Comptroller of the Currency (OCC) for adopting a new federal rule aimed at ensuring the provision of fair access to banking services by large national banks, federal savings associations, and......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Fintech News

Fintech SaaS Company ‘AskMyAdvisorâ„¢’ Introduces Innovative Digital Solution to Help Solve The COVID Disruption of In-Person Advisory Services for Accountants, Attorneys, Financial Advisors and Realtors

Fintech News Desk
AskMyAdvisorâ„¢ recently announced the launch of its new Q&A Web Page Builder specifically designed to help professional advisors seamlessly address questions and needs from their top 25 clients and make instant connections to potential referrals, without having to set up in-person meetings. Read More: BitGo Announces $16 Billion in Assets......
Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals
Fintech InsurTech News

Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals

Fintech News Desk
e-Application, Self-Service Capabilities, and Network to Optimize Financial Professional and Carrier Performance iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry, today announced Ameritas has chosen the SSG Digital® Platform to streamline the application processing experience. Ameritas is a mutual-based......
Coconut Software Sees Significant Business Momentum As "Appointment Economy" Drives Change in Financial Services - Sales Increase 210% in the US Market
Business Fintech News

Coconut Software Sees Significant Business Momentum As “Appointment Economy” Drives Change in Financial Services – Sales Increase 210% in the US Market

Fintech News Desk
 Coconut Software, the leading provider of customer engagement platforms for Financial Services is pleased to announce continued momentum in 2020 with strong year over year revenue growth, strategic customer validation and prominent industry recognition. In the fiscal year ending December 31, 2020, sales grew 100% over the same period in 2019,......
SoFi, A Leading Next-Generation Financial Services Platform, to Become Publicly-traded via Merger with Social Capital Hedosophia
Fintech InsurTech News

SoFi, A Leading Next-Generation Financial Services Platform, to Become Publicly-traded via Merger with Social Capital Hedosophia

Fintech News Desk
Social Finance, a leading next-generation financial services platform, has entered into a definitive agreement with Social Capital Hedosophia Holdings Corp. V, a publicly traded special purpose acquisition company, to bring a major consumer-focused financial technology business to the public markets. The transaction values the Company at an equity value of......
Orange Bank Expands Further With the Acquisition of Anytime, a Neobank Dedicated to Independent Professionals, Small Businesses and Associations
Banking Business Capital Markets Fintech Mobile Banking News

Orange Bank Expands Further With the Acquisition of Anytime, a Neobank Dedicated to Independent Professionals, Small Businesses and Associations

Fintech News Desk
Following its launch three years ago and the successful development of leading innovations in mobile banking for retail customers, Orange Bank has acquired Anytime, enabling it to address the professionals and small business market. This new market development aims at supporting the Orange client footprint and is fully aligned with......
Oldest African-American-Owned Bank In The U.S. Selects CSI Core To Offer Digital Suite Of Services
Banking Fintech News

Oldest African-American-Owned Bank In The U.S. Selects CSI Core To Offer Digital Suite Of Services

Fintech News Desk
Computer Services, Inc. (CSI), a provider of end-to-end fintech and regtech solutions, announced that Nashville, Tennessee-based Citizens Savings Bank and Trust Co. (Citizens Bank) has selected its NuPoint® core platform to further the bank’s mission of fostering the economic advancement of minorities and consumers who are largely underserved in the......
Ryan Named to the Forbes America’s Best Tax and Accounting Firms 2021 List
Fintech Investment Services News

Ryan Acquires Leading R&D Tax Credits Firm, TCF Services, in Australia

Fintech News Desk
Ryan, a leading global tax services and software provider, announced the acquisition of TCF Services (TCF), a leading Research and Development (R&D) tax incentive and government grants consulting firm in Australia. The acquisition expands Ryan’s international market position and service offering in Australia for companies engaged in R&D activities and adds......
Dock Awarded Contract to Advise German Development Agency on Professional Profile Data Wallet for Global Learners
Fintech News

Dock Awarded Contract to Advise German Development Agency on Professional Profile Data Wallet for Global Learners

Fintech News Desk
Dock, the creators of the Dock Network, has been awarded a contract to assist Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ) GmbH, a German development agency that provides services in the field of international development cooperation. The 3-month project will see Dock provide expertise on the technical architecture and features for......
Accenture Named a Leader in the First IDC MarketScape Assessment on Blockchain Services
Business Fintech News

Accenture Named a Leader for Application and Digital Services in Capital Markets by Analyst Firm Everest Group

Fintech News Desk
Accenture (NYSE: ACN) has been named a Leader for application and digital services in capital markets by consulting and research firm Everest Group. Read More:  iProov Partners With TRUSTDOCK to Bring Genuine Presence Assurance to e-KYC Across Asia-Pacific Everest Group analyzed the capabilities of leading application and digital service providers for......
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