Search Results for: relationship management

SS&C Promotes Two Executives
Fintech News

SS&C Promotes Two Executives

Fintech News Desk
by Fintech News Desk0
Karen Geiger and Steve Leivent Named Co-Heads of SS&C Advent SS&C Technologies Holdings, named Karen Geiger and Steve Leivent as co-heads of SS&C Advent. The promotions recognize the important contributions both Ms. Geiger and Mr. Leivent have made in their 20-year careers. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Fintech Investment Services News

WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement

Fintech News Desk
by Fintech News Desk0
WEX Inc. a leading financial technology service provider, announced it has agreed to a $400 million dollar investment from an affiliate of Warburg Pincus LLC (together with its affiliate, “Warburg Pincus”) which includes convertible notes in an aggregate principal amount of $310 million and $90 million in common stock through......
Featured Fintech Fintech Startups

Why Do Financial Advisors and Fintechs Need a Sound Omnichannel And Digital Prospecting Strategy?

Paroma Sen
by Paroma Sen0
For tech sales and marketing teams as well as financial advisors who’ve been prospecting for clients during the ongoing Covid-19 pandemic, acquiring new business has been a bigger challenge than usual during the downtime. However, the right strategy combined with the right balance of reach and creative efforts can help......
Aviva Selects Fenergo to Transform KYC, CDD and AML Processes
Fintech News Risk Management

Aviva Selects Fenergo to Transform KYC, CDD and AML Processes

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions has been selected by Aviva, to replace Know Your Customer (KYC), Customer Due Diligence (CDD) and Anti-Money Laundering (AML) systems and services. Fenergo will work initially with Aviva Investors and later with Aviva......
Gem State Distributors Launches Online Payment Portal, Mobile Payment App, and AutoPay Solutions from FTNI
Business Fintech Mobile Banking News

Visa Launches Small Business Hub to Help Entrepreneurs Put their Best Digital Foot Forward

Fintech News Desk
by Fintech News Desk0
Visa, alongside nearly 20 leading small business solution providers, announced a new online resource for small businesses, Visa Small Business Hub, to help entrepreneurs build stronger customer relationships and expand their businesses. With a focus on how to start, run and grow a strong, digitally-enabled business, Visa Small Business Hubs......
Crypto Wallet BRD Surpasses 6 Million Users, Paves Way for Mainstream Adoption
Blockchain Cryptocurrency Fintech News

BRD Integrates with Hedera Hashgraph to Drive Enterprise Adoption of Scalable, Secure, and Faster DLT

Fintech News Desk
by Fintech News Desk0
Hedera’s HBAR has been added to BRD’s consumer wallet, which is powered by BRD’s Blockset product for enterprises BRD, the most secure mobile cryptocurrency wallet, has announced a strategic relationship with enterprise-grade distributed public ledger platform Hedera Hashgraph. Hedera’s native cryptocurrency, HBAR, is now available in the BRD consumer wallet, making it......
Stampli Offers Fix for Broken B2B Payments Industry With Launch of Stampli Direct Pay
Artificial Intelligence Fintech News Robotic Process Automation

Stampli Named to G2’s Leader Quadrant in AP Automation for Fourth Consecutive Quarter; Ranked #1 Across All Indexes

Fintech News Desk
by Fintech News Desk0
AP Automation Platform Praised by Customers for Ease of Use, Quality of Support and Flexible Remote Environment Capabilities Stampli, an AI-based automation platform that streamlines and enables a fully remote accounts payable process, has been named a Leader in AP Automation, Invoice Management, and Tools for ERP by G2, the world’s leading......
ASG Technologies to Fuel IMT Insurance’s Information Governance Initiatives
Fintech InsurTech News

ASG Technologies to Fuel IMT Insurance’s Information Governance Initiatives

Fintech News Desk
by Fintech News Desk0
Mobius Content Services selected to address IMT’s current needs and future digital transformation goals ASG Technologies, a leading provider of solutions for the information-powered enterprise, announced IMT Insurance, a provider of personal and commercial insurance products for auto, home and business, has renewed its use of Mobius Content Services to meet the......
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