Search Results for: strategies

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......
Corsha Awarded Cybersecurity 'CyberTech100 Company' for Financial Services
Fintech News

Corsha Awarded Cybersecurity ‘CyberTech100 Company’ for Financial Services

Fintech News Desk
by Fintech News Desk0
Corsha, a leading cybersecurity company that is defining the landscape of API security, announces it has been recognized as one of the prestigious Global CyberTech 100 innovative companies of 2020.  This list was announced to identify the world’s next generation of cybertechnology companies for financial institutions as they consider and......
Kryon Hosts Automation Panel on Financial Recovery From COVID-19, Featuring McKinsey & Company, Allianz Technology of Americas, and Long Term Care Group
Fintech News Robotic Process Automation

Kryon Hosts Automation Panel on Financial Recovery From COVID-19, Featuring McKinsey & Company, Allianz Technology of Americas, and Long Term Care Group

Fintech News Desk
by Fintech News Desk0
Kryon, the leading full-cycle automation solution provider known for its customer-centric approach to robotic process automation (RPA) and process discovery, announces its latest virtual event, The Ramp Up: Banks and Financial Institutions Recharge Business with RPA. Notable panelists from McKinsey & Company and Allianz Technology of Americas will join Kryon......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

Nexo Sets Crypto-Lending Benchmark – Adds BTC and ETH to Earn on Crypto Suite Offering Up To 10% Interest

Fintech News Desk
by Fintech News Desk0
Nexo, the leading financial institution for digital assets – well known for offering the world’s first instant crypto credit lines – has stepped up its crypto-lending offering by adding Bitcoin (BTC) and Ethereum (ETH) to its new Earn on Crypto product, enabling users to earn up to 10% interest on......
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......
Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern
Fintech Investment Services News

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern

Fintech News Desk
by Fintech News Desk0
With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group.......
Cross Border Consultancy's Corporate Launch & Advisory Panel
Fintech News

Cross Border Consultancy’s Corporate Launch & Advisory Panel

Fintech News Desk
by Fintech News Desk0
Cross Border Consultancy (CBC) is pleased to announce the launch of its business for private and corporate clients facing urgent or complex problems. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition CBC’s group headquarters are Hong Kong. An early stage investor is I-OnAsia, which will host CBC clients at......
CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds
Fintech Fintech Funding Investment Services News

CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
CFRA, one of the world’s largest providers of independent investment research, announced the release of a new data product focused on Canadian-listed Exchange Traded Funds (ETFs) that provides CFRA clients with the same level of detail the firm has long made available covering the U.S. ETF landscape. Read More: GlobalFintechSeries......
Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology
Blockchain Business Capital Markets Fintech News

Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology

Fintech News Desk
by Fintech News Desk0
Vanguard, in collaboration with technology provider Symbiont, and in conjunction with Bank of New York Mellon, State Street, and Franklin Templeton, is actively exploring the application of distributed ledger technology (DLT) to foreign-exchange forwards, bringing transparency and workflow efficiencies to the over-the-counter currency market. As part of this pilot, Vanguard has simulated......
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