Search Results for: relationship management

Capco and Stevens Institute of Technology Announce Exclusive Partnership to Advance Digital Transformation in Financial Services
Business Capital Markets Fintech News

Capco and Stevens Institute of Technology Announce Exclusive Partnership to Advance Digital Transformation in Financial Services

Fintech News Desk
by Fintech News Desk0
Technology and digital transformation are key differentiators for large banks, and Capco and Stevens will partner to find innovative technology solutions to help the industry better address customer needs. Capco, a global management and technology consultancy, and Stevens Institute of Technology, a premier technology research university in Hoboken, N.J.,  announced......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
by Fintech News Desk0
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
TRX Is Now Available for Peer-To-Peer Trading on Cryptolocally
Fintech News Trading

TRX Is Now Available for Peer-To-Peer Trading on Cryptolocally

Fintech News Desk
by Fintech News Desk0
CryptoLocally Continues Growth Away from EOS into TRON Blockchain Crypto Peer-to-Peer trading platform CryptoLocally has listed another digital asset outside of the EOS ecosystem. Users of the platform are now able to buy and sell TRON as the latest cryptocurrency to be supported, as CryptoLocally pivots towards multi-chain trading. Read More: Finhabits Launches Microlearning......
Norton joins advisory board of InsureTech startup Pricing Platform
Fintech News

Pricefx Applauds Winners of Pricing Competition at University of Rochester

Fintech News Desk
by Fintech News Desk0
Judges name winners in Simon Business School student pricing competition utilizing Pricefx’s technology and use cases from customer Iron Mountain Pricefx, the global leader in native cloud pricing software, announced the winners of the 2020 Simon Pricing Club Case Competition at the University of Rochester. As the leading sponsor of the......
Fintech Mobile Banking News

New LMN Customer Portal Technology Changes the Way Landscapers Run Their Business, Improves Customer Service

Fintech News Desk
by Fintech News Desk0
Quality customer service can make or break some businesses. B2B Landscape business management company LMN launches a new customer portal to help business owners improve their customer relationships and increase efficiency and cash flow. The Customer Portal enables users to accept credit card payments, allow online invoice payments, share job......
Business Investment Services News

TSG Announces Acquisition of PerfectMind

Fintech News Desk
by Fintech News Desk0
TSG acquires leading health and fitness software provider, PerfectMind, creating an unrivalled offering for the Canadian and United States Health and Fitness markets PerfectMind is the leader in the Parks and Recreation market in North America TSG, an Advent portfolio company and leading global provider of business management software, integrated......
Crescent Capital BDC, Inc. Provides Business Continuity and Coronavirus Update
Fintech News

Crescent Capital BDC, Inc. Provides Business Continuity and Coronavirus Update

Fintech News Desk
by Fintech News Desk0
The team at Crescent Capital BDC, Inc. (“Crescent BDC” which may also be referred to as “we,” “us,” or “our” is working collectively with our employees, portfolio companies, private equity sponsors and all relevant stakeholders to navigate the challenges created by the coronavirus (COVID-19). We have placed high priority on......
Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
by Fintech News Desk0
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance
Fintech News

RIA in a Box Announces New Form CRS Tool as Part of MyRIACompliance

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the launch of an automated Form CRS creation tool and resources to help registered investment advisors (RIAs) complete the upcoming required Form CRS filing. Unlike many compliance firms......
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