Search Results for: Signature Payments

Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture 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, today unveils a new Orion......
Fintech InsurTech News

First Update to ACORD Next-Generation Digital Standards Developed in Collaboration with Leading Insurance Organizations

Fintech News Desk
by Fintech News Desk0
ACORD, the global standards-setting body for the insurance industry, today announced the release of Version 1.1 of its Next-Generation Digital Standards for insurance data exchange, the first version of which were released earlier this year. Developed through ongoing collaboration with leading industry organizations, the Standards enable omnichannel information exchange using fine-grained......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Fintech News Desk
by Fintech News Desk0
Investors Can Now Open and Fund Accounts from Inside Orion’s Client Portal in Minutes Utilizing Apex’s Industry Leading APIs Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of a new integration with Orion Advisor Solutions, the premier provider of the tech-enabled......
Investment Services News

Data Dimensions Continues Investment in Advanced Automation and Digital Transformation

Fintech News Desk
by Fintech News Desk0
Data Dimensions, already the leader in business process automation for the P&C Insurance, Workers Compensation and AP industries, continues to make great strides in applying the most advanced tools and technology throughout its automation processes. The latest improvement is in the company’s front end, digital mailroom service. Data Dimensions recently......
Appway's Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management
Fintech News

Appway’s Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management

Fintech News Desk
by Fintech News Desk0
Digital Orchestration Streamlines Account Processes Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s......
iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart
Fintech InsurTech News

WoodmenLife Overcomes COVID-19 Obstacles to Facilitate Policy Delivery with iPipeline’s AlphaTrust e-Sign

Fintech News Desk
by Fintech News Desk0
Rapid e-Sign Deployment Enables Signatures to Be Secured to Complete Issuance and Policy Delivery iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced WoodmenLife, a not-for-profit fraternal benefit society, has implemented iPipeline’s AlphaTrust e-Sign product to remotely secure mandatory signatures......
Banking Featured Fintech Mobile Banking

Award-winning Digital Banking Apps that Have Made Banking a Whole Lot Easier

Fintech News Desk
by Fintech News Desk0
Banks around the world have had to evolve with time and have now created their digital footprints with their banking apps. Digital banking apps are already set to reshape the whole banking industry. Remarkably in a very short span of time, the banking industry went through a digital revolution. Today,......
iPipeline Integrates AlphaTrust e-Sign into the AFFIRM Order Entry Platform
Fintech InsurTech News

iPipeline Integrates AlphaTrust e-Sign into the AFFIRM Order Entry Platform

Fintech News Desk
by Fintech News Desk0
iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced the integration of AlphaTrust e-Sign into the AFFIRM® order entry system used by the nation’s most respected financial institutions and their advisors. The integration enables advisors to overcome remote selling obstacles......
1