Search Results for: business practices

Wing Security's SaaS Security Automation to Meet New York Financial Regulations
News Security

Wing Security’s SaaS Security Automation to Meet New York Financial Regulations

PR Newswire
by PR Newswire0
Empowering Understaffed Security Teams to Reach the SaaS Security Bar Before the April 25 Regulatory Deadline Wing Security, the leader in SaaS Security, announced that its SaaS security product is specifically designed to help financial firms and covered entities comply with the stringent NY-DFS regulations that mandate robust cybersecurity measures for SaaS......
Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments
Investment Services News

Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments

PR Newswire
by PR Newswire0
It guides private equity investors on how to align their strategy, management, transparency and governance practices, to achieve their decarbonisation goals. Fullerton Fund Management (Fullerton) has partnered with the United Nations Development Programme (UNDP) to develop a Sustainability Management Framework to guide private equity climate investing in Asia, using UNDP’s SDG......
Toku Secures $9.3 Million in Latest Funding Round Led by Gradient
Digital Payments News

Toku Secures $9.3 Million in Latest Funding Round Led by Gradient

PR Newswire
by PR Newswire0
The round brings the latin-women-founded fintech to nearly $20 million USD in funding Toku, an all-in-one recurring payments platform announced it has raised $9.3 million USD in its latest round of funding. Gradient Ventures led the round with participation from existing investors F-Prime Capital, Clocktower, Y Combinator, Wollef and Funders Club. The round brings Toku’s total......
YCharts-and-Savant-Wealth-Management-Enhance-Partnership-To-Elevate-Client-Engagement-With-Streamlined-Proposal-Generation
Finance Fintech News

YCharts and Savant Wealth Management Enhance Partnership To Elevate Client Engagement With Streamlined Proposal Generation

Business Wire
by Business Wire0
This strategic collaboration aims to empower advisors with enhanced capabilities, accelerating business growth by optimizing proposal generation and strengthening client communication. YCharts, a premier cloud-based investment research platform and proposal builder, is excited to announce an expanded partnership with Savant Wealth Management, a leading fee-only RIA recognized among Barron’s Top 100......
RISCPoint Announces Strategic Partnership with Anecdotes
Compliance management News

RISCPoint Announces Strategic Partnership with Anecdotes

PR Newswire
by PR Newswire0
The partnership brings enterprise-grade technology and implementation methodology purpose-built for the start-up and SMB space, providing access to programs with the efficiency and price point needed for growing organizations. RISCPoint, an industry leader in cloud, cybersecurity and compliance management consulting, has partnered with the leader in Compliance Operating Systems, anecdotes. The......
Alessa and RZOLUT Join Forces to Provide Innovative Data, Compliance and Financial Crime Prevention Solutions
Compliance management News

Alessa and RZOLUT Join Forces to Provide Innovative Data, Compliance and Financial Crime Prevention Solutions

PR Newswire
by PR Newswire0
Integrating RZOLUT’s data with Alessa’s end-to-end AML/KYC compliance solution ensures customers can identify and resolve risks in real-time at a reduced cost. Alessa , a provider of Anti Money Laundering (AML) and fraud management solutions, is pleased to announce a strategic partnership with RZOLUT, an award-winning RegTech data and platforms organization. This collaboration harnesses......
Retail-Bank-Customer-Satisfaction-Holds-Steady-but-Trust-Declines,-J.D.-Power-Finds
Banking Fintech News

Retail Bank Customer Satisfaction Holds Steady but Trust Declines, J.D. Power Finds

Business Wire
by Business Wire0
This year, 13% of bank customers say they are likely to switch institutions in the next 12 months. U.S. retail bank customers are losing faith in their bank, and customer attrition is a concern. According to the J.D. Power 2024 U.S. Retail Banking Satisfaction StudySM, released today, consumer trust in......
FourKites-Leverages-Clari’s-AI-powered-Revenue-Platform-to-Drive-Financial-Excellence-and-Improve-Customer-Success
Artificial Intelligence Finance Fintech News

FourKites Leverages Clari’s AI-powered Revenue Platform to Drive Financial Excellence and Improve Customer Success

Business Wire
by Business Wire0
Clari plays an important role in FourKites’ continued growth by helping the company maximize retention and achieve predictable revenue via an accurate renewals forecasting model. Clari today announced that leading real-time supply chain visibility provider FourKites, which has been running its enterprise-wide revenue processes with Clari’s industry-leading revenue platform for......
First Resource Bank Announces Lending Department Leadership Changes
Banking Lending News

First Resource Bank Announces Lending Department Leadership Changes

PR Newswire
by PR Newswire0
First Resource Bancorp, the holding company for First Resource Bank, announced the promotion of Lee Herzer to Executive Vice President & Chief Lending Officer, effective April 1, 2024. Herzer brings 20 years of extensive experience in the banking industry and has been an integral part of the First Resource Bank team since 2017.......
TaxBit Expands Digital Asset Accounting Services, Adding IFRS and Multi-Functional Currency Support for International Customers
Compliance management News

TaxBit Expands Digital Asset Accounting Services, Adding IFRS and Multi-Functional Currency Support for International Customers

PR Newswire
by PR Newswire0
TaxBit’s Accounting Suite now supports IFRS and FASB guidance, expanding its serviceable market. TaxBit, the leading provider of compliance solutions for digital assets, announced that the TaxBit Accounting Suite now supports International Financial Reporting Standards (IFRS) and multi-functional currencies, bringing the solution to a globally recognized standard for accounting compliance.......
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