Search Results for: strategies

Learn How to Improve Your Customer Experience for a Better ROI
Fintech News

Learn How to Improve Your Customer Experience for a Better ROI

Fintech News Desk
by Fintech News Desk0
Melissa Kivett, Chief Customer Experience & Marketing Officer, Individual Solutions Group, Prudential Financial, will be the headliner at Customer Experience Ecosystem: A Frost & Sullivan Executive MindXchange, debuting in New York City on February 25, 2020. The new one-day event, Unleash the Power of Organization-Wide Customer Centricity, will offer tools, insights and connections to help organizations design a winning......
AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts - Because You Never Know When The Next Bubble Will Burst
Banking Business News

AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts – Because You Never Know When The Next Bubble Will Burst

Fintech News Desk
by Fintech News Desk0
AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based dynamic asset allocation strategies, is excited to announce support for multiple accounts at multiple brokerages. Multiple Account Linking Get the complete picture of your financial health by linking multiple brokerage accounts. Use RiskMonkey to......
KuCoin's Futures Platform KuMEX Launches USDT Perpetual Contracts
Blockchain Cryptocurrency News

KuCoin’s Futures Platform KuMEX Launches a Lite Version

Fintech News Desk
by Fintech News Desk0
KuMEX, the Bitcoin futures platform developed by KuCoin, announced the launch of a Lite version, which not only focuses on core trading experience by simplifying the overall interface, but also provides analytic tools such as a long-short ratio and revenue calculator to help newcomers to the crypto futures market better predict......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
OCC Promotes Carla Dawson to Chief Human Resources Officer
Investment Services News Trading

OCC Promotes Carla Dawson to Chief Human Resources Officer

Fintech News Desk
by Fintech News Desk0
OCC, one of the world’s largest equity derivatives clearing organization, announced that Carla Dawson, previously First Vice President, Talent Management, has been promoted to Senior Vice President and Chief Human Resources Officer. She reports to CEO John Davidson. Dawson previously was responsible for partnering with leaders across OCC to develop......
Greenspring Associates Raises $800 Million for Fourth Secondaries Fund
Banking Fintech News

Greenspring Associates Raises $800 Million for Fourth Secondaries Fund

Fintech News Desk
by Fintech News Desk0
Greenspring Associates, a venture capital investment platform with over $10 billion in assets under management, announced that it has raised $800 million for Greenspring Secondaries Fund IV, L.P. (“GSF IV”), the firm’s fourth secondary venture capital fund. The oversubscribed fund had strong participation from existing investors, as well as select......
Oracle Named a Leader in Gartner Magic Quadrant for Global Retail Core Banking
Capital Markets Fintech News

Oracle Recognized as Leader in Risk Management

Fintech News Desk
by Fintech News Desk0
Chartis Research Cites Oracle for Core Technology and Overall Strategy in Managing Risk and Compliance For the fourth consecutive year, Oracle Financial Services has been ranked in the top three of the annual Chartis RiskTech100. Compiled by industry research group Chartis Research, RiskTech100 ranks the world’s top 100 providers of......
Great Hill Partners Makes All Cash Offer to Acquire VersaPay Corporation
Capital Markets News

Great Hill Partners Makes All Cash Offer to Acquire VersaPay Corporation

Fintech News Desk
by Fintech News Desk0
VersaPay Corporation and Great Hill Partners , a leading growth-oriented private equity firm, are pleased to announce that the Company and an affiliate of Great Hill have entered into a definitive arrangement agreement (the “Arrangement Agreement”) whereby Great Hill will indirectly acquire all of the issued and outstanding common shares......
Cindicator Launches Stoic, Crypto Hedge Fund Tech for the People
Cryptocurrency Fintech Funding

Cindicator Launches the First Quantitative Crypto Fund Powered by Hybrid Intelligence

Fintech News Desk
by Fintech News Desk0
Cindicator, an international fintech company, has announced the launch of the first quantitative crypto hedge fund powered by Hybrid Intelligence. Cindicator Capital is a unique ecosystemic fund, based on an alpha-generating vehicle including thousands of decentralized analysts from 135 countries. The data flow of millions of forecasts from the analytical......
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