Search Results for: client acquisition

Broadridge Accelerates Hybrid Cloud Strategy with IBM Services to Drive Next-Gen Capabilities for Clients
Banking Fintech News

Broadridge Accelerates Hybrid Cloud Strategy with IBM Services to Drive Next-Gen Capabilities for Clients

Fintech News Desk
Digitally Transforming its Business, creating The Broadridge Private Cloud Powered by IBM Broadridge Financial Solutions, Inc.  a global Fintech leader and part of the S&P 500 Index, and IBM Services announced an agreement to bring new cloud-based solutions to Broadridge’s clients in the financial services industry. As part of this......
LiquidityBook Adds to EMEA Client Service Team with Two New Hires
Banking Fintech News

LiquidityBook Adds to EMEA Client Service Team with Two New Hires

Fintech News Desk
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced two new London-based hires for its EMEA Client Service Team: James Pearson and Abdullah Al Nasiri. Pearson will serve as a Technical Implementation Analyst, while Al Nasiri will serve as a Client Services Analyst. Both Pearson and......
NCR and Cardtronics Announce Definitive Acquisition Agreement at $39.00 Per Share
Banking Fintech News

NCR Announces Acquisition of Edge Virtualization Technology Provider Zynstra

Fintech News Desk
NCR Corporation , a global enterprise technology company for the retail, hospitality and banking industries, announced the acquisition of UK-based Zynstra, a provider of edge virtualization technology. NCR and Zynstra have worked together for several years, reflected in the launch of NCR Software Defined Store introduced in January 2019 and......
VendEngine Completes Second Acquisition – Sherrod Computers
Fintech News

VendEngine Completes Second Acquisition – Sherrod Computers

Fintech News Desk
VendEngine, a cloud-based FinTech provider focused on the corrections industry, has acquired software development company, Sherrod Computers. The acquisition marks VendEngine’s second acquisition in less than 18 months. Terms of the cash transaction between the two privately owned companies were not disclosed. Read More: Thales Study: US Financial Institutions Have......
VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Pepper Advantage Grows Customer Base 40%
Investment Services News

Pepper Advantage Grows Customer Base 40 Percent

Business Wire
– Growth driven by demand for credit management and technology in higher interest rate environment – Data and technology investments lead to new customer wins across both banking and non-banking sectors – Strong Asian growth driven by Indian and Indonesian markets Pepper Advantage, a global loan servicing and credit technology......
Fearless Investing Summit Returns, Focuses on AUM Growth Education
Fintech Investment Services News

Fearless Investing Summit Returns, Focuses on AUM Growth Education

Business Wire
Top wealth management conference to share best-practices for marketing, client acquisition and client satisfaction Riskalyze, the industry-leading growth platform for wealth management firms, announced the return of its annual Fearless Investing Summit. Taking place at the JW Marriott Turnberry in Miami, FL from October 2-4, this year’s event will provide......
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