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Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
Fintech Mobile Banking News

As the Industry Shifts, SilverCloud Reports Rapid Growth to Accommodate New Demand

Fintech News Desk
Throughout Q2, the company positioned itself to best help financial institutions transitioning to a remote, digital banking environment SilverCloud, Inc., the only support solution built exclusively for the financial services industry, today announced significant Q2 growth and expansion that includes additions to the company’s leadership team, customer base and partnership program.......
Business Fintech News

Automating Client Onboarding: Appway Delivers 225% ROI According to Independent Research Firm

Fintech News Desk
Appway, leader in technology for workflow automation in financial services, has released the results of the study “The Total Economic Impact™ of Appway Client Onboarding for Wealth Management” conducted by Forrester Consulting. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Appway commissioned Forrester to examine real deployments......
Cryptocurrency News

SS&C Technologies Helps Vitra Gestão De Patrimônio Ltda Streamline Portfolio Management

Fintech News Desk
Brazilian asset manager will use Advent Portfolio Exchange® to manage multi-currency, multi-asset portfolio SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Vitra Gestão De Patrimônio Ltda (Vitra) has implemented SS&C’s Advent Portfolio Exchange® (APX) for tailored portfolio management and reporting. Vitra is also leveraging Advent Outsourcing Services for cloud delivery. Read......
Fintech Fintech Funding News

TermScout Secures $1.25 Million Seed Funding to Grow Legal Tech Offerings and Sales

Fintech News Desk
TermScout, a legal tech platform developed by lawyers to help legal and sales teams reduce the complexity and time required in the commercial contract review process, announced today that it has closed a $1.25 million Series Seed and a previous $350,000 convertible note funding round for a combined $1.6 million. Read More: Strider Announces John Mullen,......
Fintech News

Quadient Announces Acquisition of Leading FinTech Company YayPay™, Specialized in Accounts Receivable Automation

Fintech News Desk
Quadient (Euronext Paris: QDT), a leader in helping businesses create meaningful customer connections through digital and physical channels, announces today the acquisition of YayPay, a best-in-class and rapidly growing company at the forefront of SaaS accounts receivable (AR) automation solutions. The acquisition of YayPay will expand Quadient’s Business Process Automation offer, notably......
Qontigo Names Ping Jiang as Head of Multi-Asset Solutions, Americas
Fintech News Risk Management

Qontigo Names Ping Jiang as Head of Multi-Asset Solutions, Americas

Fintech News Desk
Former Head of Investment Consulting at New York Life Investments Brings Extensive Background in Risk Solutions Qontigo announced the appointment of Ping Jiang as Head of Multi-Asset Solutions for the Americas within the Customer Experience Group, leading the pre-sales and product specialist team dedicated to Qontigo’s risk solutions. Jiang was previously......
In Law Firms and Accounting, Business Development and Marketing Take Hardest Hit from COVID-19, According to Global LexisNexis InterAction Survey
Business News Risk Management

Soluno and LawPay Partnership Streamlines Accounting and Payments for Law Firms

Fintech News Desk
New payments integration debuts today for savvy attorneys Soluno, one of the fastest-growing legal accounting products in the industry, recently launched its full integration with LawPay, the leader in online legal payments. Together, these cloud-based products create a single solution which allows law firms of all sizes to run more efficiently, easily......
Banking Fintech Mobile Banking News

Glia Signs 20 Credit Unions in Four Months for Digital Member Service

Fintech News Desk
Institutions select comprehensive communications and collaboration platform to evolve member service for a digital-first world Glia, a leading provider of Digital Customer Service, today announced that 20 additional credit unions across the U.S. have selected its communications and collaboration platform to improve how they serve members in a digital world. The......
SmartStream Further Protects Payment Systems in Achieving Industry PCI-DSS Status
Artificial Intelligence Fintech News

SmartStream Further Protects Payment Systems in Achieving Industry PCI-DSS Status

Fintech News Desk
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM®) solutions provider, announced certification for PCI-DSS (Payment Card Industry Data Security Standard) version 3.2.1, level 1 (the highest level). This provides additional reassurance to serve card and digital payments customers and process personal identifiable information across the world. Read More: GlobalFintechSeries Interview with......
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