Search Results for: robo advisory firms

Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event
Banking Fintech InsurTech News

Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event

Fintech News Desk
by Fintech News Desk0
Leaders from Dow Jones, AXA, Western Union, AAA, Guardian Life, U.S. Bank, MetLife and Liberty Mutual will explore key trends and technologies during live, virtual event Sept. 2 Leaders with global banking, financial services and insurance companies will share their experiences and strategies for digital transformation at the virtual ISG TechXchange:......
SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing
Business Fintech News Risk Management

SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing

Fintech News Desk
by Fintech News Desk0
Firms join forces to help financial institutions automate invoice auditing to improve efficiencies, protect bottom line from erosion SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, announced that it has partnered with Rochdale Paragon Group (Rochdale Paragon), a provider of ERM and vendor management services and software......
Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies
Business Fintech News

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced that Jed Plafker has been named executive vice president of Global Alliances and New Business Strategies. In this newly created position, Plafker will be responsible for the expansion of the company’s digital wealth management and distribution-related financial technology, ensuring that the firm fully harnesses these capabilities for......
Banking Featured Fintech

A Few Interesting Reads on Finance and FinTech

Tanika Mehrotra
by Tanika Mehrotra0
In view of the current Covid-19 pandemic, FinTech firms are enhancing their traditional methods and trying to adapt to modern needs by innovating in different segments, be it payments, digital banking, machine learning, gamification, and more. The importance of saving money or investing money has never felt more important, not......
ElectroNeek Partners with Sage to Automate Accounting Routine
Business Fintech News Robotic Process Automation

ElectroNeek Partners with Sage to Automate Accounting Routine

Fintech News Desk
by Fintech News Desk0
Sage and ElectroNeek announce an alliance to make automation simpler and affordable for the accounting industry. Dmitry Karpov, CIO of ElectroNeek, delivered the announcement of the partnership to members of Sage Accountants Advisory Council, top accounting experts and thought leaders from such organizations as Anthony Group, Accounting Systems Design, Shaynaco, Tribal......
Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
by Fintech News Desk0
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
by Fintech News Desk0
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
by Fintech News Desk0
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
Corcentric Named to Spend Matters 50 Providers to Know / Watch List for Fourth Consecutive Year
Fintech News

Corcentric Named to Spend Matters 50 Providers to Know / Watch List for Fourth Consecutive Year

Fintech News Desk
by Fintech News Desk0
Corcentric, a leading provider of source-to-pay and order-to-cash solutions for businesses in the United States and Europe, announced that the company has been designated in Spend Matters 2020 50 Providers to Know. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Spend Matters 50......
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