Search Results for: business practices

Only 37% of Companies with Low Risk Management Capabilities Recognize How Crucial They Are in Navigating Crises
News Risk Management

Only 37% of Companies with Low Risk Management Capabilities Recognize How Crucial They Are in Navigating Crises

PR Newswire
New BCG Survey Highlights the Value of Mature Risk Management Across All Industries, and What Lagging Organizations Can Learn from Leaders Recent global crises like the COVID-19 pandemic and the Ukraine war have spotlighted the crucial need for mature risk management capabilities across all industries and sectors. Boston Consulting Group (BCG) is publishing......
Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study
Fintech News

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study

PR Newswire
Merrill Center for Family Wealth publishes guide to productive family conversations about money and relationships Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private......
Kyndryl Unveils Banking and Financial Industry Services for Google Cloud Customers
Fintech News

Kyndryl Unveils Banking and Financial Industry Services for Google Cloud Customers

PR Newswire
Kyndryl, the world’s largest technology infrastructure services provider, announced the availability of new services for financial services organizations seeking to use Google Cloud to safely store and protect their confidential and sensitive data. Kyndryl’s new services are designed to enable a unified, scalable and security-rich data platform to support customers’......
Risk Strategies Acquires Fairmount Benefits Company
InsurTech News

Risk Strategies Acquires Fairmount Benefits Company

GlobeNewswire
Specialty firm adds to the expertise of rapidly growing national employee benefits practice Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced it has acquired Fairmount Benefits Company, a Pennsylvania-based specialty firm focused on developing and administering employee benefit programs for corporate employers. Terms of the......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
84% of B2B Deals Are Decided Before Marketers Even Know About Them
Banking News

Bank of Canada Holds Rates Steady but More Needs to Be Done for Working People

GlobeNewswire
Canada’s unions welcome Bank of Canada decision to hold interest rates steady but warned that although inflation might be slowing down, the affordability crisis is not. “Workers and their families are left waiting for the other shoe to drop every time the Bank of Canada makes a rate announcement,” said......
Insurtech Startup Quotewell Comes Out of Stealth, Raised Over $15 Million in Series a Funding Led by NEA
InsurTech News

Insurtech Startup Quotewell Comes Out of Stealth, Raised Over $15 Million in Series a Funding Led by NEA

PR Newswire
QuoteWell, a tech-enabled commercial insurance wholesale brokerage that is at the forefront of innovating the distribution side of insurance, announced the launch of its brokerage operations to serve independent retail agents. QuoteWell helps agents who are often overlooked and given poor customer service due to low premiums associated with their......
Hexaware Mobiquity Report Uncovers New Barriers to Reaching Banking ESG Goals
Fintech News

Hexaware Mobiquity Report Uncovers New Barriers to Reaching Banking ESG Goals

PR Newswire
New data reveals the present economic climate and talent management pose challenges to achieving sustainable banking for both challenger and traditional banks Today, Hexaware Mobiquity, a digital consultancy that designs and delivers innovative digital products and services for the world’s leading brands, released the third part of its annual Global Benchmark......
Franchising Trends in the Digital Age
Analytics Guest Posts

Franchising Trends in the Digital Age

Raghu Rajakumar
In the fast-paced world of franchising, the future promises a blend of digital transformation and opportunity. I recently joined a panel of industry experts, including Kylee Valentine, Senior Partner in the Accounting and Tax division at Findex and Glenn Walford, Founder of Magnetic Business Media and Franchisebuyer.com.au We sat down......
Compliance management Fintech Primers Recommended

What Is Anti-Money Laundering?

Pooja Choudhary
Fintech has experimented with its magic wand in various fields, so how can we corner the money laundering aspect? Criminals’ efforts to launder cash are continuing to shift towards digital currency as its circulation grows. Also, traditional anti-money laundering is being gradually replaced by electronic anti-money laundering (transaction laundering). Let’s......
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