Search Results for: relationship management

VantageScore Whitepaper Examines Relationship Between a Credit Score and Risk Over Time
Economy Fintech News Risk Management

VantageScore Whitepaper Examines Relationship Between a Credit Score and Risk Over Time

Fintech News Desk
by Fintech News Desk0
Examination uncovers how credit scores can be used as continued economic dislocation looms VantageScore Solutions, LLC, developer of the credit score model, released a whitepaper on the credit score’s role in understanding consumer credit risk and the need to closely monitor the risk represented by a given credit score in......
Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth
Banking Fintech News

Global Tier One Bank, Itaú Private Bank International, from Itaú Unibanco Group, Selects Temenos SaaS to Power its International Banking Operations on a Single Wealth Management Platform

Fintech News Desk
by Fintech News Desk2
Temenos, the banking software company, announced that Banco Itaú (Suisse) SA and Banco Itaú International, affiliates belonging to one of the world’s largest private bank groups, Itaú Unibanco Holding SA (Itaú), have extended their relationship with Temenos to rapidly deploy Temenos Infinity Wealth and Temenos Transact on Temenos SaaS. Temenos’......
J.P. Morgan Asset Management Partners With Calastone to Power Money Market Funds
Fintech Fintech Funding News Trading

J.P. Morgan Asset Management Partners With Calastone to Power Money Market Funds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Asset Management has partnered with Calastone, the largest global funds network, to introduce new levels of automation to money market funds via its “Morgan Money” trading platform. The global leader in investment management – with assets under management of $1.9 trillion – will initially use Calastone to enhance its entire......
Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
by Fintech News Desk0
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing
Banking Capital Markets Fintech News

CIBC Innovation Banking Provides Digital Receipt Management Platform, Sensibill Inc., With $5 Million in Growth Capital Financing

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a $5 million growth capital financing with Toronto-based Sensibill Inc. (“Sensibill”), a provider of everyday tools such as digital receipt management and SKU-level data that help institutions better know and serve customers. Backed by Radical Ventures, Information Venture Partners, First Ascent Ventures and......
FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry
Blockchain Cryptocurrency Fintech News

FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry

Fintech News Desk
by Fintech News Desk0
In the global field of blockchain technology, Chainbank has been recognized as the most reputable and advanced wallet platform in terms of technology sophistication and security. It holds the highest status within the industry. Chainbank provides its exclusive technology innovation only to mainstream crypto currencies such as BTC, BCH, ETH,......
Aiperion Launches AI-Powered Investment Risk Management Solution for Institutional Investors
Fintech News Risk Management

Aiperion Launches AI-Powered Investment Risk Management Solution for Institutional Investors

Fintech News Desk
by Fintech News Desk0
Aiperion LLC, a consulting, technology and scientific research firm specializing in investment risk management, officially launched its RiskKey software solution. RiskKey is the product of a long-standing collaborative relationship between Chicago-based alternative investment manager Core Capital Management and Fortech, an award-winning software development company headquartered in Cluj-Napoca, Romania. The two companies joined forces last......
Trillium Mutual Insurance Company Selects Guidewire for Business Innovation and Growth
Fintech News

NFU Mutual Continues Transformation with Expanded Guidewire Relationship

Fintech News Desk
by Fintech News Desk0
Guidewire InsurancePlatform to underpin greater system connectivity, enrich customer experience, and support innovative service delivery NFU Mutual, the UK’s leading rural insurer, and Guidewire Software, provider of the industry platform general insurers rely upon, announced that NFU Mutual has selected additional Guidewire Core, Data, and Digital products. Read More: Finhabits Launches Microlearning......
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