Search Results for: client

KPMG To Offer New Climate Accounting Capability To Help Clients Measure Greenhouse Gas Emissions
Blockchain Business Fintech News

KPMG To Offer New Climate Accounting Capability To Help Clients Measure Greenhouse Gas Emissions

Fintech News Desk
by Fintech News Desk0
The blockchain-based method also analyzes climate risk impact on asset portfolios as part of organizations’ long-term financial planning KPMG LLP (KPMG) announced a new patent-pending blockchain-based capability, Climate Accounting Infrastructure (CAI), which is intended to help organizations more accurately measure, mitigate, report and offset their greenhouse gas emissions. Read More:......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Banking Capital Markets Economy Fintech Fintech Funding InsurTech Investment Services Mobile Banking News

BNY Mellon Treasury Services’ Digital Strategy Addresses the Evolving Needs of Clients and Offers a Road-Map for Their Future Success

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Paul Camp Cites Innovation, Digitization and Automation as the Key Elements of Delivering a Better Customer Experience BNY Mellon‘s digital strategy continues to reshape the Treasury Services industry through the development of its growing suite of solutions and services, to support its clients’ evolving needs. Innovation is taking......
Banking Business Fintech Fintech Funding Investment Services Mobile Banking News

Bank of America Launches Life Plan to Help Clients Prioritize Their Financial Goals and Understand Steps Toward Achieving Them

Fintech News Desk
by Fintech News Desk0
Available Online and Within the Mobile App, Personalized Digital Experience Enables Clients to Turn Goals into Actions Bank of America today announced the launch of Life Plan®, a new digital experience through which clients can set and track near- and long-term goals based on their life priorities, and better understand......
Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights
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Half of Clients Say They Don’t Read Most Emails From Their Financial Advisor, Finds Study by Life Stage Insights

Fintech News Desk
by Fintech News Desk0
Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey¹ by Life Stage Insights, a marketing technology company that empowers financial advisors to automate deep connections with prospects and clients. The top reason clients say they don’t read their financial......
iCapital Network Leverages U.S. Success to Accelerate International Growth
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iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
American Express Elects Charles Phillips to Board of Directors
Banking Fintech Fintech Funding Investment Services News

Major Global Banks Invest $20 Million in BioCatch and Join American Express Ventures on New Client Innovation Board

Fintech News Desk
by Fintech News Desk0
Pioneer in using online behavior for fraud detection and consumer protection extends funding round BioCatch, the global leader in behavioral biometrics, today announced that four major global banks – Barclays, Citi, HSBC and National Australia Bank (NAB) – have invested $20 million in the company, extending the company’s recent Series C......
Gleif Unveils Issuance and Insfratructure Models for Verifiable LEI
Banking Fintech News

GLEIF Defines New Validation Agent Role for Banks & Financial Institutions to Simplify and Accelerate Client Lifecycle Management

Fintech News Desk
by Fintech News Desk0
New operating model enables financial institutions to improve customer experience, facilitate digital transformation and reduce client lifecycle management costs by utilizing their ‘business-as-usual’ onboarding processes to obtain LEIs for their clients The Global Legal Entity Identifier Foundation (GLEIF) has today announced that financial institutions (FIs) worldwide can realize a variety......
Barry Danz joins Ondot as Chief Client Officer
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Barry Danz joins Ondot as Chief Client Officer

Fintech News Desk
by Fintech News Desk0
Brings decades of account management experience to provider of Card App, the digital card management platform Ondot Systems, the digital card services provider for credit and debit issuers, announces it has hired Barry Danz as its Chief Client Officer. In this role, he will manage all aspects of relationships with......
SS&C
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SS&C Bolsters Sales and Client Management in EMEA with Senior Appointments

Fintech News Desk
by Fintech News Desk0
Mike Webb and Spencer Baum to focus on Global Investor & Distribution Solutions in the U.K. and Europe SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Mike Webb and Spencer Baum have joined its Global Investor & Distribution Solutions division. Read More: Alloy Secures $40 Million in Series B Funding Led by Canapi Ventures Mike......
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