Search Results for: broker accounts

Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
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Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
by Fintech News Desk0
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
Artificial Intelligence News

MRS Announces Further Developments To Artificial Intelligence Tool Have Driven Record Results

Fintech News Desk
by Fintech News Desk0
MRS BPO LLC, a leading provider of services to the accounts receivable management industry, announced that their proprietary conversational IVR tool, Adam, has driven record results in 2020. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers Launched in beta mode in mid-2018, Adam is a virtual agent,......
Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
Fintech News

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Fintech News Desk
by Fintech News Desk0
Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab announced the launch of Schwab Plan, a free digital financial plan designed to......
HSBC Bank Launches Digital Application Experience for International Clients
Fintech News

HSBC Bank Launches Digital Application Experience for International Clients

Fintech News Desk
by Fintech News Desk0
New application allows both new-to-bank and existing international clients the ability to open U.S.-based accounts from the safety of their home through a seamless, digital journey(HSBC) HSBC Bank USA, N.A., part of HSBC Group, one of the world’s largest banking and financial services companies,  launched its latest International Client Onboarding......
Banking Business News

SK Global Software Achieves the 2020/2021 Inner Circle for Microsoft Business Applications

Fintech News Desk
by Fintech News Desk0
SK Global Software is honored by Microsoft for achieving outstanding sales achievement and innovation. SK Global Software, an industry-leading provider of banking and treasury solutions specifically for the Microsoft Dynamics platforms, has achieved the prestigious 2020/2021 Inner Circle for Microsoft Business Applications. Membership in this elite group is based on......
Regulating Cryptocurrency – Global Lessons From South Africa
Cryptocurrency Fintech Guest Posts

Regulating Cryptocurrency – Global Lessons From South Africa

Angus Brown
by Angus Brown0
“Cryptocurrency is the perfect way to launder money”. This has been the view of many hackers, fraudsters and even regulators. The creation of a distributed network of servers allowing anonymous accounts and the instant transfer of value anywhere in the world was initially seen as an opportunity to launder illicit......
Fintech Mobile Banking News

New Zuora Analytics and Zuora Billing Drive Agile Subscription Experiences

Fintech News Desk
by Fintech News Desk0
Zuora, Inc. (NYSE: ZUO), the leading subscription management platform provider, today announced major enhancements to its flagship Zuora Billing application and the launch of Zuora Analytics, extending its suite of Order to Revenue applications. With new advanced usage-based pricing capabilities, native ramp deals, an adaptive performance engine and self-service analytics......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Currency Exchange Fintech News Trading

DBS Vickers Powers Ahead With Digitalisation Plans as Asia’s Leading Trading House

Fintech News Desk
by Fintech News Desk0
DBS Vickers (DBSV), the brokerage arm of DBS Bank, continues to advance its ambition to become Asia’s leading digital trading house for funds, equities and structured notes with plans to double regional trading volume across its retail and institutional segments by 2025. Read More: GlobalFintechSeries Interview with Anand Kumar Bajaj,......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech News

Union Home Mortgage Servicing Portfolio Surpasses $10 Billion in Responsible Lending

Fintech News Desk
by Fintech News Desk0
After strategic pivot, the company has built its portfolio in just 5 years Union Home Mortgage announced today its mortgage servicing portfolio eclipsed the $10 billion mark for the first time in the company’s history. Union Home Mortgage now services the loans of more than 60,000 families nationwide. The milestone......
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