Search Results for: client acquisition

Von M. Hughes Appointed to Tradeweb Markets Board of Directors
Banking Business Fintech News

Von M. Hughes Appointed to Tradeweb Markets Board of Directors

Fintech News Desk
by Fintech News Desk0
Tradeweb Markets Inc., a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced the appointment of Von M. Hughes to the company’s Board of Directors as an independent director, effective March 1, 2021. Read More: Tradelize Launches Social Network for Cryptocurrency Traders and Investors Von......
US-Analytics and MindStream Strategically Align to Improve and Expand Solutions to Bring Digital Transformation to Finance Teams
Business Digital Fintech News

US-Analytics and MindStream Strategically Align to Improve and Expand Solutions to Bring Digital Transformation to Finance Teams

Fintech News Desk
by Fintech News Desk0
US-Analytics and MindStream, two organizations dedicated to designing solutions that help enterprise businesses improve their financial planning, budgeting, reporting, and analytics, are proud to announce an expanded strategic alliance that will help meet the CFOs’ growing demand for digital transformation initiatives in the workplace. Read More: Latinia Invests In Fintech Company......
Fintech Veteran Brett R. Walker Joins Access Softek to Lead Growth Initiative
Business Fintech Mobile Banking News

Fintech Veteran Brett R. Walker Joins Access Softek to Lead Growth Initiative

Fintech News Desk
by Fintech News Desk0
Access Softek, an omnichannel digital banking platform provider, is expanding its team with the addition of Brett R. Walker as Director of Emerging Markets. #Fintech veteran Brett R. Walker joins @AccessSoftek to lead #growth initiative Read More: Global Fintech Series Interview with Thomas (Tom) Aronica, Founder and CEO of Biller Genie......
Artesian takes Underwriting Acumen to the Next Level with the Launch of Artesian Connect™
Fintech News

Artesian Takes Underwriting Acumen to the Next Level with the Launch of Artesian Connect™

Fintech News Desk
by Fintech News Desk0
Artesian Solutions, a leading provider of client relationship intelligence and risk solutions, has today announced the launch of Artesian Connect™, a new way to solve complex and high-value commercial underwriting challenges. Read More: State of the Fintech Industry and a Look into 2021 Artesian Connect™ combines leading advances in data-science......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
Ignatica, DouBao & EasiTech Ink Deal to Digitise APAC Insurance Sector
Fintech InsurTech News

Ignatica, DouBao & EasiTech Ink Deal to Digitise APAC Insurance Sector

Fintech News Desk
by Fintech News Desk0
New platform will speed innovation and new product development in APAC region Ignatica, DauBao and EasiTech said Friday they’re joining forces to create a new platform that will tap the full potential of the Asia-Pacific region’s burgeoning insurance sector. Read More: Gemini selects ClearBank as UK banking services provider The three said......
Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo
Fintech News

Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo

Fintech News Desk
by Fintech News Desk0
The new integration will add Finmo’s fully digital mortgage experience to Lendesk’s powerful broker resources Lendesk Technologies, the premier FinTech provider for Canada’s mortgage industry professionals, today announced its acquisition of Finmo Financial Technologies – the fastest growing mortgage origination platform in Canada. Read More: United Federal Credit Union Chooses Finn AI to Deliver Conversational......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech Investment Services News

iCapital Network Leverages U.S. Success to Accelerate International Growth

Fintech News Desk
by Fintech News Desk0
iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced a series of milestones in its expansion into the European and Asian markets. On the heels of high-profile client acquisitions and rapid organic asset growth within the U.S.......
SmartAsset Promotes Dave Frisone to Chief Revenue Officer
Fintech News

SmartAsset Promotes Dave Frisone to Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the promotion of Dave Frisone to Chief Revenue Officer. Formerly Senior Vice President of Financial Advisor Revenue at SmartAsset, Frisone will be responsible for all revenue-generating functions at the company.......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

SmartAsset’s Live Connections Recognized Among ‘Best Wealth Management Solution’

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, today announced that its Live Connections program has been recognized as a ‘Best Wealth Management Solution’ finalist at the 2020 Finovate Awards. The Finovate Awards recognize the best and brightest in the fintech......
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