Search Results for: cloud solutions

LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020
Fintech News

LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020

Fintech News Desk
by Fintech News Desk0
Social Security Advantage tech adds average of $150K of possible retirement money per client The difference between an adequate Social Security benefit filing strategy and an optimal one can be life-changing. LifeYield LLC, the market leader in developing cloud-based solutions that help advisors maximize retirement income for their clients, today......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Aria Systems Provides Billing and Monetization Solutions to ServiceNow Customers
News

Aria Systems Named to Constellation ShortListTM for Smart Services Digital Monetization Platforms

Fintech News Desk
by Fintech News Desk0
Aria Systems, the leader in helping enterprises grow subscription- and usage-based revenue, today announced that the company has once again been named to the Constellation ShortList™ for Smart Services Digital Monetization Platforms in Q3 2020. Aria has made the ShortList in this category every time it has been published since......
Agora Data and Harvey Mudd College Partner to Develop an AI-Powered Application for the BHPH Industry
Business Fintech News

Agora Data Integrates With ABCoA Dealer Management System, Increases Reach of Services for BHPH Dealer Community

Fintech News Desk
by Fintech News Desk0
Agora Data, Inc., a finance solution provider of predictive loan technology, announced today its integration with Advanced Business Computers of America, Inc. (“ABCoA”) Deal Pack. ABCoA’s Deal Pack is a leading provider of dealer management software solutions (“DMS”) to automotive dealers, helping to manage all facets of their operation in one system. The......
Business News

Carrick Capital Partners to Expand Investment in Factor, Become Majority Shareholder in Rapidly Growing Legal Innovator

Fintech News Desk
by Fintech News Desk0
The leader in next generation solutions for complex legal work at scale is now poised to accelerate its rapid growth, increase global market share Factor, the leader in next-generation solutions for complex legal work at scale, today announced a significant new investment to be provided by Carrick Capital Partners (Carrick),......
Banking Fintech News

Real-Time Payments Gaining Traction Among Businesses

Fintech News Desk
by Fintech News Desk0
Survey from Citizens Commercial Banking finds nine out of 10 businesses interested in new payment standard Real-time payments (RTP), the emerging standard in U.S. billing and payment processing, continues to gain traction among businesses with nine out of 10 business leaders reporting interest in the network, according to Citizens Commercial Banking’s......
WNS’ ‘Quote-to-Sustain’ Offering Accelerating the Shift to a Digital Finance Function
Banking Fintech News

WNS Named a ‘Leader’ in Mortgage & Loan Services by NelsonHall

Fintech News Desk
by Fintech News Desk0
WNS (Holdings) Limited (NYSE: WNS), a leading provider of global Business Process Management (BPM) services, today announced that it has been recognized as a ‘Leader’ in NelsonHall’s 2020 NEAT evaluation for Mortgage & Loan Services in the New Digital Business Models category. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium The NEAT assessment......
Harmonate Appoints Richard Scheffrin CTO to Sustain Leadership in Data Operations for Funds
Fintech News

Harmonate Appoints Kevin Walkup CEO to Expand Leadership in Data Operations for Funds

Fintech News Desk
by Fintech News Desk0
Harmonate announced Kevin Walkup as CEO, to continue the acceleration of its data operations platform for fund administration. “We are seeing a historic evolution in fund administration from a professional services model, to a fundstech model driven by data operations,” said Walkup. “Harmonate is a catalyst for that transformation, which is frankly happening......
Broadridge Names Edmund Reese Chief Financial Officer
Artificial Intelligence Blockchain Fintech News

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
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