Search Results for: client

PitchBook Establishes Office in Hong Kong to Support Growing Customer-Base & Accelerate Greater China Data Initiatives
Capital Markets Fintech Fintech Funding News

PitchBook Releases Custom Benchmarks Feature to Help Clients Better Evaluate Fund Performance

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, released a new product feature, PitchBook Custom Benchmarks, which provides limited partners (LPs), general partners (GPs) and service providers (SPs) with a solution to compare funds and understand larger trends in fund performance. Now available in the PitchBook Platform,......
LiquidityBook Hires Chris Junge to Lead Client Support Team
Fintech News Trading

LiquidityBook Hires Chris Junge to Lead Client Support Team

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced the hire of Chris Junge as Vice President of Customer Success. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync Mr. Junge will oversee all aspects of the customer support process, working closely with the product......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Banking Fintech News Risk Management

BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.

Fintech News Desk
by Fintech News Desk0
BNY Mellon announced a collaboration with risk and payments solution provider Early Warning Services, LLC (EWS). Through this agreement, BNY Mellon will deliver real-time account validation services to clients, and offer the flexibility to tailor a solution to meet clients’ individual needs— whether through BNY Mellon directly, or through one......
StoneCastle Announces Partnership with Integrated Advisors Network to Provide High Levels of Deposit Insurance on Client Cash
Business Fintech InsurTech News

StoneCastle Announces Partnership with Integrated Advisors Network to Provide High Levels of Deposit Insurance on Client Cash

Fintech News Desk
by Fintech News Desk0
StoneCastle Cash Management, LLC (“StoneCastle”), today announced a partnership with Integrated Advisors Network (“Integrated”), a leading partnership of independent, fiduciary wealth management firms, to make available its FICA For Advisors insured cash solution to all Integrated RIA/wealth management firms. Each of the Integrated firms now has access to high levels of deposit insurance coverage......
AffiniPay and ClientRock Create Powerful Scheduling Integration
Fintech News

AffiniPay and ClientRock Create Powerful Scheduling Integration

Fintech News Desk
by Fintech News Desk0
Recent enhancements to the integration now allow professionals to collect payment when clients schedule appointments AffiniPay, the technology behind the payment solutions LawPay, CPACharge, AffiniPay for Associations and DesignPay, is excited to announce its first integration with a scheduling tool, that will help professionals schedule meetings and make payment requests simultaneously.......
Boost Payment Solutions Collaborates with BMO Harris Bank to Deliver Automated B2B Payment Solutions to its Corporate Card Clients
Banking Business Fintech News

Boost Payment Solutions Collaborates with BMO Harris Bank to Deliver Automated B2B Payment Solutions to its Corporate Card Clients

Fintech News Desk
by Fintech News Desk0
Boost Payment Solutions, Inc., the leader in optimizing the use and acceptance of commercial cards, announced a strategic collaboration with BMO Harris Bank. Boost will now provide straight-through processing (STP) technology to extend BMO Harris Bank’s Approve2Pay® Corporate Card solution with automated processing, enhanced remittance reporting, and operational efficiencies for both......
Euroclear ESES CSDs Go Live with Taskize for Client Servicing
Fintech News

Euroclear ESES CSDs Go Live with Taskize for Client Servicing

Fintech News Desk
by Fintech News Desk0
ESES, the group of CSDs comprising of Euroclear France, Euroclear Belgium and Euroclear Netherlands, has deployed Taskize, the inter-company workflow solution, as its primary client service channel for all types of requests, including complex queries. After proving a client service success for Euroclear Bank and Euroclear UK & Ireland over the last......
Peak Trust Selects Keeper's Robust Zero-Knowledge Architecture to Secure Clients' Confidential Financial Information
Business Fintech News

Peak Trust Selects Keeper’s Robust Zero-Knowledge Architecture to Secure Clients’ Confidential Financial Information

Fintech News Desk
by Fintech News Desk0
Keeper’s ability to auto-generate strong and unique passwords, ease-of-use and fast integration among top reasons for the selection Peak Trust, an independent trust company dedicated to offering personal trust administration for families and individuals, has selected Keeper Security’s best-in-class enterprise password management solution for protection against cyberthreats. Peak Trust relies on Keeper’s......
ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages
Fintech Mobile Banking News

Coyote Analytics Launches Full Integration With ClientPay for More Robust Credit Card Payment Options

Fintech News Desk
by Fintech News Desk0
ClientPay, an award-winning digital payment acceptance solution for legal and professional services firms, announced its full payments integration with Coyote Analytics. Coyote Analytics is a complete law practice management system that offers agile, collaborative solutions for midsize firms. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe......
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