Search Results for: wealth management technology

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Business Fintech InsurTech News

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System

Fintech News Desk
by Fintech News Desk0
Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders. Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together. Read......
Federal Life Insurance Company Selects DXC Technology to Enhance Policy Buying Experience for Customers and Agents
Fintech InsurTech News

Federal Life Insurance Company Selects DXC Technology to Enhance Policy Buying Experience for Customers and Agents

Fintech News Desk
by Fintech News Desk0
Federal Life Insurance Company, based in Riverwoods, IL just northwest of Chicago, has gone live with DXC Assure for Life and Wealth to enhance the policy buying experience for their customers and agents, streamline key processes, and drive business growth. DXC’s solution is built on a scalable, cloud-based architecture, implemented......
Pintec Joins Hands With International Technology Giants to Set up Innovation Center for the Adoption of Robotic Process Automation in Financial Market
Fintech News

Pintec Joins Hands With International Technology Giants to Set up Innovation Center for the Adoption of Robotic Process Automation in Financial Market

Fintech News Desk
by Fintech News Desk0
Pintec Technology Holdings Ltd, a leading independent fintech solutions provider, announced the establishment of an Innovation Center in Shanghai to promote the adoption of Robotic Process Automation (RPA) in financial institutions. Pintec will cooperate with several RPA giants such as Automation Anywhere and Blue Prism to help financial institutions drive digital transformation with......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry
Blockchain Cryptocurrency Fintech News

FF Token Is Designated by Chainbank as the Only Token Wealth Management Product in the Global Cryptocurrency Industry

Fintech News Desk
by Fintech News Desk0
In the global field of blockchain technology, Chainbank has been recognized as the most reputable and advanced wallet platform in terms of technology sophistication and security. It holds the highest status within the industry. Chainbank provides its exclusive technology innovation only to mainstream crypto currencies such as BTC, BCH, ETH,......
American Fidelity Appoints SS&C for Insurance Investment Accounting Partnership
Fintech News

Xplore Wealth Selects SS&C to Help Realize Its “One Platform” Goal

Fintech News Desk
by Fintech News Desk0
Australia-based independent platform provider and investment administrator partners with SS&C Global Wealth Platform to streamline technology SS&C Technologies Holdings, announced that Xplore Wealth chose SS&C’s Global Wealth Platform (GWP) to help the firm consolidate systems and enhance its wealth management platform. Read More: Crypto Gazette Brings Exciting News to Crypto Enthusiasts: Ledger Nano X......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
Fintech Fintech Funding News

Resolute Capital Partners Announces Investment in PLUM® Lending through its Technology Fund

Fintech News Desk
by Fintech News Desk0
Investors in Financial Services-, Healthcare- and Regulatory-Focused Technology Companies Resolute Capital Partners (“RCP”), announced today the company has joined Elliott Management, a hedge fund manager, and Soft Bank, a  high-tech funding firm, by investing alongside them in PLUM® Lending (“PLUM”). Earlier this month, RCP completed a $2 million equity investment in PLUM......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
Carver Edison Expands Senior Leadership Team
Fintech News

DriveWealth Forges First Partnership in Middle East and North Africa Region With UAE-Based Wealthface

Fintech News Desk
by Fintech News Desk0
Wealth Management Company Turns to DriveWealth for Technology, Brokerage Execution Services DriveWealth,  a U.S. based leader in global digital trading technology, announced a new partnership with Wealthface LLC, an innovative UAE-based wealth management company and online investment platform. The agreement marks DriveWealth’s first initiative in the Middle East and North Africa (MENA) region, bringing......
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