Search Results for: policy management

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
HDFC Life Policyholders Can Now Pay Premiums With NPCI’s UPI 123PAY
Digital Payments News

HDFC Life Policyholders Can Now Pay Premiums With NPCI’s UPI 123PAY

Fintech News Desk
by Fintech News Desk0
HDFC Life and National Payments Corporation of India (NPCI), have collaborated to offer a first – UPI 123PAY. This is a unique voice-based premium payment service that further simplifies the premium payment process for HDFC Life policyholders. UPI123PAY is a payment facility through a pre-defined IVR (Interactive Voice Response). This......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
by Fintech News Desk0
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements
Compliance management News

BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
BAI, a leading nonprofit independent organization that serves the financial services industry, including providing compliance training to over 2,300 organizations, has launched the new BAI Policy Manager to help financial services organizations create, manage, and track their organizational procedures and policies to meet increasingly complex regulatory requirements. “The BAI Policy......
B2B Cloud News Security

PolicyDock and Merkle Science Partner to Provide Improved Data Protection, Support For Users Affected By FTX Meltdown

Fintech News Desk
by Fintech News Desk0
Merkle Science, a predictive web3 risk and intelligence platform, is announcing a partnership with global insurance technology leader PolicyDock, to prevent fraud and protect crypto assets by providing the insurance industry with innovative fraud-prevention tools. The announcement coincides with PolicyDock’s launch of CryptoLock, a subscription offering that helps clients recover crypto assets with a variety of......
Bottomline is positioned as the Leader in the 2022 SPARK MatrixTM for Insider Risk Management by Quadrant Knowledge Solutions
News Risk Management

Bottomline is Positioned as the Leader in SPARK MatrixTM for Insider Risk Management by Quadrant Knowledge Solutions

Fintech News Desk
by Fintech News Desk0
Quadrant Knowledge Solutions announced that it has named Bottomline as a 2022 technology leader for the SPARK Matrix analysis in the global Insider Risk Management market. Latest Fintech News: Kondux Web3 Design Lab Joins NVIDIA Inception The Quadrant Knowledge Solutions SPARK Matrix includes a detailed analysis of global market dynamics, major......
Blockchain Association for Finance Announces New Board
Finance News

Ponce Financial Group, Inc. announces formation of a Management Committee on Environmental, Social & Governance

Fintech News Desk
by Fintech News Desk0
Ponce Financial Group, Inc. the holding company for Ponce Bank, announced that the Company has formed an Environmental, Social & Governance (“ESG”) Committee comprised of the Executive Management Team that reports directly to the Board of Directors. The ESG Committee has adopted an ESG charter and policy to oversee and......
Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity
News Risk Management

Prevalent Expands Industry-Leading Third-Party Risk Management Platform to Further Increase Automation and Productivity

Fintech News Desk
by Fintech News Desk0
Automated document analysis and custom dashboards simplify evidence review and vendor management Prevalent, Inc., the company that takes the pain out of third-party risk management (TPRM), announced the latest release of its Third-Party Risk Management Platform. Version 3.28 introduces automated document analysis and custom dashboards to speed and simplify evidence review......
Players Health Launches Breakthrough Sports Insurance Product on Socotra’s Modern Policy Core Platform
InsurTech News

Players Health Launches Breakthrough Sports Insurance Product on Socotra’s Modern Policy Core Platform

Fintech News Desk
by Fintech News Desk0
 The product was developed in record time, enabling sports teams to easily insure players, coaches, and owners through BizDynamics’ digital engagement platform Players Health, an innovative sports platform and insurtech MGA, launched a unique insurance product enabling amateur and professional sports teams to buy comprehensive insurance to protect players, coaches,......
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