Search Results for: small business

Ant Group Releases 2020 CSR Report: Digital Technology Can Help Create a Better Future
Economy Fintech News

Ant Group Releases 2020 CSR Report: Digital Technology Can Help Create a Better Future

Fintech News Desk
Ant Financial Services Group (“Ant Group”) has released its 2020 Corporate Social Responsibility (CSR) report, detailing its efforts to leverage the power of digital technology to build a better future, particularly as communities across the globe continue to grapple with challenges posed by COVID-19. Read More: Kensho Collaborates with NVIDIA......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Auditoria.AI's 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions
Artificial Intelligence Fintech News

Auditoria.AI’s 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions

Fintech News Desk
Auditoria.AI Releases Results of Its Survey of Finance Professionals, Showing More Than Half of Respondents Are Not Getting the Automation They Need and Shared Services Groups Are Still Largely Manual Auditoria.AI, a provider of AI-driven automation solutions for finance teams, announced results of its 2020 survey entitled “Automation in ERP and......
SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem
Fintech News

SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem

Fintech News Desk
SS&C’s Retirement recordkeeping platform expands managed accounts choices SS&C Technologies Holdings, announced that SS&C Retirement Solutions has added Stadion Money Management onto its TRAC recordkeeping platform. TRAC supports a diverse range of managed account solutions for retirement providers in the defined contribution marketplace. Read More: smartTrade’s Solution Awarded Best Multi-Asset......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech InsurTech News

Valmark Financial Group Launches Life Insurance Fulfillment Tool™ (LIFT™)

Fintech News Desk
Valmark continues its rich history of innovation in the life insurance industry by expanding its toolkit for independent insurance and financial professionals. Its newest offering, the Life Insurance Fulfillment Tool™ (LIFT™), is focused on making the process of buying life insurance simpler for both clients and advisors. Read More: Healthfully and Paya......
Vertical IQ Expands Local Economic Insights to Include More Than 3,100 Counties
Business Economy Fintech News

Vertical IQ Expands Local Economic Insights to Include More Than 3,100 Counties

Fintech News Desk
Vertical IQ, a Raleigh-based Industry Intelligence firm that helps thousands of professionals who advise small and medium-sized businesses (SMBs), has upgraded its existing Local Economies data on over 300 metro areas to now include more than 3,100 counties in the U.S. In addition, they have updated the web-based interface with new......
Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline
B2C Fintech InsurTech News

Zipari Launches Employer and Member Acquisition Center to Accelerate the Health Insurance Sales Pipeline

Fintech News Desk
Zipari, the company behind the first and only consumer experience platform built specifically for health insurance, is excited to announce the launch of its Employer and Member Acquisition Center (EMAC). This new product enhances healthcare-payers’ sales strategy with a pre-configured customer relationship management (CRM) tool to accelerate the sales pipeline......
Nearly 70% of Financial Services Companies Globally Have Experienced a Cyberattack
Business Fintech News

Nearly 70% of Financial Services Companies Globally Have Experienced a Cyberattack

Fintech News Desk
Survey finds, attacks on financial institutions becoming more severe, while many lack resources and strategy to protect themselves Keeper Security, provider of the leading cybersecurity platform for preventing password-related data breaches and cyberthreats, revealed that 69% of financial institutions globally have experienced a cyberattack in their lifetime, while nearly half......
Socure Announces Intelligent KYC, Applying Advanced Graph Analytics and Machine Learning to Compliance
Artificial Intelligence Banking Fintech Investment Services News

Socure Recognized as a Gartner Cool Vendor in AI for Banking and Investment Services

Fintech News Desk
Socure, a leader in Day Zero digital identity verification, announced it has been recognized in the April 24, 2020 Cool Vendors in AI for Banking and Investment Services report by Gartner, Inc. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility “By utilizing advanced data science......
The Visa Foundation Announces Grantees to Support COVID-19 Recovery in U.S. and Canada
B2C Business Fintech News

The Visa Foundation Announces Grantees to Support COVID-19 Recovery in U.S. and Canada

Fintech News Desk
Funds will go to Feeding America, Food Banks Canada, American Red Cross, Direct Relief and Children’s Aid The Visa Foundation announced its approval of $2 million in COVID-19 relief grants for organizations in the U.S. and Canada, including Feeding America, Food Banks Canada, American Red Cross, Direct Relief and Children’s......
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