Search Results for: client onboarding

Treasury Prime Launches New Compliance Solution Empowering Fintechs to Better Manage Risk in Highly-Regulated Environment
Fintech News

Treasury Prime Launches New Compliance Solution Empowering Fintechs to Better Manage Risk in Highly-Regulated Environment

Fintech News Desk
by Fintech News Desk0
Fueled by a changing regulatory landscape, Treasury Prime partners with Unit21 and Alloy to launch solution giving fintechs greater control of compliance strategy Treasury Prime, the leading Banking as a Service (BaaS) company, is expanding its compliance offerings with a new compliance solution that enables fintech companies to build and......
SEI's Advisor Business Surpasses $100 Billion in Platform Assets
Digital Asset Management

SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Fintech News Desk
by Fintech News Desk0
Milestone Reinforces Value of Flexible Digital Wealth Management Experience SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP). Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The milestone reflects SEI’s......
Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

Fintech News Desk
by Fintech News Desk0
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
Veriff Raises $100 Million Series C at $1.5B Valuation Co-led by Tiger Global and Alkeon
Finance Investment Services News

Veriff Raises $100 Million Series C at $1.5B Valuation Co-led by Tiger Global and Alkeon

Fintech News Desk
by Fintech News Desk0
The company grew identity verification volume 8x YoY and increased its global customer count by 150% Veriff, a premier global identity verification (IDV) provider, announced it has raised $100M in Series C financing, co-led by Tiger Global and Alkeon, joined by existing investors IVP and Accel. This round brings Veriff’s total funding to $200M and its valuation to $1.5B, as......
Stratton Equities Chooses Lendsmart To Expedite Its Underwriting Process
Digital Lending News

Stratton Equities Chooses Lendsmart To Expedite Its Underwriting Process

Fintech News Desk
by Fintech News Desk0
-Lendsmart, an AI-driven digital lending platform, announced its partnership with Stratton Equities, the leading Nationwide Direct Hard Money and NON-QM Lender that specializes in fast and flexible lending processes for borrowers with real estate investment properties. Latest Fintech Insights: Savvymoney Announces $45 Million Growth Investment Led By Spectrum Equity “With Lendsmart,......
Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform
Banking Fintech News

Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform

Fintech News Desk
by Fintech News Desk0
Infinity Digital for Salesforce integrates with Salesforce Financial Services Cloud to help banks deliver smoother onboarding, origination and servicing experiences across all touchpoints Temenos , the banking software company, announced the availability of Infinity Digital for Salesforce that brings together the worlds of CRM, assisted channels and digital channels onto......
BlockFills to List CME Group Cryptocurrency Derivatives Products
Cryptocurrency Digital Asset Management News

BlockFills Closes $37 Million Series A Funding Round to Continue Global Expansion and Scale Existing Core Verticals

Fintech News Desk
by Fintech News Desk0
BlockFills, a fast-growing global digital asset trading and financial technology company, announced the completion of a Series A funding round totaling $37 million. The round was led by institutional investors, including Susquehanna Private Equity Investments LLLP, CME Ventures, Simplex Ventures, C6E, Nexo Inc. and several other institutional investors and funds. This is the second multimillion-dollar......
Modern HR Tech Disruptor HiBob Integrates with Global Payroll Platform Deel, Creating a Streamlined Solution for the Complete Employee Lifecycle
Fintech News Technology

Modern HR Tech Disruptor HiBob Integrates with Global Payroll Platform Deel, Creating a Streamlined Solution For the Complete Employee Lifecycle

Fintech News Desk
by Fintech News Desk0
Global HR technology disruptor HiBob announces the launch of its partnership with Deel, a leading payroll and compliance system for companies with international teams. The integration of the two HR software platforms gives global companies the ability to streamline and better serve modern companies with growing dynamic workforces, whether teams......
Incredible Bank Selects Jack Henry To Compete With Same-Day Decisioning and Funding
Banking Fintech Fintech Funding News

Incredible Bank Selects Jack Henry To Compete With Same-Day Decisioning and Funding

Fintech News Desk
by Fintech News Desk0
Jack Henry’s open banking infrastructure enables banks to easily integrate with Alloy and Plaid to make account opening efficient, fast and customer friendly Jack Henry & Associates, Inc. announced that Incredible Bank is improving its online account opening with personalized, dynamic content, same-day decisioning and fast, easy funding. Latest Fintech......
BlockFi Expands Retail Suite with Two New Product Offerings
Cryptocurrency News

BlockFi Expands Retail Suite with Two New Product Offerings

Fintech News Desk
by Fintech News Desk0
BlockFi Personalized Yield is a bespoke offering available to clients with at least $3 million USD in crypto assets BlockFi, a crypto financial services company, is broadening its range of retail products to include BlockFi Personalized Yield (BPY), a portfolio product with flexible solutions tailored to each client’s financial goals, and BlockFi......
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