Search Results for: manage clients

BofA Launches Account Validation To Assist Clients With Fraud Prevention
Banking Digital Payments Fintech News

BofA Launches Account Validation To Assist Clients With Fraud Prevention

Fintech News Desk
Solution Supports Corporate and Public Sector Clients Making Payments In The U.S. Bank of America announced the launch of Account Validation, a fraud prevention service for corporate and public sector clients. Prior to initiating an electronic credit or debit payment, a client using Account Validation, can verify the status of......
QuickFee Introduces Connect, A New Payment Integration with Wolters Kluwer Practice Management Software
Digital Payments News

QuickFee Introduces Connect, A New Payment Integration with Wolters Kluwer Practice Management Software

Fintech News Desk
As a leader in payment and lending solutions for professional service organizations, QuickFee introduces an integration that accelerates digital transformation, streamlines the payment process, and empowers improved collaboration between accounting firms and its clients QuickFee offers a secure online payment platform for professional service firms. The company is now launching......
Ninepoint Partners Announces Distribution Agreement with Global Alternatives Investment Manager LGT Capital Partners
Investment Services News

Ninepoint Partners Announces Distribution Agreement with Global Alternatives Investment Manager LGT Capital Partners

Fintech News Desk
 Ninepoint Partners LP (“Ninepoint”), one of Canada’s leading alternative investment management firms, announced that it has entered into an agreement with LGT Capital Partners to distribute the LGT Multi-Alternatives Sub-Fund (“the Fund”) on an exclusive basis in Canada. Available to Ninepoint’s Institutional clients and eligible investors, the Fund will have exposure to......
ForwardAI
Banking Business Fintech News

ForwardAI Announces Predict-as-a-Service, an AI-powered Cash Flow Forecasting and Planning Tool for Financial Institutions’ Small Business Clients

Fintech News Desk
Leveraging a mature algorithm, Predict-as-a-Service provides reliable cash flow forecasting and interactive financial modeling for custom business scenarios ForwardAI, a fintech providing aggregated access to accounting & business data and analysis, introduced Predict-as-a-Service™, a cash flow forecasting and planning tool for financial institutions or fintechs that want to extend their......
Financial Institution Credit Card Programs Get a Competitive Boost with Fully Managed Option from Fiserv
Fintech News

Financial Institution Credit Card Programs Get a Competitive Boost with Fully Managed Option from Fiserv

Fintech News Desk
Credit Choice provides a modern, turnkey digital-first credit card solution for banks and credit unions Fiserv, Inc., a leading global provider of payments and financial services technology solutions, announced it is empowering financial institutions to deliver a digital-first branded credit card program for consumer and small business cardholders, eliminating the......
BlockFi and Neuberger Berman Partner to Expand Range of Crypto Asset Management Solutions
Cryptocurrency Digital Asset Management News

BlockFi and Neuberger Berman Partner to Expand Range of Crypto Asset Management Solutions

Fintech News Desk
BlockFi, a crypto financial services company, and Neuberger Berman, a private, independent, employee-owned investment manager, announced a partnership to develop and distribute a series of crypto asset management products and strategies. These products and strategies will be housed in a separate entity called BlockFi nb LLC (“BlockFi | nb”). This joint......
SupraFin Has Teamed Up with Gemini to Act as Exchange and Custody Provider for SupraFin's Clients
Banking Cryptocurrency Investments News

SupraFin Has Teamed Up with Gemini to Act as Exchange and Custody Provider for SupraFin’s Clients

Fintech News Desk
SupraFin provides an intelligent app with institutional-like investment algorithms in the background that assess the relative value of hundreds of cryptocurrencies and recommends the most appropriate as part of a diversified portfolio based on the client’s risk profile preferences. The app allows any individual interested in cryptocurrencies to invest with as......
Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat
Banking Fintech News Uncategorized

Symphony is Securely Connecting Clients to Their Private Banks in Asia via WhatsApp and WeChat

Fintech News Desk
Banking has engaged Symphony – the leading markets’ infrastructure and technology platform- to develop and deploy HSBC GPB Chat, a client engagement platform that enables the private bank’s clients to interact with their relationship management team via one-to-one chat, group chat, document sharing and video/audio conferencing on WhatsApp or WeChat, in a......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
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