Search Results for: client experience

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers
Business Fintech News Risk Management

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Fintech News Desk
by Fintech News Desk0
Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and technology offerings for firms in the global asset and wealth management industry, is introducing a robust collection of technology-based compliance......
Fenris Announces New Life Insurance Prefill API
Fintech InsurTech News

Fenris Announces New Life Insurance Prefill API

Fintech News Desk
by Fintech News Desk0
Fenris Digital, an enabler of friction-free quoting processes for financial and insurance products, announced the launch of their latest API, Life Insurance Prefill, which helps their clients streamline and personalize the application process online or with agents. The Fenris suite of APIs now includes scoring and prefill solutions for auto, home, and......
Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms
Fintech News

Corvee Launches to Grow, Build and Optimize Tax and Accounting Firms

Fintech News Desk
by Fintech News Desk0
Previously known as AccountingTax.com, the company has rebranded to bring all of its products and services under one all-encompassing new name Corvee, a software and solutions company which serves tax and accounting firms, today announces the launch of its new brand. Formerly AccountingTax.com, the company has rebranded to bring all......
DoubleCheck™ names Bill Amelio as Co-Chief Executive Officer and Executive Chairman
Banking Fintech News

DoubleCheck™ names Bill Amelio as Co-Chief Executive Officer and Executive Chairman

Fintech News Desk
by Fintech News Desk0
The former Avnet and Lenovo CEO joins the financial tech startup aiming to revolutionize bank and credit union overdraft and NSF practices DoubleCheck, the financial technology startup, announced today the appointment of Bill Amelio as Co-Chief Executive Officer and Executive Chairman. Amelio most recently served as the chief executive officer at Avnet......
Business Fintech News

DMALINK® Appoints Michael Idzkowski as Sales Director EMEA

Fintech News Desk
by Fintech News Desk0
The Board of Directors of DMALINK, today announced the appointment of Michael Idzkowski as Sales Director (EMEA), effective immediately.  Michael Idzkowski rose through the ranks at ADSS London and joins DMALINK as part of the global expansion strategy. Read More: ACI Worldwide and GOLDPoint Systems Partner to Deliver Integrated Bill Payments for Consumer Lending Organizations......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Business Fintech News

Vendasta brings QuickBooks to Business App

Fintech News Desk
by Fintech News Desk0
New integration allows SMB clients to connect QuickBooks account to ‘single app of truth’ Vendasta channel partners can now offer their small and medium business (SMB) clients the ability to connect their QuickBooks Online accounts to Business App. With the addition of QuickBooks Online to the Vendasta Marketplace, partners can......
Payrix Announces International Expansion as Digital Commerce Heats Up
Fintech News

Payrix Announces International Expansion as Digital Commerce Heats Up

Fintech News Desk
by Fintech News Desk0
Payrix, the acknowledged leader in embedded fintech, announced its official launch into Australia and New Zealand – as it completed the acquisition of Brisbane-based payment service provider, IntegraPay. The company’s expansion efforts will remove barriers, boost revenue and accelerate money movement for a network of growing software-as-a-service (SaaS) clients with operations overseas. Read More:......
Temenos SaaS Supports Flowe in Launching an Ethical Challenger Bank in Record Time
Banking Fintech News

Temenos SaaS Supports Flowe in Launching an Ethical Challenger Bank in Record Time

Fintech News Desk
by Fintech News Desk0
Flowe, the environmentally-friendly Italian challenger bank, went live in just 5 months with Temenos Transact, core banking and AI-powered Financial Crime Mitigation, delivered as SaaS With Temenos SaaS technology, Flowe has created a hyper-efficient cost structure that enables the bank to deliver more value to its customers. Temenos SaaS technology......
Eka Appoints Rajesh Jagannathan As Global Chief Operating Officer
Fintech News

Eka Appoints Rajesh Jagannathan As Global Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
As COO, Rajesh will play a critical role in enabling delivery operations, accelerating growth and customer success as Eka continues to build superior, platform driven solutions for its customers Eka Software Solutions, a global leading provider of Cloud Platform solutions for commodity markets,  announced that Rajesh Jagannathan has been appointed......
J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
Business Fintech News Trading

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
by Fintech News Desk0
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
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