Search Results for: client experience

Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
Trust Company Innovates Wealth Advising Industry With Powerful Tech
Fintech News

Trust Company Innovates Wealth Advising Industry With Powerful Tech

Fintech News Desk
FinTech-focused Trust Company and Custodian AET released Trust Platform: a product that digitizes client onboarding and reporting for financial advisors. Advisors can invite customers to invest in a variety of alternative assets. Customers can also link bank accounts and deposit funds within a single user-friendly system. Trust Platform is designed to consolidate and......
iPipeline Acquires IFS
Fintech InsurTech News

iPipeline Acquires IFS

Fintech News Desk
iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced it has acquired IFSâ„¢ (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance and advisor transitions. The company’s low code/no code solutions are......
Ryan Increases European Corporate Tax Advisory Group With More Strategic Hires
Fintech News

Ryan Hires Tony Gulotta as Principal in the Transaction Tax Practice

Fintech News Desk
Ryan, a leading global tax services and software provider, announced that Tony Gulotta has joined the Firm as Principal in the Transaction Tax practice, based in the New York City office. Mr. Gulotta brings more than 25 years of proven experience in transaction tax with a focus on reverse sales......
ComplyAdvantage Releases State Of Financial Crime Report For 2021
Fintech News Risk Management

ComplyAdvantage Appoints CTO to Advance its Industry Leading Financial Crime Fighting Technology

Fintech News Desk
ComplyAdvantage, a global technology company transforming data risk management and financial crime detection, today announced the appointment of Richard Orme as Chief Technology Officer and Anna Keren as VP of Technology as the company continues to invest in the development of its industry-leading AML risk data solutions. Orme and Keren......
Modern Payment Solutions Rise in Use During COVID-19
Banking Fintech News

PFS Teases Product Additions to Let FinTechs Compete with Banks

Fintech News Desk
PFS (a company of EML) is excited to highlight a range of product enhancements designed to accentuate the competitive advantage of disruptive FinTechs aware of Banking-As-A-Service (BaaS) trends in the European Economic Area. PFS (a company of EML) Teases Product Additions to Let FinTechs Compete with Banks SEPA Direct Debit......
NYDIG Announces Senior Executive Appointments
Business Fintech Investment Services News

NYDIG Announces Senior Executive Appointments

Fintech News Desk
 NYDIG, a leading provider of investment and technology solutions for bitcoin and other digital assets, has hired former Goldman Sachs Partners Ronnie Wexler and Tejas Shah and Managing Director Eric Kramer, and veteran Fintech analyst Greg Cipolaro, to join the firm in executive roles. Wexler has been appointed Global Head of Business Development, Shah......
AIX and Great Lakes Fund Solutions Announce Integration
Fintech Fintech Funding Investment Services News

AIX and Great Lakes Fund Solutions Announce Integration

Fintech News Desk
Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, announced an integration with fund administrator and leading technology provider Great Lakes Fund Solutions, Inc. (Great Lakes). Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay The relationship aims to address......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Banking Fintech Investment Services News

Former HSBC Group COO Andy Maguire Joins Thought Machine as New Chair

Fintech News Desk
Thought Machine, the cloud native core banking technology company announces the appointment of Andy Maguire as Chair. Maguire, former Group Chief Operating Officer of HSBC, joins Thought Machine effective immediately. At HSBC, Maguire led the bank’s IT, business operations, change support, procurement and real estate services. Prior to HSBC, Maguire......
1