Search Results for: financial assistant

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......
Fintech TheGuarantors Opening an Engineering and Development Office in Montréal
Capital Markets Fintech Investment Services News

Fintech TheGuarantors Opening an Engineering and Development Office in Montréal

Fintech News Desk
New York-based Fintech Company, TheGuarantors, is expanding its international footprint and opening its first office outside of its New York headquarters. The newly created venture, Guarantors Technology Service Inc, will be dedicated to engineering, software development, and the expansion of the organization’s tech capabilities. TheGuarantors, a leader in finding innovative ways to solve......
First Horizon Selects Finxact Core
Artificial Intelligence Banking Fintech News

Finxact Announces General Availability of its Core-as-a-Service on Microsoft Azure

Fintech News Desk
Finxact, an emerging leader in Core-as-a-Service banking, announced that it has completed a replatforming initiative to support its financial institution clients on Microsoft Azure. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor Finxact is responding to growing market demand from its regional and......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
Members Exchange Closes Strategic Financing Round with Five New Investors, including BlackRock
Business Fintech Investment Services News

Members Exchange Closes Strategic Financing Round with Five New Investors, including BlackRock

Fintech News Desk
Members Exchange (MEMX), a market operator founded by members to benefit all investors, announces strategic financing from BlackRock, Wells Fargo, Flow Traders, Manikay Partners, and Williams Trading, closing the round with more than $65 million raised. The amount invested since inception now exceeds $135 million. Read More: Strider Announces John......
Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards
Fintech Investment Services News

Envestnet & Investment Advisor Select Finalists for Annual Asset Manager & Strategist Awards

Fintech News Desk
Envestnet, and Investment Advisor magazine have announced their list of finalists for the 2020 Asset Manager and Strategist of the Year Awards. Now in its 16th year, the awards program recognizes high-conviction portfolio managers that exemplify investment management best practices. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as......
New FIS Portal Automates Loan Forgiveness Process for Small Businesses Under Paycheck Protection Program
Banking Business Fintech News

New FIS Portal Automates Loan Forgiveness Process for Small Businesses Under Paycheck Protection Program

Fintech News Desk
With the second phase of the U.S. Small Business Administration’s Paycheck Protection Program (PPP) well underway as part of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, thousands of small businesses and merchants across America will soon be turning their attention to seeking forgiveness of loans they have borrowed......
Hedge Fund Association Welcomes SS&C Intralinks to Global Thought Leadership Council
Capital Markets Fintech Investment Services News

Hedge Fund Association Welcomes SS&C Intralinks to Global Thought Leadership Council

Fintech News Desk
The Hedge Fund Association (“HFA”), a leading international nonprofit trade and nonpartisan lobbying organization, is proud to announce the addition of SS&C Intralinks as a global Thought Leadership Council sponsor. This annual sponsorship level strengthens HFA’s programs to unite the alternative investment industry and accelerate development for its members worldwide. Read More: Strider Announces......
Clover Online Ordering Helps Restaurants Connect with Customers and Optimize their Business
B2C Business Fintech News

Clover Online Ordering Helps Restaurants Connect with Customers and Optimize their Business

Fintech News Desk
Restaurants can accept orders via a Clover-powered web page or the Clover app and streamline operations with the Clover platform Restaurants can connect with customers, simplify the management and fulfillment of online orders, and better optimize their business with Clover Online Ordering, the latest feature added to the market-leading Clover point-of-sale......
CFI Experiences Exponential Adoption During COVID-19, Highlights Growing Need for Fintech Solutions in Healthcare
B2C Fintech News

CFI Experiences Exponential Adoption During COVID-19, Highlights Growing Need for Fintech Solutions in Healthcare

Fintech News Desk
Healthcare fintech leader expands free trial offers, provides timely support to medical practices Comprehensive Finance, a fast-growing financial technology company offering payment solutions for healthcare providers, announced that due to the overwhelmingly positive response received for the free trial of its leading accounts receivable solution, Abella, it is expanding its......
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