Search Results for: manage clients

RIMES Adds ESG Solution to Its Managed Data Services
Finance Fintech Investments News

RIMES Adds ESG Solution to Its Managed Data Services

Fintech News Desk
by Fintech News Desk0
New service solves the problem of ESG data management for Investment Managers looking to identify truly sustainable assets RIMES, a strategic data partner for financial institutions, launches its ESG data management solution, powered by RIMES’ Managed Data Services (MDS). A new, cost-effective and flexible solution, it helps asset management firms......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Daniel Brousseau Joins Medallia to Help Financial Services Firms Elevate Experience Management
Fintech News

Daniel Brousseau Joins Medallia to Help Financial Services Firms Elevate Experience Management

Fintech News Desk
by Fintech News Desk0
CX leader in banking and consulting joins Medallia to help financial services leaders compete and grow through customer and employee experience Medallia, Inc. the global leader in customer and employee experience, announced that Daniel Brousseau has joined Medallia as the Senior Solutions Principal for the Financial Services industry sector. Daniel......
Finicity and Green Dot Announce Secure Data Access Agreement to Deliver More Accessible, Seamless and Secure Money Management to Customers
Banking Digital Fintech Mobile Banking News

Finicity and Green Dot Announce Secure Data Access Agreement to Deliver More Accessible, Seamless and Secure Money Management to Customers

Fintech News Desk
by Fintech News Desk0
Latest API integration enables leading digital bank’s customers to securely connect to approved third-party apps and accounts Finicity, a Mastercard company and leading provider of open banking solutions, announced today that it has signed a data access agreement with Green Dot, a digital bank and fintech focused on delivering trusted,......
Hazeltree and Lionpoint Partner to Drive Treasury Management Modernization to Private Capital Markets
Banking Investments News

Hazeltree and Lionpoint Partner to Drive Treasury Management Modernization to Private Capital Markets

Fintech News Desk
by Fintech News Desk0
Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for investment managers, and Lionpoint Group, a global consulting firm for digital transformation in the alternative investments industry, today announced a strategic alliance.  Working with Hazeltree, Lionpoint officially launched its Treasury Management practice, focusing on private capital markets,......
Scorpion Partners with ERJ Solutions, Provides Merchant Services to Medical Practice Customers
Business News

Scorpion and Ruby Partner to Help Customers Manage Their Digital Marketing-Driven Growth

Fintech News Desk
by Fintech News Desk0
New Alliance Allows Local Businesses to Focus on Clients without Missing New Business Lead Call-Ins Scorpion, a leading provider of technology and services helping local businesses thrive, and Ruby®, the premier provider of live virtual receptionist and chat services for 13,000+ businesses, announced a new partnership to help law firms,......
Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders
Fintech Investments News

Broadridge Teams with OpenFin to Offer Enhanced Digital Workspace for Portfolio Managers and Traders

Fintech News Desk
by Fintech News Desk0
Asset managers to benefit from flexible workspaces and intuitive workflows Enhancing the productivity and efficiency of its trading and portfolio management solution for its asset management clients globally, Broadridge Financial Solutions, Inc., a global Fintech leader, announced it will utilize OpenFin’s operating system for financial desktops. With this new digital workspace solution,......
Frontline Managed Services Elevates Financial and eBilling Services With Acquisition of InvoicePrep
Finance Fintech News

Frontline Managed Services Elevates Financial and eBilling Services With Acquisition of InvoicePrep

Fintech News Desk
by Fintech News Desk0
Innovative Law Firm eBilling Provider Joins the Legal Industry’s Leading Global Managed Services Provider as Latest Addition to Portfolio of Best-in-Class Technology Companies Frontline Managed Services, one of the world’s largest providers of managed services for the legal industry, announces the acquisition of InvoicePrep, an outsourced eBilling and invoice service......
Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry
Fintech News

Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry

Fintech News Desk
by Fintech News Desk0
Fortimize, a Salesforce Consulting Partner for Financial Services companies, has teamed up with Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry, powered by Salesforce, to become a preferred services partner. As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work......
Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge
Banking Fintech News Risk Management

Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge

Fintech News Desk
by Fintech News Desk0
Evli Bank Plc and Fellow Finance Plc have signed a combination agreement. The Combination Agreement sets out an arrangement by which Evli will demerge through a partial demerger into a new asset management group that will be listed (“New Evli”) and a company that will carry on Evli’s banking services......
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