Search Results for: client experience

BTIG Strengthens Fixed Income Credit Unit with Seth Bernstein and John Toland
Banking Investment Services News

BTIG Investment Banking Adds Industry Veteran Kimberly Boulmetis as a Managing Director to Its Specialty Finance Unit

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Kimberly Boulmetis has joined the firm’s Specialty Finance Investment Banking unit as a Managing Director. Ms. Boulmetis will be based in the firm’s New York office, and will report to Dan Blood, Managing Director and Head of Specialty Finance, at BTIG. Read More: Four Benefits of Buy Now Pay Later for Ecommerce......
Barclays Launches Systematic Study of ESG-Focussed US Equity Funds
Fintech Fintech Funding Investment Services News

Barclays Launches Systematic Study of ESG-Focussed US Equity Funds

Fintech News Desk
by Fintech News Desk0
ESG-focussed mutual funds are attracting large inflows, but fundamental challenges remain in defining what constitutes an ESG-labelled equity fund. In a systematic study of US equity funds, Barclays Quantitative Portfolio Strategy (“QPS”) team finds that ESG-labelled funds do not necessarily provide more ESG exposure than conventional funds. Read More: Curb Debuts......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues European Expansion

Fintech News Desk
by Fintech News Desk0
Adds Veteran Consumer & Retail Investment Banker Arthur van der Goes William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced the hiring of Arthur van der Goes. Van der Goes joins the global Consumer and Retail investment banking team as a......
USA Technologies Appoints R. Wayne Jackson as CFO
Fintech News

USA Technologies Appoints R. Wayne Jackson as CFO

Fintech News Desk
by Fintech News Desk0
USA Technologies, a cashless payments and software services company that provides end-to-end technology solutions for the self-service retail market, announced today that R. Wayne Jackson has joined the company as chief financial officer, effective immediately. He will be based in USAT’s Atlanta office. Read More: Entrust Datacard Solves Evolving Identity......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Record B2B Growth Drives ‘Step-Change’ for moneycorp
Business Fintech News Risk Management

Record B2B Growth Drives ‘Step-Change’ for moneycorp

Fintech News Desk
by Fintech News Desk0
moneycorp, a leading provider in global payments and currency risk management, announced their record B2B industry growth in the first half of 2020 which marks a ‘step change’ for the company despite a challenging economic environment. Read More: Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen Giant......
Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors
Capital Markets Fintech News Trading

Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional announced the launch of Fidelity Bond BeaconSM, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual fixed income investing for their clients. This solution brings together a range of features that advisors seek in building and managing fixed income portfolios. Bond......
Fintech News

Alexa Translations Announces New Board of Advisors

Fintech News Desk
by Fintech News Desk0
Prominent translations company welcomes seven new advisors to guide company through future growth Alexa Translations announced today the introduction of a new Board of Advisors. These seven advisors will leverage their collective skills and expertise to provide guidance and direction to the company’s executive team through its continued growth and......
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech News

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
Brazilian Credit Card Issuer Afinz Moves to FIS for Processing Services to Support Growth Strategy
Fintech News

FIS Doubles Applications Covered by Service Level Agreement; Reduces Service Disruption Period to As Little as Ten Minutes

Fintech News Desk
by Fintech News Desk0
Continuing its commitment to providing world-class levels of service and system uptime to its clients, financial technology leader FIS said that it has doubled the number of cloud-based applications covered by its industry-leading service level agreement (SLA), while reducing the designated service disruption period to as little as ten minutes. Read More:......
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