Search Results for: client experience

Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News

Wolters Kluwer CCH Axcess™ With Quick Start Helps Small Accounting Firms Embrace the Cloud

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that it is extending the benefits of its award-winning CCH Axcess™ cloud-based tax preparation, compliance, and workflow management platform to smaller accounting firms with the introduction of CCH Axcess™ With Quick Start. Offering self‑service setup and self‑paced training, it allows smaller firms to get started quickly at their......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech News

Endpoint Brings Digital Real Estate Closings to Arizona

Fintech News Desk
by Fintech News Desk0
—Digital real estate closing experience also includes expanded remote online notarization capabilities from Notarize and the opportunity to participate in Knock.com’s Home Swap program— Endpoint, the leading digital real estate closing company and subsidiary of First American Financial Corporation, today announced its expansion into the Arizona real estate market, providing......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech News

SpotOn Acquires Seatninja to Help Restaurants Adapt and Thrive in Today’s New Paradigm

Fintech News Desk
by Fintech News Desk0
SpotOn Transact, Inc (“SpotOn”), a leading software and payments company, announced today it has acquired Seatninja, a reservation management company whose technology stack helps restaurants connect with their customers and grow revenue. This acquisition represents another step by SpotOn to help restaurants transform how they do business and adapt to consumers’......
Trade Finance Firm Drip Capital Launches Inventory Financing Product GoTrade
InsurTech News

Charles Taylor Welcomes Arjun Ramdas as Chief Executive Officer of InsureTech

Fintech News Desk
by Fintech News Desk0
Charles Taylor, the leading provider of services and technology solutions to the global insurance market, has today announced that Arjun Ramdas will join the firm as Chief Executive Officer of Charles Taylor InsureTech, effective September 2nd. Arjun joins Charles Taylor from Microsoft where he served as the Practice Leader for......
Sberbank Asset Management achieves highest pension savings yield
Banking Fintech News

Sberbank Asset Management achieves highest pension savings yield

Fintech News Desk
by Fintech News Desk0
According to the Pension Fund of the Russian Federation, the yield of the pension savings portfolio managed by Sberbank Asset Management in 1H20 has amounted to 11.24% per annum, which is the best result both among private asset management companies and compared to the public asset management company. At the......
Crypto.com Appoints Steven Kalifowitz as Chief Marketing Officer
Fintech News

Crypto.com Appoints Steven Kalifowitz as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Crypto.com announced it has named Steven Kalifowitz as Chief Marketing Officer. Kalifowitz brings more than two decades of experience managing world class brands, and has a proven track record of building teams that deliver transformative brand experiences. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs with Latest PKI Platform......
Business News

VanEck Model Portfolios Added to Envestnet Wealth Platform

Fintech News Desk
by Fintech News Desk0
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
Business Fintech News

Principal® Progressing With Integration of Wells Fargo’s Institutional Retirement & Trust

Fintech News Desk
by Fintech News Desk0
Integration on track for 2021 completion Principal Financial Group® today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust (IRT) business, which it acquired in July 2019 and is on track for completion in 2021. Principal ® has advanced key decisions on people, processes, and technology, despite challenges......
Fintech News

Tom Piercy Named President, Enterprise Business Development, Incenter

Fintech News Desk
by Fintech News Desk0
Move positions Incenter to become transformational force in lending and specialty finance Incenter, a Blackstone Portfolio Company that helps mortgage lenders and specialty finance providers lead their markets, announces the appointment of Tom Piercy as President, Enterprise Business Development. Mr. Piercy, who also remains Managing Director of Incenter Mortgage Advisors,......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech News

SMArtX Announces New Office Expansion with Four Key Hires

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform (TAMP), announced today a new Austin, Texas office and the recent addition of four new strategic hires to further position itself for rapid industry growth. The hires include Brad Haag as......
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