Search Results for: client experience

AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
Filogix, a Finastra business, acquires Doorr
Banking Fintech News

CIH Bank automates corporate banking services with Finastra

Fintech News Desk
by Fintech News Desk0
Moroccan bank goes live with Fusion Trade Innovation and Fusion Corporate Channels to provide corporate customers with access to services online Finastra has announced that CIH Bank, a Moroccan-based commercial bank, has gone live with Fusion Corporate Channels and Fusion Trade Innovation, to digitize its end-to-end corporate banking services. The solutions are automating the......
FINEOS Acquires Limelight Health
Fintech InsurTech News

FINEOS Acquires Limelight Health

Fintech News Desk
by Fintech News Desk0
Extending the First End-To-End SaaS Platform for Global Life, Accident and Health Insurers(FINEOS) FINEOS Corporation, the global market leader in core systems for life, accident and health insurance, has entered into an agreement to acquire Limelight Health, a leading North American provider of quoting, rating and underwriting solutions for group and......
Millennials Lead ‘On-the-go’ Trading with Female Traders on the rise, Finds FYERS While Designing its New Trading App
Fintech News Trading

Millennials Lead ‘On-the-go’ Trading with Female Traders on the rise, Finds FYERS While Designing its New Trading App

Fintech News Desk
by Fintech News Desk0
With the aim to cut the screener complexity and avoid analysis paralysis at the time of trading, Technology-focused stock brokerage firm FYERS, announced the launch of its user-friendly trading app geared towards active traders and investors across geographies. The new app is primarily built to make the process of trading......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Fintech News

Innovative Relationship Between Chartwell Compliance and MVB Creates Unique Opportunities on the Financial Frontier

Fintech News Desk
by Fintech News Desk0
Less than a year ago, MVB Financial Corp. (“MVB,” “MVB Financial”) (Nasdaq: MVBF), the holding company for MVB Bank, Inc., announced that Chartwell Compliance had joined the MVB family through its acquisition as a wholly-owned subsidiary of MVB Bank. Today, Chartwell Compliance has fully integrated into the MVB family and......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech InsurTech News

Jennifer Lucovich Appointed as Financial Advisor at UBS Scottsdale Arizona Branch Office

Fintech News Desk
by Fintech News Desk0
Jerrod Logan also appointed as Senior Wealth Strategy Associate UBS is proud to announce that Jennifer Lucovich has joined the firm as a Financial Advisor, Senior Vice President—Wealth Management in the Scottsdale Arizona branch office. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Jennifer is......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech InsurTech News

eMaxx Announces the Appointment of Eileen Currie to Lead Insurance Operations

Fintech News Desk
by Fintech News Desk0
eMaxx, a leading commercial property and casualty InsurTech, today announced that Eileen Currie has been appointed President / CEO of eMaxx’s insurance operating companies. Eileen Currie will lead the insurance operations in underwriting, client services, and distribution for its alternative risk captive insurance programs. “We are honored to have Eileen......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Investment Services News

D.A. Davidson Research Deepens Research Expertise With Hiring of Michael Baker to Cover Consumer Hardlines Sector

Fintech News Desk
by Fintech News Desk0
Firm continues growing research team with focus on significant industries D.A. Davidson & Co. announced today that the firm has continued expanding its institutional research team with the addition of experienced analyst Michael Baker. Baker will provide coverage of the consumer hardlines sector, including retailers and warehouse clubs selling consumer electronics,......
Business News

Padgett Business Services names Jeff Phillips new CEO

Fintech News Desk
by Fintech News Desk0
Co-founder of Accountingfly to guide corporate strategy and vision Padgett Business Services, one of North America’s largest accounting and business consulting providers, has named Jeff Phillips as the company’s new CEO. Phillips, an accomplished accounting industry leader and entrepreneur, will focus on franchisee support and growth, as well as increasing......
Investment Services News

Thoma Bravo and Madison Dearborn Partners Complete Investments in Syntellis Performance Solutions, Which Moves Forward as Standalone Company

Fintech News Desk
by Fintech News Desk0
Market leader in enterprise performance management and analytics solutions leverages new investments to pursue product innovation and broader set of client success initiatives Syntellis Performance Solutions, LLC (“Syntellis”), a leading provider of enterprise performance management (EPM) software, data and analytics solutions, today announced the completion of the previously announced investments......
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