Search Results for: client experience

Ryan Hires Holly Reed as Principal and Practice Leader of the U.S. Advocacy Services Practice
Fintech News

Ryan Hires Holly Reed as Principal and Practice Leader of the U.S. Advocacy Services Practice

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Holly Reed has joined the Firm as Principal and Practice Leader of the U.S. Advocacy Services practice, based in the Dallas, Texas office. Ms. Reed brings almost 30 years of proven experience in government affairs, public policy, community and......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
B2C Fintech News

COVID-19 Changes American Perspective on Wealth and Finances

Fintech News Desk
by Fintech News Desk2
Financial stress is on the rise but Americans exhibit positive financial behaviors during a difficult period According to Charles Schwab’s 2020 Modern Wealth Survey, an annual examination of perspectives on saving, spending, investing and wealth, 57 percent of Americans say that they or a close family member have been financially......
InsurTech News Trading

DriveWealth Partners with MotivHealth to Create Comprehensive HSA platform to Contribute and Invest

Fintech News Desk
by Fintech News Desk0
DriveWealth, LLC, a leader in global digital trading technology, today announced their partnership with Utah-based insurance provider MotivHealth to provide an industry first, frictionless health savings account (HSA) investing experience that allows customers to view health insurance claims, manage their HSA and make trades with their HSA all from the same interface.......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Mphasis Digital Risk Leverages Mendix Low-Code Platform to Drive Fast, Effective Digitalization for the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
$1.7 trillion in secondary mortgage loans processed through Mendix-built applications One developer using Mendix does the work of four developers working in .NET Citizen developers emerge as a powerful force to get internal apps built  Mendix, a Siemens business and the global leader in enterprise low-code, today announced that Mphasis......
News Risk Management

Jacques Bonneau Appointed President and Chief Executive Officer of PartnerRe

Fintech News Desk
by Fintech News Desk0
Highly experienced industry executive who joined the PartnerRe Board in February 2019 PartnerRe Ltd. (“PartnerRe”, “the Company” or “the Group”) announces the appointment of Jacques Bonneau as its President and Chief Executive Officer (CEO) effective today. Mr. Bonneau has been a member of the PartnerRe Board of Directors since February......
Fintech Mobile Banking News

CITCON Continues to Expand QR Payments Across North America with OPAY Acquisition

Fintech News Desk
by Fintech News Desk0
Expanded Payment Solutions and Customer Support to Help Merchants Drive Business CITCON, the leading mobile payment platform, is acquiring OPAY, Inc., a payment company based in Toronto, Ontario. OPAY offers a full range of mobile payment services including an in-store and online payment gateway to help Canadian merchants serve Asian......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Former JPMorgan Chase Executive Shannon Hobbs Named To Top Human Resources Post At American Century Investments
Fintech Investment Services News

Former JPMorgan Chase Executive Shannon Hobbs Named To Top Human Resources Post At American Century Investments

Fintech News Desk
by Fintech News Desk0
American Century Investments has named Shannon Hobbs as its chief human resources (HR) officer, filling the role currently held by Mark Gilstrap, who plans to retire at the end of 2020. Hobbs, who previously served in a series of senior human resources positions at JPMorgan Chase and other firms, assumes her new American......
Business Fintech News

Artis Partners with Laika to Automate Compliance Management

Fintech News Desk
by Fintech News Desk0
Startup able to perform above industry standard for security and compliance requirements Artis Technologies provides modern lending solutions for businesses to offer affordable, low-friction financing to their customers at the point of need. The company has partnered with Laika to create and deploy custom lending compliance and information security policies......
1