Search Results for: client experience

Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech Investment Services News

Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Changes in how investors and financial advisors collaborate, at first caused by Covid-19, are likely to remain long after the pandemic, according to a new survey from Broadridge Financial Solutions, a global Fintech leader. Over half (57%) of investors surveyed said communications with their advisor had changed in some way in......
Artificial Intelligence News

Artificial Intelligence Cybersecurity Company CalypsoAI Announces $13 Million in Series A Funding

Fintech News Desk
by Fintech News Desk0
CalypsoAI, the leader in validation, security and monitoring for Artificial Intelligence (AI) and machine learning (ML), announced today the closing of its $13 million Series A fundraising. Paladin Capital Group led the round, with participation from Lockheed Martin Ventures, 8VC, Frontline Ventures, Lightspeed Venture Partners, Manta Ray Ventures, Pallas Ventures......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Fintech News Desk
by Fintech News Desk0
Investors Can Now Open and Fund Accounts from Inside Orion’s Client Portal in Minutes Utilizing Apex’s Industry Leading APIs Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of a new integration with Orion Advisor Solutions, the premier provider of the tech-enabled......
Remitter USA Inc. Appoints David Nathanson as Its Executive Vice President and Head of Sales
Artificial Intelligence Banking Fintech News

Remitter USA Inc. Appoints David Nathanson as Its Executive Vice President and Head of Sales

Fintech News Desk
by Fintech News Desk0
Remitter USA Inc, ARM industry’s leader in AI powered digital communication solutions that helps lenders and BPOs optimize customer engagement and maximize revenue, announced today that David Nathanson is the newest member of its executive team. David brings over 20 years’ experience successfully building and leading high performing teams in the banking, financial services,......
AST Private Company Solutions Partners with Accounting and Financial Services Firm RoseRyan
Artificial Intelligence Business Fintech News

AST Private Company Solutions Partners with Accounting and Financial Services Firm RoseRyan

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) introduced a new strategic partnership with RoseRyan, a Silicon Valley-based firm that delivers specialized finance and accounting solutions at every stage of a private company’s growth. Celebrating 27 years of business, RoseRyan is one of the most respected finance and accounting consulting firms in......
Business News

VeriShip Named to SDCE 100 Top Supply Chain Projects for 2020

Fintech News Desk
by Fintech News Desk0
Optimized shipping operations saved client SimpleTire $1M VeriShip, a SaaS-based business optimization and spend management platform, today announced its selection to Supply & Demand Chain Executive’s SDCE 100, a prestigious list spotlighting successful and innovative supply chain projects that deliver bottom-line value to small, medium and large enterprises. Read More: GlobalFintechSeries Interview with Chuck......
Business Fintech News

BigTime Software Announces New Integration with Sage Intacct

Fintech News Desk
by Fintech News Desk0
The integration will allow BigTime clients to synchronize their projects, employees, financials, and accounting data seamlessly BigTime Software, a leading provider of cloud-based software for professional services firms, announced today its integration with Sage Intacct, a leading cloud financial management system. Through the integration, BigTime clients will be able to......
Chartis Names FIS as Category Leader for Insurance Risk Solutions
Fintech InsurTech News Risk Management

Chartis Names FIS as Category Leader for Insurance Risk Solutions

Fintech News Desk
by Fintech News Desk0
Financial technology leader FIS has been named a category leader by leading industry research firm Chartis Research for technology solutions that enable global insurers to comply with the International Financial Reporting Standard (IFRS) 17 and U.S. GAAP Long Duration Targeted Improvements (LDTI) accounting standards. Read More: Banks Are Experiencing a Kodak......
Nexsys Technologies and Farmers Insurance® Join to Digitize the Verification of Homeowners Insurance
Fintech News

Nexsys Technologies Partners with Lemonade to Simplify Homeowners Insurance Verification Process

Fintech News Desk
by Fintech News Desk0
Clear HOI platform streamlines verification for insurers and mortgage lenders alike Nexsys Technologies, a FinTech company that provides a suite of essential tech solutions for mortgage origination and closing, has partnered with insurance company Lemonade to simplify the homeowners insurance verification process. Using Clear HOI, Nexsys users will be able to leverage a......
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