Search Results for: client experience

Marcella Beasley Recognized by International Association of Insurance Professionals
Fintech InsurTech News Risk Management

Marcella Beasley Recognized by International Association of Insurance Professionals

Fintech News Desk
Alliant Insurance Services announced that Marcella Beasley, Account Manager, Alliant Construction, has received the Young New Professional of the Year and the Risk Management Professional of the Year awards from the International Association of Insurance Professionals (IAIP). These awards recognize members who have made significant contributions to the IAIP within two......
Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor
Capital Markets Fintech News

Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Fintech News Desk
Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Andrew is the latest in a string......
Best-of-Breed Providers Cashforce and TIS Form Alliance to Help Companies with an End-to-End Cash and Payments Solution
Capital Markets Fintech News

Best-of-Breed Providers Cashforce and TIS Form Alliance to Help Companies with an End-to-End Cash and Payments Solution

Fintech News Desk
Cashforce, a ‘next-generation’ cash forecasting & working capital analytics company and TIS (Treasury Intelligence Solutions GmbH), a leading bank connectivity & payments provider, announced that they have formed a strategic alliance. This collaboration provides a unique solution for corporates requiring a rich cash forecasting and payment experience with seamless integration......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

David Edelheit Joins UnitedLex as Chief Digital and Transformation Officer, Another Milestone in the Company’s Digital Transformation of the Legal Industry

Fintech News Desk
UnitedLex announces the appointment of David Edelheit as Chief Digital and Transformation Officer. Edelheit will play a leading role in setting the vision and strategy for UnitedLex’s digital ecosystem—affecting every relevant operational, delivery, technology, and solutions aspect of the organization. Read More: GIACT Donates Identity and Account Verification Services to......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
XDuce Group of Companies Acquires SANS
Banking Fintech News

XDuce Group of Companies Acquires SANS

Fintech News Desk
XDuce Inc., a global software development, system integration and staffing services provider, is pleased to announce the acquisition of a majority stake in SANS Consulting. SANS is a New York-based IT staffing services specialist in Banking and Financial Services. The SANS acquisition will further strengthen XDuce’s footprint and ability to provide IT services to......
Artificial Intelligence Business Fintech News

Tavant Introduces Digital Software Factory and Expands into New Business Lines

Fintech News Desk
First half of 2020 sees Tavant fintech business expanding into banking, payments, and proptech  Tavant, a Silicon Valley-based provider of AI-powered digital technologies, today announced key success milestones of its Fintech business achieved in the first half of 2020. While many companies were forced to scale back due to the......
Barclays Appoints Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking
Banking Fintech News

Barclays Appoints Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking

Fintech News Desk
Barclays announces the appointment of Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking. Mr. Stine will be based in New York, and will report to Tim Main, Global Head of FIG Banking at Barclays. Read More: Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen......
Michael Abrahams Joins Sard Verbinnen & Co as Managing Director
Fintech News

Michael Abrahams Joins Sard Verbinnen & Co as Managing Director

Fintech News Desk
Will Lead SVC’s Employee and Transformation Communications Practice and Work with Clients on Complex Crisis, Reputation and Transaction Issues Sard Verbinnen & Co (“SVC”), a leading strategic communications firm, announced that corporate, crisis and change communications expert Michael Abrahams has joined SVC as a Managing Director. He will lead the......
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