Search Results for: client experience

Enigma Achieves SOC2 Type I Compliance, Demonstrating Its Commitment to Data Privacy and Security
Business Fintech News

Enigma Achieves SOC2 Type I Compliance, Demonstrating Its Commitment to Data Privacy and Security

Fintech News Desk
Enigma, the leading provider of reliable and accessible data and intelligence on small businesses, announces that it has been certified as SOC2 Type I compliant. Enigma’s audit was conducted independently by the Cadence Group, a CPA firm with vast experience auditing software-as-a-service vendors.  This audit focused on Enigma’s data protection and......
Homebot Now Integrated with Mortgage Coach Total Cost Analysis for Lenders of All Sizes
Fintech News

Homebot Now Integrated with Mortgage Coach Total Cost Analysis for Lenders of All Sizes

Fintech News Desk
Lenders using both Homebot and Mortgage Coach can now integrate these solutions to streamline their refinance strategy. Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership, has now completed an integration with Mortgage Coach, an enterprise platform designed to improve mortgage borrower understanding of available......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Artificial Intelligence Fintech InsurTech News

Vertafore Unveils New InsurTech Solutions Proven to Help Insurance Agencies Modernize and Boost Profitable Revenue

Fintech News Desk
Summer of Accelerate Kickoff attendees get first look at features and products built on Vertafore’s exclusive new Titan Technology To help thousands of independent insurance agencies modernize and grow their business, Vertafore unveiled a slate of new tools, features and products to automate and simplify insurance. The new enhancements are......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
While AI Has Provided Significant Benefits for Financial Services Organizations, Challenges Have Limited Its Full Potential
Business Fintech News

Capgemini and BlackLine Form Global Strategic Alliance to Enable Organizations to Optimize Their Finance and Accounting Processes

Fintech News Desk
Capgemini announced it has entered into a global strategic alliance with BlackLine, a leading, trusted provider of unified, cloud-based software designed to automate and control the financial close process. This collaboration is focused on enabling finance and accounting (F&A) teams to reduce business-process costs while optimizing process effectiveness and efficiencies. By......
IEX Group Announces Industry Veteran Daniel Ciment as Chief Operating Officer of IEX Exchange
Fintech News

IEX Group Announces Industry Veteran Daniel Ciment as Chief Operating Officer of IEX Exchange

Fintech News Desk
Daniel brings deep expertise and a unique understanding of all market participants IEX Exchange, operated by IEX Group, announced the addition of Daniel Ciment as Chief Operating Officer (COO). In this role, Mr. Ciment will lead operations and innovation for IEX Exchange. Mr. Ciment is joining IEX following 10 years at......
Finitive and Vervent Announce Strategic Partnership
Business Fintech News

Finitive and Vervent Announce Strategic Partnership

Fintech News Desk
Vervent is pleased to announce a partnership with Finitive to further promote collaboration and inclusion within the Fintech industry. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor The combined power of Vervent’s advanced portfolio servicing with Finitive’s network and proficiency in private credit......
Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso
Capital Markets Fintech Investment Services News

Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso

Fintech News Desk
Sixpoint Partners (“Sixpoint”), a leading global investment bank serving the middle-market private equity industry, announced the promotion of Rich Siegel to Director on the firm’s Capital Solutions team. Alex Lorusso also joins the Capital Solutions team as Vice President; Alex had previously been a Vice President on the project management......
Incapital Adds Two Senior Sales & Trading Executives to Fixed Income Team
Fintech Investment Services News Risk Management

Incapital Adds Two Senior Sales & Trading Executives to Fixed Income Team

Fintech News Desk
Firm expands best-in-class platform; thirteen professionals hired over past eight months Incapital LLC, a leading underwriter and distributor of fixed income securities and risk management investment solutions, announced that it has hired two industry veterans to expand its fixed income platform and continue the firm’s institutional growth strategy. Incapital’s newest......
Bates Group, Complidata Partner to Bring Leading Financial Services Industry Experts, A.I. Technology Together to Optimize AML Investigations and Compliance
Business Fintech News Risk Management

Bates Group Announces Partnership with Linda Tuck Chapman, Ontala Performance Solutions

Fintech News Desk
Bates Group, LLC, a leading financial services consulting firm, has announced a partnership with Ontala Performance Solutions, led by internationally-acclaimed expert Linda Tuck Chapman, to expand Bates’ risk services to include the critical area of third-party risk management. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for......
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