Search Results for: client experience

Wolters Kluwer and Black Knight deepen strategic alliance to offer mortgage lenders a more complete origination solution
Banking Business Fintech News

Wolters Kluwer Further Develops TSoftPlus for Loan Forgiveness Stage of Paycheck Protection Program for Local Lenders of All Sizes

Fintech News Desk
by Fintech News Desk0
Market-Leading TSoftPlus to Help Facilitate PPP Loan Forgiveness End-to-End Workflow Wolters Kluwer Compliance Solutions is ready to help local lenders and their small business client recipients of Paycheck Protection Program (PPP) funding facilitate online loan forgiveness applications through its TSoftPlus™ PPP Forgiveness Module. The comprehensive end-to-end solution will facilitate and automate......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Fintech News

UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included.......
Fiserv Named Best Digital Mortgage Company in 2020 FinTech Breakthrough Awards
Fintech News

Fiserv Named Best Digital Mortgage Company in 2020 FinTech Breakthrough Awards

Fintech News Desk
by Fintech News Desk0
Prestigious award program recognizes Fiserv for second consecutive year Fiserv, a leading global provider of payments and financial services technology solutions, has been named the Best Digital Mortgage Company in the fourth annual FinTech Breakthrough Awards. FinTech Breakthrough, an independent market intelligence organization, recognizes the top companies, technologies and products......
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
by Fintech News Desk0
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Kevin Lockhart Joins Perella Weinberg Partners as Partner
Business Capital Markets Fintech News

Kevin Lockhart Joins Perella Weinberg Partners as Partner

Fintech News Desk
by Fintech News Desk0
New Appointment Further Strengthens Firm’s Capital Markets Advisory Practice Perella Weinberg Partners (“PWP”) announced that Kevin Lockhart has joined the Firm as a Partner in its Advisory business. Based in New York, Mr. Lockhart will provide strategic capital markets advice to clients across industries. Read More: Abrigo Adds Transparent Artificial......
BlackRock’s Laurence D. Fink to Present at the 2020 Deutsche Bank Global Financial Services Conference on May 27th
Banking Fintech News

BlackRock’s Laurence D. Fink to Present at the 2020 Deutsche Bank Global Financial Services Conference on May 27th

Fintech News Desk
by Fintech News Desk0
BlackRock, announced that Laurence D. Fink, Chairman and Chief Executive Officer, is scheduled to speak at the 2020 Deutsche Bank Global Financial Services Conference on May 27th, 2020, beginning at approximately 12:05 p.m. ET. A live audio webcast will be accessible via the “Investor Relations” section of BlackRock’s website, www.blackrock.com. A......
Talkspace Digital EAP and Best Money Moves Join Forces to Promote Financial Wellness and Offer a Seamless Professional Counseling Experience
B2C Fintech News

Talkspace Launches Cigna Relationship, Marking a Milestone of 40 Million Insured Lives Covered for Virtual Mental Health Care

Fintech News Desk
by Fintech News Desk0
Insurance coverage for Talkspace therapy and psychiatry services has increased 5-fold in the last year Talkspace, the global leader in digital behavioral health, launches a new commercial health plan relationship with Cigna, bringing the total number of insured US lives covered for Talkspace to a milestone of 40 million. Under......
1