Search Results for: client experience

CITCON and Tulip Team Up to Launch Global Mobile Payment Solution
Fintech Mobile Banking News

CITCON and Tulip Team Up to Launch Global Mobile Payment Solution

Fintech News Desk
Integrated payment technology and omnichannel clienteling enable retailers to provide personalized and seamless shopping experiences CITCON, the leading mobile payment platform and Tulip, the global leader in store associate cloud-based mobile solutions, announced a strategic partnership to enable QR mobile payment solution for luxury and fashion retail brands that will streamline......
Retail Investing Hits New Highs in Q3 as DriveWealth Sees Record Activity for Account Openings, Number of Trades, and Volume Traded
Artificial Intelligence Business Fintech News Trading

DriveWealth Brings U.S. Stock Investing Capability to India-Based AI Wealth Management Firm

Fintech News Desk
INDmoney Integrates DriveWealth’s Technology into SuperMoneyApp DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that the firm has partnered with INDmoney, an artificial intelligence (AI) and machine-learning-based wealth management platform in India, to bring U.S. stock investing technology and capability to INDmoney clients. Read More: TerraPay......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry
Fintech News Risk Management

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Fintech News Desk
Smarsh, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Big Data Capital Markets Fintech News

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

Fintech News Desk
Client-initiated collaboration integrates market-leading data for a seamless user experience Intapp and DealCloud announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace and DealCloud platforms. In response to client requests, these native integrations provide a faster, simpler, and more efficient solution for......
Simplii Financial Joins SecureKey Concierge to Provide Seamless Access to Government Services
Banking Fintech News

Simplii Financial Joins SecureKey Concierge to Provide Seamless Access to Government Services

Fintech News Desk
Simplii clients now able to securely and easily log into online government services with SecureKey Concierge SecureKey Technologies (“SecureKey”), a leading provider of federated identity and authentication solutions, is proud to announce an agreement enabling Simplii Financial™, the direct banking brand of CIBC, to become a Trusted Sign-In Partner with......
DataCubes Announces Company Name Change to Convr
Artificial Intelligence Fintech InsurTech News

DataCubes Announces Company Name Change to Convr

Fintech News Desk
New name reflects the company’s evolved vision and position at the convergence of innovative technology and traditional insurance. Convr, formerly known as DataCubes, a leading insurtech that provides an AI-powered underwriting decisioning platform for U.S. commercial property and casualty (P&C) insurers, has today unveiled its new name. Convr stands for convergence,......
DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy
Banking Fintech Investment Services Mobile Banking News Trading

DriveWealth Forges Agreement with Access Softek to Bring U.S. Stock Investing to Credit Union Members, Community Bank Customers

Fintech News Desk
Digital Banking Innovator Leverages DriveWealth Technology, Execution, Clearing, Settlement and Custody Services DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced it has forged an agreement with online and mobile banking software provider Access Softek, Inc. Through the partnership, DriveWealth will integrate with Access Softek’s new investing app,......
CPI Card Group and Oxygen Collaborate on Debit Cards for the Gig Economy
Economy Fintech Mobile Banking News

CPI Card Group and Oxygen Collaborate on Debit Cards for the Gig Economy

Fintech News Desk
CPI Card Group, a payment technology company and leading provider of credit, debit and prepaid solutions, announced a collaboration with Oxygen, the first digital banking platform tailored to meet the unique needs of the freelance economy. Oxygen selected CPI to develop its first personal and business debit cards – tapping......
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