Search Results for: client experience

Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List
Fintech News

Two UBS Financial Advisors from San Diego Named to the Forbes 2020 Top Women Wealth Advisors List

Fintech News Desk
by Fintech News Desk0
Forbes has announced its annual ranking of Top Women Wealth Advisors across the United States. Two UBS financial advisors from the local area have been included: Courtney Liddy of the UBS Downtown San Diego branch and Kalyn Maher Walker of the UBS Carmel Valley branch. There were 157 UBS advisors included in Forbes’ list of 1,000 women. Overall, the......
OMNICOMMANDER Expands Translation Services and Launches French Version of Community Credit Union Website
Business Fintech News Trading

OMNICOMMANDER Expands Translation Services and Launches French Version of Community Credit Union Website

Fintech News Desk
by Fintech News Desk0
OMNICOMMANDER, a financial technology firm specializing in website design, branding, and marketing for credit unions, launches the newest offering of their custom website service as their French translation site goes live. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal OMNICOMMANDER designs and......
Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA
Fintech InsurTech News Risk Management

Equisoft’s Accelerate Series Connects Life Insurance and Wealth Executives With Industry Thought Leaders to Fast-Forward Their Digital Transformation in the New Normal

Fintech News Desk
by Fintech News Desk0
Global digital solutions provider Equisoft announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors. These live sessions will be presented from May 14 to September 10 (the full schedule is available here) and will......
Boardwalktech Announces Contract with a Major Consumer Products Company
Fintech News

Boardwalktech Expands Recurring License at HCL Technologies

Fintech News Desk
by Fintech News Desk0
Boardwalktech Software Corp (“Boardwalktech”), the leading digital ledger platform and enterprise software solutions company, is pleased to announce that existing client HCL Technologies (“HCL”) has expanded its use of the Boardwalk Digital Ledger Platform (Boardwalk) with deployment of a new Budgeting and Planning application to deliver faster and improved results......
Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group
Business Fintech Investment Services News

Former Envestnet | Yodlee, Morningstar and Charles Schwab Executives join The TIFIN Group

Fintech News Desk
by Fintech News Desk0
Fintech platform expands leadership with the addition of Anil Arora, Tricia Rothschild and Michael Winnick The TIFIN Group, a fintech platform that builds companies aimed at shaping the future of investor experience to drive better investor outcomes, announced expansion of its executive team and board members. The additions include Anil......
Paysafe Enables Online Cash Payments for Microsoft Customers
Banking Fintech Investment Services Mobile Banking News

Paysafe Appoints Noah Sharp as Chief Banking Officer

Fintech News Desk
by Fintech News Desk0
Paysafe, a leading specialized payments platform, has appointed Noah Sharp as Chief Banking Officer with global responsibility for leading and developing the company’s banking, payment partner and card network relationships.  Sharp, an experienced international corporate banker and specialist in Fintech banking and payments, is based in London and reports into......
Josh Elsass Announced As International Bancard's Chief Sales Officer
Business Capital Markets Fintech News

Josh Elsass Announced As International Bancard’s Chief Sales Officer

Fintech News Desk
by Fintech News Desk0
International Bancard, an industry-leading payment acceptance provider, is pleased to announce Josh Elsass has joined the executive team as the company’s Chief Sales Officer (CSO). “Josh possesses exceptional talent, drive and leadership experience. He’ll be a fantastic addition to the International Bancard executive team,” said David Iafrate, CEO and Founder. “International Bancard continues to......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Fintech News Desk
by Fintech News Desk0
Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Sterling Trading Tech Launches a New Compliance & Audit Trail Reporting Solution in Brazil
Fintech News Risk Management Trading

Sterling Trading Tech Names Freddy Zainal as Director of Business Development

Fintech News Desk
by Fintech News Desk0
Sterling Trading Tech (STT) is pleased to announce the appointment of Farid (Freddy) Zainal as the Director of Business Development. Mr. Zainal joins the STT team with the mandate to expand the reach of Sterling Trading Tech’s product lines, including its cloud-based real-time Sterling Risk System. Read More: Remitly Partners With......
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