Search Results for: manage clients

J.P. Morgan Expands Use of the Acin Operational Risk Management and Benchmarking Platform
Fintech News Risk Management

J.P. Morgan Expands Use of the Acin Operational Risk Management and Benchmarking Platform

Fintech News Desk
by Fintech News Desk0
J.P. Morgan and Acin announce that the global financial firm is expanding its use of the Acin platform to cover its Global Markets business. “Our established operational risk management frameworks enable the firm to monitor key areas of risk. The Acin platform and network will enable additional efficiency and a......
BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services
Investment Services Investments News

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services

Fintech News Desk
by Fintech News Desk0
BNY Mellon has secured a mandate from global investment manager, Charles Schwab Investment Management, Inc., to deliver transfer agency services. BNY Mellon was selected based on its long-term commitment to the transfer agency business, as well as its experience delivering a leading client service model, technology platform and operational services.......
Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies
Fintech News Risk Management

PINTEC to Acquire Jishengtai in Expanding Fully Digitized Securities Brokerage and Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Pintec Technology Holdings Limited , a leading independent technology platform enabling financial services in China, announced that it has entered into an agreement to acquire all of the equity interest in Shenzhen Jishengtai Technology Co. Ltd (“JST”), a securities technology firm based in Shenzhen, China.  JST internally designs and fully implements an......
Future Fintech Entered Into Amendment Agreement to Acquire Nice Talent Asset Management
Fintech News

Future Fintech Entered Into Amendment Agreement to Acquire Nice Talent Asset Management

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a leading blockchain-based e-commerce business and a fintech service provider, announced today that further to its February 26, 2021 press release, it has entered into an amendment (the “Amendment”) to its Share Exchange Agreement (the “Agreement”) with Joy Rich Enterprises Limited (“Joy Rich“) to acquire 90% of the......
Aviva Singlife Reinforces Merger with Appointment of Kim Rosenkilde as Group Chief Investment Officer
B2B Finance News

Enfusion Appoints COO and Enhances Client and Managed Services with New Global Leadership

Sudipto Ghosh
by Sudipto Ghosh0
Enfusion has named Mike Berry as its Chief Operating Officer (COO) and expanded its Client Services function with three new leadership hires who will provide deep, cross-functional expertise to help solve clients’ evolving business challenges. Enfusion is a leading global provider of native cloud-based investment management solutions and services. Read......
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
Investment Services Investments News

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
Emburse and Mastercard Partner to Help Financial Institutions Deliver Robust Corporate Expense Management Capabilities
Fintech News

Emburse and Mastercard Partner to Help Financial Institutions Deliver Robust Corporate Expense Management Capabilities

Fintech News Desk
by Fintech News Desk0
Corporate clients to benefit from easy, mobile-centric integrated card and expense solutions Emburse, a global leader in expense management and accounts payable automation solutions, is collaborating with Mastercard to provide card-issuing financial institutions (FIs) with deep expense management capabilities. Mastercard-issuing FIs can now offer a custom-branded version of Emburse and......
Advapay Partners With Western Union to Offer New Payment and FX Capabilities to Fintech Clients
Banking Fintech News

Advapay Partners With Western Union to Offer New Payment and FX Capabilities to Fintech Clients

Fintech News Desk
by Fintech News Desk0
Advapay, a digital and core banking platform for fintechs, and Western Union, a global leader in cross-border, cross-currency money movement and payments, announced a strategic partnership that will help Advapay’s fintech clients access a real-time currency exchange and international payment functionality on the company’s Digital banking platform. This milestone reflects the growth and......
Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally
Investment Services Investments News

Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally

Fintech News Desk
by Fintech News Desk0
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base Brown Advisory, an independent and privately held global investment management firm,announces the appointment of three portfolio managers to establish and lead a new team responsible for global......
1