Search Results for: client experience

RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News

Plan Management Corp. Announces OptionTrax How-To Videos and Help Library

Fintech News Desk
by Fintech News Desk0
Plan Management Corp(PMC), the long-time leader in the equity benefit plan and cap table management software field, announced that the latest OptionTrax software release introduces How-To videos in an intuitive help library to make life even easier for administrators. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy......
Bitcoin IRA Poll: Majority of Investors Believe Bitcoin Will Rebound Past $8,000 in a Few Weeks
Fintech News Risk Management

CoinShares Group CEO Provides Update on Current Market Volatility

Fintech News Desk
by Fintech News Desk0
Jean-Marie Mognetti, CEO of CoinShares Group, a leading digital asset management firm, commented on recent market volatility and CoinShares Group’s operational continuity. Mognetti states, “In light of recent developments in both traditional and digital asset markets, we want to address our clients and the larger community about its operational continuity......
Numerati Partners Invited Talespin to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Artificial Intelligence Fintech News Risk Management

Numerati Partners Invited Talespin to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
by Fintech News Desk0
Talespin was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next generation of data-intensive......
Backbase and Finxact Partner to Help Financial Institutions in North America Innovate at Speed and Move Away from Vendor Lock-In
Banking Fintech News

Backbase and Finxact Partner to Help Financial Institutions in North America Innovate at Speed and Move Away from Vendor Lock-In

Fintech News Desk
by Fintech News Desk0
Backbase, the omni-channel Digital Banking platform and Finxact, the Core-as-a-Service platform, have entered into a strategic partnership to help banks and credit unions unlock the full potential of their digital transformation with a next-gen front-to-back solution. The partnership combines Backbase’s portfolio of turn-key online and mobile banking applications with Finxact’s next-gen......
Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform
Fintech News

Dun & Bradstreet Completes The Purchase Of coAction.com Assets To Create An End-To-End Receivables Management Platform

Fintech News Desk
by Fintech News Desk0
Acquisition expands Dun & Bradstreet’s portfolio of finance solutions, helping clients automate credit-to-cash processes and drive improved organizational efficiencies Dun & Bradstreet, a leading global provider of business decisioning data and analytics, announced that it purchased the assets of coAction.com LLC, a provider of revenue cycle management software. The acquisition positions Dun......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Gayatri Raman Appointed Head of International Business for Clearwater Analytics
Business Fintech News

Gayatri Raman Appointed Head of International Business for Clearwater Analytics

Fintech News Desk
by Fintech News Desk0
Clearwater announced that Gayatri Raman was appointed as Head of International Business. Gayatri will lead the UK, EMEA, and APAC business for Clearwater and will be based in Clearwater’s London office. “Through my experience running and scaling global businesses, I have a deep understanding of what it takes to build......
Zafin Welcomes Michael Lee as Executive Vice President of Community and Regional Banking to Spearhead Company’s Continued Growth in the Sector
Banking Fintech News

Fintech Veteran, Venkataraman Balasubramanian, Joins Zafin as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Balasubramanian will work with Zafin to continue providing banks with innovative solutions to help them adapt to the evolving industry Zafin, a global leader in product and pricing solutions for banks, is pleased to announce the addition of Venkataraman Balasubramanian (Bala) to its senior leadership team as executive vice president......
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
Fintech News

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

Fintech News Desk
by Fintech News Desk0
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology and custodial services provider that works exclusively with Registered Investment......
smartTrade’s Solution Awarded Best Multi-Asset EMS System by Markets Media
Business Fintech News

Desjardins Selects smartTrade To Enhance Its FX Services

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a global leader in multi-asset electronic trading solutions, announces that Desjardins, leading Canadian financial services company, has selected LiquidityFX, smartTrade’s fully hosted and managed Foreign Exchange (FX) platform, to provide enhanced FX services to its clients. Desjardins was looking for an end-to-end e-FX trading solution to automate its......
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