Search Results for: digital account

Harmonate Appoints Richard Scheffrin CTO to Sustain Leadership in Data Operations for Funds
Fintech Fintech Funding News

Harmonate Appoints Richard Scheffrin CTO to Sustain Leadership in Data Operations for Funds

Fintech News Desk
by Fintech News Desk0
Enterprise technology veteran to accelerate the data management revolution in FundsTech Harmonate announced Richard Scheffrin’s appointment as CTO for the data management and operations company as it serves transformational fund administrators leading the global financial services reset. Read More: Finzly Awarded “Best of Show” at FinovateWest 2020 Conference “Richard’s experience, leading pragmatic innovation......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
Banking Fintech Mobile Banking News Trading

Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
London Stock Exchange Investor Joins DeFi Protocol YOP Seed Round
Business Fintech News

London Stock Exchange Investor Joins DeFi Protocol YOP Seed Round

Fintech News Desk
by Fintech News Desk0
YOP secures funding from London Stock Exchange-listed next-generation technology investment company, Pires Investments Plc. YOP is a yield optimization platform for DeFi (decentralized finance). The platform and protocol make it easier for everyone to access decentralized financial products such as token deposit accounts, giving the user custody, insights, and flexibility directly in......
Step Raises $50 Million in Series B Funding Following Massive Consumer Demand From Its Recent Launch
Fintech Fintech Funding News

Step Raises $50 Million in Series B Funding Following Massive Consumer Demand From Its Recent Launch

Fintech News Desk
by Fintech News Desk0
Led by Coatue, the round includes Step partner Charli D’Amelio as well as several notable celebrity and Silicon Valley fintech investors. Step, the new modern-day financial services company built for teens and families, today announced a $50 million Series B round of funding. The round was led by Coatue, with......
ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages
Banking Fintech News

ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages

Fintech News Desk
by Fintech News Desk0
The new integrated feature is available for all ClientPay Connect customers as part of the practice management system integration. ClientPay, an award-wining digital payment acceptance solution for legal and professional services firms, has announced enhanced integrations with some of the legal industry’s leading practice management solutions. Law firms using the......
SafeSend Announces Release of New Client Experience User Interface
Business Fintech News

SafeSend Announces Release of New Client Experience User Interface

Fintech News Desk
by Fintech News Desk0
SafeSend has released a redesigned and even more intuitive client experience user interface (UI), for firm clients receiving completed tax returns on the SafeSend Returns platform. SafeSend has released a redesigned and even more intuitive client experience user interface (UI), for firm clients receiving completed tax returns on the SafeSend Returns platform.......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
Artificial Intelligence Fintech News

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Fintech News Desk
by Fintech News Desk0
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience While six in seven North American wealth managers (84%) believe that artificial intelligence (AI) will transform their industry in the next five years, less than one-third (28%)......
How Small Business Tax Software Benefits SMEs
Business Fintech Guest Posts

How Small Business Tax Software Benefits SMEs

Noelle Fauver
by Noelle Fauver0
Figuring out what the best management software program is for your small or medium sized business can be a little confusing at first. As your new business continues to grow, you will need to have a strong arsenal of tools to help scale and develop your trajectory. Advancements in technology......
Future FinTech Appointed Ming Yi as Chief Financial Officer
Fintech News

Future FinTech Appointed Ming Yi as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. (NASDAQ: FTFT) (hereinafter referred to as “Future Fintech”, “FTFT” or “Company” ) a leading blockchain e-commerce company and a service provider for financial technology, today announced it has appointed Mr. Ming Yi as the new Chief Financial Officer (“CFO”) of the Company on November 30, 2020.  Ms. Jing (Veronica) Chen resigned as......
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