Search Results for: manage clients

Merchant eSolutions, Inc. Taps Payouts Network to Strengthen Financial Services Offerings
Business Fintech News

Merchant eSolutions, Inc. Taps Payouts Network to Strengthen Financial Services Offerings

Fintech News Desk
by Fintech News Desk0
Merchant e-Solutions, an end-to-end digital commerce platform located in Alpharetta, GA, announces a strategic partnership with Payouts Network, an industry-leading, intelligent enabler of real-time payments. This partnership with Payouts Network will enable Merchant e-Solutions to go to market quickly with new funding opportunities for businesses—while facilitating even more business capabilities......
Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1
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Wolters Kluwer’s ELM Solutions Announces AI-Powered LegalVIEW® Predictive Insights Among New Features Offered in Release of TyMetrix 360° 2020.1

Fintech News Desk
by Fintech News Desk0
Industry Leading SaaS-based e-Billing and Matter Management Platform Delivers Intuitive New Tools that Empower Customers to Make Smarter Decisions on Legal Matters Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions  announced the release of TyMetrix 360° 2020.1......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech Fintech Funding News

Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Pacific Funds has joined the expanding list of best-in-class asset managers who have made their mutual funds available on the free to......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice
Banking Business Capital Markets Fintech Investment Services News

John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice

Fintech News Desk
by Fintech News Desk0
Evercore announced that John Scuorzo has joined the Firm’s Investment Banking business as a Senior Managing Director in its Capital Markets Advisory practice. He will be based in New York and Menlo Park and will focus on advising clients in the technology sector. Read More: Abrigo Adds Transparent Artificial Intelligence......
OneAmerica Ups Ante on Education Amidst COVID-19 Pandemic
Fintech News

OneAmerica Ups Ante on Education Amidst COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Company going beyond traditional retirement plan guidance by providing holistic education Having earned a reputation in the retirement industry for its award-winning, client-focused approach, OneAmerica has upped the ante in this climate of uncertainty to deliver on one of its key differentiators ─ education. Through a holistic approach that surpasses traditional......
Miller Kaplan Partnership Adds Mark Flanagan
Business Fintech News

Miller Kaplan Partnership Adds Mark Flanagan

Fintech News Desk
by Fintech News Desk0
Miller Kaplan, a top-100 certified public accounting firm, is pleased to announce a new strategic advisor, Mark Flanagan, CPA, CFP®, has joined the partnership. Flanagan, a seasoned accounting professional with 30 years of experience, will bring a depth of expertise to the San Francisco practice, and the firm as a......
Western Union Provides Payment Services to 90,000 Members of Bank-Fund Staff Federal Credit Union
Business Cryptocurrency Economy Fintech News

Western Union Provides Access to Paycheck Protection Program Loans for Agents and Business Customers

Fintech News Desk
by Fintech News Desk0
The Western Union Company , a leader in cross-border, cross-currency money movement and payments, is now one of a few non-bank approved lenders providing access to small business loans through the U.S. Small Business Administration Paycheck Protection Program. The company now can accept loan applications online and provide financial assistance to eligible......
MoveCU Breaks Auto-Loan Origination Record for Maryland-Based Credit Union
Banking Fintech News

MoveCU Breaks Auto-Loan Origination Record for Maryland-Based Credit Union

Fintech News Desk
by Fintech News Desk0
Within the first six weeks of their partnership, MoveCU generated 330 auto loan approvals for Market USA Federal Credit Union MoveCU Inc., a credit union fintech, announced that it has generated 330 direct auto loan approvals for MarketUSA FCU, a Maryland-based credit union, within the first 45 days of their partnership.......
Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition
Artificial Intelligence Business Fintech News

Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition

Fintech News Desk
by Fintech News Desk0
Kensho, an S&P Global company, introduced Scribe, an end-to-end speech recognition solution specifically optimized for the finance and business community. Scribe leverages the latest deep learning techniques to process more audio in less time with better accuracy. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets......
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