Search Results for: manage clients

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement
Fintech News

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Fintech News Desk
by Fintech News Desk0
Enhanced partnership marks another milestone data-access agreement between Envestnet | Yodlee and a major U.S. financial institution, providing consumers improved access to their financial data  Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced that it has come to terms......
BitGo Appoints Jeff Horowitz as Chief Compliance Officer
Fintech News

BitGo Continues Expansion of Services, Launches Dashboard for Managing Digital Asset Portfolio Across Wallets and Exchanges

Fintech News Desk
by Fintech News Desk0
Acquisition of Lumina Provides Foundation for New Services, Demo Webinar on April 23 BitGo, the leader in digital asset financial services, announced that it acquired Lumina, a comprehensive crypto-native financial platform, and has completed the first phase of product integration, expanding its services to give institutional investors a dashboard for......
Banking Software Developer DCI Acquires Vetter From AFT Analytics
Banking Fintech News

Banking Software Developer DCI Acquires Vetter From AFT Analytics

Fintech News Desk
by Fintech News Desk0
Data Center Inc (DCI), the privately-owned developer of the iCore360® bank management software and related technologies for community financial institutions, announced today their acquisition of the Vetter technology suite, a product offering of AFT Analytics Inc., in New York, NY. The terms of the transaction were not disclosed. Read More: Analyticom Introduces......
Business Investment Services News

TSG Announces Acquisition of PerfectMind

Fintech News Desk
by Fintech News Desk0
TSG acquires leading health and fitness software provider, PerfectMind, creating an unrivalled offering for the Canadian and United States Health and Fitness markets PerfectMind is the leader in the Parks and Recreation market in North America TSG, an Advent portfolio company and leading global provider of business management software, integrated......
Derivative Path and Currencycloud Partner to Offer Electronic Foreign Exchange and Payments to Financial Institutions
Fintech News Trading

Derivative Path and Currencycloud Partner to Offer Electronic Foreign Exchange and Payments to Financial Institutions

Fintech News Desk
by Fintech News Desk0
Firms will leverage capabilities to offer financial institutions an end-to-end FX management solution with integrated Request for Quote (RFQ) execution, and third-party payments functionality  Derivative Path, Inc, a financial technology company offering a cloud-based trading platform for interest rate derivatives and FX, and Currencycloud, the leader in providing embedded FX......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Fintech InsurTech News

Independent Agents Equipped to Deliver a Modern Digital Experience to Insurance Consumers With Vertafore’s InsurLink

Fintech News Desk
by Fintech News Desk0
New web- and mobile-enabled solution provides end-insureds with real-time, 24/7 self-service access to policy documents, claims info & more Vertafore announced the launch of its new InsurLink portal that enables independent agents to offer end-insureds direct, real-time access to their insurance policy documents and data. Read More: Finhabits Launches Microlearning Journeys......
Tradeshift Partners With Chain IQ to Deliver Innovative Procurement Services
Business Fintech News

Tradeshift Partners With Chain IQ to Deliver Innovative Procurement Services

Fintech News Desk
by Fintech News Desk0
Partnership Combines Best-of-Breed Technology with Managed Procurement Expertise to Add Growth to Client Portfolios Tradeshift, the leader in supply chain payments and marketplaces, has announced a partnership with Chain IQ, an independent, global service company providing strategic, tactical and operational procurement to its international clients. Read More: Remitly Partners With Alipay......
Cloud-Based Accounting Software to Enhance Efficiency in the $574 Billion Accounting Services Market, Reports TBRC
Fintech News

Cloud-Based Accounting Software to Enhance Efficiency in the $574 Billion Accounting Services Market, Reports TBRC

Fintech News Desk
by Fintech News Desk0
Cloud-based accounting software is increasingly being preferred by accounting firms to enhance the ability to access and edit financial data through the internet, enhance security associated with financial transactions, and to reduce costs. Cloud based accounting software is an accounting software, similar to software as a service (SaaS) model, hosted......
nChain Acquires Leading Development Outfit CREA - Solidifies Status as the Most Experienced Team in Blockchain Tech
Blockchain Fintech News

nChain Acquires Leading Development Outfit CREA – Solidifies Status as the Most Experienced Team in Blockchain Tech

Fintech News Desk
by Fintech News Desk0
nChain, a European provider of enterprise-grade public blockchain solutions, announces that it has acquired CREA, European software development and implementation firm with deep expertise in Bitcoin and IT security. The acquisition further solidifies nChain’s leading position in its field and creates one of the largest Bitcoin development teams in the......
Tokio Marine Kiln Selects Pega Platform to Improve Operational Efficiency
Banking Business Fintech News

Pega Launches Small Business Lending Reference App to Help Banks Speed Processing of COVID-19 Emergency Loans

Fintech News Desk
by Fintech News Desk0
Crisis solution available today for Pega clients and configures in just days  Pegasystems, the software company empowering digital transformation at the world’s leading enterprises, announced the launch of a Crisis Small Business Lending reference application which helps financial institutions manage the thousands of emergency loan applications pouring in from small businesses......
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