Search Results for: manage clients

JPMorgan Chase Collaborates With Reonomy To Deliver Data And Insights To Power The Commercial Real Estate Industry
Fintech News

J.P. Morgan Establishes an Electronic Foreign Exchange (FX) Trading and Pricing Engine in Singapore

Fintech News Desk
by Fintech News Desk0
J.P. Morgan announced that its new electronic FX trading and pricing engine, designed to speed up trade executions for clients, is now live in Singapore, with support from the Monetary Authority of Singapore (MAS). Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees First announced......
SS&C Adds Managed Accounts Provider Stadion Money Management to its Retirement Solutions Ecosystem
Business Fintech News

SS&C Appoints Christopher Madpak as Head of Ss&C Globeop Tax Services Group

Fintech News Desk
by Fintech News Desk0
SS&C GlobeOp’s Tax Services Group offers enhanced tax delivery to financial services firms  SS&C Technologies Holdings, announced that Christopher Madpak will lead SS&C GlobeOp’s Tax Services Group. The group provides customized tax preparation and analytics services to investment managers including hedge, private equity, real estate and hybrid funds. Read More: Finhabits Launches Microlearning Journeys......
Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process
Fintech News

Apex Clearing Migrates to Coordinated Product Launch Cycles

Fintech News Desk
by Fintech News Desk0
Release 20a Includes New Developer Portal and Upgrades to Multiple APIs, Adopting Best Practices Utilized by the Technology Industry Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of the Apex 20a (March 2020) Platform, the first implementation of its newly established......
AccuFund Announces Top Performing Resellers for 2019
Fintech News

AccuFund Announces Top Performing Resellers for 2019

Fintech News Desk
by Fintech News Desk0
Awards Presented During AccuFund’s Virtual Reseller Meeting. Focus on Past Success and Future Assistance to Clients During COVID-19 Crisis. AccuFund, provider of accounting and financial management software for nonprofit, local municipal and government organizations, announced the recipients of its annual Partner Leadership Awards for sales and marketing success in the......
Vitech Named an AWS Financial Services Competency Partner
Fintech InsurTech Investment Services News

Vitech Named an AWS Financial Services Competency Partner

Fintech News Desk
by Fintech News Desk0
Vitech Systems Group announced that it has been named an Amazon Web Services (AWS) Financial Services Competency Partner. Vitech is the provider of V3locity, a cloud-based software offering for insurance, retirement and investment administration. Read More: Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure Pioneer Finix The......
SharperLending Introduces Joe Ware as Vice President of Sales
Fintech News

SharperLending Introduces Joe Ware as Vice President of Sales

Fintech News Desk
by Fintech News Desk0
Business Strategy, Financial Services Veteran Joins SharperLending Team to Expand Market Leadership Position and Drive Growth Mortgage and financial technology provider SharperLending is excited to announce the expansion of their sales organization. SharperLending welcomes Joe Ware as the new Vice President of Sales who will play an important leadership role in the......
Fiserv Enables Financial Institutions to Quickly Assist Small Businesses Seeking Paycheck Protection Program Loans
Banking Fintech News

Fiserv Enables Financial Institutions to Quickly Assist Small Businesses Seeking Paycheck Protection Program Loans

Fintech News Desk
by Fintech News Desk0
Banks and credit unions will be equipped to accept applications through their websites, online banking portals or the Clover® merchant point-of-sale platform Fiserv, a leading global provider of payments and financial services technology solutions, is enabling banks and credit unions to accept applications from small businesses seeking relief under the U.S.......
With Tax Season Complete, Avii Takes Audit to the Next Level with New Intelligent Auditing Software in Avii Workspace
Fintech News

Avii Adds Support for Microsoft Office 365 Calendar to Its Unified Accounting Platform

Fintech News Desk
by Fintech News Desk0
Avii Provides Accountants Using Avii Workspace™ for Tax, Audit and Advisory the Ability to operate seamlessly with MS Office 365 within the Unified Client Portal Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, announced the addition of Microsoft Outlook 365 Calendar to the......
Australian Neobank, Xinja, Helps Transform Customer Experience With Box
Fintech Mobile Banking News

Australian Neobank, Xinja, Helps Transform Customer Experience With Box

Fintech News Desk
by Fintech News Desk0
Box, a leader in cloud content management, announced that Xinja – a leading Australian neobank – has chosen Box to enhance its customer interactions via the Xinja mobile application. Xinja customers’ bank statements and account data will now be delivered through a portal which is powered by Box’s cloud Platform.......
Finn AI, an AI-powered Chatbot Platform for Banks Finds Financial Contact Centers Overburdened by “Routine” Tasks
Artificial Intelligence Banking Fintech News

Finn AI and Zendesk Integration Enables AI-Powered Digital Self-Service for Banking Customers

Fintech News Desk
by Fintech News Desk0
Finn AI, the world’s leading AI-powered conversational banking technology provider announced its listing on the Zendesk,Marketplace and its new pre-configured integration with Zendesk Chat. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “We’re delighted to welcome Finn AI to the Zendesk Marketplace as the first banking-specific conversational AI......
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