Search Results for: manage clients

Technology Transforms the Insurance Market
Fintech News

Technology Transforms the Insurance Market

Fintech News Desk
by Fintech News Desk0
NetworkNewsWire Editorial Coverage The successful rise of fintech has inspired a similar wave of technological innovation in the insurance sector, as more companies are looking for ways to serve their customers. Read More: GlobalFintechSeries Interview with Tim Kelly, CEO & Founder at BitOoda InsuraGuest Technologies Inc. is one of the companies......
Berkeley Payment Solutions Aims to Support Businesses Amid COVID-19 by Providing At-Cost Fees to All New Programs
Fintech News

Berkeley Payment Solutions Aims to Support Businesses Amid COVID-19 by Providing At-Cost Fees to All New Programs

Fintech News Desk
by Fintech News Desk0
All Fees Reduced in an Effort to Enable Businesses to Support Employees and Customers Through Remote Payments  Berkeley Payment Solutions (Berkeley), a leading global payments solution provider, announced a discount that will offer new clients all services at-cost. The discount is aimed to help companies implement payment programs that will......
Eight Things to Expect from FinTech Innovations in The Next Decade
Featured Fintech

What Can You Expect from FinTech Innovations in The Next Decade?

Paroma Sen
by Paroma Sen0
About a decade ago smartphones, iPhones, sophisticated android smart devices exploited the market. This actually helped shaped fintech for the world, in a way. The more accessibility people had to everything around them via their personal devices, the more they craved.  Expectations from Fintech are no different. Tech companies in......
Blox & Sovos Discover Deep Challenges for Cryptocurrency Tax Reporting and Compliance
Cryptocurrency Fintech News

Blox & Sovos Discover Deep Challenges for Cryptocurrency Tax Reporting and Compliance

Fintech News Desk
by Fintech News Desk0
More than half of CPAs believe their clients do not receive accurate 1099 forms with the data needed for preparing tax returns Blox, an industry leading crypto accounting platform, and global tax software leader Sovos have released the “2020 Crypto Tax Report,” which identifies emerging challenges for today’s cryptocurrency tax and accounting......
i2c Appoints Banking Executive Tracy Seng to Lead Client Success
Banking Fintech News

i2c Appoints Banking Executive Tracy Seng to Lead Client Success

Fintech News Desk
by Fintech News Desk0
Award Winning Financial Services Veteran to Support Expansion of i2c in the U.S. and Around the World i2c Inc., a leading provider of payment and open banking technology, announced the appointment of banking veteran Tracy Seng as EVP, Head of Global Client Success at i2c, responsible for leading account management,......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Fintech InsurTech News

SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Danske Bank, Denmark’s Largest Bank, Embraces Advanced Analytics From Behavox Compliance Solution to Enhance Risk Management
Business Fintech News

ClassWallet Provides Free Access to its Platform

Fintech News Desk
by Fintech News Desk0
In response to the unprecedented global pandemic disrupting normal K-12 classes across the nation, a financial technology company ClassWallet is providing free access to its spending management platform to all school districts in the nation for the remainder of the school year. The ClassWallet platform, currently in use in more than......
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