Search Results for: manage clients

FocusCFO to Join JumpStart Preferred Partner Program
News

FocusCFO to Join JumpStart Preferred Partner Program

Fintech News Desk
by Fintech News Desk0468
FocusCFO announced plans to join JumpStart’s Preferred Partner program, giving JumpStart clients across Cleveland and Toledo access to seasoned professionals for help with cash management, financial reporting, forecasting and managing growth. “We are excited to be joining the JumpStart Preferred Partner program and look forward to sharing our expertise with......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0820
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
BankTEL Launches First AvidPay Customer
Banking News

BankTEL Launches First AvidPay Customer

Fintech News Desk
by Fintech News Desk0678
Studio Bank Gains Access to Largest B2B Payments Network With Avidpay Integration  BankTEL, an AvidXchange company, announced that it has launched its first AvidPay customer, Nashville-based Studio Bank. The product launch for Studio Bank represents a significant milestone following the October 2019 acquisition of BankTEL by AvidXchange. Read More: Republic Provides a $1.5 million Facility to......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0519
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Nancy Shanik Joins Black Knight Board of Directors
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Nancy Shanik Joins Black Knight Board of Directors

Fintech News Desk
by Fintech News Desk0430
Financial Services Industry Veteran Brings Decades of Experience Black Knight, Inc. , a leading provider of integrated software, data and analytics to the mortgage and real estate industries, announced that Nancy L. Shanik has been elected to serve on the company’s Board of Directors. “We are extremely proud to have Nancy......
QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups
Fintech Funding Investment Services News

QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups

Fintech News Desk
by Fintech News Desk0601
QUODD Financial Information Services (“QUODD”), a unit of Financeware, joins FinTech Sandbox as a Data Partner FinTech Sandbox announced that QUODD Financial Information Services (“QUODD”), a unit of Financeware and one of the  leading provider of financial market data and information analysis tools for the wealth management industry, has signed......
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0915
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
Marqeta Launches New Digital Banking Solution For European Fintech Innovators, Announces Three Major Customer Signings
Banking News

Marqeta Launches New Digital Banking Solution For European Fintech Innovators, Announces Three Major Customer Signings

Fintech News Desk
by Fintech News Desk0394
Modern card issuing leader announces new digital banking solution, alongside partnerships with Morning, YAPEAL and Aplazame Marqeta, the global standard in modern card issuing, announced it has launched a new digital banking solution for European fintech innovators, with three customers already signed on to use it: digital banks Morning and......
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