Search Results for: manage clients

Everflow Offers Subscription-Free Global Payments With Veem Partnership
Business News

Everflow Offers Subscription-Free Global Payments With Veem Partnership

Fintech News Desk
New partnership enables publishers to seamlessly send and track global payments Everflow, the cloud-based Partner Marketing platform, announced an integration partnership with Veem, giving clients a better way to manage performance partnerships with fully-integrated global payments. Everflow, the cloud-based Partner Marketing platform, today announced an integration partnership with Veem, giving......
FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
Desjardins Selects Ivalua & Fluxym to Enable Source-to-Settle Transformation
Fintech News

Desjardins Selects Ivalua & Fluxym to Enable Source-to-Settle Transformation

Fintech News Desk
The largest financial cooperative in Canada will leverage Ivalua to streamline sourcing execution processes to increase value across the supply lifecycle Ivalua, a leading provider of global Spend Management Cloud solutions, and Fluxym, a leading services implementor in the Source-to-Pay market, announced that Desjardins Group, a financial services organization based in Lévis, has......
Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs
Fintech News

Global Fintech Launches InvestCloud White to Deliver End-to-End Digital for RIAs, TAMPs

Fintech News Desk
InvestCloud White Allows RIAs to Run Entire Business Via One Platform and TAMPs to Support Dozens of Others At its 2020 Conference, InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs). InvestCloud White is a complete solution for the wealth management space,......
eMoney Advisor Enhances Advisor Branded Marketing (ABM) Solution with Automated Lead Generation Campaigns
Fintech News

eMoney Advisor Enhances Advisor Branded Marketing Solution with Automated Lead Generation Campaigns

Fintech News Desk
Marketing automation capabilities streamline workflow for attracting, nurturing, converting and retaining clients in the digital age eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, expanded its Advisor Branded Marketing (ABM) tool with Automated Lead Generation campaigns, designed to help financial advisors......
Virtu Financial Expands its Execution Services Leadership Team
News Trading

Virtu Financial Expands its Execution Services Leadership Team

Fintech News Desk
Virtu Financial, Inc. (“Virtu” or the “Company”), a leading provider of financial services and products that leverages cutting edge technology to deliver innovative, transparent trading solutions to clients and liquidity to the global markets, announced the hiring of Jessica Morrison to serve as Co-Head of Virtu-ITG APAC and Head of......
Insurity Strengthens Billing and Payments Offerings with Bill It Now Acquisition
InsurTech News

Kingstone Insurance Selects Insurity’s ClaimsXPress Across All Business Lines

Fintech News Desk
Cloud-based Claims Management Solution Will Support Growth and Improve Customer Experience Insurity, Inc., a leading provider of cloud-based solutions and data analytics for the world’s largest insurers, brokers, and MGAs, today announced that Kingstone Insurance Company (KICO), a multi-line northeast regional property and casualty insurance carrier, has selected Insurity’s cloud-based ClaimsXPress solution......
Annual Insurance Workforce Survey Provides Insights on Attracting and Retaining Cross-Generational Talent
Business Fintech News

Annual Insurance Workforce Survey Provides Insights on Attracting and Retaining Cross-Generational Talent

Fintech News Desk
From Boomers to Millennials: Work-Life Balance, Helping Their Community and a Tech-Enabled Work Environment Are Must-Haves for Insurance Professionals Despite common assumptions to the contrary, a new report released by Vertafore reveals that professionals in today’s cross-generational insurance workforce are attracted to and want many of the same things from their......
Capitalab Connects to LCH SwapAgent to Enhance Margin Optimisation Services
Business Fintech News

BGC Partners Takes Proactive Preventative Measures to Maximize Health and Safety

Fintech News Desk
Restricts Non-essential Business Travel for Employees due to COVID-19 Will Not Attend Upcoming Conferences Postpones Previously Scheduled Fenics Event for Investors and Analysts BGC Partners, Inc. , a leading global brokerage and financial technology company, announced that it is taking certain proactive and preventative safety measures due to the spread......
Black Knight Announces Acquisition of Collateral Analytics, a Leading Provider of Analytic Technology for the Mortgage, Capital Markets and Real Estate Markets
Business Fintech News

Black Knight Announces Acquisition of Collateral Analytics, a Leading Provider of Analytic Technology for the Mortgage, Capital Markets and Real Estate Markets

Fintech News Desk
Collateral Analytics builds and delivers automated valuation models (AVMs), collateral and mortgage risk tools to the real estate, mortgage and wider finance sectors The company holds proprietary data assets representing approximately 600,000 neighborhoods across the U.S.; demographics on 100 million individual households; and commercial real estate market information The addition......
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