Search Results for: dealer experience

Magnifact Launches IRI's Digital First for Annuities Activity Status API at a Tier 1 Carrier
Finance Fintech News

Magnifact Launches IRI’s Digital First for Annuities Activity Status API at a Tier 1 Carrier

PR Newswire
by PR Newswire0
Magnifact, a leading insurance technology firm, proudly announces the production launch of its real-time AgentVizion™ API Services platform at a Tier 1 carrier. This milestone marks the successful implementation of the Activity Status API, developed in alignment with the Insured Retirement Institute’s (IRI) Digital First for Annuities standards. Magnifact’s AgentVizion......
RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance
Finance Fintech News

RegVerse, a Surge Ventures Company, Expands Avery Platform with Fusion1 Product Suite to Drive the Future of Seamless Compliance and Surveillance

PR Newswire
by PR Newswire0
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs Surge Ventures, a FinTech Venture Studio, proudly announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fusion1 product suite.......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Canopy Connect Integrates with TurboRater to Create a Seamless Insurance Quoting Process
InsurTech News

Canopy Connect Integrates with TurboRater to Create a Seamless Insurance Quoting Process

EIN Presswire
by EIN Presswire0
Verified insurance information is collected and sent to comparative rater for winning quotes without data entry. Canopy Connect, a leading insurance verification technology provider announced a new integration between Canopy Connect’s insurance data intake platform and the TurboRater comparative rater. For insurance agencies that need to get verified insurance information from......
Octane Raises $50 Million in Series E Funding Round
Fintech News

Octane Raises $50 Million in Series E Funding Round

PR Newswire
by PR Newswire0
New Equity Financing to Fuel Continued Growth, Product Innovation, and Expansion into New Markets Octane, the fintech revolutionizing the buying experience for major recreational purchases, announced that it has closed its Series E funding round with $50 million in new equity capital. Octane has raised $242 million in total equity funding to date. The......
Melio Appoints Nicholas Passarelli as Chief Compliance Officer
B2B Finance Fintech News

Melio Appoints Nicholas Passarelli as Chief Compliance Officer

Business Wire
by Business Wire0
Passarelli to Lead Compliance Strategy Across All Corporate Operations, Supporting Melio’s Rapid Growth Melio, a leading B2B payments platform for small businesses, today announced the appointment of Nicholas Passarelli as its Chief Compliance Officer (CCO), charged with leading compliance across all corporate operations and supporting Melio’s rapid growth. In his......
Artificial Intelligence Digital Payments Finance Fintech Guest Posts Risk Management Security

How to Embed Identity Verification Solutions Across Sectors

Austin Talley
by Austin Talley0
By: Austin Talley, CEO of Everyware Identity verification technology plays a key role for businesses across all industries to maintain regulatory compliance and prevent fraud. This is particularly important in sectors like retail, e-commerce, automotive and healthcare as each handle large amounts of sensitive consumer information. With 96% of US......
april Strengthens Leadership with President and COO
Fintech News

april Strengthens Leadership with President and COO

Business Wire
by Business Wire0
Raj R. Doshi joins april as President and Chief Operating Officer, bringing extensive experience in the tax and information technology industries to supercharge april’s growth as the first new national e-file provider in 15 years april (April Tax Solutions Inc.),​​ the first AI-powered tax-filing product built to be embedded with......
Lendbuzz Welcomes Steve Linehan to Board of Directors
Fintech News

Lendbuzz Welcomes Steve Linehan to Board of Directors

Business Wire
by Business Wire0
Lendbuzz, an AI-based fintech company that helps consumers obtain better access to credit when purchasing a vehicle, is proud to announce Stephen Linehan has joined its board of directors, serving in the role of chairman of the audit committee. Mr. Linehan brings over forty years of experience in the financial......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
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