Search Results for: manage clients

Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals
Banking Fintech News

Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals

Fintech News Desk
by Fintech News Desk0
Integrations With Trusted Partners Allow Tax Professionals and Their Clients to Grow and Prosper Intuit ProConnect is announcing plans to expand the capabilities in ProConnect Tax Online, Lacerte and ProSeries with new third-party integrations. The expanding partnership ecosystem will give tax professionals access to new tools to deliver on client......
Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations
Business InsurTech News

Fenris Digital Hires Jay Bourland as Chief Technology Officer to Scale Technology Operations

Fintech News Desk
by Fintech News Desk0
High-Growth Insurance Data and Predictive Scoring Startup Hires Executive Leadership to Lead Its Next Phase of Growth Fenris Digital, a data and analytics company enabling friction-free quoting processes for financial and insurance products, announced that Jay Bourland has joined Fenris as Chief Technology Officer. “I’m excited to welcome Jay as CTO as......
Covr Financial Technologies Announces New Head of Sales
Banking News

Covr Financial Technologies Announces New Head of Sales

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies announced that Jim Gothers has been appointed as Head of National Sales for its financial institution business, supporting banks, brokerage firms, wealth management firms and RIA partner firms. Reporting to Jim will be Covr’s insurance sales consultant team, advanced insurance division, policy analytics team, and key account directors. Read More: Telepin......
Dealpath Momentum Builds With Record q1; Executive Team Expands With New Marketing Leader
Banking News

i2c Extends CashFlows Service Offering with Innovative Credit, Debit & Prepaid Programs

Fintech News Desk
by Fintech News Desk0
Partners Enable FinTechs to Drive Positive Disruption in Digital Payments Through Agile Technology i2c Inc., a leading provider of payments processing and digital banking technology, and CashFlows, a consolidated business payment services provider, announced a new partnership to benefit payment card issuers across Europe. i2c’s unique and highly integrated platform enables......
Norton joins advisory board of InsureTech startup Pricing Platform
Artificial Intelligence Fintech News

Pricefx Invests in Next-Generation of Pricing Professionals with University of Rochester Partnership

Fintech News Desk
by Fintech News Desk0
Simon Business School Student Pricing Competition Will Utilize Pricefx’s Award-Winning Technology and Use Cases From Customer IRON Mountain Pricefx, the global leader in native cloud pricing software, is partnering with the Simon Business School at the University of Rochester and Iron Mountain to sponsor the 2020 Simon Pricing Club Case Competition. This is the......
Covius Acquires Clayton Services' Due Diligence and Surveillance Businesses
Business Fintech News

Covius Acquires Clayton Services’ Due Diligence and Surveillance Businesses

Fintech News Desk
by Fintech News Desk9
Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, announced it has acquired Clayton Services, LLC, a leader in loan due diligence and credit risk management surveillance services, from Radian Group Inc. The transaction does not include Five Bridges Advisors, Green River Capital, Red Bell......
BMO Financial Group to Acquire Clearpool Group Inc.
Business News

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech News Desk
by Fintech News Desk5
Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of opportunity and strength BMO Financial Group announced that it has entered into a definitive agreement to acquire Clearpool Group Inc.,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Bank of Baroda’s Credit Card Arm Readies for Digital Transformation with Implementation of Fiserv Technology
Banking Fintech News

Fiserv Named a World’s Most Admired Company for Seventh Consecutive Year

Fintech News Desk
by Fintech News Desk0
Fiserv, Inc. , a leading global provider of financial services technology solutions, has been named to the annual ranking of FORTUNE “World’s Most Admired Companies” for the seventh consecutive year. Considered the definitive scorecard on corporate reputation, the designation punctuates a transformative year in which the company announced and completed......
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