Search Results for: manage clients

Ryan Promotes Eight to Principal in Three Practice Areas
Banking Business

Ryan Promotes Eight to Principal in Three Practice Areas

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has promoted eight individuals to the leadership role of Principal: Michael Abbatemarco, Property Tax Commercial Landon Julius, Sales and Use Tax John Minogue, Property Tax Commercial Teresa Sharp, Property Tax Commercial Vance Shull, Property Tax Commercial Jamie Sieffert, Property Tax Commercial Samuel Tae, International Income Tax......
Synopsys and Finastra Partner to Secure Financial Services App Ecosystem
Fintech News

Synopsys and Finastra Partner to Secure Financial Services App Ecosystem

Fintech News Desk
by Fintech News Desk0
Synopsys Provides Validation Services for Applications Deployed on Finastra’s FusionFabric.Cloud Open Innovation Platform Synopsys, Inc.  and Finastra announced a partnership establishing an application security validation program for FusionFabric.cloud, Finastra’s open platform for developing, deploying and consuming financial applications. The program, powered by the Synopsys Software Integrity Group, ensures that all applications offered......
Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports
Blockchain News

Lukka Becomes the First Crypto Tax Reporting and Data Services Company to Receive Both SOC 1 Type 2 and SOC 2 Type 2 Attestation Reports

Fintech News Desk
by Fintech News Desk0
Lukka, a blockchain-native technology company, has become the first software provider in the crypto asset ecosystem to receive both Service Organization Control (SOC) 1 Type 2 and SOC 2 Type 2 attestation reports. Lukka’s SOC reports were delivered in January 2020 and cover testing periods in 2019. The reports were......
RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020
Business News

RegEd CEO and Founder to be a Featured Presenter at FSI OneVoice 2020

Fintech News Desk
by Fintech News Desk0
John M. Schobel Will Present on the Topic of Driving Efficiency and Effectiveness in Branch Exams and Field Audits. RegEd, the leading provider of compliance technology solutions to broker-dealers and other financial services firms, is pleased to announce its participation in the Financial Services Institute (FSI) OneVoice conference in San......
Zywave Acquires InsurTech FrontRunner ITC, Becomes Only Provider to Offer Front-Office Solutions for Independent Insurance Agencies Across All Lines of Business
Business News

Zywave Reports Record Growth, Sets Sights on 2020

Fintech News Desk
by Fintech News Desk0
Company Releases 2019 Stewardship Report Focused on Innovation, Integrations and Continued Growth Zywave, the leading insurtech provider powering agency growth, released its 2019 Stewardship Report detailing the company’s unprecedented accomplishments over the past year. Highlights from 2019 include two major corporate acquisitions, becoming the leading data provider in the insurance......
Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
by Fintech News Desk0
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer
Business News

KlariVis Taps FinTech Leader Jeff Harper as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk8
Two-Decade Industry Veteran Joins Team as Data Analytics Platform Officially Launches KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that financial industry veteran, Jeff Harper, has joined its team as chief revenue officer (CRO). KlariVis, which will officially launch this week at Bank......
dLocal Collaborates with Microsoft to Reach New Customers in Emerging Markets
News

Amazon Kicks Off Localized Payments in Chile with dLocal

Fintech News Desk
by Fintech News Desk7
dLocal, an award-winning fintech company that specializes in cross-border payments for emerging countries, announced that Amazon went live with dLocal’s local payments acceptance services in Chile. “Amazon has a long history of pioneering online innovation and bringing e-commerce to the rest of the world,” said Sebastian Kanovich, CEO of dLocal.......
Xceedance Acquires Activer Solutions
Blockchain Business News

Xceedance Acquires Activer Solutions

Fintech News Desk
by Fintech News Desk2
Acquisition Enhances Onshore Insurance Managed Services and Technology Capabilities of Xceedance in North America Xceedance, a global provider of insurance consulting, managed services, technology, data sciences, and blockchain solutions, announced the acquisition of Activer Solutions. Located in Marlborough, Massachusetts, USA, Activer Solutions specializes in insurance operations and technology services for......
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