Search Results for: investment industry

Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Banking Fintech News

Envestnet | Yodlee and JPMorgan Chase Sign Data Agreement to Enhance Consumer Data Protections, Bolster Overall Data Connectivity and Reliability

Fintech News Desk
by Fintech News Desk0
Agreement Provides Consumers Improved Access to Their Financial Data Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and JPMorgan Chase have signed a data sharing agreement, providing the framework for the bank’s customers to more securely and effectively share and......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
by Fintech News Desk0
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
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 Desk0
“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......
Lincoln International Reports Slowing Middle Market Growth At 1.4% In Q3 2019, As Bifurcation In Performance Amongst Industries Unfolds
Investment Services News

Lincoln International Reports Slowing Middle Market Growth At 1.4% In Q3 2019, As Bifurcation In Performance Amongst Industries Unfolds

Fintech News Desk
by Fintech News Desk0
Even as the stock market continues a relentless 10-year bull run, Lincoln International (Lincoln), a leading global investment banking advisory firm, finds that in America’s middle market, growth has begun to slow. This is according to the Lincoln Middle Market Index (Lincoln MMI), released , which measures changes in the......
Starship Raises $11 million to Expand Access to Health Savings Accounts
Fintech Startups News

Starship Raises $11 million to Expand Access to Health Savings Accounts

Fintech News Desk
by Fintech News Desk0
New Funds and Major Partnership Make Health Savings Accounts More Accessible to Americans, regardless of Employment Status Fresh off of a Series A investment of $7 million led by Valar Ventures—bringing total money raised to $11 million—fintech startup Starship is making portable health savings accounts available to drivers, delivery persons and carriers who use......
Genesis DevCon Mobilises Over 850 Aspiring Blockchain Developers From Across India With its First Edition
Blockchain News

Genesis DevCon Mobilises Over 850 Aspiring Blockchain Developers From Across India With its First Edition

Fintech News Desk
by Fintech News Desk0
The inaugural edition of India’s largest confluence of Blockchain developers, leaders, evangelists and students – Genesis DevCon, 2019, concluded its two-day event in IISc, Bangalore with a footfall of over 850+ participants and 45+ speakers. Hosted by IBC Media, the conference commemorated the concluding chapter of the Genesis developer program, which included a six-month-long hackathon......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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 Desk0
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,......
Visa and Marqeta Offer Fintechs a Path to Growth in the World’s Fastest Growing Digital Payments Landscape
Digital Payments News

Visa and Marqeta Offer Fintechs a Path to Growth in the World’s Fastest Growing Digital Payments Landscape

Fintech News Desk
by Fintech News Desk0
Marqeta expansion radically simplifies the process of launching digital card programs across 10 markets in Asia Pacific Visa, the world’s leader in digital payments, and Marqeta, the modern card issuing platform, announced a platform collaboration intended to ease global expansion for multi-national card programs. The project plans to provide a......
Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators
Digital Payments News

Marqeta and CashFlows Announce New European Partnership, Uniting Two of the Region’s Most Disruptive Payment Innovators

Fintech News Desk
by Fintech News Desk0
Marqeta’s industry-leading modern card issuing platform will look to CashFlows’ BIN sponsorship capabilities, further simplifying and speeding up the path to market for digital banks and fintech innovators Marqeta, the leading global modern card issuing platform, announced a new partnership  at the Money20/20 Europe event in Amsterdam with CashFlows, a......
1