Search Results for: client onboarding

Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News

Wolters Kluwer CCH Axcess™ With Quick Start Helps Small Accounting Firms Embrace the Cloud

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that it is extending the benefits of its award-winning CCH Axcess™ cloud-based tax preparation, compliance, and workflow management platform to smaller accounting firms with the introduction of CCH Axcess™ With Quick Start. Offering self‑service setup and self‑paced training, it allows smaller firms to get started quickly at their......
Business Fintech News

Principal® Progressing With Integration of Wells Fargo’s Institutional Retirement & Trust

Fintech News Desk
by Fintech News Desk0
Integration on track for 2021 completion Principal Financial Group® today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust (IRT) business, which it acquired in July 2019 and is on track for completion in 2021. Principal ® has advanced key decisions on people, processes, and technology, despite challenges......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech News

SMArtX Announces New Office Expansion with Four Key Hires

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform (TAMP), announced today a new Austin, Texas office and the recent addition of four new strategic hires to further position itself for rapid industry growth. The hires include Brad Haag as......
Cryptocurrency Fintech News Risk Management

Iconic Holding’s Multi-manager Platform Partners With Enigma Securities

Fintech News Desk
by Fintech News Desk0
Enigma Securities Ltd. (www.enigma-securities.io), a technology-driven financial institution dedicated to corporate client solutions for cryptoassets, announced today the partnership with Iconic Holding’s Multi-Manager Platform (www.iconicholding.com). Applying its expertise in capital markets, Enigma will provide liquidity, provision of credit, and capital introduction for the Multi-Manager Platform. In addition, Enigma will advise......
Wolters Kluwer Compliance Solutions Wins Three International Business Awards
Fintech News Risk Management

Wolters Kluwer Earns Prestigious XCelent Award for “Know Your Customer” Offering

Fintech News Desk
by Fintech News Desk0
OneSumX for Customer Due Diligence solution helps financial institutions manage customer onboarding risks(Wolters Kluwer) Research and advisory firm Celent has honored Wolters Kluwer Compliance Solutions with a 2020 XCelent Award for Depth of Client Service in recognizing the company’s financial crime control offering, OneSumX for Customer Due Diligence (CDD). The recognition appears in Celent’s......
Banking Featured Fintech

Tools such as these are Enabling Better Identity Verification for Financial institutions

Fintech News Desk
by Fintech News Desk0
Fintech companies have brought much-needed technological advancements into the global business scenario and have caused a paradigm shift from traditional financial practices. More and more people are adopting complete-digital methodologies to carry out their financial procedures. More than 58% of the world’s population has access to the internet today.  The......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Keren Moynihan, CEO at Boss Insights

Paroma Sen
by Paroma Sen0
Innovations when it comes to lending technology have been evolving at a rapid pace and the ongoing Covid-19 pandemic has fast tracked new developments in this segment. In this interview, Keren Moynihan, CEO at Boss Insights talks about the future of lending tech and finance tech while sharing a little......
Fintech News Trading

Adroit Trading Technologies Partners with GLMX to Streamline Workflows for Global Repo Markets

Fintech News Desk
by Fintech News Desk0
Adroit Trading Technologies, LLC (Adroit) and GLMX Technologies, LLC (GLMX) have formed a strategic alliance that integrates Adroit’s multi-asset order and execution management system (O/EMS) with GLMX’S electronic securities financing trading platform. The new connectivity streamlines securities financing workflows, enabling clients to access real-time trading workflow tools on both platforms......
eBaoCloud InsureMO Accelerates Insurance Customer Growth on AWS
Fintech InsurTech Investment Services News

eBaoCloud InsureMO Accelerates Insurance Customer Growth on AWS

Fintech News Desk
by Fintech News Desk0
Over the last year, Aegon Life has strengthened its position as a digital insurer by leveraging eBaoCloud’s InsureMO on AWS to gain speed and agility(eBaoCloud ) eBaoTech Corporation (eBaoTech), a global leader in digital insurance solutions, announced that Aegon Life has joined more than 10 new clients across the US, Brazil, India, Botswana, Philippines, Indonesia, and Singapore –......
Alchemy Partners with LoanPaymentPro to Provide Real-Time Funding and Payment Solutions
Business Fintech Fintech Funding News

Alchemy Partners with LoanPaymentPro to Provide Real-Time Funding and Payment Solutions

Fintech News Desk
by Fintech News Desk0
LoanPaymentPro (“LoanPaymentPro”), a leading provider of innovative and technology-driven payment and funding solutions in the debt repayment space, announced its partnership with Alchemy Technologies (“Alchemy), one of the leading SaaS fintech infrastructure development company serving financial institutions, specialty financing companies, Point of Sale financing, online and brick and mortar lenders,......
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