Search Results for: client onboarding

MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Capital Markets Fintech Investment Services News

Appway Announces $37 Million Investment from Summit Partners to Fuel Global Expansion

Fintech News Desk
Appway, a leading global provider of business process automation software focused on customer onboarding and customer lifecycle management for financial institutions, today announced a $37 million minority investment from global growth equity firm Summit Partners. This partnership represents Appway’s first external capital raise and will help the company to further......
Q2 to Rebrand Comprehensive Banking-as-a-Service Offering Underneath Q2 BaaS
Banking Fintech InsurTech Investment Services News

Q2 to Rebrand Comprehensive Banking-as-a-Service Offering Underneath Q2 BaaS

Fintech News Desk
Q2, a leading provider of digital transformation solutions for banking and lending, announced it is bringing its Banking-as-a-Service (“BaaS”) offering under the Q2 brand banner – as Q2 BaaS. As part of this transition, Q2 and StoneCastle dissolved their partnership, known in the market as Cambr. Read More: GlobalFintechSeries Interview......
Bureau van Dijk and RDC Each Earn Category Leader Distinction in Chartis KYC/AML Data Solutions Report
Big Data Fintech News

Bureau van Dijk and RDC Each Earn Category Leader Distinction in Chartis KYC/AML Data Solutions Report

Fintech News Desk
Bureau van Dijk, a Moody’s Analytics company, and Regulatory DataCorp (RDC), which Moody’s acquired in January, are Category Leaders in a new Chartis Research report. KYC/AML Data Solutions, 2020: Market and Vendor Landscape evaluates 15 leading vendors of Know Your Customer (KYC) and anti-money laundering (AML) data solutions. Read More: Abrigo Adds Transparent Artificial......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Big Data Capital Markets Fintech News

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

Fintech News Desk
Client-initiated collaboration integrates market-leading data for a seamless user experience Intapp and DealCloud announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace and DealCloud platforms. In response to client requests, these native integrations provide a faster, simpler, and more efficient solution for......
Ontario Systems Acquires Pairity to Embed the Power of Machine Learning in Its Industry-Leading Collections Technology
Business Fintech News

Ontario Systems Accelerates Consumer Payment Engagement Strategy With SwervePay® Acquisition

Fintech News Desk
Transaction provides streamlined payment workflow and enhanced customer engagement capabilities Ontario Systems, a leading provider of enterprise software that automates complex workflows and accelerates revenue recovery for clients in the healthcare, government, and accounts receivable management (ARM) markets, announced the acquisition of SwervePay, an innovative payment facilitator in the ARM and......
Autobooks Becomes First Fintech to Launch in Q2 Partner Marketplace
Banking Business Fintech News

TCF Bank Teams with Autobooks to Elevate Small Business Banking Services

Fintech News Desk
Detroit Fintech company adds integrated receivables and payment processing to speed up cash flow. TCF Bank announced it has teamed with Detroit fintech company Autobooks to provide an integrated banking experience to its small business customers. Starting today, small business customers of Chemical Bank, a division of TCF National Bank, can......
DCI Promotes Paul Jones to Oversee Bank Core Conversions and Professional Services
Banking Fintech News

Bank Tech Provider DCI Names Daren Fankhauser to Lead Software Evolution

Architect of Award-Winning iCore360 Software to Take Lead Role in DCI Digital Revolution Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies for community financial institutions nationwide, has promoted Daren Fankhauser to Senior Vice President, Chief Development Officer and Chief Architect, assuming executive......
ProNexus Joins NetSuite Solution Provider Program
Business Fintech News

ProNexus Joins NetSuite Solution Provider Program

Leading management consulting and professional services firm launches NetSuite practice to meet the growing demand for cloud ERP ProNexus LLC, a non-attest finance and accounting firm, announced that it has joined the Oracle NetSuite Solution Provider Program. With NetSuite, ProNexus will help its customers take advantage of a powerful cloud......
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