Search Results for: AI Platform

H&R Block Advances Transformation Strategy With New Vice Presidents
Banking Fintech News

H&R Block Advances Transformation Strategy With New Vice Presidents

Fintech News Desk
US Retail and Information Technology H&R Block Executives to Improve Tax Pro Experience, Deliver Improved Virtual Client Experience and Enhance Operational Excellence To take its tax experience from industry leading to industry defining, H&R Block  has focused on elevating its talent and culture, most recently in promoting four H&R Block......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
Redi2's BillFin Selected by CircleBlack for Advanced Fee Billing Partner
Banking Fintech News

Redi2’s BillFin Selected by CircleBlack for Advanced Fee Billing Partner

Fintech News Desk
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, announced that it has selected Redi2Technologies’ BillFin solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub......
StrategyCorps Named 2020 Best Places to Work in Financial Technology
Business Fintech News

StrategyCorps Named 2020 Best Places to Work in Financial Technology

Fintech News Desk
StrategyCorps, a Nashville-based company, has been named one of the 2020 Best Places to Work in Financial Technology. American Banker’s annual program identifies the best employers in financial technology and provides organizations with feedback from their workers. Employees from a wide selection of fintech companies were surveyed about their job satisfaction and work......
B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept
Business News

B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept

Fintech News Desk
B2Broker, a leading liquidity and technology provider of solutions to the forex and crypto industry, is pleased to introduce B2Core, a major upgrade to its client cabinet solution Trader’s Room, which has undergone a major overhaul in response to client demand and to meet today’s exacting business needs. All New Client......
CIAB Picks ExdionPOD as a Top Insurtech Solution for Helping Brokers Automate Policy Checking and Issuance
InsurTech News

CIAB Picks ExdionPOD as a Top Insurtech Solution for Helping Brokers Automate Policy Checking and Issuance

Fintech News Desk
ExdionPOD has been recognized by The Council of Insurance Agents & Brokers (CIAB) as one of the top 16 Insurtech solutions to watch in the category of platform and tools that automate the application, renewal and documentation process for brokers and their clients. ExdionPOD is an AI powered comprehensive platform......
Black Knight Strengthens Ties with Quicken Loans to Offer Advanced Customer Service Solutions
Banking Fintech Fintech Startups News

Black Knight Strengthens Ties with Quicken Loans to Offer Advanced Customer Service Solutions

Abhishek Upadhyay
A major provider of integrated software, data and analytics solutions, Black Knight, Inc., extended partnership with Detroit-based Quicken Loans. This collaboration comes in the wake of Quicken Loans extending its contract for Black Knight’s MSP servicing system which plans to add numerous Black Knight solutions to its suite of products......
Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo
Business Fintech News

Numerati Partners Co-Hosts the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
Numerati Partners LLC co-hosted the second InsurTech Alliance (ITA) Science & Engineering Expo on January 30, 2020 in New York City. The ITA Science & Engineering Expo is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm seeking to foster the next generation of data-intensive risk and liability management enterprises in......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
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