Search Results for: Business Advisors

CPI Card Group and Harland Clarke Celebrate Growth of Card@Once Instant Issuance
Business News

CPI Card Group and Harland Clarke Celebrate Growth of Card@Once Instant Issuance

Fintech News Desk
 With Nearly 11,000 Printers in Market, Card Once Helps Transform the Customer Experience CPI Card Group Inc. , a payment technology company and leading provider of credit, debit and prepaid solutions, highlighted new growth milestones achieved by its Card@Once instant issuance solution. Through its successful partnership with Harland Clarke, a leading provider......
Wolters Kluwer Launches New Solution for All US Banks and Credit Unions to Facilitate SBA Program - Paycheck Protection Program Supported by TSoftPlus
InsurTech News

Rokk3r Insurtech Inks Partnership with Insurance SaaS Leader Genasys

Fintech News Desk
Firms Will Join Forces to Market Innovative Insurtech Solutions to New Target Markets Around the World Rokk3r , the multinational company cobuilder is pleased to announce that its insurance-technology division, Rokk3r Insurtech, has reached an agreement to partner with insurance Software-as-a-Service provider Genasys to market the company’s services to new......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
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......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Cornerstone
Banking Fintech News

Fintech Partnerships a Key Growth Strategy for Banks and Credit Unions in 2020

Fintech News Desk
Fintechs Can Provide Better Design Capabilities, Improved Customer Experience, Report States Financial institutions are making fintech partnerships a key priority in 2020, according to new research from Cornerstone Advisors. In What’s Going On In Banking 2020: Outlook for a New Decade, 65 percent of banks and 76 percent of credit unions say......
Itiviti Appoints Josh Monroe to Lead Americas Region
Fintech News

Itiviti Appoints Josh Monroe to Lead Americas Region

Fintech News Desk
Itiviti, a leading technology and service provider to financial institutions worldwide, announced the appointment of Josh Monroe as Managing Director, Head of Americas region. An accomplished sales executive and recognized sales coach who brings more than 15 years of financial industry experience to Itiviti, Josh joins Itiviti from Ned Davis Research,......
280 CapMarkets Named One of the 'Best Places to Work in Financial Technology' for 2020
Banking Fintech News

280 CapMarkets Named One of the ‘Best Places to Work in Financial Technology’ for 2020

Fintech News Desk
Accolade Recognizes 280’s Culture Emphasizing Innovation, Collaboration & Inclusivity 280 CapMarkets, an innovative, technology-driven fixed income company providing best execution support and price transparency to advisors, institutions and issuers, has been named one of 2020’s “Best Places to Work in Financial Technology” by Arizent, previously known as SourceMedia. Read More: Financial Technology Start-Up Introduces......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
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