Search Results for: Business Advisory

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Corcentric recognized in the Gartner Competitive Landscape: Supplier E-Invoicing Software, 2020
Fintech News

Corcentric Launches Global Alliance Program

Fintech News Desk
by Fintech News Desk0
New partner program increases access to source-to-pay and order-to-cash solutions for global companies  Corcentric, a fast-growing provider of procurement and financial process automation solutions, announced a global alliances program that reduces cost and increases efficiency in procurement, accounts payable, and billing functions for middle market and Fortune 1000 companies. The......
Crowe LLP Announces CEO Succession Plan
Fintech News

Crowe LLP Announces CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
Mark Baer to become CEO, effective April 1, 2021  Crowe, a public accounting, consulting and technology firm with offices around the world, has announced the appointment of Mark Baer, 50, as its CEO-elect. He will assume the CEO role on April 1, 2021. Jim Powers continues to serve as CEO until March 31, 2021, completing his......
How is FinTech Redefining Real Estate?
Banking Featured Fintech

How is FinTech Redefining Real Estate?

Paroma Sen
by Paroma Sen0
With the rise of the start-up culture in the last decade, every sector has witnessed the entry of a large number of new entrants. As a result, existing as well as new companies are trying to differentiate themselves by offering varied services. Moreover, the integration of technology with most organizational......
Future FinTech Enters Into Equity Acquisition Frame Agreement With Joyrich Enterprises Limited
Fintech News

Future FinTech Enters Into Equity Acquisition Frame Agreement With Joyrich Enterprises Limited

Fintech News Desk
by Fintech News Desk0
Future FinTech Group, announced that the Company, through its wholly-owned subsidiary Future FinTech (Hong Kong) Limited, entered into an equity acquisition frame agreement (the “Agreement”) with Joyrich Enterprises Limited (“Joyrich”) on March 26, 2020. Pursuant to the Agreement, the Company plans to acquire no less than 51% equity interest of Nice......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management
Banking Fintech InsurTech News

Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management

Fintech News Desk
by Fintech News Desk0
Leverage No-Code Platform to accelerate launch of custom-built applications without software coding in real-time across insurance, banking and wealth management sectors Tech Mahindra Ltd. a leading provider of digital transformation, consulting and business reengineering services and solutions, with Innoveo, a Zurich based leading technology software provider, announced that the enterprises will......
Three Trends Defining Finance for 2020
Fintech Guest Posts

Three Trends Defining Finance for 2020

Scott Stern
by Scott Stern0
Not quite a full quarter into the new year and we’re already seeing a tumultuous 2020 that is causing businesses around the world to rethink strategy and direction. Amid current volatile changes, we are seeing a number of trends emerge that can significantly impact both your finance team and organization......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Fintech Investment Services News

Bacchus Capital Leads Recent Consolidation in Global Gold Sector

Fintech News Desk
by Fintech News Desk0
Bacchus Capital advising Nordgold on its acquisition of strategic stake and A$227m pre-conditional proposal to acquire ASX listed Cardinal Resources Bacchus Capital Advisers, the independent investment and merchant bank specialising in cross border public market M&A, is advising Nordgold, a one million ounce internationally diversified gold miner, on the acquisition......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
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