Search Results for: Customer Experience

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

Charles Schwab Purchases Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in an all cash transaction. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors.......
Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation
Artificial Intelligence Fintech News

Avii Unified Workspace 2.0 Premiers to Aid Accounting Firms in Post-Covid Digital Transformation

Fintech News Desk
by Fintech News Desk0
Avii, a leading practice management platform for tax, audit, advisory, compliance and management consulting firms, is advancing the accounting software market space with the launch of Avii Workspace™ 2.0. Read More: Remitly Partners With Alipay to Offer International Remittances Avii Workstation 2.0 is available now, with scheduling, budgeting and reporting enhancements......
Sterling Trading Tech Launches a New Compliance & Audit Trail Reporting Solution in Brazil
Fintech News Risk Management Trading

Sterling Trading Tech Names Freddy Zainal as Director of Business Development

Fintech News Desk
by Fintech News Desk0
Sterling Trading Tech (STT) is pleased to announce the appointment of Farid (Freddy) Zainal as the Director of Business Development. Mr. Zainal joins the STT team with the mandate to expand the reach of Sterling Trading Tech’s product lines, including its cloud-based real-time Sterling Risk System. Read More: Remitly Partners With......
HSBC Taiwan Partners With Ascenda to Enhance Rewards Offering
Banking Business Fintech News

HSBC Taiwan Partners With Ascenda to Enhance Rewards Offering

Fintech News Desk
by Fintech News Desk0
HSBC, the leading global financial services organisation, and Ascenda, the global innovator in loyalty management, announced a partnership to enhance HSBC rewards propositions and launch a new Traveller’s Card for Taiwanese travellers starting in Q2 2020. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets......
MUNIRevs Offers Free Tax Collection Software to Cities Hit by Tax Revenue Losses
Fintech Investment Services News

MUNIRevs Offers Free Tax Collection Software to Cities Hit by Tax Revenue Losses

Fintech News Desk
by Fintech News Desk0
As cities and towns across the country struggle with the pandemic-related loss of business tax revenue, MUNIRevs, a provider of automated tax collection software, is offering municipalities a free, limited version of its trusted solution. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis......
Global Payments Signs Multi-Year Agreement With Wells Fargo Bank
Banking Business Fintech News

Global Payments to Provide Credit Card Processing Services for Truist Financial Corporation

Fintech News Desk
by Fintech News Desk0
Global Payments, a leading worldwide provider of payment technology and software solutions, announced that TSYS, its Issuer Solutions business, has signed a long-term agreement with Truist Financial Corporation, to process the bank’s consumer, commercial and small business credit card portfolios. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations......
Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity
Fintech Investment Services News

Proxymity Launches Consortium of Financial Industry Leaders and Raises $20.5 Million in Strategic Round to Become Its Own Entity

Fintech News Desk
by Fintech News Desk0
Proxymity, the digital investor communications platform developed within Citi’s Institutional Clients Group, announced that it has raised $20.5 million in a strategic round of investment and will form its own entity via a global, industry-led consortium. The consortium brings together the leading global and direct custodians and the leading issuer agents......
Bento for Business Announces New Chief Executive to Drive Next Phase of Company's Growth
Business Fintech News

Bento for Business Announces New Chief Executive to Drive Next Phase of Company’s Growth

Fintech News Desk
by Fintech News Desk0
Bento for Business (“Bento”), the leading expense management platform for small and mid-sized businesses, has appointed Guido Schulz as its new chief executive officer. Schulz, who has extensive experience scaling technology companies, will partner with Bento co-founder and chairman Farhan Ahmad to drive the company’s next phase of growth as it serves an increasing number......
Arrowpoint Capital Upgrades Its Cloud-based Reinsurance Capabilities With Sapiens
Fintech InsurTech News

Arrowpoint Capital Upgrades Its Cloud-based Reinsurance Capabilities With Sapiens

Fintech News Desk
by Fintech News Desk0
Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced that Arrowpoint Capital, a company built on its experience in both run-off and active insurance business by “redefining success” through development and execution of comprehensive solutions to manage claims and satisfy policyholder obligations, has upgraded......
FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications
Capital Markets Fintech News

FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications

Fintech News Desk
by Fintech News Desk0
Report recognizes FinancialForce’s strengths in Salesforce integration and financial analytics FinancialForce, provider of the only modern ERP suite and the #1 Professional Services Automation (PSA), announced it has been named a Leader in the IDC MarketScape: Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications 2020 Vendor Assessment. Read More: Kreditech Rebrands......
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