Search Results for: Financial Advisor

Brian Jorgenson, Former SVP Fiserv Cash & Logistics joins Perativ as a Senior Advisor
Business Fintech News

Brian Jorgenson, Former SVP Fiserv Cash & Logistics joins Perativ as a Senior Advisor

Fintech News Desk
by Fintech News Desk0
Perativ Holdings Inc. (“Perativ”), a retail bank focused SaaS platform that replaces classic cash forecasting to drive breakthrough cost reductions and cash optimization in bank ATM and Branch cash distribution networks is pleased to announce that Mr. Brian Jorgenson has joined as a Senior Advisor. Read More:Wemlo Introduces AI to Mortgage Processing......
Accern Releases AI Marketplace to Give Financial Services a Competitive Edge with Over 400 Ready-Made Use Cases
Artificial Intelligence Fintech News

Accern Upgrades No-Code, AI Platform with Powerful, Advanced Features for Financial Services

Fintech News Desk
by Fintech News Desk0
Forbes 30 Under 30 Enterprise Technology Company, Accern, Enables Financial Services Teams to Accelerate AI Implementation 75x faster with Its No-Code AI Platform Accern Corporation, a leading no-code, Artificial Intelligence (AI) company released the upgrade of its no-code AI platform, which provides the ultimate user-friendly experience with easy navigation, accelerated......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board
Economy Fintech Investment Services News

EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board

Fintech News Desk
by Fintech News Desk0
EquityMultiple, a New York-based wealthtech firm that provides accredited investors with streamlined access to commercial real estate investments, announced a series of growth trends that have continued throughout 2020, amid challenging economic conditions. Read More: Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators EquityMultiple recently added Christian......
Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime
Fintech News

Nasdaq to Acquire Verafin, Creating a Global Leader in the Fight Against Financial Crime

Fintech News Desk
by Fintech News Desk0
 Nasdaq, Inc. (Nasdaq: NDAQ), a global technology company, and Verafin, an industry pioneer in anti-financial crime management solutions, today announced that they have entered into a definitive agreement for Nasdaq to acquire Verafin for US$2.75 billion in cash, subject to customary adjustments. The agreement will combine Verafin’s comprehensive suite of anti-financial crime......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
Business Fintech News

First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
by Fintech News Desk0
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
Innovative Payment Solutions
Business Fintech News

Innovative Payment Solutions, Inc. Adds Robert G. Pedersen II to Advisory Board

Fintech News Desk
by Fintech News Desk0
Innovative Payment Solutions, a US-based fintech company, focused on building 21st Century digital payment solutions, announced that a veteran business leader Robert G. Pedersen II has joined the Company’s Advisory Board. Mr. Pedersen has extensive experience in operations, marketing, and financial management. Read More: GlobalFintechSeries Interview with Marc Barrachin, Head......
PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader
Artificial Intelligence Fintech InsurTech News

PureFacts Financial Solutions acquires Quartal Financial Solutions to become a global WealthTech leader

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading WealthTech provider of fees, reporting and AI-powered predictive analytics solutions, has acquired Quartal Financial Solutions, Europe’s leading provider of fee billing and commission solutions for the financial and insurance industries. Read More: GlobalFintechSeries Interview with Marc Barrachin, Head of New Product Development, S&P Global Market Intelligence......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Business Fintech News

Redtail Technology Survey Uncovers 86% of Advisors Were Technologically Prepared To Work From Home

Fintech News Desk
by Fintech News Desk0
Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from their 2020 “Working Remotely” survey, which set out to uncover how advisors adapted during COVID-19. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit Redtail......
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