Search Results for: Financial Advisor

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Healthcare Fintech Leader Cedar Chooses Nordis Technologies to Produce Patient Financial Communications

Fintech News Desk
by Fintech News Desk0
Cedar, a leading patient engagement and financial technology platform, has selected Nordis Technologies to produce and deliver medical bills and other patient communications for its provider clients. By year-end, Nordis’ cloud-based Expresso® customer communication management (CCM) solution and integrated print/mail production centers will handle more than 1 million statements a month for Cedar. “Nordis......
Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group
Fintech InsurTech News

Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group

Fintech News Desk
by Fintech News Desk0
Walker & Dunlop, Inc. and GeoPhy announced today that their appraisal business, Apprise, has expanded into the Valuation for Financial Reporting space with the addition of Adriane Bookwalter, CPA as Managing Director and Financial Reporting Practice Lead. Read More: Germany-based QUIN Launches An Investment Advisor And Raises €1M Apprise’s new specialty practice group will offer real......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech Funding Fintech Startups News

Germany-based QUIN Launches An Investment Advisor And Raises €1M

Fintech News Desk
by Fintech News Desk0
QUIN, an investment advisory service, raised €1M in seed funding to provide a non-custodian platform empowering people to invest safely and rationally. The round is led by sino AG, other investors include Runa Capital, APX and a number of angel investors. QUIN provides people willing to invest in the long-term......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
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Informa Financial Intelligence Banking Division Named Financial Benchmarking & Omnichannel Experience (FBX)

Fintech News Desk
by Fintech News Desk0
Informa Financial Intelligence, a leading provider of solutions for financial services professionals, today announced its banking division branded as Financial Benchmarking & Omnichannel Experience (FBX). FBX unifies Informa Financial Intelligence’s delivery of competitive performance data and customer journey research, providing financial institutions a comprehensive assessment of their competitive position and......
IQST - iQSTEL Enters into Agreement with Payment Virtual Mobile Solutions to Expand Fintech Services into Prepaid Debit Card Services
Business Fintech News

iQSTEL Launches New Fintech Division, Expanding Product and Digital Financial Services Offerings for the Global Markets

Fintech News Desk
by Fintech News Desk0
iQSTEL, completed the official launch of its new Fintech Division. This expansion will be synergistic with iQSTEL’s existing Telco Division businesses while providing additional revenue stream options via a global Business-to-Consumer model (B2C), serving end-users around the world. Read More: AdvisorPeak Bundles Rebalancing Solution for Panoramix Users Additional information will......
Acin secures $12 million in Series A funding to spearhead operational and non-financial risk revolution
Fintech Fintech Funding News

Acin secures $12 million in Series A funding to spearhead operational and non-financial risk revolution

Fintech News Desk
by Fintech News Desk0
Acin, the data standards firm that is digitizing operational and non-financial risk, announces it has secured $12 million in Series A funding. Read More: GlobalFintechSeries Interview with Brady Harris, CEO at Dwolla The funding round was led by leading European SaaS investor Notion Capital, which will work closely with Acin to drive......
Capco announces strategic partnership with Concentra Bank to support digital process automation
Fintech News

Capco Announces PlatformZero, a Cloud-Based, Low-Code Digital and Automation Solution for Financial Services Institutions

Fintech News Desk
by Fintech News Desk0
Capco’s PlatformZeroSM eliminates back-office inefficiencies and helps financial institutions improve digitization across the enterprise Capco, the global management and technology consultancy, announced the launch of PlatformZeroSM, a fully cloud-based digital and automation solution focused exclusively on the financial services industry. PlatformZero is designed to increase efficiency and eliminate high-cost processes......
MSCI Appoints Andrew C. Wiechmann Chief Financial Officer
Fintech Investment Services News

MSCI Appoints Andrew C. Wiechmann Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today the appointment of Andrew C. Wiechmann as Chief Financial Officer (“CFO”), effective immediately. Linda S. Huber, who is stepping down from her role as CFO, will remain with the......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News

AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
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