Search Results for: Financial Advisor

Fenergo-Launches-KYC-_-Onboarding-for-Salesforce-on-Salesforce-AppExchange_-the-World's-Leading-Enterprise-Cloud-Marketplace
Banking Fintech News

Fenergo Launches KYC & Onboarding for Salesforce on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

Fintech News Desk
by Fintech News Desk0
Fenergo today announced it has launched Fenergo KYC & Onboarding for Salesforce on Salesforce AppExchange, providing customers with new ways to deliver automated straight through client journeys while satisfying Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory requirements. The app connects Fenergo’s client lifecycle management (CLM) and regulatory intelligence with......
Temenos-extends-partnership-with-Schroders-for-wealth-front-office
Banking Fintech News

Temenos Extends Partnership With Schroders for Wealth Front Office

Fintech News Desk
by Fintech News Desk0
Temenos (SIX: TEMN), the banking software company, today announced that Schroders Wealth Management in Switzerland has selected Temenos Wealth Front Office to automate and enhance its advisory business. Schroders Wealth Management will deploy the state-of-the-art portfolio management system on its existing Temenos Transact core banking platform to provide intuitive and......
Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments
Banking Fintech News

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments

Fintech News Desk
by Fintech News Desk0
wealthpilot taps the full potential of wealth management for end custom- ers, wealth managers and banks – with this goal in mind, wealthpilot has created the financial home of the future for customers of wealth managers, banks and insurance companies. In order to further develop the software-as-a-service platform (SaaS), the......
Digiseq Names David Birch and Angela Yore as Non-Executive Directors
Economy Fintech News

Digiseq Names David Birch and Angela Yore as Non-Executive Directors

Fintech News Desk
by Fintech News Desk0
DIGISEQ, has appointed internationally renowned author, advisor and commentator on digital financial services, David Birch, and Fintech and strategic communications expert, Angela Yore, as non-executive directors to its board. Read More: Fidelity’s eMoney Advisor Rolls Out First Mobile App As COVID-19 accelerates the move to contactless payments, identification and access,......
GTreasury Appoints N. Louis Shipley to Board of Directors
Fintech News Risk Management

GTreasury Appoints N. Louis Shipley to Board of Directors

Fintech News Desk
by Fintech News Desk0
The veteran enterprise technology executive and advisor brings more than 30 years’ experience of industry leadership and innovation to GTreasury’s Board  GTreasury, a treasury and risk management platform provider, announced that it has appointed veteran technology executive Lou Shipley to its board of directors. Read More: GlobalFintechSeries Interview with Kimberly Sutherland,......
Ledgermatic Launches to Provide Treasury Management Tools for Digital Assets
Business Capital Markets Economy Fintech News

Ledgermatic Launches to Provide Treasury Management Tools for Digital Assets

Fintech News Desk
by Fintech News Desk0
The team behind Custody Digital, the digital market infrastructure specialists, announce the launch of Ledgermatic, a push to modernize corporate treasury solutions. Read More: GlobalFintechSeries Interview with Dheeraj (Raj) Singal, Vice President, Compliance & Product Manager at FINBOA The Ledgermatic tools will integrate seamlessly with existing banking and ERP software......
Business Fintech News

Envestnet Rolls Out Data-Driven ‘Recommendations Engine’ for Enterprises

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc. (NYSE: ENV) has announced the launch of the new version of its Recommendations Engine for enterprise organizations. Read More:  DeFi Platform OIN Finance Integrates With Frontier and Introduces FRONT to OINDAO The Recommendations Engine smartly sifts through the wealth and industry data across Envestnet’s unified platform, which includes......
Finastra names Hack to the Future winners
Artificial Intelligence Banking Fintech News

Finastra names Hack to the Future winners

Fintech News Desk
by Fintech News Desk0
Finastra has named the winners of its annual hackathon: Hack to the Future. The virtual event saw hundreds of ideas, proof of concepts (POCs) and apps submitted, from across the world, around the themes of reducing systemic inequality, hacking through COVID-19 and embracing technology-enabled change. Read More: Fidelity’s eMoney Rolls Out......
Stellar Development Foundation Invests $5 Million in Wyre
Blockchain Fintech Fintech Funding Investment Services News

Stellar Development Foundation Invests $5 Million in Wyre

Fintech News Desk
by Fintech News Desk0
Integration will enable Wyre’s world-class payment APIs to support financial applications to the Stellar ecosystem Stellar Development Foundation (SDF) announced a $5 million USD Enterprise Fund investment in Wyre, a leading blockchain payments company. Read More: GlobalFintechSeries Interview with Matt Clare, Chief Operating Officer, Global Processing Services (GPS) The investment will introduce a wide......
More than 110 Organisations Lined Up For FedNow Pilot Programme
Banking Fintech Investment Services News

More than 110 Organisations Lined Up For FedNow Pilot Programme

Fintech News Desk
by Fintech News Desk0
The Federal Reserve Banks today announced that more than 110 organizations are participating in the pilot program for their upcoming instant payments offering, the FedNow Service. Read More: Datasite Completes Agreement to be Acquired by CapVest The program will support development, testing and adoption of the FedNow Service, as well as......
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