Search Results for: Financial Advisor

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
BlackLine Reveals CEO Succession Plan
Fintech News

BlackLine Unveils Quick-Deployment Remote Audit Package To Help Customers Prepare For Audits With Confidence In Uncertain Times

Fintech News Desk
by Fintech News Desk0
Solution and services package based on leading practices offered free on limited basis, as many face remote audits for the first time With continued macroeconomic uncertainty from the coronavirus pandemic and auditors restricted from traveling, many Finance & Accounting (F&A) teams face the prospect of preparing for audits from home......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Fintech News Desk
by Fintech News Desk0
Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Fiserv Enables ExxonMobil to Facilitate Commerce Within Google Pay App
Currency Exchange Fintech Mobile Banking News

STAR Increases PINless Transaction Approval Limits to Provide Consumers Additional Touch-Free Purchasing Opportunities

Fintech News Desk
by Fintech News Desk0
Fiserv, a leading global provider of payments and financial services technology solutions, announced that it will temporarily increase PINless transaction approval limits from $50 to $100 for eligible transactions on its STAR debit payments network. This change, implemented in response to COVID-19, will increase the number of transactions that can be......
Rony Grushka Joins Capitolis Board of Directors
Capital Markets Fintech News

Rony Grushka Joins Capitolis Board of Directors

Fintech News Desk
by Fintech News Desk0
Markit Co-Founder Brings Over 20 Years of Financial Information & Technology Experience to the FinTech Start Up as Board Member and Advisor Capitolis, the innovative financial technology company that is reimagining how global capital markets operate, announced the appointment of financial technology industry leader Rony Grushka to its Board of......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

Investview (“INVU”) Enters Into $11 Million Stock Purchase with Strategic Fintech Partner

Fintech News Desk
by Fintech News Desk0
Investview, a global distributor of financial education tools, content, research and technology, has entered into a securities purchase and intellectual capital transaction with a financial services and technology investment fund to purchase $11 million of its common stock in a private placement. The terms of the share purchase agreement are......
Discover Recognized As The First Digital Bank To Meet Bank On’s Certification Standards
Banking Fintech News

Discover Home Loans Named a Celent Model Bank 2020 Award Winner

Fintech News Desk
by Fintech News Desk0
Recognized for Innovating Like a Fintech Discover Home Loans has been named as the Celent Model Bank 2020 award winner in the Mortgage Lending category and is being recognized for innovating like a fintech. Celent is a global research and advisory firm for the financial services industry. Their awards honor financial institutions......
SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
by Fintech News Desk0
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
UNIQA Insurance Group AG Recognized As Model Insurer By Celent For Successful Implementation of FRISS Fraud Detection Software
Artificial Intelligence Fintech InsurTech News

UNIQA Insurance Group AG Recognized As Model Insurer By Celent For Successful Implementation of FRISS Fraud Detection Software

Fintech News Desk
by Fintech News Desk0
Celent, the global financial services research and advisory firm, has recognized UNIQA Insurance Group AG with the Model Insurer Award in the Data, Analytics and AI category. UNIQA receives the award after implementing FRISS’ fraud detection software for their successful Strategic Group P&C Anti-Fraud Initiative. Read More: GlobalFintechSeries Interview with Griffin......
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