Search Results for: Financial Advisor

Global Data Consortium Strengthens Position in Identity Verification by Adding Compliance Leaders
Fintech News

Global Data Consortium Strengthens Position in Identity Verification by Adding Compliance Leaders

Fintech News Desk
by Fintech News Desk0
 GDC brings unparalleled insight to help industry compliance teams and customers adjust with new chief compliance officer and the formation of a compliance advisory board. GDC is proud to announce that James Philip is going to be joining the team as our Chief Compliance Officer. While it’s not yet common practice in......
i2c Appoints Banking Executive Tracy Seng to Lead Client Success
Banking Fintech News

i2c Appoints Banking Executive Tracy Seng to Lead Client Success

Fintech News Desk
by Fintech News Desk0
Award Winning Financial Services Veteran to Support Expansion of i2c in the U.S. and Around the World i2c Inc., a leading provider of payment and open banking technology, announced the appointment of banking veteran Tracy Seng as EVP, Head of Global Client Success at i2c, responsible for leading account management,......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
OneConnect's Gamma Lab Wins in Knowledge and Reasoning Tasks at 14th International Workshop on Semantic Evaluation
Artificial Intelligence Fintech News

OneConnect’s Gamma Lab Wins in Knowledge and Reasoning Tasks at 14th International Workshop on Semantic Evaluation

Fintech News Desk
by Fintech News Desk0
Enables machines to better understand and extract free text, with applications for financial contract management and epidemic policy advisory OneConnect Financial Technology Co., Ltd., a leading technology-as-a-service platform for financial institutions in China, is pleased to announce that its artificial intelligence research institute, Gamma Lab, topped the rankings in two sub-tasks under ‘Common Sense Knowledge and......
Corcentric recognized in the Gartner Competitive Landscape: Supplier E-Invoicing Software, 2020
Fintech News

Corcentric Launches Global Alliance Program

Fintech News Desk
by Fintech News Desk0
New partner program increases access to source-to-pay and order-to-cash solutions for global companies  Corcentric, a fast-growing provider of procurement and financial process automation solutions, announced a global alliances program that reduces cost and increases efficiency in procurement, accounts payable, and billing functions for middle market and Fortune 1000 companies. The......
Crowe LLP Announces CEO Succession Plan
Fintech News

Crowe LLP Announces CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
Mark Baer to become CEO, effective April 1, 2021  Crowe, a public accounting, consulting and technology firm with offices around the world, has announced the appointment of Mark Baer, 50, as its CEO-elect. He will assume the CEO role on April 1, 2021. Jim Powers continues to serve as CEO until March 31, 2021, completing his......
Five Steps Business Owners Can Take Right Now By Sam Brownell, CFA, CVA, Stratus Wealth Advisors
Guest Posts News

Coronavirus and Finance Tips: Five Steps Business Owners Can Take Right Now

Sam Brownell
by Sam Brownell0
While there are many different local, state and federal programs in place or being set up for financial relief due to the effects of the coronavirus, Stratus would like to encourage business owners not to wait for the government to begin building your relief plan.  By doing some independent prep......
How is FinTech Redefining Real Estate?
Banking Featured Fintech

How is FinTech Redefining Real Estate?

Paroma Sen
by Paroma Sen0
With the rise of the start-up culture in the last decade, every sector has witnessed the entry of a large number of new entrants. As a result, existing as well as new companies are trying to differentiate themselves by offering varied services. Moreover, the integration of technology with most organizational......
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