Search Results for: Financial Advisor

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......
WorkFusion Announces Virtual Summit 2020: the World’s First Conference on Hyper Automation
Artificial Intelligence Fintech News

WorkFusion Announces Virtual Summit 2020: the World’s First Conference on Hyper Automation

Fintech News Desk
by Fintech News Desk0
Intelligent Automation provider names Geoffrey Moore, industry thought leader and company’s newest board member, as event’s keynote speaker WorkFusion, a top provider of Intelligent Automation software, proudly announces that it will host the inaugural WorkFusion Virtual Summit 2020 — an online event dedicated to Hyper Automation and designed for business and operations......
Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage
Fintech InsurTech News

Covered by SAGE Secures $6M Seed Funding From NFX, Acorns and Betterment Co-Founders, and Tectonic Capital to Build A Tech Powered Insurance Brokerage

Fintech News Desk
by Fintech News Desk0
The insurtech startup aims to transform the role of retail agents in today’s insurance ecosystem Covered by SAGE, a modern, tech-enabled Property and Casualty (P&C) insurance brokerage revolutionizing the insurance industry, announced it has successfully closed a $6 million seed round, led by NFX with participation from Tectonic Capital and Treasury,......
Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
by Fintech News Desk0
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
Billtrust is "Best-in-Class" According to Aite Report
Business Fintech News

Billtrust is “Best-in-Class” According to Aite Report

Fintech News Desk
by Fintech News Desk0
Report Identifies Order-to-Cash Leader as “Power Player” in Integrated Receivables Market Billtrust, the leader in B2B order-to-cash solutions, has been recognized as a “Best-in-Class” vendor according to Aite, a global research and advisory firm. In its “Aite Matrix Evaluation: Leading Providers of Integrated Receivables Solutions” report, Billtrust is identified as......
Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched "Botkeeper CPA Love" Plan
Business Fintech News

Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched “Botkeeper CPA Love” Plan

Fintech News Desk
by Fintech News Desk0
Automated bookkeeping leader, Botkeeper, announced Monday that in an effort to help CPA firms fight the economic impact of COVID-19,  it will be offering 2 months of free bookkeeping services.  Named the “Botkeeper CPA Love” initiative, new clients signing on for standard Botkeeper agreements, along with any renewals, are eligible for......
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