Search Results for: Financial Professionals

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule
Fintech News

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule

Fintech News Desk
by Fintech News Desk0
Offering enables compliant use of testimonials and endorsements to drive business growth Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced that it is expanding its compliance capabilities to help financial professionals make the most of testimonials and endorsements. The new functionality, which......
WSTA and Nemertes Announce Executive TechTalks for Financial Technology and Business Professionals
Fintech News

WSTA and Nemertes Announce Executive TechTalks for Financial Technology and Business Professionals

Fintech News Desk
by Fintech News Desk0
The Wall Street Technology Association (WSTA®) and Nemertes are pleased to announce a new on-demand video series, Executive TechTalks. In this new offering, FinServ executives, from some of the world’s top financial firms, discuss their technology tribulations and triumphs around six industry relevant and timely topics targeted to the financial......
70% Of Global Business Leaders And Finance And Accounting Professionals Lack Confidence In The Data Used To Make Financial Forecasts
Business Capital Markets Fintech News

70% Of Global Business Leaders And Finance And Accounting Professionals Lack Confidence In The Data Used To Make Financial Forecasts

Fintech News Desk
by Fintech News Desk0
A global survey of C-suite executives and Finance and Accounting (F&A) professionals commissioned by accounting automation software leader BlackLine, has revealed that less than a third (29%) of respondents are confident that the financial data they use for financial analysis and forecasting is accurate – even though a third (33%) indicate they......
FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID - Goes Public Under GRWCD
Fintech News

FinTech Company Uses Online Appointment Setting to Keep Financial Services Professionals In Business During COVID – Goes Public Under GRWCD

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists virtually and is now a subsidiary of Grow Capital, Inc.(PERA) Grow Capital, announced that it has formally acquired Public Employee Retirement Assistance, LLC (PERA). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes......
Global Survey Reveals Financial Services Professionals Are Confident in Job Security But Not the Market
Economy Fintech News

Global Survey Reveals Financial Services Professionals Are Confident in Job Security But Not the Market

Fintech News Desk
by Fintech News Desk0
Financial services professionals are confident in their job security despite being negative about the economic outlook, according to a new survey by Selby Jennings. Over half (57%) of global respondents feel confident in keeping their jobs over the next six months, despite the majority (62%) foreseeing a worsening economy over the next......
BaCo Group Creates Transformative Software to Help Accounting Professionals Navigate Financial Crises Through COVID-19 and Beyond
Banking Fintech Investment Services News

BaCo Group Creates Transformative Software to Help Accounting Professionals Navigate Financial Crises Through COVID-19 and Beyond

Fintech News Desk
by Fintech News Desk0
BaCo Group, a Dallas-based CPA firm, is utilizing a new technology developed in-house to provide their clients with a first of its kind, real-time, accounting service, BaCo Tech. This service has allowed BaCo Group to help its clients navigate the ever-changing environment of COVID-19. Read More: Fintech Europe Selects Ten Startups for......
Wyndham Capital Mortgage Selects Homebot to Help Loan Officers Build Client-For-Life Relationships
Fintech News

Homeowners Financial Group Selects Homebot to Help Its Licensed Mortgage Professionals Build Client-For-Life Relationships

Fintech News Desk
by Fintech News Desk0
Homeowners Financial Group can now deliver powerful home finance insights to their clients throughout the homeownership lifecycle Homeowners Financial Group (HFG), an Arizona-based mortgage company, announced a partnership with Homebot, provider of the award-winning client-for-life portal that empowers consumers to build wealth through homeownership. This partnership will enable every Homeowners Financial Group......
Vena Solutions Announces Keynote Speakers for Vena Nation Week
Fintech News

Vena Solutions Gears up to Launch Vena Nation Week Online With More Access, More Content, More Training, All for Free for Financial and Operations Professionals

Fintech News Desk
by Fintech News Desk0
Financial planning and analysis software provider offers free training, keynotes and more at virtual conference Vena Solutions, a provider of cloud-based financial planning and analysis (FP&A) software for corporate finance, announced it will offer Vena Nation week participants access to an all-new, live and on-demand experience through Venanation.com starting Tuesday, May......
Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer
Banking Business News

S3 Partners Adds Two Seasoned Sales Professionals From Hazeltree Treasury Solutions and ENSO Financial Analytics

Fintech News Desk
by Fintech News Desk0
S3 Partners (“S3”), a market-leading financial technology and analytics firm, announced the hiring of Dean Fabrizio and John Clancy as Directors of Business Development. The two will help S3 to sell software, data and apps, leveraging relationships across the alternative investment community, banks and other financial institutions. Read More: Informa Financial Intelligence and Neuro-ID......
RavenPack Launches Bigdata.com with Vespa.ai to Revolutionize Billion-Scale Vector Search for Financial Research
Artificial Intelligence Finance Fintech News

RavenPack Launches Bigdata.com with Vespa.ai to Revolutionize Billion-Scale Vector Search for Financial Research

Business Wire
by Business Wire0
Real-time RAG engine for financial intelligence on billions of documents Vespa.ai, a leading platform for AI-driven applications has been chosen by RavenPack, a global leader in financial data analytics, to power billion-scale vector search for their new service offering, Bigdata.com. The platform combines RavenPack’s proprietary RAG (Retrieval-Augmented Generation) technology with......
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