Search Results for: Financial Professionals

Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group
Fintech InsurTech News

Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group

Fintech News Desk
by Fintech News Desk0
Walker & Dunlop, Inc. and GeoPhy announced today that their appraisal business, Apprise, has expanded into the Valuation for Financial Reporting space with the addition of Adriane Bookwalter, CPA as Managing Director and Financial Reporting Practice Lead. Read More: Germany-based QUIN Launches An Investment Advisor And Raises €1M Apprise’s new specialty practice group will offer real......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
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Savology Expands Offering to Provide Financial Planning Benefits Through Employers

Fintech News Desk
by Fintech News Desk0
Savology, a Utah-based fintech startup providing accessible financial planning for American households, announces the launch of its new financial wellness program for employers to provide access to holistic financial planning for their employees. Employers everywhere are increasingly recognizing the impact and relationship between personal finances, work performance, and overall employee satisfaction......
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Informa Financial Intelligence Banking Division Named Financial Benchmarking & Omnichannel Experience (FBX)

Fintech News Desk
by Fintech News Desk0
Informa Financial Intelligence, a leading provider of solutions for financial services professionals, today announced its banking division branded as Financial Benchmarking & Omnichannel Experience (FBX). FBX unifies Informa Financial Intelligence’s delivery of competitive performance data and customer journey research, providing financial institutions a comprehensive assessment of their competitive position and......
Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing
Fintech News Risk Management

Luma Financial Technologies Expands Presence in Latin America with StoneX Financial Inc. Signing

Fintech News Desk
by Fintech News Desk0
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced that StoneX Financial Inc., a subsidiary of StoneX Group Inc. has selected the Luma platform to offer clients unparalleled access to the structured solutions market. StoneX Group, through its subsidiaries, is a leading provider of execution, risk......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Leopard Solutions Announces the Full Release of Its Merger Prediction Tool & Financial Report
Fintech News Risk Management

Leopard Solutions Announces the Full Release of Its Merger Prediction Tool & Financial Report

Fintech News Desk
by Fintech News Desk0
Leopard Solution announces the full release of its merger prediction and financial report Leopard Solutions Announces the Full Release of Its Merger Prediction Tool & Financial Report to law firms and other business development professionals analyze potential opportunities and utilize risk management to facilitate success. Read More: Utopia p2p Releases......
Wolters Kluwer Adds Over 250 Innovative Enhancements To Its Cloud-Based CCH Axcess™ Client Collaboration Expert Solution
Fintech News Risk Management

Wolters Kluwer Outlines Cloud-native Technologies for Optimizing Financial Services Operations in New White Paper

Fintech News Desk
by Fintech News Desk0
Financial services institutions globally have discovered that they are able to get a firm grip on the total cost of ownership (TCO) of their technology and operations by adopting cloud-native technologies. Now, as Wolters Kluwer’s Finance, Risk & Regulatory Reporting (FRR) business outlines in its new white paper, containerization, container orchestration......
Banks, Governments and Crypto Industry Divided on Cryptocurrency Risk, New RUSI/ACAMS Global Survey Reveals
Fintech News

ACAMS Launches New Transaction Monitoring Certification for Compliance Professionals

Fintech News Desk
by Fintech News Desk0
The CTMA program sets a new standard on how transaction alerts should be reviewed, investigated and potentially escalated to SARs As part of its ongoing effort to strengthen anti-financial crime compliance globally, ACAMS has launched its first-ever certification program focused on transaction monitoring roles for early career professionals and their......
GreenSky Names New Chief Financial Officer
Capital Markets Fintech News

GreenSky Names New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
GreenSky, a leading financial technology company Powering Commerce at the Point of Sale, is pleased to announce the appointment of Andrew Kang as Executive Vice President and Chief Financial Officer, effective September 14, 2020, reporting to David Zalik, GreenSky Chairman and CEO. He succeeds Robert Partlow who will transition into......
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