Search Results for: Financial Professionals

Wolters Kluwer CCH Forward Together Virtual Conference Will Focus on Helping Accounting Firms Navigate Change
Artificial Intelligence Fintech News

Wolters Kluwer CCH Tagetik inTouch Online Conference Inspires CFOs to Evolve NOW with Solutions for Today and for a Future of Accelerated Financial Transformation

Fintech News Desk
by Fintech News Desk0
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and the global provider of market-leading software solutions and information services for finance professionals hosted more than 2000 participants at its 2020 CCH Tagetik inTouch Online User Conference under the theme Evolve NOW. Targeting today’s pressing concerns and the accelerated changes required to......
Callahan Financial Planning Opens San Francisco Financial Advisory Office
Fintech Investment Services News

Callahan Financial Planning Opens San Francisco Financial Advisory Office

Fintech News Desk
by Fintech News Desk0
Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
Salesforce Powers PenFed Credit Union's Digital Financial Services and Member Experience Transformation
Fintech News

Salesforce Powers PenFed Credit Union’s Digital Financial Services and Member Experience Transformation

Fintech News Desk
by Fintech News Desk0
PenFed is leveraging Salesforce to provide even more digital conveniences to members during a time of increased demand for remote services Salesforce, the global leader in CRM, announced an expanded relationship with Pentagon Federal Credit Union (PenFed), the nation’s second largest federal credit union, to transform its member platform and......
Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19's Impact on Global Economy and Markets
Economy Fintech News

Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19’s Impact on Global Economy and Markets

Fintech News Desk
by Fintech News Desk0
Releases a Question and Answer Website with Responsive Video Podcast Series Hosted by and Featuring Buckingham’s Prestigious Thought Leadership Team In response to heightening client questions regarding COVID-19’s impact on financial planning, Buckingham Wealth Partners (“Buckingham”) announced the launch of AskBuckingham.com, a question and answer website that houses a responsive......
82% Indians bear financial brunt of COVID-19: IndiaLends survey
Economy Fintech News

82% Indians bear financial brunt of COVID-19: IndiaLends survey

Fintech News Desk
by Fintech News Desk0
 Nearly 72% say they will opt for a personal loan to tide over crisis  A recent survey by IndiaLends, a digital lending platform, has revealed that the pandemic has severely affected the financial health of salaried and professional individuals with 82% of respondents saying they are struggling to make ends......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
Wolters Kluwer Finance, Risk & Regulatory Reporting Launches Professional Services Consultancy Offering for Americas
Fintech News

InVivo Chooses Wolters Kluwer’s CCH Tagetik Solution to Support Their Growth and Modernize Their Financial Processes

Fintech News Desk
by Fintech News Desk0
InVivo will deploy the unified CCH Tagetik solution at group level in order to address all aspects of end-to-end financial management  CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals has signed an agreement with InVivo, to......
Financial Institutions Intensify Focus on Climate Change Risk
Banking Fintech News Risk Management

Financial Institutions Intensify Focus on Climate Change Risk

Fintech News Desk
by Fintech News Desk0
2020 Global Benchmarking Survey Reveals Growing Prioritization of Climate Risk Management Banks and other financial institutions are intensifying their focus on climate risk management according to a new global survey conducted by the Global Association of Risk Professionals (GARP). GARP found that 90% of firms have board-level governance of climate-related risks and......
PitchBook Platform Named Best Financial & Market Data Solution by SIIA for Ninth Year
Big Data Business Fintech News

PitchBook Platform Named Best Financial & Market Data Solution by SIIA for Ninth Year

Fintech News Desk
by Fintech News Desk0
Client-Centric Product Roadmap and Continued Investment in Market Research Helps PitchBook Win SIIA CODiE Award PitchBook, the premier data provider for the private and public equity markets, announced its Platform has been named Best Financial & Market Data Solution of 2020 as part of the annual SIIA CODiE Awards for the ninth......
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