Search Results for: Financial Professionals

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Big Data Capital Markets Fintech News

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

Fintech News Desk
Client-initiated collaboration integrates market-leading data for a seamless user experience Intapp and DealCloud announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace and DealCloud platforms. In response to client requests, these native integrations provide a faster, simpler, and more efficient solution for......
Auditoria.AI's 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions
Artificial Intelligence Fintech News

Auditoria.AI’s 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions

Fintech News Desk
Auditoria.AI Releases Results of Its Survey of Finance Professionals, Showing More Than Half of Respondents Are Not Getting the Automation They Need and Shared Services Groups Are Still Largely Manual Auditoria.AI, a provider of AI-driven automation solutions for finance teams, announced results of its 2020 survey entitled “Automation in ERP and......
PSCU to Leverage FICO Customer Communications Services to Build Leading Fraud Alert Solution for Credit Unions
Big Data Fintech News

FICO Network 2.0 Reduces IT Costs, Accelerates Partner Onboarding for Collections Professionals

Fintech News Desk
Powered by the FICO Analytic Cloud, FICO Network 2.0 Features an Enhanced Interface, Iron-Clad Security, and Access to More Than 300 Partners FICO, a global analytics leader, announced the latest release of its industry-leading FICO Network. Newly rebuilt on the FICO Decision Management Platform and deployed in the FICO Analytic......
HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions
Capital Markets Fintech News

HTK Adopts AdvicePay to Support Enhanced Financial Planning Solutions

Fintech News Desk
Innovative payment processing platform enables HTK financial professionals to seamlessly offer subscription-based services AdvicePay, the leading fee payment-processing platform designed exclusively for financial professionals, announced an enterprise online billing and payment solution for top broker-dealer and registered investment adviser (RIA), Hornor, Townsend & Kent, LLC (HTK). The solution and partnership......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Business Fintech News

Kestra Financial Adds $1.4 Billion in New Recruitment Assets in First Quarter of 2020

Fintech News Desk
Kestra Financial, Inc. (Kestra Financial), an industry-leading platform for independent financial professionals, announces its first quarter recruitment results. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software “In spite of all the challenges COVID-19 has presented, wealth management professionals trust that Kestra......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech InsurTech News

Valmark Financial Group Launches Life Insurance Fulfillment Toolâ„¢ (LIFTâ„¢)

Fintech News Desk
Valmark continues its rich history of innovation in the life insurance industry by expanding its toolkit for independent insurance and financial professionals. Its newest offering, the Life Insurance Fulfillment Tool™ (LIFT™), is focused on making the process of buying life insurance simpler for both clients and advisors. Read More: Healthfully and Paya......
Eventus Systems to provide trade surveillance, AML transaction monitoring for BitMEX
Capital Markets Fintech News Risk Management

Eventus Systems wins 2020 Markets Choice Award for Best in RegTech – Surveillance and Financial Risk Management

Fintech News Desk
Markets Media award is latest in series of award wins, recognitions Eventus Systems, Inc., a leading global trade surveillance and risk management software platform provider, won Markets Media’s 2020 Markets Choice Award (MCA) for Best in RegTech – Surveillance and Financial Risk Management. Eventus earned the honor for its leadership......
eFinancialCareers Launches COVID-19 Resource Centre for Finance and Tech
Fintech News

eFinancialCareers Launches COVID-19 Resource Centre for Finance and Tech

Fintech News Desk
DHI Group, announced that eFinancialCareers (eFC), its leading financial services careers hub, has released the eFinancialCareers COVID-19 Resource Centre to advise and enable finance and technology professionals to manage their career, and to provide employers with curated top-notch, industry-specific insights amidst the ever-changing times of the pandemic. Read More: GlobalFintechSeries Interview with......
IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations
Fintech News

IMA Recognizes Success of Finance Professionals as Part of International Management Accounting Day Celebrations

IMA(Institute of Management Accountants), is celebrating International Management Accounting Day on May 6, 2020. This initiative aims to honor members of the management accounting community for their efforts in providing organizations with financial expertise, enabling them to thrive and create value for their organizations. Read More: Analyticom Introduces a Scientific Model That......
Planful Announces Fall20 Product Release, Unveiling New Capabilities for Workforce Planning, Dynamic Planning, and Reporting
Fintech News

Planful Welcomes Shane Hansen as Chief Financial Officer

Hansen Brings Significant Go-to-Market, Analytics, and Business Performance Expertise to New Role Planful,(formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced that Shane Hansen has joined the company as Chief Financial Officer (CFO). Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for......
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