Search Results for: Financial Professionals

National Disability Institute Launches Text Campaign to Promote Stress Reduction and Financial Resilience for People with Disabilities and Chronic Health Conditions
Fintech News

National Disability Institute Launches COVID-19 Financial Resilience Center to Provide Cost-Free Financial Resources for People With Disabilities

Fintech News Desk
by Fintech News Desk0
New national initiative with Wells Fargo will connect the 100 million people with disabilities and chronic health conditions to accessible financial health tools, virtual financial coaching and counseling National Disability Institute (NDI) launched the Financial Resilience Center, an online comprehensive education and information hub for people with disabilities and those with chronic......
Caltech, Del Taco, Golden State Foods, Infoblox, Sojitz Asia, Vanderlande And Vistra Energy Among Customers That Signed On With BlackLine In Q2 2020
Capital Markets Fintech News

BlackLine Ranks No. 9 On G2 ‘Best Products For Finance 2020’ List; Only Financial Close Software Provider In Top 10

Fintech News Desk
by Fintech News Desk0
BlackLine rated highest for ‘Market Presence’ and ‘Satisfaction’ in enterprise financial close category at leading software peer reviews site Leading online peer reviews platform G2 recently announced that BlackLine,took the No. 9 spot on its 2020 list of the ‘Best Products for Finance’ – the only financial close software provider to make the......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
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Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
BlackLine Acquires Rimilia to Add AI-Powered Accounts Receivable Automation To Modern Accounting Platform
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BlackLine Unveils ‘Resource Hub for Closing Virtually’ to Guide Remote Finance and Accounting Teams During Financial Close

Fintech News Desk
by Fintech News Desk0
Content portal to provide insight, guidance and leading practices to Finance & Accounting professionals worldwide as they navigate new challenges amid coronavirus pandemic  BlackLine, has created a ‘Resource Hub for Closing Virtually’ to help Finance & Accounting (F&A) professionals navigate new and unprecedented challenges in light of the coronavirus pandemic, as many......
FICO and Whistic Announce Cyber Risk Partnership
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FICO Addresses Critical Resiliency Issues for Financial Services in Virtual Event

Fintech News Desk
by Fintech News Desk0
Series of interactive sessions shares insights into managing stressed customers, protecting against new scams and other topics As financial services providers worldwide come under unprecedented pressure from the coronavirus pandemic, analytics software firm FICO has launched a global virtual event aimed at helping leaders manage operations, customers and new fraud scams......
TurboTax to Help Millions of Americans Get Their Stimulus Payments With Launch of Free Stimulus Registration Product
Banking Business Fintech News

Bankers Healthcare Group and Fund-Ex Solutions Group Actively Lending to Professionals and Small Businesses Amid COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
BHG Offers 60 Days of No Payments on New Loans; FSG Participates in Upcoming Government-Backed SBA Solutions As business owners and professionals grapple with the current pandemic crisis, Bankers Healthcare Group, a leading provider of financial solutions for healthcare practitioners and other highly skilled professionals, and its wholly-owned subsidiary Fund-Ex Solutions Group,......
Survey: 40% of Organizations Mistakenly Believe Cloud Erp Will Automatically Result in Faster Financial Reporting
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Survey: 40% of Organizations Mistakenly Believe Cloud Erp Will Automatically Result in Faster Financial Reporting

Fintech News Desk
by Fintech News Desk0
Poll of nearly 500 financial professionals reveals misguided assumptions about cloud ERP reporting and lack of visibility into cloud ERP adoption insightsoftware announced the results of a global survey that polled 471 financial professionals from organizations of all sizes and across numerous industries. The survey examined perceptions about the impact......
Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors
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Twenty Over Ten Partners With Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

Fintech News Desk
by Fintech News Desk0
CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketing Communications Twenty Over Ten, an industry-leading SaaS company, announced a partnership with Redtail Technology, the leader in web-based client relationship management (CRM) solutions for financial service firms. Through this new integration, Twenty Over Ten’s Lead......
Finance Professionals Focusing on Innovation and Adaptability in 2020
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Finance Professionals Focusing on Innovation and Adaptability in 2020

Fintech News Desk
by Fintech News Desk0
A new study from BillingPlatform reveals the ways finance professionals are seeking to help their companies this year, including support for new products and changes to pricing and delivery options Leading global cloud-based monetization and billing solution provider, BillingPlatform, announced the results of its 2020 Trends in Finance study. Over 300 finance......
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