Search Results for: Investment Advisory

BlackLine Acquires Rimilia to Add AI-Powered Accounts Receivable Automation To Modern Accounting Platform
Fintech News

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......
Abrigo Solution Enables Community Financial Institutions to Handle 15,000 PPP Loan Applications for Small Businesses Since Friday
Banking Business Fintech News

Abrigo Solution Enables Community Financial Institutions to Handle 15,000 PPP Loan Applications for Small Businesses Since Friday

Fintech News Desk
by Fintech News Desk0
Abrigo announced that community financial institution customers of its SBA Lending solution have handled nearly 15,000 loan applications through the Small Business Administration’s Paycheck Protection Program (PPP) since Friday. This number is expected to grow significantly this week; application volume is tracking to exceed $10 billion in loans to small businesses. Read......
BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home
Fintech News

BondIT Offers Remote Features to Support Portfolio Managers and Financial Advisors Working From Home

Fintech News Desk
by Fintech News Desk0
BondIT, an independent portfolio construction technology provider for fixed income, announced the ramping up of its remote working features to support portfolio managers and financial advisors working from home. The BondIT team of 30 engineers are engaged and ready to consult and to support any financial institution or advisory firm......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps
Cryptocurrency Fintech News

Coronavirus Lockdown: Massive Surge in the Use of Fintech Apps

Fintech News Desk
by Fintech News Desk0
Coronavirus-triggered social distancing, isolation and lockdowns have driven-up the use of financial apps in Europe by 72 per cent in a week, reveals deVere Group, one of the world’s largest independent financial advisory organizations. The sharp increase in the use of financial technology comes as the world readjusts to life......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management
Banking Fintech InsurTech News

Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management

Fintech News Desk
by Fintech News Desk0
Leverage No-Code Platform to accelerate launch of custom-built applications without software coding in real-time across insurance, banking and wealth management sectors Tech Mahindra Ltd. a leading provider of digital transformation, consulting and business reengineering services and solutions, with Innoveo, a Zurich based leading technology software provider, announced that the enterprises will......
Three Trends Defining Finance for 2020
Fintech Guest Posts

Three Trends Defining Finance for 2020

Scott Stern
by Scott Stern0
Not quite a full quarter into the new year and we’re already seeing a tumultuous 2020 that is causing businesses around the world to rethink strategy and direction. Amid current volatile changes, we are seeing a number of trends emerge that can significantly impact both your finance team and organization......
Optima Partners Appoints Mike Walters as Partner in the UK Office
Business Fintech News

Optima Partners Appoints Mike Walters as Partner in the UK Office

Fintech News Desk
by Fintech News Desk0
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with the appointment of senior compliance and regulatory industry professional, Mike Walters, as a Partner in its London office.  “His unique and very senior experience on both the buy and......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Fintech Investment Services News

Bacchus Capital Leads Recent Consolidation in Global Gold Sector

Fintech News Desk
by Fintech News Desk0
Bacchus Capital advising Nordgold on its acquisition of strategic stake and A$227m pre-conditional proposal to acquire ASX listed Cardinal Resources Bacchus Capital Advisers, the independent investment and merchant bank specialising in cross border public market M&A, is advising Nordgold, a one million ounce internationally diversified gold miner, on the acquisition......
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