Search Results for: Investment Management

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage
Fintech InsurTech News Uncategorized

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage

Fintech News Desk
Agent Authority: Middle Market Business Owners seek personalized counsel they can rely on Nearly 8 in 10 middle market business owners are concerned about making it through the economic downturn, and they’re reassessing their businesses’ insurance needs as a result, according to new Agent Authority research from Nationwide*. Although owners......
Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth
Fintech News

Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth

Fintech News Desk
Veteran of EPM software, Fitzgerald has been aligned with several groundbreaking Industry success stories Finario, the first purpose-built SaaS solution for Capex, has announced the appointment of Bob Fitzgerald as Senior Vice President, Sales & Alliances. Fitzgerald brings more than 25 years of experience in the EPM/CPM marketplace, during which......
Fintech News

Basware Further Expands Global Partner Network with excelerateds2p, a Complete S2P Transformation Provider

Fintech News Desk
Basware (Nasdaq: BAS1V), the global leader in networked source-to-pay solutions, E-invoicing and innovative financing services, announced today that excelerateds2p, a global consulting and implementation expert specialized in best-in-class procurement and accounts payable functions with a historically strong focus on SAP and SAP Ariba users, joined its burgeoning global partner network.......
DealMaker, DealSquare, and NEO Launch New Partnership for Enhanced Private Placement Offerings
Business Fintech News

DealMaker, DealSquare, and NEO Launch New Partnership for Enhanced Private Placement Offerings

Fintech News Desk
Joint service offering aims to modernize and simplify the private markets DealMaker, DealSquare, and NEO announced the launch of a new partnership to provide a comprehensive private placement solution for issuers, dealers, advisors, and investors – a solution that is both fully digital and global in reach. DealMaker is a......
Brex Adds Two New Integration Partners, With Industry-Leading Accounting Support
Business Fintech News

Brex Adds Two New Integration Partners, With Industry-Leading Accounting Support

Fintech News Desk
Integrations with Concur Expense and Xero enable customers to scale their businesses with Brex Brex, the company reimagining financial systems for growing businesses,  announced a new partnership with SAP Concur allowing Brex customers to automatically update and reconcile their corporate card expenses with Concur® Expense. At the same time, Brex......
Inmar Intelligence Appoints Finance and Digital Transformation Industry Veteran John Helmle as EVP & President, FinTech
Business Fintech Investment Services News

Inmar Intelligence Appoints Finance and Digital Transformation Industry Veteran John Helmle as EVP & President, FinTech

Fintech News Desk
Helmle brings an extensive track record of developing and managing large-scale B2B settlement and payment platforms and rapid business transformation Inmar Intelligence a data-driven technology-enabled services company, announced the expansion of its executive team with the appointment of John Helmle as EVP & President, FinTech. He will be tasked with......
Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform
Fintech Fintech Startups Investment Services News

Save Advisers Teams Up with Radius Bank for $3 Billion in Portfolio Transactions for its New SaveTech Platform

Fintech News Desk
Fintech startup Save announced  that they have signed a preliminary agreement with Radius Bank to power an FDIC-insured consumer checking account and the Save Debit Investâ„¢ debit card for customers of Save’s Savetech platform. The Save Debit Invest account will be managed as part of Save’s first-of-its-kind savings platform, where Save provides customers......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Names Frank Egan Managing Director Mergers & Acquisitions

Fintech News Desk
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Frank Egan has joined the team as Managing Director, Mergers & Acquisitions. Frank will report to Bill Stone, Chairman and Chief Executive Officer. “I am pleased to welcome Frank to SS&C,” said Bill Stone. “Frank has a deep and thorough understanding of the evolving technology space and......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News Risk Management

RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group

Fintech News Desk
RSA, a globally trusted partner for some of the world’s largest and most risk sensitive organizations, announced today that it has begun operating as an independent company. RSA is one of the largest pure-play cybersecurity and risk management organizations, delivering critical solutions for risk, security and fraud teams and hosting......
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