Search Results for: Investment Management
AutoFi Shifts Into High Gear Due to Market Growth in Online Vehicle Purchases
FinTech company commands 10% of automotive franchise market by helping dealers thrive in new digital-first economy; expands executive team with 4 industry stalwarts A silver lining of the COVID-19 cloud has been rapid innovation within the automotive industry despite showroom closures. Car dealers have quickly responded to consumer preferences for......
FICO Appoints New EVPs for Sales and Corporate Strategy
Stephanie Covert will lead Sales and Marketing; Tab Bowers will lead Corporate Strategy HIGHLIGHTS: Stephanie Covert named executive vice president, Sales and Marketing, effective October 1 Tab Bowers named executive vice president, Corporate Strategy Covert replaces Wayne Huyard who is transitioning to a new part-time advisory position at FICO Read More: GlobalFintechSeries Interview......
CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System
Fast growing cybersecurity firm selects agile business platform to support strategic consulting and world-class managed services offering FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), today announced that CyberCX, a leading cybersecurity provider based in Australia, is integrating its business on a single platform powered by......
Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
Research by OneStream Software Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election
Businesses will rely on upskilling and technology adoption to guide investments and business growth(OneStream Software) OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, announced the results of its “Enterprise Financial Decision-Making 2020 – North America” survey. The study, conducted by Hanover Research,......
FirstClose Teams Up with Ncontracts to Offer Layer of Compliance Protection
FirstClose, a leading provider of technology solutions for mortgage lenders nationwide, has teamed up with Ncontracts to offer FirstClose ONE platform clients multiple compliance tools, including Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), and Fair Lending Compliance solutions. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers......
MGA Systems and NetRate Join Forces to Bring an Integrated Insurance Platform Solution to Program Administrators
MGA Systems, Inc., the leader in purpose-built software for the MGA and E&S brokerage industry, announced Wednesday it has executed a strategic merger with NetRate Systems, Inc., a leading commercial insurance rating platform for MGAs and program administrators. The combined company will go to market as MGA Systems, with NetRate’s ISO®-based rating......
New generation of Canadian Accountants call for industry to embrace the sector’s rapid technological advancements
NEW Sage research finds nearly half of Canadian accountants and bookkeepers are aware of how new technologies can help make their practices more efficient Sage (FTSE:SGE), the market leader for cloud business management solutions, today released the fourth annual Practice of Now report. The worldwide survey of 3,298 accountants and bookkeepers found that......