Search Results for: Portfolio Management

Banking Fintech News

Kroll Bond Rating Agency Affirms First Bank Investment Grade Rating

Fintech News Desk
by Fintech News Desk0
First Bank (Nasdaq Global Market: FRBA) today announced that the Kroll Bond Rating Agency (KBRA), a Nationally Recognized Statistical Rating Organization (NRSRO) registered with the U.S. Securities and Exchange Commission (SEC), has affirmed the Bank’s credit ratings and stable outlook. The announcement was made by Patrick L. Ryan, President and......
Kansas City Life Insurance Company Selects FAST Software to Replace Legacy Platforms
InsurTech News

Kansas City Life Insurance Company Selects FAST Software to Replace Legacy Platforms

Fintech News Desk
by Fintech News Desk0
FAST to Replace Kansas City Life’s Legacy Platforms with Simplified Product Configuration and Conversion Approach FAST, a Verisk (Nasdaq:VRSK) business, announced today that Kansas City Life Insurance Company has licensed FAST software to replace its legacy platforms, streamline administration of its existing business, and enable the development of a new......
Echo Global Logistics Integrates with Blue Yonder's Dynamic Price Discovery Solution
Artificial Intelligence News

Echo Global Logistics Integrates with Blue Yonder’s Dynamic Price Discovery Solution

Fintech News Desk
by Fintech News Desk0
Solution Built on Luminate Platform Will Provide Echo Shippers with Almost Instant Price and Capacity Echo Global Logistics, Inc. (NASDAQ: ECHO), a leading provider of technology-enabled transportation management services, has partnered with Blue Yonder, a leading digital supply chain platform provider, to further automate rapid response price quoting and freight capacity......
Blucora Appoints Karthik Rao to the Board of Directors
Fintech News

Blucora Appoints Karthik Rao to the Board of Directors

Fintech News Desk
by Fintech News Desk0
Blucora, a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, announced the appointment of Karthik Rao to the Company’s Board of Directors, effective August 28, 2020.  Mr. Rao’s appointment increases the number of independent directors from seven to eight,......
TruSight Appoints Jonathan Pressman as CEO
Fintech News Risk Management

TruSight Appoints Jonathan Pressman as CEO

Fintech News Desk
by Fintech News Desk0
Pressman’s Leadership Comes as the Financial Services Industry Accelerates Adoption of TruSight TruSight, the financial industry’s leading third-party risk utility, announced the appointment of Jonathan Pressman as its CEO. Pressman’s appointment comes at a pivotal moment for the company, which has been rapidly expanding in the third-party risk space as key......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
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......
Fintech Investment Services News

Dwayne Johnson and Dany Garcia Become Strategic Investors in Acorns, New Acorns Early Families to Receive $7 Bucks Investment

Fintech News Desk
by Fintech News Desk0
Acorns, the country’s fastest growing financial wellness system helping over 8 million Americans save and invest for the future, announced that Dwayne Johnson and Dany Garcia have become strategic investors in Acorns. Acorns also announced, “It begins with $7 bucks,” an exciting partnership with Johnson featuring several programs that encourage......
Cowbell Cyber Launches Partner Program to Provide Policyholders With Closed-Loop Risk Management
Artificial Intelligence Fintech InsurTech News

Cowbell Cyber Unleashes Platform Enhancements, Accelerating Digitization of Cyber Insurance

Fintech News Desk
by Fintech News Desk0
Enhancements Allow for Continuous Underwriting of Bigger Risks, Deliver Value on Day One to Policyholders with Cowbell Insights™ Cowbell Cyber, the industry’s first AI-powered cyber insurance provider for small to mid-sized businesses (SMBs), today announced enhancements to its cyber insurance platform which allows for larger risk underwriting to be done......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
by Fintech News Desk0
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
1