Search Results for: Principal

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Fintech News

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
Syntellis Expands Breadth, Depth of Comparative Data and Other Capabilities to Help Healthcare Finance Leaders More Quickly Understand Market Shifts, Respond and Adapt
B2C Fintech News

Syntellis Expands Breadth, Depth of Comparative Data and Other Capabilities to Help Healthcare Finance Leaders More Quickly Understand Market Shifts, Respond and Adapt

Fintech News Desk
by Fintech News Desk0
Analysis Tools Now Include Non-Acute Data and Information from All Budgeting Systems, Plus Rolling Forecasting and Enterprise Decision Support Enhancements that Drive Usability and Agility In a major initiative to further support finance teams confronting the COVID-19 crisis, Syntellis Performance Solutions announced today the inclusion of data from non-acute entities to......
tZERO Appoints Former Nasdaq EVP John Jacobs to its Board of Directors
Fintech News

tZERO Appoints Former Nasdaq EVP John Jacobs to its Board of Directors

Fintech News Desk
by Fintech News Desk0
tZERO, a leader in financial innovation and liquidity for private companies, announced that former Executive Vice President (EVP) and Chief Marketing Officer (CMO) of Nasdaq, John Jacobs, has joined tZERO’s Board of Directors as its newest member. Jacobs is known for his business success and expertise in working with institutional......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech News

Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, a global Fintech leader, released a survey of over 400 financial advisors, which reveals that financial advisors did not find asset manager wholesalers more helpful in addressing their needs throughout the challenges of the COVID-19 pandemic. Seventy percent of advisors agree that the pandemic will have a......
Payments Platform Wirex Launches Waitlist for Revolutionary Multicurrency Mastercard Card
Cryptocurrency Fintech Fintech Funding News

Leading Payments Platform Wirex Launches First £1 Million Crowdfunding

Fintech News Desk
by Fintech News Desk0
Wirex, the leading payments platform taking the fintech and cryptocurrency industries by storm, announced their first crowdfunding. Aiming to raise £1 million, the company will give customers and fintech fans the opportunity to invest before they scale-up in the coming months. Read More: Doxim Announces Omnichannel Loan Origination and Account......
Wirex Partners with Zero Hash Ahead of US Launch
Cryptocurrency Fintech News

Payments Innovator Wirex Launches First Phase of Revolutionary Product Overhaul and Mastercard Launch

Fintech News Desk
by Fintech News Desk0
Next-gen payments company Wirex fired a warning shot at competing platforms with the launch of a comprehensive product overhaul and new card. The overhaul kicks off with the release of exciting features, including five new currencies and free foreign exchange. The company also announced the upcoming launch of their hotly-anticipated......
Payments Industry Veteran Holly Caliri Joins Xformative as Director of Payment Product Solutions
Fintech News

Payments Industry Veteran Holly Caliri Joins Xformative as Director of Payment Product Solutions

Fintech News Desk
by Fintech News Desk0
Xformative announced that payments veteran Holly Caliri has joined the team as director of payment product solutions, reporting directly to CEO Brad Bialas. The hire builds on the company’s recent momentum of being selected as one of 11 startups for the Mastercard Start Path program, which brings a global pool of innovators......
Vericred Launches Health Insurance and Employee Benefits Enrollment APIs, Announces Key Relationships
Fintech InsurTech News

Vericred Launches Health Insurance and Employee Benefits Enrollment APIs, Announces Key Relationships

Fintech News Desk
by Fintech News Desk0
Beam, CaliforniaChoice, Kaiser Permanente and Oscar partner with Vericred to create a de facto standard for California group enrollment and member management Vericred today unveiled a new suite of enrollment and member management APIs, ushering in a new era of digital connectivity between health insurance and employee benefit carriers and InsurTech......
dLocal Achieves $1.2B Valuation After Securing New $200M Investment
Fintech Investment Services News

dLocal Achieves $1.2B Valuation After Securing New $200M Investment

Fintech News Desk
by Fintech News Desk0
Latin America’s newest Unicorn receives continued funding from General Atlantic and welcomes Addition as a new investor dLocal, a leading cross-border payment platform connecting global merchants to emerging markets, today announced up to $200 million in new investment, led by existing investor General Atlantic, a leading global growth equity firm......
Insurance Technologies Announces Acquisition by Thomas H. Lee Partners
Business Fintech InsurTech Investment Services News

Insurance Technologies Announces Acquisition by Thomas H. Lee Partners

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC (“InsTech” or the “Company”), a provider of sales and regulatory automation solutions for the insurance and financial services industries, and Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, today announced that they have entered into a definitive agreement under which......
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