Search Results for: Wealth management

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In Response to Increasing Demand, Unifimoney Debuts Precious Metals Investing Feature

Fintech News Desk
Unifimoney, the money super-app for high-earning professionals, today announced the launch of a new Precious Metals Investing Feature for Unifimoney. Unifmoney is responding to increasing millennial investment in precious metals amid growing economic uncertainty “surrounding the global pandemic”. Unifimoney Precious Metal Investing Feature enables customers to trade gold, silver, platinum......
eKeeper Launches New CRM System for Lenders With the Cambridge Building Society
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eKeeper Launches New CRM System for Lenders With the Cambridge Building Society

Fintech News Desk
eKeeper has launched a new customer relationship management (CRM) system for lenders. Called Intermediary Manager, it can also be used by other product providers, such as savings providers, pensions and wealth providers and insurers. It is launching today with the Cambridge Building Society as the first subscriber to the system.......
Kneip Appoints Refinitiv's Jacob Koopmans as Chief Commercial Officer
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Kneip Appoints Refinitiv’s Jacob Koopmans as Chief Commercial Officer

Fintech News Desk
Kneip, the global leader in fund data management, is announcing today that it has appointed Jacob Koopmans as the company’s Chief Commercial Officer. Read More: Former Salt CEO, Shawn Owen, Launches Equa’s New Blockchain Enabled Incentive Plans With 20 years’ industry experience, Koopmans joins Kneip from Refinitiv, a global provider......
i2c Taps Jon-Paul Ales-Barnicoat for Chief Human Resources Officer
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i2c Taps Jon-Paul Ales-Barnicoat for Chief Human Resources Officer

Fintech News Desk
Seasoned talent acquisition and human resources executive to support i2c’s global growth i2c Inc., a leading provider of digital payment and banking technology, named Jon-Paul Ales-Barnicoat the company’s Chief Human Resources Officer. Reporting to Amir Wain, founder and CEO of i2c Inc., Ales-Barnicoat will be responsible for the development and......
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Wolters Kluwer FRR Wins Major Risk, Regulatory Reporting and RegTech Awards From IBS Intelligence and Regulation Asia

Fintech News Desk
Wolters Kluwer’s Finance, Risk & Regulatory Reporting (FRR) business has won three major awards with leading industry publications. IBS Intelligence has named the company’s OneSumX for FRR solution as being the Most Impactful in Risk Management and the Most Impactful in Compliance/RegTech in its Global FinTech Innovation Awards, 2020. Regulation Asia, meanwhile, has named the software its......
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Covr Financial Technologies and The Financial Architects Partners, LLC Launch Digital Partnership for Advanced Insurance Design for Financial Institutions

Fintech News Desk
Covr Financial Technologies (Covr) and The Financial Architect Partners, LLC (FinArch) announced today they have formed a partnership to bring a holistic, technology-driven solution to financial institutions for life insurance.  This new platform offers a single solution for financial institutions – including wealth planning groups, wirehouses, independent broker-dealers, banks, credit unions, RIA......
Rapyd Expands Americas Leadership Team, Appoints LeAnne Hoang as Chief Risk and Compliance Officer and Robert MacColl as Head of Network Partnerships
Fintech News Risk Management

Rapyd Expands Americas Leadership Team, Appoints LeAnne Hoang as Chief Risk and Compliance Officer and Robert MacColl as Head of Network Partnerships

Fintech News Desk
Hoang and MacColl join Rapyd during a period of heightened growth, to play key roles in supporting local and cross-border payments risk and compliance, as well as to drive new strategic relationships in the U.S., Canada and Latin America Rapyd, a global Fintech as a Service platform, announced today two......
SmartStream Reveals New Brand Identity Reflecting Company’s Mission to Spearhead Technological Innovation
Fintech News

SmartStream Reveals New Brand Identity Reflecting Company’s Mission to Spearhead Technological Innovation

Fintech News Desk
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM®) solutions provider, announced the launch of its new corporate brand identity, including an updated logo and website. The rebranding reflects the company’s constantly expanding use of innovation to advance its technological capabilities, as well as to meet evolving customer and industry requirements.......
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CNote Raises $3 Million to Scale Technology-Enabled Investment Into America’s Most Underserved Communities

Fintech News Desk
CNote, a women-founded and led financial technology platform that makes it easy to invest in economic inclusion, has closed a $3 million dollar oversubscribed private funding round to extend its reach in the fast-growing socially responsible investing space. The funding round was led by ManchesterStory, with additional investments from Artemis Fund, SixThirty Ventures, H/L Ventures, Clearstone Capital, and Lateral......
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