Search Results for: accounting firms

Sagent Partners With NAMMBA to Further Diversity in Mortgage Servicing
Fintech Mortgage News

Sagent Partners With NAMMBA to Further Diversity in Mortgage Servicing

Fintech News Desk
by Fintech News Desk0
Alliance builds next gen diverse talent to engage and care for millions of American homeowners representing $1+ trillion in outstanding mortgages Sagent, a fintech company modernizing mortgage and consumer loan servicing for America’s top banks and lenders, announced a partnership with the National Association of Minority Mortgage Brokers of America......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors
Fintech Investments News

ComplySci Advances Growth Vision with Addition of Stephen Marsh and Susan Theder to Board of Directors

Fintech News Desk
by Fintech News Desk0
Founder and Chairman of Smarsh and CMO of Advisor Group to Provide Strategic Guidance to ComplySci Executive Team, Supporting Company’s Continued Expansion Board Additions Follow $120 Million Growth Investment in ComplySci by Leading Private Equity Firm, K1 Investment Management  ComplySci, the leading provider of regulatory technology and compliance solutions for......
iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services
Cloud News Risk Management

iManage Raises the Bar for Comprehensive Risk Management Coverage with New iManage Cloud Services

Fintech News Desk
by Fintech News Desk0
Company helps prepare legal and professional services firms for the Future of Work by providing cloud-based services while maintaining proven on-premise offerings  iManage, the company dedicated to Making Knowledge Work, announced the availability of its risk management products in the iManage Cloud, beginning Q4 2021. The choice of deployment model,......
Australian Small Businesses Need Greater Access to Finance, According to Taulia
Banking Fintech News

Australian Small Businesses Need Greater Access to Finance, According to Taulia

Fintech News Desk
by Fintech News Desk0
Small businesses have felt the impact of the pandemic more severely but still struggle to access affordable finance for five key reasons Small businesses in Australia continue to unnecessarily struggle when accessing affordable finance and deserve greater options, according to Taulia, the leading fintech provider of working capital solutions. In......
Discovery Data Partners With Snowflake to Seamlessly Deliver Premium Financial Services Insights at Scale
Fintech InsurTech News

Discovery Data Partners With Snowflake to Seamlessly Deliver Premium Financial Services Insights at Scale

Fintech News Desk
by Fintech News Desk0
Clients can now leverage Snowflake’s fast, flexible, and secure data platform to consume Discovery Data insights on the financial services industry  Discovery Data, the market leader in data, insights, and analytics for the financial services and insurance industries, announced that it has partnered with Snowflake, the Data Cloud company, to seamlessly......
Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
G2 Invests in Expansion of Capital Markets Team
Investments News

G2 Invests in Expansion of Capital Markets Team

Fintech News Desk
by Fintech News Desk0
G2 is doubling down on our commitment to providing clients with the highest standards of service in raising capital and optimizing their capital structures with the addition of Andrew McAteer, Vice President and Cullen Moore, Senior Analyst to the team under the direction of Howard Lanser, Managing Director and Head......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Banking Digital Payments Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
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