Search Results for: advisor marketing

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

Fintech News Desk
by Fintech News Desk0
SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
by Fintech News Desk0
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched "Botkeeper CPA Love" Plan
Business Fintech News

Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched “Botkeeper CPA Love” Plan

Fintech News Desk
by Fintech News Desk0
Automated bookkeeping leader, Botkeeper, announced Monday that in an effort to help CPA firms fight the economic impact of COVID-19,  it will be offering 2 months of free bookkeeping services.  Named the “Botkeeper CPA Love” initiative, new clients signing on for standard Botkeeper agreements, along with any renewals, are eligible for......
BlackLine Virtual European User Conference Draws Nearly 1,100 Attendees - Twice What Was Expected in Person
Fintech News

BlackLine Virtual European User Conference Draws Nearly 1,100 Attendees – Twice What Was Expected in Person

Fintech News Desk
by Fintech News Desk0
BlackLine, announced that nearly 1,100 Finance & Accounting (F&A) professionals attended its first-ever virtual European user conference – more than twice the number expected at the in-person event originally scheduled to take place in London in mid-March just as travel advisories and stay-at-home orders were being instituted in an attempt to mitigate......
Compliance Week Honors Carrie Penman With Its Inaugural Lifetime Achievement in Compliance Award
Fintech News Risk Management

Compliance Week Honors Carrie Penman With Its Inaugural Lifetime Achievement in Compliance Award

Fintech News Desk
by Fintech News Desk0
NAVEX Global, the leader in integrated risk and compliance management solutions, announced that Chief Risk and Compliance Officer Carrie Penman has been honored with Compliance Week’s first-ever Lifetime Achievement in Compliance Award. As part of the publication’s Excellence in Compliance Awards program, the Lifetime Achievement Award recognizes longtime practitioners that......
Carver Edison Expands Senior Leadership Team
Artificial Intelligence Banking Fintech News

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Fintech News Desk
by Fintech News Desk0
Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The Monarch Innovation Awards (www.MonarchInnovationAwards.com) are unique......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
Three Trends Defining Finance for 2020
Fintech Guest Posts

Three Trends Defining Finance for 2020

Scott Stern
by Scott Stern0
Not quite a full quarter into the new year and we’re already seeing a tumultuous 2020 that is causing businesses around the world to rethink strategy and direction. Amid current volatile changes, we are seeing a number of trends emerge that can significantly impact both your finance team and organization......
Kevin Bryla Joins SpotOn as Part of Growing Team
Fintech Fintech Funding News

SpotOn Raises $50 Million in Series B Funding from Former Twitter Executives

Fintech News Desk
by Fintech News Desk0
The payments and software company will increase investment in product development to continue building end-to-end vertical solutions and accelerating hiring across all functions SpotOn Transact, Inc, an innovative payments and software company, announced $50 million in Series B funding. The round includes 01 Advisors, an investment and advisory firm founded......
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