Search Results for: advisor marketing

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
Business Fintech News

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
E*TRADE Study Reveals Significant Rebound in Bullish Sentiment
Fintech Investment Services News

E*TRADE Study Reveals Significant Rebound in Bullish Sentiment

Fintech News Desk
by Fintech News Desk0
E*TRADE Financial Corporation announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate investors are bullish on the market but have a wary economic outlook: Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “It’s encouraging to......
Imperium Group On How Real Estate startup Nada is Growing Fast and Raising $2M
Fintech Fintech Funding News

Imperium Group On How Real Estate startup Nada is Growing Fast and Raising $2M

Fintech News Desk
by Fintech News Desk0
Fast-growing real estate technology startup, Nada, has just launched their $2mm seed-round of fundraising. Based in Dallas, one of the hottest real estate markets in the nation, Nada opened their doors in 2018 with a mission to empower homeowners to buy and sell their home online while paying $0 (nada). The......
Ava Appoints Former Cisco SVP, Rick Snyder, to Board of Directors
Fintech News

Ava Appoints Former Cisco SVP, Rick Snyder, to Board of Directors

Fintech News Desk
by Fintech News Desk0
Ava, a unified security company, announced former Cisco Senior Vice President, Rick Snyder, has joined the company’s Board of Directors. Snyder brings more than three decades of leadership experience in sales and building strategic partner programs. At Cisco, Snyder managed the company’s vast network of 23,000 partners in the Americas......
FMS Signs an Agreement to Handle Grocers Supply's Retail Accounting Services
Fintech News

FMS Signs an Agreement to Handle Grocers Supply’s Retail Accounting Services

Fintech News Desk
by Fintech News Desk0
FMS Solutions, announced that it will be the third-party outsourced provider for Grocers Supply’s retail accounting services division in Houston, Texas. This new agreement increases FMS’s presence in the south-central part of the U.S. This relationship continues the longstanding partnership between Grocers Supply and FMS. For many years, Grocers has leveraged FMS’s......
Alithya Launches AI-FI Trade Surveillance Solution Powered by Microsoft Azure
Business Fintech News

Alithya US Named a Modernize Finance and Operations 2020 Microsoft Partner of the Year Finalist

Fintech News Desk
by Fintech News Desk0
Alithya Group, a leader in strategy and digital transformation with more than 2,000 professionals and offering digital business solutions across the United States, Canada, and Europe, today announced it has been named a finalist of Modernize Finance and Operations 2020 Microsoft Partner of the Year Award. The company was honored among a global......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Business Fintech News

NewRez Accelerates the Digital Transformation of its Lending Experience in Collaboration with Salesforce

Fintech News Desk
by Fintech News Desk0
NewRez LLC, a national mortgage lender and servicing organization, and Salesforce, the global leader in CRM, announced a strategic relationship focused on delivering a consistent, connected experience for borrowers and homeowners across NewRez’s mortgage lending and servicing business. In addition, Salesforce has selected NewRez as a new industry design advisor......
Wolters Kluwer FRR Launches OneSumX for Risk Management in China
Fintech News

Wolters Kluwer Lien Solutions Launches Technology Solution to Support Main Street Lending Program Participants

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Lien Solutions has launched iLien for Main Street – a technology solution devoted to helping U.S. lenders optimize their due diligence and lien management efforts when securing loans for small and medium-sized businesses under the Main Street Lending Program (Program). The Program is part of the U.S. Coronavirus Aid, Relief, and......
Barclays Appoints Kieran Doran as a Managing Director in Aerospace & Defense Investment Banking
Fintech News

Barclays Launches 65th Edition of the Equity Gilt Study

Fintech News Desk
by Fintech News Desk0
Barclays Research released the Equity Gilt Study 2020 (EGS). The 65th edition of this flagship Barclays report delves into the long-term changes wrought by the COVID-19 pandemic and the extraordinary shocks it has delivered in both developed and emerging markets. Read More: Strider Announces John Mullen, Former Assistant Director of CIA,......
Charles River Wins Best Front-Office Platform in WatersTechnology Asia Awards 2020
Fintech News Trading

Charles River Wins Best Front-Office Platform in WatersTechnology Asia Awards 2020

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, has won Best Front-Office Platform in the WatersTechnology Asia Awards 2020. These awards aim to recognize achievement in the deployment and management of financial information and technology across Asia’s capital markets. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe......
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