Search Results for: advisor marketing

Abel Noser Solutions and Glue42 Integrate Platforms to Create NextGen Pre-Trade Scenario Builder for Fidessa Users
Artificial Intelligence Fintech Fintech Startups News

Glue42 and LodeStar Ecosystems Team up to Help Sales Teams and Traders Deliver Superior Client Service

Fintech News Desk
Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and LodeStar Ecosystems, the FinTech startup behind LodeBot, an AI-powered, personal digital assistant for brokers, traders and asset managers, today announced a formal partnership to further improve the productivity and workflow for buy and sell side teams. Read More:......
Tax Master Network Launches New Automated SaaS Tax Operating System
Fintech News

Tax Master Network Launches New Automated SaaS Tax Operating System

Fintech News Desk
 Tax Master Network Inc. (TMN), a Financial Gravity Companies portfolio company, announced the launch of TMN’s Automated Tax Operating System tool. Tax professionals and financial advisors understand that proactive planning is the key to paying less tax. For 15 years, TMN has offered a unique planning tool that diagnoses the......
Allgress Selected by Judges as Gold Winner for IT Governance, Risk & Compliance in the 16th Annual Info Security PG's 2020 Global Excellence Awards
Fintech News Risk Management

Allgress Selected by Judges as Gold Winner for IT Governance, Risk & Compliance in the 16th Annual Info Security PG’s 2020 Global Excellence Awards

Fintech News Desk
Allgress announced that Info Security Products Guide, the industry’s leading information security research and advisory guide, has named Allgress Insight Risk Management Suite (IRMS), a Gold winner in the 16th Annual 2020 Info Security PG’s Global Excellence Awards in IT Governance, Risk & Compliance. These prestigious global awards recognize cybersecurity......
SecurityScorecard and Great American Insurance Group Team Up to Share Security Ratings with Cyber Risk Insureds
Business Fintech News

SecurityScorecard and Craft Partner to Help Protect Customer Supply Chains

Fintech News Desk
SecurityScorecard, the global leader in security ratings, announced today a partnership with Craft, the enterprise intelligence provider, to integrate data from both SecurityScorecard and Craft into their respective offerings. This will enhance their abilities to meet the needs of supply chain customers that are looking for a 360-degree view of risk,......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Fintech InsurTech News

CBIZ Acquires Property And Casualty Insurance Agency Prince-Wood Insurance

Fintech News Desk
CBIZ, a leading provider of financial, insurance and advisory services, announced the acquisition of substantially all of the assets of Prince-Wood Insurance, L.L.C., (“PWI”) of Woodbridge, VA, effective July 1, 2020. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership Established in 1967, PWI provides property and......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace

Fintech News Desk
Allianz Life is now delivering its annuity products to Raymond James advisors for the first time through SIMON’s Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Allianz Life Insurance Company of North America (“Allianz Life”)—a leading provider of annuities in the U.S.—to its annuities platform and digital......
Central State Bank goes live on Finastra's Fusion Phoenix core
Banking Fintech News

The Peoples Community Bank Selects Finastra to Modernize its Core and Digital Banking Platforms

Fintech News Desk
Customer-focused community bank selects suite of solutions including Fusion Phoenix and Fusion Digital Banking for seamless integration and enhanced efficiencies Finastra announced that The Peoples Community Bank is expanding its relationship with Finastra in order to provide its customers with enhanced digital capabilities and speed to innovation. The Peoples Community Bank has......
Michelle Roberts and Mike Composono Join LeaseLock
Fintech InsurTech News

Avenue5 Residential Selects LeaseLock to Eliminate Security Deposits

Fintech News Desk
LeaseLock, the first and only nationwide A-rated lease insurance provider that totally eliminates security deposits, surety bonds, and guarantors in rental housing, announced Avenue5 Residential has selected LeaseLock as its exclusive national vendor for security deposit replacement. LeaseLock is backed by Liberty Mutual Strategic Ventures. Read More: Bank of Montreal,......
TigerWit Expands Services with the Launch of Global Affiliate Program
Fintech News Trading

TigerWit Defies the Performance and Employment Trends of the Global Lockdown

Fintech News Desk
Global online trading platform, TigerWit, has adapted to the unique environment that the coronavirus lockdown presents by adding to their talent base through a series of virtual hirings, bucking the employment trend that has emerged as a result of the pandemic. On top of this, no staff have been furloughed......
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