Search Results for: advisor marketing

Mercurity Fintech Holding Inc. Announced Appointment of Independent Director
Fintech News

Mercurity Fintech Holding Inc. Announced Appointment of Independent Director

Fintech News Desk
by Fintech News Desk0
Mercurity Fintech Holding announced that Mr. Paul L. Gillis has been appointed as independent director to the Company’s board of directors (the “Board”), effective June 8, 2020. Mr. Paul L. Gillis will serve as the chairperson of the Board’s audit committee and audit committee financial expert. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing......
Sapiens Acquires Delphi Technology to Accelerate its North American Expansion in the Medical Professional Liability Market
Business Fintech InsurTech News

The New Version of Sapiens Cloud-Based DigitalSuite Provides an Advanced Set of Digital Capabilities to Carriers

Fintech News Desk
by Fintech News Desk0
Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced the general availability of its upgraded Sapiens DigitalSuite for property & casualty (P&C) and life, pension & annuity providers worldwide. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime......
KlariVis Now Available in the Microsoft Azure Marketplace
Banking Fintech News

KlariVis Now Available in the Microsoft Azure Marketplace

Fintech News Desk
by Fintech News Desk0
Microsoft Azure customers worldwide now gain access to KlariVis to take advantage of the scalability, reliability, and agility of Azure to drive application development and shape business strategies  KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced its listing in the Microsoft Azure Marketplace, an......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
by Fintech News Desk0
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
by Sean Sullivan1
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech Investment Services News

Riskalyze Postpones Fearless Investing Summit 2020

Fintech News Desk
by Fintech News Desk0
Originally to be held in Palm Springs this September, the event will now take place in the fall of 2021 In light of the COVID-19 pandemic and its resulting disruption, Riskalyze announced the postponement of its annual Fearless Investing Summit, which was to take place in Palm Springs, CA this September. The event......
OakNorth Deploys Its Proprietary COVID-19 Credit Framework With One of the Leading Credit Providers to Middle Market Companies
Economy Fintech News

OakNorth Deploys Its Proprietary COVID-19 Credit Framework With One of the Leading Credit Providers to Middle Market Companies

Fintech News Desk
by Fintech News Desk0
OakNorth, the next-generation credit and monitoring platform, announces the signing of a commercial agreement with PNC Bank, one of the leading credit providers to middle market companies across the country. The unprecedented scale and rapid escalation of this crisis has created unimaginable impact on the economy. As a result, commercial lenders......
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