Search Results for: advisory firm

UiPath Automation Cloud Achieves SOC 2 Type 1 Certification
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UiPath Automation Cloud Achieves SOC 2 Type 1 Certification

Fintech News Desk
by Fintech News Desk0
This SOC 2 certification demonstrates Company’s commitment to data security, confidentiality and availability UiPath, the leading enterprise Robotic Process Automation (RPA) software company, today announced its Automation Cloud has received its System and Organization Controls 2 (SOC 2) Type 1 certification. This certification, developed by the American Institute of Certified Public Accountants (AICPA),......
Business Fintech News

DMALINK® Appoints Michael Idzkowski as Sales Director EMEA

Fintech News Desk
by Fintech News Desk0
The Board of Directors of DMALINK, today announced the appointment of Michael Idzkowski as Sales Director (EMEA), effective immediately.  Michael Idzkowski rose through the ranks at ADSS London and joins DMALINK as part of the global expansion strategy. Read More: ACI Worldwide and GOLDPoint Systems Partner to Deliver Integrated Bill Payments for Consumer Lending Organizations......
Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group
Fintech InsurTech News

Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group

Fintech News Desk
by Fintech News Desk0
Walker & Dunlop, Inc. and GeoPhy announced today that their appraisal business, Apprise, has expanded into the Valuation for Financial Reporting space with the addition of Adriane Bookwalter, CPA as Managing Director and Financial Reporting Practice Lead. Read More: Germany-based QUIN Launches An Investment Advisor And Raises €1M Apprise’s new specialty practice group will offer real......
Fintech Fintech Funding Investment Services News Trading

LeaseCrunch® Announces Successful Completion of System and Organization Controls (SOC) 1® Type II Audit Examination

Fintech News Desk
by Fintech News Desk0
LeaseCrunch, the only lease accounting software made by former CPA firm auditors for CPA firm auditors, today announced the successful completion of a System and Organization Controls (SOC) 1® Type II audit examination. This is concurrent with the successful completion of an ongoing SOC 2® Type II audit examination. LeaseCrunch,......
Capital Markets Cryptocurrency Fintech Fintech Funding Investment Services News Trading

END-TO-END INSTITUTIONAL TRADING PLATFORM COMES TO DIGITAL ASSETS MARKET

Fintech News Desk
by Fintech News Desk0
Talos’ institutional-grade technology infrastructure connects all participants in the crypto ecosystem to support the full trading lifecycle Talos, a technology provider for the institutional trading of digital assets, today announced the public launch of its platform that connects the diverse group of participants involved in today’s crypto-asset market structure —......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
CLARA Analytics Unveils Its AI-Based Litigation Avoidance Solution for Commercial Auto
Artificial Intelligence Fintech News

CLARA analytics Expands Board of Directors With Veteran Executives Andrew Pinkes, Dave Hollander

Fintech News Desk
by Fintech News Desk0
CLARA analytics (“CLARA”), the leading provider of artificial intelligence (AI) technology in the commercial insurance industry, today announced it has appointed Andrew Pinkes and Dave Hollander to its board of directors. The additions are in response to accelerated demand for the company’s products over the past year, furthering its goal of......
TrueNorth Welcomes Bladimir Estevez as VP of Sales
Fintech News

Fintech Strategist Jason Jones Joins Forces With TrueNorth

Fintech News Desk
by Fintech News Desk0
Having Best Year Ever, TrueNorth Expands Fintech Network to Double Revenue TrueNorth, a global fintech software development company, announced the appointment of serial fintech entrepreneur Jason Jones to their board of advisors. With expertise in early-stage market formation, Jones’ background includes more than 25 years of experience in financial services......
As the Pandemic Accelerates Adoption of Contactless Payments, The Landscape for Payments Stakeholders Shifts
Banking Business Fintech Guest Posts

As the Pandemic Accelerates Adoption of Contactless Payments, The Landscape for Payments Stakeholders Shifts

Bill Shipley
by Bill Shipley0
Recent research confirmed what most already knew, nobody in the financial services industry was genuinely ready for the magnitude of the impact caused by the pandemic. Yet, we also saw the U.S. financial services industry responded exceptionally well to the physical infrastructure strain of shifting to remote work, as well......
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