Search Results for: advisory service

Financial Plus Credit Union Goes Live with Banno Digital Platform through Partnership with Member Driven Technologies
Business News

Member Driven Technologies Named a 2020 Best Place to Work in Financial Technology by Arizent

Fintech News Desk
CUSO Recognized for Collaborative Work Environment, Rewarding Culture Member Driven Technologies (MDT), a CUSO that hosts the Episys core platform from Symitar to provide a private cloud alternative for core processing and IT needs, has been acknowledged by Arizent, formerly SourceMedia, as one of the 2020 Best Places to Work in......
Ignite Sales Named a “2020 Best Places to Work in Financial Technology”
Fintech News

Ignite Sales Named a “2020 Best Places to Work in Financial Technology”

Fintech News Desk
Ignite Recognized as a Top Employer in the Financial Technology Industry Ignite Sales, Inc., the financial industry leader in customer engagement technology, has been named one of the 2020 Best Places to Work in Financial Technology. The awards program was created in 2017 and is a project of Arizent (formerly SourceMedia) and Best......
Cognizant Acquires Code Zero, a Leading Consultancy for Cloud-Based Configure-Price-Quote and Billing Solutions
Banking Business News

Cognizant Acquires Code Zero, a Leading Consultancy for Cloud-Based Configure-Price-Quote and Billing Solutions

Fintech News Desk
Acquisition Deepens Cognizant’s Expertise in Salesforce Platform Advisory, Implementation and Managed Services Cognizant announced it has acquired Code Zero Consulting, a privately-held provider of consulting and implementation services for cloud-based Configure-Price-Quote (CPQ) and billing solutions.  The acquisition further strengthens Cognizant’s cloud solutions portfolio and Salesforce CPQ and billing capabilities. Financial......
Avii, What Their SaaS and Accounting Software Platform
Business Fintech News

Avii Unified Workspace for Accounting Unveils Four New Solution Sets, Appoints Stuart Dean to VP Sales, at Silicon Slopes #TechSummit2020

Fintech News Desk
-Company Is Expanding the Industry’s Most Interconnected Practice Management Platform With Solution Sets for Client Portal, Secure Document Exchange, Projects, Tasks and Workflow, and Resource Planning- Avii , provider of the Avii Workspace unified SaaS platform for tax, audit, advisory, compliance and management consulting firms, is expanding rapidly in 2020,......
Private Capital Data Analytics Platform Aumni Raises $10 Million Series A
Capital Markets Fintech News

Private Capital Data Analytics Platform Aumni Raises $10 Million Series A

Fintech News Desk
Aumni, Inc., a SaaS company developing a robotic process automation and data analytics platform for private capital investors, announced a $10 million Series A funding round led by SVB Financial Group, the parent company of Silicon Valley Bank. The round also included participation from existing investors Moneta Ventures, Next Frontier Capital and......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Accounting Seed Opens Office in the United Kingdom
Banking Fintech News

Accounting Seed Opens Office in the United Kingdom

Fintech News Desk
Expands Further into the EMEA Market Accounting Seed, a top-rated accounting platform powered by Salesforce, opens a second location in Reading, UK, to better serve customers and expand their footprint in the Europe, Middle East, and Africa (EMEA) market. Having accomplished double-digit year-over-year growth for the last 10 years, Accounting Seed is both poised for continual......
Experian Announces Breakthrough Solution in the Fight Against Synthetic Identity Fraud
Fintech News

New Experian Boost Commercials to Feature John Cena

Fintech News Desk
Experian Encourages Consumers to “Booooost” Their Credit Scores Instantly A new commercial campaign for the first-of-its-kind financial product, Experian Boost, launched . The multi-spot campaign for Experian Boost drives home the fact that, for the first time ever, consumers can instantly raise their credit scores, allowing them to take control of......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
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