Search Results for: automation solutions

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
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GT Software’s Director of z Systems Dusty Rivers Wins IBM Champions Lifetime Achievement Award

Fintech News Desk
by Fintech News Desk0
Rivers recognized as an IBM Champion for Decade Plus of Service GT Software, a mainframe modernization software company, announces today that Dusty Rivers, the company’s Director of z Systems Software: IMS & CICS, has been selected to win the very first IBM Champions Lifetime Achievement Award for Z. For the......
Fintech InsurTech News

Kin Insurance Selects Snapsheet to Deploy End-to-End Claims Management Platform

Fintech News Desk
by Fintech News Desk0
Insurtech leaders join forces to automate, manage home insurance claims Snapsheet, a pioneer in claims management technology, announced a new partnership with Kin, the insurance technology company that’s simplifying home insurance in disaster-prone areas across the country. Fresh off a $35 million Series B funding round, Kin tapped the Snapsheet Claims......
Forte and SeamlessDocs Form Strategic Partnership to Streamline Payments for Government Agencies
Business Fintech News

Forte and SeamlessDocs Form Strategic Partnership to Streamline Payments for Government Agencies

Fintech News Desk
by Fintech News Desk0
Forte Payment Systems, a CSG  company, and SeamlessDocs, a leading provider of eSignature and form automation software for governments, announced a strategic partnership that integrates Forte’s payment processing solutions with SeamlessDocs’ digital forms, cloud-based software as a service (SaaS). Together, the two organizations will support public sector institutions digital transformation efforts,......
BitGo Appoints Jeff Horowitz as Chief Compliance Officer
Fintech Investment Services News

BitGo Applies for NY Trust Charter from the New York State Department of Financial Services

Fintech News Desk
by Fintech News Desk0
BitGo Plans to Bring Industry Leading Solutions to New York’s Institutional Investors BitGo, the leader in digital asset financial services, announced that it has formally applied before the New York State Department of Financial Services (NYDFS) for a New York Trust to operate as an independent, regulated qualified custodian under......
Ready Partners with FreedomPay to Bolster Touchless Commerce Offering
B2C Business Fintech News

Ready Partners with FreedomPay to Bolster Touchless Commerce Offering

Fintech News Desk
by Fintech News Desk0
Partnership combines Ready’s contactless dining technology with established payment processor to enhance safety in consumer payment space Ready, a financial technology company that offers seamless self-pay and food ordering solutions to hospitality venues across North America, announced its partnership with FreedomPay, a global leader in Next Level Commerce™. The partnership......
PureFacts Welcomes Three High-Profile Investors to Further Accelerate Its Growth
Artificial Intelligence Fintech Investment Services News

PureFacts Welcomes Three High-Profile Investors to Further Accelerate Its Growth

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading wealth tech provider owned by its employees and founder Robert Madej, is excited to welcome three high-profile investors to help propel the company’s plans for scalable exponential growth: leadership expert Dr. JP Pawliw-Fry, author and TV personality David Chilton, and entrepreneur and venture capitalist Bruce......
People's United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking
Banking Business Fintech News

People’s United Bank Forms Business Transformation Office

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A. a subsidiary of People’s United Financial,  announced the formation of a Business Transformation Office (BTO), a specialized team focused on digitization, process optimization, automation and Fintech partnerships, in addition to supporting product strategy and management for the Bank. Read More: Curb Debuts Taxi PaaS Solution with......
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