Search Results for: broker

New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech InsurTech News

eMaxx Announces the Appointment of Eileen Currie to Lead Insurance Operations

Fintech News Desk
eMaxx, a leading commercial property and casualty InsurTech, today announced that Eileen Currie has been appointed President / CEO of eMaxx’s insurance operating companies. Eileen Currie will lead the insurance operations in underwriting, client services, and distribution for its alternative risk captive insurance programs. “We are honored to have Eileen......
News Trading

Flyer Adds Brian Bleasdell as Chief Product Officer

Fintech News Desk
Flyer, a leading provider of trading tools, connectivity and infrastructure for the wealth management industry, announced today that Brian Bleasdell has joined the firm’s executive team as Chief Product Officer. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection As Flyer extends its offering for wealth managers, Bleasdell......
Fintech News

WealthPark Raises JPY 907 Million for Digitalizing Alternative Investment Platform

Fintech News Desk
WealthPark Co., Ltd. (Headquarter: Shibuya, Tokyo; CEO: Ryuta Kawada; “WealthPark”) announced it has closed JPY 907 million (USD 8.5 million(1)) in financing. SBI Investment Co., Ltd. (SBI AI&Blockchain LPS), Mizuho Capital Co., Ltd. (Mizuho Growth Fund No.3 Limited Partnership), Aozora Bank, Ltd., Japan Finance Corporation, and various domestic and foreign investors participated in this......
Smarsh Echo Cancellation Introduces Unmatched Efficiency in Supervisory Review
Fintech News

Smarsh Echo Cancellation Introduces Unmatched Efficiency in Supervisory Review

Fintech News Desk
Enterprise Supervision Capability Leverages Artificial Intelligence to Reduce Email Review Workload by 20% Smarsh, enabling organizations to manage the risk and uncover the value within their electronic communications, introduced Echo Cancellation capabilities within its Enterprise Supervision application. In its pilot program with a global asset management customer, Echo Cancellation resulted in a 20%......
iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart
Fintech InsurTech News

iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart

Fintech News Desk
Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers and the Direct-to-Consumer Digital Experience iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Roy Goodart as VP of Product Management. A 20-year......
KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Highlands Residential Mortgage, Ltd. Brings The Adwerx Automation Platform To Entire Network of Loan Officers

Fintech News Desk
The program ensures that loan officers receive a comprehensive digital advertising campaign to build their personal brand, delivering enhanced visibility and a competitive advantage Highlands Residential Mortgage, Ltd. has a vision to be the world’s most respected mortgage brand. To accomplish this, they’ve created a culture that supports their team......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Business News

Docutech’s ConformX and Solex Platforms Chosen by Kind Lending to Streamline Wholesale Mortgage Process

Fintech News Desk
Docutech™, the leading provider of document, eSign, eClose and digital to print fulfillment technology and a member of the First American family of companies, today announced that Santa Ana, Calif.-based Kind Lending LLC has added Docutech’s™ ConformX™ dynamic document generation engine, Solex™ eDelivery and eSignature platform, and digital-to-print fulfillment services to their......
Wolters Kluwer Compliance Solutions Wins Three International Business Awards
Fintech News Risk Management

Wolters Kluwer Earns Prestigious XCelent Award for “Know Your Customer” Offering

Fintech News Desk
OneSumX for Customer Due Diligence solution helps financial institutions manage customer onboarding risks(Wolters Kluwer) Research and advisory firm Celent has honored Wolters Kluwer Compliance Solutions with a 2020 XCelent Award for Depth of Client Service in recognizing the company’s financial crime control offering, OneSumX for Customer Due Diligence (CDD). The recognition appears in Celent’s......
Word & Brown Launches New Website, Mobile App, and Quote Enhancements
Fintech News

Word & Brown Launches New Website, Mobile App, and Quote Enhancements

Fintech News Desk
Word & Brown General Agency announced the launch of its new website, new WBBroker mobile app, and expanded capabilities for quoting through its WBQuote Lite platform. Read More: Huobi Introduces Request for Quote for Electronic Trading and Voice Trading “We’ve completely revitalized our digital ecosystem and it feels great” “We’ve completely revitalized......
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12 Peers Invests in ShareRing (SHR), Marking the Firm’s First Investment Into the Digital Asset Space

Fintech News Desk
The ShareRing management team has successfully executed gig-economy applications for mobility rentals and travel. Their latest venture, the ShareRing app is focused on the fragmented $7 Trillion travel economy and integrates travel documents and itineraries into an all-in-one travel platform. 12 Peers Capital, the Cayman Islands based broker-dealer and capital......
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