Search Results for: broker

InvoiceCloud Enhances Online Bank Direct Solution to Support the Growing Needs of Billing Organizations
Banking Cloud News

InvoiceCloud Enhances Online Bank Direct Solution to Support the Growing Needs of Billing Organizations

Business Wire
InvoiceCloud, an EngageSmart solution for online bill payment services, announced enhancements to its Online Bank Direct solution, including the ability to deposit by invoice type, receive single, consolidated deposits, and receive funding for matched payments only, so customers will no longer receive funds that are not matched to an invoice.......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
Featured Fintech Fintech Primers Fintech Radar Fintech Startups

Tech Print On Fintech Core Offerings- APAC Region

Pooja Choudhary
With the breakneck pace of AI, it looks so easy from the outside, but once you try to understand the depth of fintech, it’s like getting lost in a dark cave. As a challenge, this blog shall find you a way out and remove all your possible doubts. It’s not......
Unlocking The Power Of KYC For Smart Banking Service Providers
Artificial Intelligence Banking Featured Fintech Primers

Unlocking The Power Of KYC For Smart Banking Service Providers

Pooja Choudhary
While your social media feed and industry publications often seem flooded by plenty of trends, it’s time-consuming to comb through each of these resources and identify trends. This blog shall enlighten KYC market, its data and new tech of eKYC and the digital solutions thereby. KYC has been harnessing technology......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
PayBito Makes Crypto Trading Accessible with Free Instant Exchange Launch
Cryptocurrency News Trading

PayBito Makes Crypto Trading Accessible with Free Instant Exchange Launch

Fintech News Desk
The global crypto exchange continues to uphold its spirit of collaboration, making crypto trading accessible across all levels with free instant trading solutions PayBito, a US-based digital assets marketplace, has announced the launch of a free instant cryptocurrency exchange that can be set up within minutes without any coding skills.......
InvestOFund Enhances Platform Security, Upgrades Encryption Protocols
News Security Trading

InvestOFund Enhances Platform Security, Upgrades Encryption Protocols

PR Newswire
The reliability of financial services has always hinged on the level of security they integrate, and the trading sector is no exception. For market participants, having a trading environment that is both secure and encrypted is specifically crucial. This ensures that their transactions can be completed seamlessly and that their......
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