Search Results for: business analytics

AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
Pilot.com Launches Three New Products That Reach Beyond Bookkeeping
Banking Business Fintech News

Pilot.com Launches Three New Products That Reach Beyond Bookkeeping

Fintech News Desk
by Fintech News Desk0
Pilot is evolving into a single provider to handle all SMB’s financial needs Pilot, the leading provider of bookkeeping services for startups and small businesses, announced that it has launched three new products: R&D Tax Credit, CFO Services, and Extended Services. These products highlight Pilot’s momentum towards becoming a one-stop,......
Lane Mendelsohn, President of Vantagepoint A.I. Receives Global Recognition
Business Fintech News

Lane Mendelsohn, President of Vantagepoint A.I. Receives Global Recognition

Fintech News Desk
by Fintech News Desk0
Mendelsohn Has Been Named One of the Top 10 Most Innovative Global A.I. Executives Insight Analytics has named Lane Mendelsohn as a global leader in the world of artificial intelligence for his innovation and success leading a groundbreaking financial software company, Vantagepoint AI, LLC. Mendelsohn is one of the 10 Most Innovative Global......
Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning
Banking Business Fintech News

Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning

Fintech News Desk
by Fintech News Desk0
Centage Corporation,the leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced a set of new planning services to provide customers a guided turn-key experience. The new services pair a certified Planning Maestro consultant from Centage with customers through the entire implementation, setup, go-live......
EVO Payments Appoints Mark A. Chancy to Board of Directors
Business Fintech News

EVO Payments Appoints Mark A. Chancy to Board of Directors

Fintech News Desk
by Fintech News Desk0
EVO Payments, Inc., a leading global provider of payment technology integrations and acquiring solutions, announced that Mark A. Chancy has been appointed to EVO’s Board of Directors effective March 1, 2020. Mr. Chancy brings over 30 years of extensive financial services experience to EVO’s Board of Directors.  Mr. Chancy most......
Fintech Pioneer HouseCanary Adds Craig Phillips as Senior Advisor
Business Fintech News

Fintech Pioneer HouseCanary Adds Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Home valuation fintech pioneer HouseCanary, Inc. announced that Craig Phillips has joined as a Senior Advisor. Phillips most recently served as Counselor to Secretary Steven Mnuchin at the US Department of the Treasury. Craig Phillips will be working with CEO and Founder Jeremy Sicklick and the senior team as the lending......
The George Washington University and Trilogy Education Launch FinTech Boot Camp in Washington, D.C.
Business Fintech News

The George Washington University and Trilogy Education Launch FinTech Boot Camp in Washington, D.C.

Fintech News Desk
by Fintech News Desk0
GW Now Offering FinTech, Coding, Data Analytics, Cybersecurity, and UX/UI Boot Camps in D.C. and Arlington to Meet Demand for Tech Talent The George Washington University (GW) announced the launch of an intensive fintech training program in partnership with Trilogy Education, a 2U, Inc. brand and leading workforce accelerator. The GW FinTech......
Planful Delivers Beautiful User Interface and Collaboration Upgrades to Elevate Organizational Financial IQ
Banking Fintech News

Planful Delivers Beautiful User Interface and Collaboration Upgrades to Elevate Organizational Financial IQ

Fintech News Desk
by Fintech News Desk0
With an Elegant User Interface Inspired by the Company’s Recent Rebranding,The Latest Planful Product Release Rolls Out the Industry’s First Dynamic Commentary Feature  Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) platform provider, announced significant upgrades via its Winter20 product release. In keeping with the company’s recent......
FinancialForce Named a Leader in IDC MarketScape for Worldwide SaaS and Cloud-Enabled Midmarket Finance and Accounting Applications
Business Fintech News

FinancialForce Bolsters EMEA Partner Programme as Sage Prepares to Shutdown Sage Financials

Fintech News Desk
by Fintech News Desk0
FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and only customer-centric ERP cloud solution native to the Salesforce Platform, announced it is working with Xenogenix, ION Industries, and Cloud Coachers to fast-track adoption and implementation of its cloud ERP offering in Europe as Sage prepares to shutdown its Salesforce-based solution. Sage has disclosed plans to withdraw the service......
Yamini Bhat, CEO of Vymo, to Speak on Attracting Millennial Workforce in Insurance at the Emerging Leaders Conference
Fintech InsurTech News

Yamini Bhat, CEO of Vymo, to Speak on Attracting Millennial Workforce in Insurance at the Emerging Leaders Conference

Fintech News Desk
by Fintech News Desk0
Yamini is Co-founder & CEO of Vymo, a Series B Startup funded by Emergence Capital and Sequoia Capital that enables deskless sales teams to do more  Yamini Bhat, Co-Founder & CEO of  Vymo  – a Series B SaaS startup that works with 55+ large enterprises including Insurance leaders such as Aflac,......
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