Search Results for: business planning

iOPEX Technologies Launches Work at Home Agents (WAHA) for Customer Management Services
Fintech News

iOPEX Technologies Launches Work at Home Agents (WAHA) for Customer Management Services

Fintech News Desk
A resilient business model that provides flexibility to meet changing demands iOPEX Technologies, a global business operations and technology services provider, has launched Work At Home Agents model for contact center operations. The offering provides omni-channel customer support to organizations with a strong requirement of flexible workforce for seasonal ramps and services......
BroadPoint Launches Cloud Fund Accounting Solution: Microsoft Dynamics 365 Business Central Fund Accounting for Nonprofits
Business Fintech News

Microsoft ERP Partner BroadPoint Named in Bob Scott’s 2020 Top 100 VARS

Fintech News Desk
BroadPoint Inc. has been named to the Bob Scott’s Top 100 VARS for 2020. The Top 100 resellers are chosen from organizations specializing in the sale and implementation of Enterprise Resource Planning (ERP) and accounting software. “We want to congratulate this year’s class of Bob Scott’s Top 100 VARS,” said Bob Scott, executive editor of......
Espressive Completes SOC 2 Examination, Demonstrating High Standards for Security, Availability, Processing Integrity, Confidentiality, and Privacy
Artificial Intelligence Fintech News

Espressive Completes SOC 2 Examination, Demonstrating High Standards for Security, Availability, Processing Integrity, Confidentiality, and Privacy

Fintech News Desk
Barista Delivers Enterprise-Class Security and Scalability to Support Business Continuity Planning Espressive, a pioneer in artificial intelligence (AI) for enterprise service management (ESM), announced it has successfully completed a Type 2 System and Organization Controls (SOC 2) examination in accordance with attestation standards established by the American Institute of Certified......
Wolters Kluwer FRR and Risk.net Survey Identifies Risktech Innovation as Key to Banks’ Competitive Edge
Banking Fintech News Risk Management

mBank Selects Wolters Kluwer’s OneSumX for Risk Management

Fintech News Desk
mBank, Poland’s fourth largest banking group based on assets, has chosen Wolters Kluwer’s OneSumX for Risk Management as its risk software. The mobile digital bank operates across three markets in Poland, the Czech Republic and Slovakia. The bank will specifically use the Wolters Kluwer’s solution for Asset and Liability Management (ALM) as......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech Investment Services News

Red Door Capital Partners Initiates First Transaction in “New Norm” Fintech Market

Fintech News Desk
Red Door Capital Partners LLC, an independent private equity firm founded in 2019 with the mission to allow real, break-through access for independent investors to the lucrative private equity market, announced its first transaction with PAY2DAY Solutions Inc. dba Authvia. Read More: TerraPay Announces Readiness for the New World by......
Featured Fintech Fintech Startups

Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
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