Search Results for: business planning

Wolters Kluwer Finance, Risk & Regulatory Reporting Launches Professional Services Consultancy Offering for Americas
Fintech News

InVivo Chooses Wolters Kluwer’s CCH Tagetik Solution to Support Their Growth and Modernize Their Financial Processes

Fintech News Desk
by Fintech News Desk0
InVivo will deploy the unified CCH Tagetik solution at group level in order to address all aspects of end-to-end financial management  CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals has signed an agreement with InVivo, to......
New AICPA Chair: Accountants’ Experience Needed Now More Than Ever
Fintech News

New AICPA Chair: Accountants’ Experience Needed Now More Than Ever

Fintech News Desk
by Fintech News Desk0
Accounting professionals have a crucial role to play in fostering prosperity, opportunity and trust during the current crisis, according to Tracey Golden, the new chair of the American Institute of CPAs (AICPA), the world’s largest member organization representing the CPA profession. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
JAFCO and Bloom&Co. Partner on Support for Startups
Capital Markets Fintech Fintech Startups News

JAFCO and Bloom&Co. Partner on Support for Startups

Fintech News Desk
by Fintech News Desk0
Strengthening marketing strategy for startups to enable business growth JAFCO Co., Ltd. (Headquarters: Minato-ku, Tokyo; Shinichi Fuki, President & CEO, hereinafter called JAFCO) and Bloom&Co., Inc. (Headquarters: Shibuya-ku, Tokyo; Yasuhiro Yano, CEO, hereinafter called Bloom&Co.) have teamed up and will begin providing support to startups by leveraging the strengths of......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
by Michael Higgins1
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
Auditoria.AI's 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions
Artificial Intelligence Fintech News

Auditoria.AI’s 2020 Survey of Finance Professionals Finds the Finance Back Office Is Underserved by Automation Solutions

Fintech News Desk
by Fintech News Desk0
Auditoria.AI Releases Results of Its Survey of Finance Professionals, Showing More Than Half of Respondents Are Not Getting the Automation They Need and Shared Services Groups Are Still Largely Manual Auditoria.AI, a provider of AI-driven automation solutions for finance teams, announced results of its 2020 survey entitled “Automation in ERP and......
Miami International Holdings Welcomes Seasoned Industry Finance Executive Lance Emmons
Business Fintech News

Miami International Holdings Welcomes Seasoned Industry Finance Executive Lance Emmons

Fintech News Desk
by Fintech News Desk0
Emmons joins MIAX Exchange Group as EVP, CFO Miami International Holdings, Inc. (MIH), the parent holding company of the MIAX Options, MIAX PEARL and MIAX Emerald options exchanges (the MIAX Exchange Group™), announced that Lance Emmons has joined MIH as Executive Vice President, Chief Financial Officer. As CFO, Emmons will lead......
Planful Wraps Up Successful Virtual Tour, Doubling Attendance as Interest in Continuous Planning Grows
Fintech News

Planful Announces “Planful Now” Offering to Provide High Impact ROI and Rapid Time to Value for Customers

Fintech News Desk
by Fintech News Desk0
Focused on Delivering Value Quickly, Planful Now Enables Agile, Confident Planning and Decision-Making in 30 Days or Less to Help Customers Get Back on Track Planful Inc. (formerly Host Analytics), a leading financial planning and analysis (FP&A) cloud platform provider, announced its “Planful Now” package offering at the Planful Virtual Tour,......
Wolters Kluwer Analysis Reveals Timely Claims Processing Is Top Compliance Challenge for U.S. Insurers
Banking Fintech News Risk Management

Aegean Baltic Bank of Greece Selects Wolters Kluwer to Provide Integrated Risk and Regulatory Reporting Solution

Fintech News Desk
by Fintech News Desk0
Aegean Baltic Bank of Greece (ABB) has chosen Wolters Kluwer’s OneSumX for Regulatory Reporting and OneSumX for Risk Management as its integrated risk and regulatory reporting software solution, helping the bank to meet its Basel IV and CRD V obligations. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue “Wolters Kluwer’s software provides......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Business Fintech News

Kestra Financial Adds $1.4 Billion in New Recruitment Assets in First Quarter of 2020

Fintech News Desk
by Fintech News Desk0
Kestra Financial, Inc. (Kestra Financial), an industry-leading platform for independent financial professionals, announces its first quarter recruitment results. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software “In spite of all the challenges COVID-19 has presented, wealth management professionals trust that Kestra......
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