Search Results for: business planning

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning
Banking Fintech News

Northern Trust Names New EMEA Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Alison Pain to Provide Leadership and Guidance of Northern Trust’s Enterprise Technology Business in EMEA Northern Trust has named Alison Pain as chief technology officer (CTO) for the Europe, Middle East, Africa (EMEA) region. From her London base, Pain will focus on providing leadership and guidance to the planning, organization, direction......
Kasasa Partners with NYDIG to Provide Bitcoin Wallet Capabilities to Community Financial Institutions
Banking Fintech News

Kasasa Study Finds Most U.S. Consumers Want Total Digital Financial Experience

Fintech News Desk
by Fintech News Desk0
A recent consumer study commissioned by Kasasa revealed that majority of consumers (79%) find it important to have a complete digital experience when selecting a financial institution, highlighting online and mobile technology’s influence in attracting and retaining customers. The 2020 study was conducted online by The Harris Poll on behalf of Kasasa,......
Income Tax Planner From Bloomberg Tax & Accounting Reflects Most Recent COVID-19 Relief Legislation
Fintech Fintech Funding News

Income Tax Planner From Bloomberg Tax & Accounting Reflects Most Recent COVID-19 Relief Legislation

Fintech News Desk
by Fintech News Desk0
Bloomberg Tax & Accounting announced updates to its Income Tax Planner software to incorporate the changes affecting income tax from the recently passed Coronavirus Aid, Relief, and Economic Security (CARES) and Families First Coronavirus Response Acts. Read More: Analyticom Introduces a Scientific Model That Keeps Investments Stable During Market Volatility The......
Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched "Botkeeper CPA Love" Plan
Business Fintech News

Botkeeper Is Making Bookkeeping More Accessible to Its Clients and Partners With the Newly Launched “Botkeeper CPA Love” Plan

Fintech News Desk
by Fintech News Desk0
Automated bookkeeping leader, Botkeeper, announced Monday that in an effort to help CPA firms fight the economic impact of COVID-19,  it will be offering 2 months of free bookkeeping services.  Named the “Botkeeper CPA Love” initiative, new clients signing on for standard Botkeeper agreements, along with any renewals, are eligible for......
OneStream Software and PwC Italy Announce Partnership to Drive Digital Finance Transformation in Italian Market
Fintech News

Lucy Group Streamlines Financial Management Worldwide With OneStream Software

Fintech News Desk
by Fintech News Desk0
Replaces Hyperion with a modern platform that can unify and simplify financial consolidation, reporting, planning and analysis Lucy Group, a diversified international group of businesses operating across several sectors, including Lucy Controls, Lucy Electric and Lucy Real Estate, has digitally transformed financial management worldwide with OneStream Software. By replacing its......
Fidelity's eMoney Advisor Rolls Out First Mobile App
Business Fintech News

eMoney Advisor Launches Personalized Onboarding Experience for New Users

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training and coaching services. Available now to all new eMoney clients, the Getting Started Program provides personalized onboarding with strategically aligned training......
Revionics Marketing Team Continues Growth With Addition of Product & Customer Marketing Lead
Business Capital Markets Fintech News

Revionics Marketing Team Continues Growth With Addition of Product & Customer Marketing Lead

Fintech News Desk
by Fintech News Desk0
With more than two decades of experience in technology go-to-market strategy and planning, Suzy Meriwether joins core team driving new business growth and customer support Revionics, a provider of retail pricing, promotions, markdowns and advanced analytics solutions, announced the hiring of Suzy Meriwether as director of product marketing. Meriwether is......
8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics
Fintech Guest Posts

8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics

Darren Chan
by Darren Chan0
Money, money, money, must be funny in the rich man’s world—that’s how the song by ABBA goes. If you own a transportation company, you’re already familiar with the proof of delivery (POD). It’s a document that proves the customer received the goods you sent. And it can be either a......
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