Search Results for: business planning

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

The Highest Accounting Service Needs -Tax and Audit – Intensify the Need for Increased Accounting Automation in 2020, According to Avii

Fintech News Desk
by Fintech News Desk0
Adoption of Avii’s Unified Cloud Automation and Workflow Solution for Tax, Audit and Advisory will Grow Substantially in 2020, the Company Says  While the April tax deadline is the highest theme on accounting firms’ minds this week, accountants must work equally hard to prepare for the audit services that will......
Fattmerchant Appoints Chris Staymates as Chief Innovation Officer
Fintech News

Fattmerchant Appoints Chris Staymates as Chief Innovation Officer

Fintech News Desk
by Fintech News Desk0
Staymates will lead product vision and work toward positioning Fattmerchant’s multi-channel payment platform, Omni, as the technology of choice for small businesses Fattmerchant, an integrated payment technology provider that revolutionizes the payment processing experience for business owners, announces the appointment of Chris Staymates as chief innovation officer (CIO). In this......
Forte and SeamlessDocs Form Strategic Partnership to Streamline Payments for Government Agencies
Fintech News

Forte Unveils New BillPay Solution

Fintech News Desk
by Fintech News Desk0
Forte Payment Systems, a CSG company, announced its new BillPay solution including omnichannel accessibility, payer-friendly navigation, biller customization, and advanced technology that delivers a secure and seamless payment experience. “Consumer demands, evolving technology, security, and growing connectivity all contribute to the shifting focus in payments” BillPay gives billers the ability to collect......
Uphold to Launch Crypto-Enabled Cards Across Europe Following Acquisition of Optimus Cards UK
Business Cryptocurrency News

Uphold and TaxBit Introduce Industry-First Suite of Tax Services For Cryptocurrency Users

Fintech News Desk
by Fintech News Desk0
Uphold and TaxBit Introduce 1099-B Tax Reporting For Users — Seamless Industry-Leading Tax Visibility and Reporting Uphold, the digital money platform that powers ‘anything to anything’ trades between cryptos, national currencies, metals, and more, is proud to announce that it leads the charge with compliant tax reporting for cryptocurrency, commodities,......
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......
Platform Banking Provider Agora Services is Securing $2 Million in Funding and Opens Headquarters in Atlanta
Banking Fintech Funding Fintech Radar Fintech Startups News

Platform Banking Provider Agora Services is Securing $2 Million in Funding and Opens Headquarters in Atlanta

Fintech News Desk
by Fintech News Desk0
Agora selected Atlanta based on talent pool and strong network of local fintech firms Agora Services, the leading provider of digital platform banking solutions, selected Atlanta as the location for the company’s new headquarters. Outside of the financial services footprint, Atlanta, which has become the FinTech Payment Hub, is a......
LendingClub Appoints Annie Armstrong as Chief Risk Officer
Business News

LendingClub Appoints Annie Armstrong as Chief Risk Officer

Fintech News Desk
by Fintech News Desk0
Current LendingClub Chief Risk Officer to Take on New Role as Chief Banking Integration Officer  LendingClub Corporation , America’s largest online lending marketplace connecting borrowers and investors, announced that is has selected Annie Armstrong to serve as the company’s Chief Risk Officer (CRO). At the same time, the company announced that......
Jitterbit and Navint Partner to Accelerate Recurring Revenue Billing Systems Implementation
Business Fintech News

Jitterbit and Navint Partner to Accelerate Recurring Revenue Billing Systems Implementation

Fintech News Desk
by Fintech News Desk0
API Integration Technology and Lead-to-Revenue Expertise Combine to Create Pre-Built Templates  Jitterbit, the API transformation company, and Navint Partners, an advisory and technology firm that helps enterprise organizations drive growth and operational efficiency, announced their partnership to deliver fast solutions that connect Salesforce CPQ & Billing to enterprise resource planning (ERP)......
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......
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