Search Results for: business strategies

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Sapiens Joins Forces with LifeScore Labs to Innovate Life Insurance Underwriting
Fintech InsurTech News

Western Financial Group Chooses Sapiens’ Policy Solution to Streamline its Quote to Issuance Process

Fintech News Desk
Sapiens Americas, a wholly owned subsidiary of Sapiens International Corporation, and (TASE: SPNS), a leading global provider of software solutions for the insurance industry, announced that Western Financial Group (“Western”) has selected Sapiens PolicyPro for Property & Casualty. Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A......
AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide
Banking Fintech News

AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide

Fintech News Desk
Leading private lender association and nationally licensed valuations and default services provider partner to meet private lenders’ increasing demand for default management services  RES.NET, a technology platform specializing in mortgage banking default, and The American Association of Private Lenders (AAPL), the oldest association representing the private real estate lending industry nationally, today......
Fintech Investment Services News

Dwayne Johnson and Dany Garcia Become Strategic Investors in Acorns, New Acorns Early Families to Receive $7 Bucks Investment

Fintech News Desk
Acorns, the country’s fastest growing financial wellness system helping over 8 million Americans save and invest for the future, announced that Dwayne Johnson and Dany Garcia have become strategic investors in Acorns. Acorns also announced, “It begins with $7 bucks,” an exciting partnership with Johnson featuring several programs that encourage......
CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Bernet International sees an increase of People Investing in the Stock Market during the COVID-19 Pandemic
Fintech News

Bernet International sees an increase of People Investing in the Stock Market during the COVID-19 Pandemic

Fintech News Desk
As millions of people from all over the world struggle to cope with the global pandemic suffering lockdowns and quarantines, a large number of people have turned to learning and preparing for their financial future. Bernet International have said in a recent press release they have seen a surge of......
Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch
Blockchain Business Fintech Investment Services News

Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch

Fintech News Desk
FiCAS, the swiss-based crypto investment management boutique, has announced the appointment of Dr. Daniel Diemers, former Financial Services Partner at PwC Strategy& and former PwC Head of Blockchain for Europe, Middle East, and Africa, as a new member of its Board of Directors. Dr. Diemers is a founding member of......
Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event
Banking Fintech InsurTech News

Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event

Fintech News Desk
Leaders from Dow Jones, AXA, Western Union, AAA, Guardian Life, U.S. Bank, MetLife and Liberty Mutual will explore key trends and technologies during live, virtual event Sept. 2 Leaders with global banking, financial services and insurance companies will share their experiences and strategies for digital transformation at the virtual ISG TechXchange:......
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