Search Results for: client account information

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement
Fintech News

Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Fintech News Desk
Enhanced partnership marks another milestone data-access agreement between Envestnet | Yodlee and a major U.S. financial institution, providing consumers improved access to their financial data  Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced that it has come to terms......
Charles Schwab Reinforces Its Commitment to Customer Data Protection
Fintech News

Charles Schwab Reinforces Its Commitment to Customer Data Protection

Fintech News Desk
Signs API agreements with several Third Party financial technology companies Charles Schwab announced agreements with Intuit (maker of QuickBooks, TurboTax and Mint), eMoney Advisor (a financial planning software provider), and Envestnet | Yodlee (a leading financial data aggregation and analytics platform), to use Schwab’s “API” (application programming interface) connections. Read......
Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)
Banking Fintech News

Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)

Fintech News Desk
CFO Prioritizes the Balance of Growth & Efficiency for Bank Tech Developer Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies, has announced the promotion of Dennis Queal to Executive Vice President and Chief Financial Officer. Read More: Jack Henry & Associates Launches Core-Integrated......
Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.
Fintech Guest Posts Risk Management

Is Your 3rd Party Risk Management Robust Enough? Here’s how to Tell.

Henry Umney
Exactly what is the role vendor and third-party risk management plays in operational risk management for Fintech companies? This has become an ever-more important question in recent years as corporate internal practices have come under greater scrutiny, as scenarios within conduct and reputation risk have left some companies exposed to......
15 Billion Usernames and Passwords for Internet Services Including Bank and Social Media Accounts on Offer to Cyber Criminals, Finds New Research From Digital Shadows
Business Fintech News

S&P Global Market Intelligence Expands Textual Data Suite With Machine Readable Filings via Xpressfeed

Fintech News Desk
Machine Readable Filings enables businesses and investors to incorporate the impact of COVID-19 on company performance into their business forecasts S&P Global Market Intelligence announced today the launch of S&P Global Machine Readable Filings, a new data offering that applies cleansing and parsing techniques to generate machine-readable text extracted from SEC......
Fintech News

MineralTree Simplifies Remote Work for Finance Teams With Expanded ERP Integrations for AP Automation

Fintech News Desk
New ERP integration capabilities dramatically increase availability to mid-market businesses struggling with work-from-home guidelines MineralTree, a market-leading Accounts Payable (AP) and Payment Automation solution provider, today announced the expansion of its integration capabilities to help more middle-market businesses automate their AP processes. The new capability adds hundreds of accounting and Enterprise Resource Planning......
Pacific Coast Capital Streamlines Asset-Based Lending With Crowd Machine
Fintech News

Pacific Coast Capital Streamlines Asset-Based Lending With Crowd Machine

Fintech News Desk
Cloud Native Application Enables Remote Access not available in most systems, Real-Time Transparency between Lender and Customer, and Ease of Implementation. Crowd Machine, the leading provider of Platform-as-a-Service solutions for cross-cloud integration of enterprise applications with rapid no-code development, and Pacific Coast Capital LLC announced Pacific Coast Capital is leveraging Crowd......
AbacusNext Launches Amicus Cloud to Bring Simple but Sophisticated Cloud Practice Management to Law Firms
Fintech News

AbacusNext Launches Virtual Interviews in Flagship Product HotDocs Advance

Fintech News Desk
HotDocs by AbacusNext’, a leading legal and accounting software provider, announced the release of ‘virtual interviews’ to its flagship product HotDocs Advance. This latest version helps compliance-focused professionals continue to work at a time where face-to-face meetings are not possible. Read More: 2020 Outlook: Blackhawk Network CEO and President Previews the......
Australian Neobank, Xinja, Helps Transform Customer Experience With Box
Fintech Mobile Banking News

Australian Neobank, Xinja, Helps Transform Customer Experience With Box

Fintech News Desk
Box, a leader in cloud content management, announced that Xinja – a leading Australian neobank – has chosen Box to enhance its customer interactions via the Xinja mobile application. Xinja customers’ bank statements and account data will now be delivered through a portal which is powered by Box’s cloud Platform.......
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