Search Results for: client acquisition

Banking Fintech News

Tech Unfamiliarity, Client Defection and Lead Generation Top List of Financial Advisor Concerns in 2020: AdvisorStream Research

Fintech News Desk
by Fintech News Desk0
Financial advisors who are not fully embracing digital marketing in 2020 are at risk of losing clients and unable to take advantage of the surge in investors looking for advice during the ongoing COVID-19 pandemic and massive market volatility, according to new findings of the “AdvisorStream: State of Advisor Communications” research.......
MG Stover To Utilize Coin Metrics, Offering Clients Secondary Pricing and Validating Internal Controls
Blockchain Fintech Fintech Funding News

MG Stover To Utilize Coin Metrics, Offering Clients Secondary Pricing and Validating Internal Controls

Fintech News Desk
by Fintech News Desk0
MG Stover, the largest digital asset fund administrator, finalized an agreement with Coin Metrics this month, giving clients the option of a trusted secondary pricing source. Read More: A Quick Review on Some of The Biggest Global Fintech Mergers & Acquisitions MG Stover’s Head of Blockchain and Digital Assets, Seth Altman, says that......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Artificial Intelligence Fintech News

Sharecare Acquires WhiteHatAI to Provide Health Plan and Provider Clients With Additional Capabilities to Ensure Healthcare Payment Integrity

Fintech News Desk
by Fintech News Desk1
Sharecare, the digital health company that helps people manage all their health in one place, today announced its acquisition of WhiteHatAI, an innovator in artificial intelligence (AI) healthcare payment integrity applications. Named one of the 20 Most Promising Cognitive Solution Providers in 2019 by CIO Review, WhiteHatAI’s technology works in place of......
Business News

Matrix Executions Adds Chief Revenue Officer as Advocate for Clients’ Multi-Asset Needs

Fintech News Desk
by Fintech News Desk0
Matrix Executions, LLC (“Matrix”), a broker-dealer specializing in trading workflow automation and execution, announced today the hiring of Seth Weber as chief revenue officer (CRO). Weber is based in the New York area and began work at the end of Q2. Read More: A Quick Review on Some of The Biggest......
Equifax Introduces Response CONFIDENCE to Drive More Confident Decisions in Pandemic Economy
Fintech News

Equifax Expands Leadership in Commercial Credit Data Solutions with Acquisition of Ansonia

Fintech News Desk
by Fintech News Desk0
Purchase Grows Equifax Differentiated Data Assets, Adding Unique Trade Intelligence to Support Transportation, Logistics and Financial Services Companies Equifax has increased its leadership in commercial credit data solutions with the acquisition of Ansonia Credit Data (Ansonia), a leading provider of business credit, collections, and account receivable data used by financial institutions......
Global Shares partners with Carver Edison to help employees build wealth through Employee Stock Purchase Plans
Business Fintech News

Siebert to offer Carver Edison’s Cashless Participation™ to stock plan services clients

Fintech News Desk
by Fintech News Desk0
Partnership will help public companies achieve greater levels of financial inclusion and pay equity for their global workforces Companies that use stock plan services provided by Siebert Financial Corp. (NASDAQ: SIEB) now have a powerful new enhancement to help boost plan participation. Siebert, through its broker-dealer subsidiary Muriel Siebert & Co., Inc., is adding Carver Edison‘s patented......
REPAY Announces the Acquisition of cPayPlus
Business Fintech News

REPAY Announces the Acquisition of cPayPlus

Fintech News Desk
by Fintech News Desk0
Accounts Payable Automation Acquisition Strengthens B2B Offering(Repay) Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, announced the acquisition of cPayPlus, LLC (“cPayPlus”) for up to $16.0 million, of which $8.0 million was paid at closing. The remaining $8.0 million may become payable in the third quarter of 2021,......
Diginex Strengthens Partnership With Itiviti and Leverages Tbricks Automation Platform for Institutional Cryptocurrency Clients
Business Fintech News Risk Management Robotic Process Automation Trading

Diginex Strengthens Partnership With Itiviti and Leverages Tbricks Automation Platform for Institutional Cryptocurrency Clients

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider to financial institutions worldwide, announced Diginex, a digital asset financial services and advisory company, will implement Tbricks automated solution to provide risk, P&L and portfolio management to its institutional client base. This partnership follows on from the existing relationship that sees Diginex utilize NYFIX,......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Syntellis Expands Breadth, Depth of Comparative Data and Other Capabilities to Help Healthcare Finance Leaders More Quickly Understand Market Shifts, Respond and Adapt
Fintech News

Syntellis Performance Solutions Unveils Advantage Program to Maximize Software Value and Accelerate Clients’ Financial Progress

Fintech News Desk
by Fintech News Desk0
Syntellis Performance Solutions, a leading provider of enterprise performance management software, data and analytics solutions for healthcare, higher education and financial institutions, announced the launch of its Advantage Program, a comprehensive set of interrelated implementation, learning and support services designed to maximize the immediate and long-term value clients receive from......
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