Search Results for: client experience

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients
Fintech Investment Services News Risk Management Trading

Riskalyze Delivers a Holiday Gift to Every Financial Advisor in the United States: Free End-of-Year Rebalancing for All of Their Clients

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment, investment analytics, and trading software, has introduced free access to its award-winning platform. The industry’s leading financial technology firm is now offering Riskalyze Trading and Riskalyze Elite at no-cost for advisors through the end of the year. This limited-time offer waives......
KBC Bank Chooses Finastra for Libor Transition
Banking Business Fintech Mobile Banking News

QuickFee Is Bringing the “Buy Now, Pay Later” Experience to All Professional Services Firms

Fintech News Desk
by Fintech News Desk0
Increasing sales and providing enough cashflow is a near-universal struggle for all professional services firms. After more than a decade of providing fee financing and payment services to the professional services sector, QuickFee today announces an end to this problem.  With the release of QuickFee Installments – the first-ever “Buy Now,......
Barclays announces new trade finance platform for corporate clients
Banking Business Fintech News

Barclays Announces New Trade Finance Platform For Corporate Clients

Fintech News Desk
by Fintech News Desk0
Barclays Corporate Banking has today announced that it is working with CGI to implement the CGI Trade360 platform. This new platform will provide an industry leading end-to-end global trade finance solution for Barclays clients in the UK and around the world. Read More: BlueVisor Takes Second Place In Fintech Unicorn......
Objectway-Delivers-Full-Client-Lifecycle-Management-At-Brewin-Dolphin
Business Fintech News

Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW). Earlier this year, the wealth manager reported progress with technology modernisation in line with their digital strategy. Particular mention was made of......
Former Goldman Sachs Tech Chief Elisha Wiesel Joins The Floor as Chairman, Bringing Over 25 Years of Wall Street Banking Experience to the Fintech Company
Banking Fintech News

Former Goldman Sachs Tech Chief Elisha Wiesel Joins The Floor as Chairman, Bringing Over 25 Years of Wall Street Banking Experience to the Fintech Company

Fintech News Desk
by Fintech News Desk0
Wiesel will help drive the Company’s platform to its next stage of growth and bolster strategic partnerships The Floor, a pioneering technology provider empowering global banks to seamlessly manage their vendor offerings alongside their internal stack, today announced the appointment of Elisha Wiesel as Chairman of its Board of Directors. In his......
Visa Commercial Pay Brings Virtual Card Capabilities to Clients and Partners Worldwide
Fintech News

Visa Commercial Pay Brings Virtual Card Capabilities to Clients and Partners Worldwide

Fintech News Desk
by Fintech News Desk0
In collaboration with Conferma Pay, Visa helps businesses quickly digitize B2B payments Visa (NYSE:V), the world’s leader in digital payments, and Conferma Pay, the world’s foremost provider of virtual payments technology, today announced a strategic partnership to launch Visa Commercial Pay, a suite of B2B payment solutions, to help improve cashflow......
MSCI Appoints Andrew C. Wiechmann Chief Financial Officer
Business Fintech News Risk Management

MSCI Appoints Head of Client Coverage For Germany, Austria, Switzerland

Fintech News Desk
by Fintech News Desk0
MSCI Inc. (NYSE: MSCI), a leading provider of critical decision support tools and services for the global investment community, announced today that Nick Mihic has joined the business as Managing Director, Head of Germany, Austria and Switzerland Client Coverage. Based in Zurich, Nick will lead MSCI’s commercial activities across Germany,......
MortgageHippo Integrates with Snapdocs to Simplify Digital Mortgage Experience for Borrowers
Fintech News

MortgageHippo Integrates with Snapdocs to Simplify Digital Mortgage Experience for Borrowers

Fintech News Desk
by Fintech News Desk0
Leading Digital Lending Platform Introduces Single Sign-On Functionality Across Product Suite MortgageHippo, a leading digital lending company, today announced the integration of its point-of-sale platform with Snapdocs’ digital closing platform to further simplify the mortgage experience. This includes the introduction of single sign-on functionality for MortgageHippo customers to streamline client......
Voya Financial Advisors Enhances Digital Experience to Help Improve Retirement Outcomes
Fintech News

Voya Financial Advisors Enhances Digital Experience to Help Improve Retirement Outcomes

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced new enhancements that the company’s retail wealth management firm, Voya Financial Advisors, Inc. (VFA) is making to both its financial professional and client-facing platforms. As part of VFA’s commitment to helping improve outcomes through purposeful innovation, the new, simplified platforms will include: digital account opening, allocation modeling,......
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