Search Results for: client experience

Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning
Banking Fintech News

Northern Trust Names New EMEA Chief Technology Officer

Fintech News Desk
Alison Pain to Provide Leadership and Guidance of Northern Trust’s Enterprise Technology Business in EMEA Northern Trust has named Alison Pain as chief technology officer (CTO) for the Europe, Middle East, Africa (EMEA) region. From her London base, Pain will focus on providing leadership and guidance to the planning, organization, direction......
What does the future hold for FinTech?
Artificial Intelligence Featured Fintech

The Experts Tell Us What The Future Holds for FinTech

Tanika Mehrotra
Artificial Intelligence, Streamlined Payments and Big Data are taking center stage in the FinTech evolution. Bet you’ve already heard enough about that! We at Global Fintech Series bring you a compilation of different Fintech evolutions and the challenges that come along with it in this roundup. As new innovations are......
Baker Hill Partners with Financial Institutions on Paycheck Protection Program Loan Forgiveness
Business Fintech Fintech Funding News Risk Management

Baker Hill Partners with Financial Institutions Amid COVID-19

Fintech News Desk
FinTech company leverages decades of expertise to assist financial institutions with small business lending Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics,  is working directly with its client partners to expedite the processes......
Vestmark Named to Second Annual WealthTech100 Listing
Business Fintech News

Vestmark Partners With Redi2, Giving VestmarkONE Platform Users Access to Scalable Billing Tool for Managed Accounts

Fintech News Desk
Vestmark Continues Forging Industry Relationships in Ongoing Effort to Provide a Seamless, Fully Integrated Solution Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager billing solution through the VestmarkONE platform. Read More: WorldRemit Partners......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
xQuant Named to 2020 IDC FinTech 100 Rankings
Banking Business Fintech News

AccuFund Partners with EFPR Solutions to Deliver the AccuFund Accounting Suite in New York State

Fintech News Desk
AccuFund Extends Availability of Its Online and On-Premises Solutions to New York Municipalities with Addition of New Certified Reseller Partner AccuFund, Inc., provider of financial reporting and accounting software for nonprofit, municipal and government organizations, today announced a reseller partnership agreement with EFPR Solutions, LLC in Rochester, NY, a professional services......
IBM & Fenergo Join Forces to Fight Financial Crime
Fintech News

IBM & Fenergo Join Forces to Fight Financial Crime

Fintech News Desk
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, and IBM announced the signing of an original equipment manufacturing (OEM) agreement that will allow the companies to collaborate on solutions that can help clients address the multitude of financial risks they......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Artificial Intelligence Fintech News

Aureus Analytics’ Ai and Data Analytics Platform Integrates With HawkSoft’s Agency Management System

Fintech News Desk
Aureus Analytics brings AI and data analytics to independent agents looking to glean deeper insight about their policyholders. Aureus Analytics, an artificial intelligence technology company, has partnered with HawkSoft to aide independent insurance agents in better understanding how well their agency is serving insureds. Aureus Analytics’ DONNA platform is developed......
Charles Taylor Announces Changes to Its Board and Executive Committee
Fintech InsurTech News

Charles Taylor Announces Changes to Its Board and Executive Committee

Fintech News Desk
Edward Creasy appointed Executive Chairman for the Group, alongside Tamer Ozmen who also re-joins the Charles Taylor Board. Charles Taylor, the leading provider of services and technology solutions to the global insurance market, has announced that Edward Creasy has been appointed Executive Chairman for the Group from non-executive director, where......
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