Search Results for: client experience

Daily FTS Roundup: The 5 Coolest Things on Earth Today
Banking Digital Payments Fintech Mobile Banking News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
BNY Mellon's New Solution Leads the Digital Bill-Pay Revolution
Digital Payments Mobile Banking News

BNY Mellon’s New Solution Leads the Digital Bill-Pay Revolution

Fintech News Desk
by Fintech News Desk0
BNY Mellon is the first bank leveraging the RTP® network to provide corporations with instant digital consumer bill pay service BNY Mellon today announced that it has launched a first-of-its-kind real-time electronic bill (e-bill) and payment solution. Displacing the inefficient and antiquated process historically used to handle the majority of......
Valmark Financial Group Adds MassMutual To Its Line-Up Of Preferred Insurance Partners
Finance Fintech News

Valmark Financial Group Adds MassMutual To Its Line-Up Of Preferred Insurance Partners

Fintech News Desk
by Fintech News Desk0
Addition of MassMutual gives Valmark member firms access to more options for meeting clients’ unique needs from a strong company committed to policyholders Valmark Financial Group announced it would be adding Massachusetts Mutual Life Insurance Company (MassMutual) to its list of preferred insurance carrier partners. The new partnership will allow......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings
Investments News

Inland Investments Selects AIX Platform to Power End-to-End Digital Processing of Alternative Investment Offerings

Fintech News Desk
by Fintech News Desk0
Alternative investments platform provides seamless point-and-click experience for Inland Investments’ wealth management partners Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Inland Real Estate Investment Corporation (“Inland Investments”) has selected the AIX platform as one of its electronic platform providers to onboard new funds and streamline......
Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors
Analytics Finance Fintech News

Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors

Fintech News Desk
by Fintech News Desk0
Conquest Planning Inc., and Flinks publicly announced the formation of a strategic partnership to provide financial planning firms and their advisors with an industry-leading integrated aggregation solution. Working together, the two companies will deliver an integrated mix of Conquest’s state-of-the-art financial planning application and Flinks’ best-in-class financial data aggregation &......
InvestCloud Acquires Advicent and the NaviPlan Platform
Cloud Digital Finance Fintech News

InvestCloud Acquires Advicent and the NaviPlan Platform

Fintech News Desk
by Fintech News Desk0
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity......
Trust Payments Appoints Kevin O'Connell as Chief Product Officer
Digital Digital Payments News

Trust Payments Appoints Kevin O’Connell as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Trust Payments has appointed Kevin O’Connell as Chief Product Officer (CPO) responsible for overseeing the group’s global product strategy as it expands in key sectors and geographic markets. Daniel Holden, CEO, commented “We are delighted to welcome Kevin at a time when the company is focusing more than ever on innovative products,......
Profi Launches All-in-One Solution for Professional Service Providers
Business Finance News

Profi Launches All-in-One Solution for Professional Service Providers

Fintech News Desk
by Fintech News Desk0
Veteran tech executives launch vertical SaaS platform for professionals, from solopreneurs to professional services firms Profi, Inc. announced the launch of an innovative, secure, modern professional services solution for collaboration, program management, scheduling, billing, reporting, client and team management, and more. The Profi platform is a cloud-based service that helps......
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