Search Results for: client lifecycle management

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......
Gleif Unveils Issuance and Insfratructure Models for Verifiable LEI
Banking Fintech News

GLEIF Defines New Validation Agent Role for Banks & Financial Institutions to Simplify and Accelerate Client Lifecycle Management

Fintech News Desk
by Fintech News Desk0
New operating model enables financial institutions to improve customer experience, facilitate digital transformation and reduce client lifecycle management costs by utilizing their ‘business-as-usual’ onboarding processes to obtain LEIs for their clients The Global Legal Entity Identifier Foundation (GLEIF) has today announced that financial institutions (FIs) worldwide can realize a variety......
Appway's Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management
Fintech News

Appway’s Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management

Fintech News Desk
by Fintech News Desk0
Digital Orchestration Streamlines Account Processes Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s......
Fenergo Reports Rapid Cloud Adoption in Financial Sector Digital Awakening
Banking Fintech News

Fenergo Launches Fen-Xcelerate, A SaaS Client Lifecycle Management Solution for Mid-Sized & Boutique Financial Institutions

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation and client lifecycle management (CLM) technology, announces the launch of Fen-Xcelerate, a lower cost, cloud-based version of Fenergo’s CLM solution, tailored specifically to mid-tier and boutique commercial, business and retail banks seeking to accelerate digital transformation. Read More: GlobalFintechSeries Interview with Erick Pinos,......
FactSet-Unveils-Intelligent-Platform-Initiative-to-Supercharge-Client-Workflows
Finance Fintech News

FactSet Unveils Intelligent Platform Initiative to Supercharge Client Workflows

GlobeNewswire
by GlobeNewswire0
Introducing a Platform-Level GenAI Search Agent for Buy- and Sell-Side Clients FactSet, a global financial digital platform and enterprise solutions provider, announced its Intelligent Platform initiative, introducing the integration of conversational AI at the platform level. The Intelligent Platform will connect an enhanced FactSet Mercury, the company’s conversational knowledge engine,......
AuditBoard and Protiviti Streamline Audit Lifecycle Management With Joint Capabilities
Cloud Finance Fintech News Risk Management

AuditBoard and Protiviti Streamline Audit Lifecycle Management With Joint Capabilities

Business Wire
by Business Wire0
Companies announce expansion to technology alliance at Audit & Beyond Conference AuditBoard, the leading cloud-based platform transforming audit, risk, and compliance management, and Protiviti, a global consulting firm with market-leading expertise in internal audit, today announced new joint capabilities at Audit & Beyond, the premier event for audit, risk, and......
Talos Unveils New Portfolio Management System for Digital Assets
Finance Fintech News Trading

Talos Unveils New Portfolio Management System for Digital Assets

PR Newswire
by PR Newswire0
Integration with OEMS Delivers Full Investment Lifecycle Platform Talos, the premier provider of institutional trading technology for digital assets, today announced the launch of its new Portfolio Management System (PMS), seamlessly integrating all of its portfolio management tools with its flagship order and execution management system (OEMS). This new offering......
Bipsync and Dasseti Partner to Streamline Research and Due Diligence Processes for Investment Management
Fintech Investment Services News

Bipsync and Dasseti Partner to Streamline Research and Due Diligence Processes for Investment Management

GlobeNewswire
by GlobeNewswire0
Asset managers and allocators gain a competitive edge with data collection and research management solutions from Bipsync and Dasseti Bipsync, a premier research and workflow management platform, and Dasseti, a leading provider of custom data collection solutions, announced a strategic partnership that should integrate their services to facilitate how investment......
d1g1t Unveils Wealth Management Billing Solution
Analytics Finance Fintech News Risk Management

d1g1t Unveils Wealth Management Billing Solution

PR Newswire
by PR Newswire0
Flexible, scalable revenue management solution drives operational excellence d1g1t, a leading wealth management technology company announced the launch of its revenue management and billing solution which is fully integrated into the company’s flagship enterprise wealth management platform. Meeting the needs of different types of wealth management firms, d1g1t’s billing solution......
SmartStream Responds to Client Demands With Its Latest Collateral Management Solution
Banking Fintech News

SmartStream Responds to Client Demands With Its Latest Collateral Management Solution

Business Wire
by Business Wire0
SmartStream, the financial Transaction Lifecycle Management (TLM) solutions provider, announces the launch of its latest version of the TLM Collateral Management solution. Version 7.0, developed in collaboration with a tier-one bank customer, introduces new features such as real-time updates of information via versioned APIs across business lines, serving multiple jurisdictions......
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