Search Results for: client lifecycle management

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Fintech News

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Fintech News Desk
by Fintech News Desk0
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, announced its selection by global analyst firm Celent as winner of the XCelent Overall award, for outstanding performance across all categories in their Wealth Management Client Onboarding Platforms ABCD Vendor View report. The report is an in-depth study, focusing......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
by Fintech News Desk0
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation
Business Capital Markets Fintech News Risk Management

DFIN Partners with Galvanize to Extend Audit and Compliance Offerings to Global Clients

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions, a leading risk and compliance company, announced a strategic partnership with Galvanize, an award-winning, cloud-based security, risk management, compliance and audit software company. Galvanize was recently named a leader in The Forrester Wave™: Governance, Risk, And Compliance Platforms for the first-quarter 2020. Read More: GlobalFintechSeries Interview with......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning
Artificial Intelligence Capital Markets Currency Exchange Fintech News

Northern Trust Deploys Artificial Intelligence for Currency Management Using Advanced Machine Learning

Fintech News Desk
by Fintech News Desk0
Solution Brings Greater Data Oversight and Enhanced Risk Management Northern Trust (NTRS) announced it has enhanced its Foreign Exchange (FX) currency management solutions with machine learning models designed to enable greater oversight of thousands of daily data points and help reduce risk throughout the currency management lifecycle. The solution has......
Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management
Banking Fintech InsurTech News

Tech Mahindra and Innoveo Drive Digital Transformation to Enhance Customer Experience Globally in Insurance, Banking and Wealth Management

Fintech News Desk
by Fintech News Desk0
Leverage No-Code Platform to accelerate launch of custom-built applications without software coding in real-time across insurance, banking and wealth management sectors Tech Mahindra Ltd. a leading provider of digital transformation, consulting and business reengineering services and solutions, with Innoveo, a Zurich based leading technology software provider, announced that the enterprises will......
SmartStream launches its second-generation AI data quality solution
Business Fintech News

SmartStream and Luxoft Form Global Alliance to Help Financial Institutions Digitally Transform the Post-Trade Lifecycle

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, and Luxoft, a DXC Technology Company , announced an agreement to help financial institutions digitally transform the entire post-trade lifecycle, enabling more efficient, streamlined and cost-effective middle- and back-office operations. The new partnership promises to accelerate and expand the delivery of SmartStream’s solutions, leveraging......
KPMG and Planon Extend Cooperation to Support Organizations in the Digitalization of Lease, Real Estate and Portfolio Management Processes
Blockchain Fintech News

KPMG Awarded US Patent For Blockchain Application That Increases Trust In AI Data Management Practices

Fintech News Desk
by Fintech News Desk0
New Method Employs Blockchain to Demonstrate How Entrusted Data Is Protected and Used Responsibly in the Artificial Intelligence Lifecycle KPMG LLP (KPMG) has been granted a patent by the United States Patent and Trademark Office for a blockchain-based method that improves the selection, curation, and management of data used to......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
MUFG Union Bank Launches Real-Time Payments for Clients on the RTP Network
Banking News

MUFG Union Bank Launches Real-Time Payments for Clients on the RTP Network

Fintech News Desk
by Fintech News Desk7
MUFG Union Bank N.A., announced that receipt of real-time payments is available for its corporate, commercial, and retail clients via the RTP® network, operated by The Clearing House. The RTP network provides instantaneous receipt of payments, which increases payment certainty and funds availability, with funds immediately available for use. Real-time payments enable MUFG......
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