Search Results for: client lifecycle management
Acrisure Creates Large Relationships Division
Appoints Doug Hodo, Jr. as leader – recently served as West Regional President for McGriff Acrisure, a top-10 global insurance broker and fintech services provider, today announced the addition of Doug Hodo, Jr. as Director of Large Relationships. In this new position, the 30-year industry veteran will unify Acrisure’s direct......
Wellfleet Breaks Barriers with Launch of “Lighthouse,” Leveraging the EIS Platform
Wellfleet bridges digital divide with introduction of a revolutionary quote-to-claim insurance platform Wellfleet, a Berkshire Hathaway company, recently launched “Lighthouse,” an innovative and proprietary platform designed to make quoting, implementing, and administering workplace benefits more accurate and efficient for brokers and clients. “EIS and Wellfleet have invested in the future......
Enfusion Wins Best Institutional Investment Solution at the 2021 FinTech Breakthrough Awards
Enfusion, a global leader in native cloud-based investment management technology software and services, announced that it has been recognized as the “Best Institutional Investment Solution” in the Fifth Annual FinTech Breakthrough awards. The Fintech Breakthrough awards recognize the top companies, products, and solutions that drive innovation and exemplify the best in......
SEI’s Collective Investment Trust Business Experiences Significant Growth
Target-Date Fund CITs Gaining Momentum, SEI’s CIT Business Benefits from U.S. Retirement Market Trends SEI, a leading global provider of investment processing, investment management, and investment operations solutions, announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration (AUA) as of Dec. 31, 2020, representing a......
Exact Payments Adds New CTO Ravi Rajamiyer to its Executive Team
Exact Payments, LLC (“Exact”) announced today that Ravi Rajamiyer, M. Tech. / PhD, has joined the company as its Chief Technology Officer. Ravi brings more than 20 years of experience building and leading technology teams across industries from global payments to Cloud Security, AI/Machine Learning, Data Center Virtualization and mobile......
Luma Partners with Insurance Technologies to Bring Annuities Solution to Market
Luma Financial Technologies (“Luma”), an independent, multi-issuer structured products and annuities platform, announced today that they have selected Insurance Technologies, LLC, provider of FireLight®, a multi-carrier end-to-end insurance and retirement sales platform, as its latest partner to bring their annuities solution, “Luma Annuities,” to market. Read More: 2021 – The......
APPS and Global Oculus to Pilot Digital Currency Acceptance
Atlantic-Pacific Processing Systems NV, Corp. (APPS), a leading fintech white label SaaS payment processing and acquiring infrastructure platform, and Global Oculus, a blockchain and digital currency solution provider, today announced they have partnered to provide businesses with a real-time digital currency acceptance, clearing and settlement solution. Read More: HK Virtual......
Atlantic-Pacific Processing Systems and Global Oculus to Pilot Digital Currency Payment Acceptance
Atlantic-Pacific Processing Systems NV, Corp. (APPS), a leading fintech white label SaaS payment processing and acquiring infrastructure platform, and Global Oculus, a blockchain and digital currency solution provider, today announced they have partnered to provide businesses with a real-time digital currency acceptance, clearing and settlement solution. The companies will pilot......
Northern Trust Announces Strategic Investment in EDS, Advancing Whole Office Strategy
New data science capabilities optimize decision-support for institutional investors As part of its continuing strategy to provide integrated services and technology across the investment lifecycle, Northern Trust has reached an agreement to take an equity stake in Equity Data Science, Inc. (EDS), a cloud-based analytics platform that provides decision support......