Search Results for: client lifecycle management

Amundi-and-BNY-Mellon-Announce-Strategic-Alliance-to-Power-Investment-Lifecycle
Business Fintech News Risk Management

Amundi and BNY Mellon Announce Strategic Alliance to Power Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
BNY Mellon and Amundi today announced a transatlantic collaboration to further power growth of both companies by integrating world-class complementary capabilities and establishing new integration points between the firms. This alliance immediately translates in the technological integration of BNY Mellon OMNISM, a client- and data-centric securities services platform, and Amundi’s......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
Ebury Chooses Fenergo to Accelerate Client Onboarding in Expansion Drive
Banking Fintech Investment Services News

Fenergo Automates Client Onboarding Systems For Mizuho Americas

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, today announces that Mizuho Americas has deployed Fenergo’s software to automate Know Your Customer (KYC) and Anti-Money Laundering (AML) regulatory processes, digitalize workflows and accelerate client onboarding onto a single platform. The......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Business Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Ebury Chooses Fenergo to Accelerate Client Onboarding in Expansion Drive
Fintech News

Ebury Chooses Fenergo to Accelerate Client Onboarding in Expansion Drive

Fintech News Desk
by Fintech News Desk0
Salesforce integration and robust CLM capabilities will help enhance customer experience and innovation for Ebury’s foreign exchange and international payments services Fenergo, the leading provider of digital transformation, customer journey and Client Lifecycle Management (CLM) solutions for financial institutions, announced that Ebury, the best-in-class trade and foreign exchange facilitator for......
Hedge Trackers Launches End-to-End FX Risk Management Software
Fintech News Risk Management

Hedge Trackers Launches End-to-End FX Risk Management Software

Fintech News Desk
by Fintech News Desk0
Hedge Trackers, the leading provider of accounting, consulting and software services to protect clients against financial risk, has released new advancements to CapellaFX, making it the first FX risk management software that integrates the entire hedge program workflow. Read More: Reggora Welcomes Paul Deeley And Emma Brudner To Scale Financial......
LeaseQuery-and-Sage-Fixed-Assets-Announce-New-Partnership-to-Equip-Clients-with-Intelligent-Asset-Management-Technology
Business Fintech News

Leasequery And Sage Fixed Assets Announce New Partnership To Equip Clients With Intelligent Asset Management Technology

Fintech News Desk
by Fintech News Desk0
LeaseQuery, a leading provider of purpose-built lease accounting software, today announced its partnership with Sage Fixed Assets, an industry leader in asset management software. This alliance will allow LeaseQuery and SFA to combine lease management and capital management to deliver an integrated, holistic asset management solution. “As we continue to recognize......
Legrand-Innovates-with-Anaqua’s-AQX-IP-Management-Platform
Business Fintech Investment Services News

Legrand Innovates With Anaqua’s AQX IP Management Platform

Fintech News Desk
by Fintech News Desk0
French industrial group selects Anaqua software and services to streamline patent and trademark management processes Anaqua, the leading provider of innovation and intellectual property management solutions, today announced that France’s Legrand, a global specialist in electrical and digital building infrastructures, will enhance its overall IP management by moving to Anaqua’s......
Central-Bank-of-Sri-Lanka-selects-SimCorp-for-front-to-back-reserve-management
Business Fintech Investment Services News

Central Bank Of Sri Lanka Selects SimCorp For Front-To-Back Reserve Management

Fintech News Desk
by Fintech News Desk0
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, today announces that the Central Bank of Sri Lanka (CBSL), has signed an agreement with SimCorp Asia Pacific. The CBSL will implement SimCorp’s flagship front-to-back investment platform, SimCorp Dimension, to manage the investment......
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