Search Results for: client management

HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients
Banking News

HSBC Partners With Extend, Accelerating Availability of Expense Management Solutions for Commercial Card Clients

Fintech News Desk
by Fintech News Desk0
Using their HSBC business cards, joint customers will be able to simplify essential processes Extend, a leading virtual card and spend management platform, announced a partnership with HSBC, one of the world’s largest banking and financial services organizations. HSBC will offer Extend solutions to its commercial card clients in the......
BMO and Extend Bring Virtual Card Distribution and Better Spend Management Capabilities to North American Commercial Clients
Digital Payments Fintech News

BMO and Extend Bring Virtual Card Distribution and Better Spend Management Capabilities to North American Commercial Clients

Fintech News Desk
by Fintech News Desk0
Partnership gives clients rapid onboarding and offers customizable Extend API to help grow business through payment innovation BMO and Extend, a virtual card and spend management platform, announced the addition of a simple and powerful set of payments functionality to BMO Corporate Cards. Through its existing relationship with Mastercard, BMO Commercial......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients
Fintech News

Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients

Fintech News Desk
by Fintech News Desk0
Trovata to support large scale platform deployments in European and LATAM markets Trovata, the leading fintech in automating cash workflows through multi-bank API data aggregation for corporate finance and treasury teams, announced today a global distribution agreement with Santander. Through the partnership, Santander will market & refer Trovata’s cash management......
Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles
Blockchain Digital Payments News

Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles

Fintech News Desk
by Fintech News Desk0
Bosonic, a layer-2 blockchain infrastructure (dFMI) provider for real-time digital assets clearing and settlement, has today announced the appointment of Julie Briand as Head of Client Success and Sarthak Jain as Regional Manager of Institutional Sales. Both roles will be based in London, UK. Latest Fintech News: Lincoln Financial Group Names James Reid Executive Vice......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Northern Trust Enhances Commission Management for Outsourced Trading Clients
News Trading

Northern Trust Enhances Commission Management for Outsourced Trading Clients

Fintech News Desk
by Fintech News Desk0
Collaboration with Commcise will provide asset managers and hedge funds with web-based tools to manage research and commission budgets Northern Trust has streamlined the commission management process for its Integrated Trading Solutions (ITS) clients through a collaboration with Commcise, a provider of cloud-based software solutions, including commission management and aggregation......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Standish Management Enhances Client Service with Yardi Investment Manager
Investment Services News

Standish Management Enhances Client Service with Yardi Investment Manager

Fintech News Desk
by Fintech News Desk0
Single connected technology platform enables immediate access to real estate investment information for managers and general partners Real estate investment fund administrator Standish Real Estate (a division of Standish Management) will make it easier for its general partner clients to obtain timely investment information by adopting Yardi Investment Manager, a single......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
1