Search Results for: client management

BLGI INC. Launches "BLGI Markets” Platform Variant for Clients Including Banks and Asset Management Companies
Banking Fintech News Trading

BLGI INC. Launches “BLGI Markets” Platform Variant for Clients Including Banks and Asset Management Companies

Fintech News Desk
by Fintech News Desk0
BLGI, Inc. (OTC: BLGI) (“BLGI” or the “Company”) announced today the introduction of its asset management trading platform that will be white labelled to third party clients. Read More: Bit Digital, Inc. Completed The Acquisition Of $13,902,742 Worth Of Bitcoin Miners With Total Hash Rate Of 1,003.5 Ph/s BLGI Inc.......
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......
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......
Bill.com and KeyBank introduce Key CashFlowsm, a Streamlined Payments Solution for Small and Midsize Businesses
Business Fintech Investment Services News

Bill.com Launches Tailored Offering For Wealth Management Firms To Help Deliver Bill Pay Services For High-Net-Worth Clients

Fintech News Desk
by Fintech News Desk0
Bill.com (NYSE: BILL), a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMB) today announced a new offering for wealth management firms supporting high-net-worth clients. The solution enables firms to shift from a cumbersome and time-intensive approach to an......
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,......
Objectway Wins XCelent Depth of Service Award in Celent "Wealth Management Client Onboarding Platforms" Report
Fintech Investment Services News

Objectway Wins XCelent Depth of Service Award in Celent “Wealth Management Client Onboarding Platforms” Report

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the software and services for the Digital Wealth & Investment Management sector, won the XCelent award for the leading Depth of Service score in Celent report “Wealth Management Client Onboarding Platforms.” This report examined eight major vendors offering digital onboarding capabilities in Europe and North America, focusing on trends, technology and functionalities, and client......
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......
Charles River Appoints Dmitriy Ilyin to Lead SaaS Operations and Support
Fintech Investment Services News

Charles River Investment Management Solution (IMS) Now Client-Ready on Microsoft® Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that its strategic cloud solution, Charles River Investment Management Solution (Charles River IMS), has achieved platform and operational readiness on Microsoft Azure. The offering utilizes Microsoft’s scale and security capabilities to provide investment firms with a platform that enables innovation and helps......
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