Search Results for: client management

Illuminate Financial Invests $4 Million in Baton Systems
Banking Investment Services News

Illuminate Financial Invests $4 Million in Baton Systems

Fintech News Desk
by Fintech News Desk0
Largest Investment To-Date for the FinTech VC Brings Baton’s Total Funding to $16 Million Baton Systems (“Baton”), a provider of distributed ledger-based post-trade solutions for capital markets, has received a $4 million investment from Illuminate Financial Management. Baton’s total of $16 million in funding, which also includes investors Trinity Ventures, Alsop Louie and Commerce Ventures, will......
Jody Padar, The Radical CPA, Joins the Botkeeper Team
Fintech News

Jody Padar, The Radical CPA, Joins the Botkeeper Team

Fintech News Desk
by Fintech News Desk0
Botkeeper has announced that Jody Padar, one of Accounting Today’s Top 100 most influential people in the profession, will become Botkeeper’s Vice President of Strategy and work to bring the company closer to the accounting profession. As many know, Jody has been working with “the Bots” over the last 18......
Cardknox Announces Partnership with E-Commerce Solution Provider Wagento
B2B

Cardknox Announces Partnership with E-Commerce Solution Provider Wagento

Fintech News Desk
by Fintech News Desk0
The New Partnership Provides Wagento Clients With Access to Cardknox’s Seamless Payment Integration for the Magento Online Shopping Cart. Cardknox, a Fidelity Payments company and leading omnichannel payment gateway solution, is happy to announce its latest partnership with Wagento, an e-commerce solution provider that has extensive experience with the Magento......
QuinStreet, Inc. Announces QuinStreet Rating Platform's First Customer, Plymouth Rock's Direct-Response Channel
Business Fintech News

QuinStreet, Inc. Announces QuinStreet Rating Platform’s First Customer, Plymouth Rock’s Direct-Response Channel

Fintech News Desk
by Fintech News Desk4
QuinStreet, Inc., a leader in performance marketplace products and technologies, announces that High Point Brokerage Company, Inc., the direct response insurance agency of carrier Plymouth Rock, is the first agency to integrate its innovative new QuinStreet Rating Platform (QRP), unveiled last month. High Point Brokerage participated in QRP’s development and......
FFCON20: RISE Event Challenges, Grows Canadian Fintech Industry
Banking Fintech News

TriFinance and AI Firm Sidetrade Collaborate to Improve Efficiency in the Order-To-Cash Process

Fintech News Desk
by Fintech News Desk0
Sidetrade , the Artificial Intelligence platform dedicated to accelerating company revenue and cashflow, and TriFinance Netherlands announced that they are working together to help CFOs meet the challenge of Accounts Receivable management and cash flow generation. Financial services consulting firm TriFinance Netherlands has signed a partnership with AI firm Sidetrade.......
Basware Enhances Procurement Solution, Customizes Interface for Distinct User Types
Business News

Basware Enhances Procurement Solution, Customizes Interface for Distinct User Types

Fintech News Desk
by Fintech News Desk0
Further Enables 100% User Adoption for 100% Spend Visibility Basware has introduced a new version of Basware Purchase to help customers further increase user adoption and, in effect, their ability to gain 100% spend visibility and maximize their return on investment as well. This enhanced version adds two new levels of......
HiddenLevers Credits Diversity as Big Contributor to Its Fintech Success
Fintech News

HiddenLevers Credits Diversity as Big Contributor to Its Fintech Success

Fintech News Desk
by Fintech News Desk3
HiddenLevers, a premier technology provider in the wealth management space, is meeting new diversity milestones in 2020. HiddenLevers’ Atlanta HQ now runs majority female (53%) and majority minority (54%), while maintaining a 100% USA-based developer team. A rising fintech player, HiddenLevers proves that diversity as a cornerstone in hiring can lead......
Guotai Junan International Launches Trading Operations in Hong Kong with Finastra
News Trading

Guotai Junan International Launches Trading Operations in Hong Kong with Finastra

Fintech News Desk
by Fintech News Desk4
Guotai Junan International Becomes a Full-Service Financial Institution Offering Over-The-Counter (OTC) and Exchange-Traded Derivatives and Securities Services Finastra announced that Guotai Junan International (GTJAI) has gone live with Finastra’s end-to-end equities derivatives trading and cross-asset risk solution, Fusion Sophis. The move has enabled GTJAI to launch trading operations in Hong Kong following......
SmartHealth PayCard Offers Healthcare Providers and Millions of Americans Transformative Financial Solutions for Medical Expenses
B2C Fintech News

SmartHealth PayCard Offers Healthcare Providers and Millions of Americans Transformative Financial Solutions for Medical Expenses

Fintech News Desk
by Fintech News Desk0
FinTech pioneer SmartHealth PayCard, LLC makes history with the national launch of its patented SmartHealth PayCard Mastercard credit card — a financial cure for healthcare. The SmartHealth PayCard is designed for to be paid in full with no fees, payment plans or recourse. It is the first and only credit card......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
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