Search Results for: client onboarding

Itiviti's Linda Middleditch wins European Women in Finance Award for Excellence in FinTech
Fintech News Trading

Itiviti’s sell-side OMS recognized for Best Equity Trading System of the Year at FOW Asia Capital Markets Awards

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider of electronic trading and connectivity solutions to financial institutions worldwide announced that Itiviti’s sell-side OMS has won Best Equity Trading System of the Year at the FOW Asia Capital Markets Awards. The awards are judged by a panel of industry experts from across......
Trust Company Innovates Wealth Advising Industry With Powerful Tech
Fintech News

Trust Company Innovates Wealth Advising Industry With Powerful Tech

Fintech News Desk
by Fintech News Desk0
FinTech-focused Trust Company and Custodian AET released Trust Platform: a product that digitizes client onboarding and reporting for financial advisors. Advisors can invite customers to invest in a variety of alternative assets. Customers can also link bank accounts and deposit funds within a single user-friendly system. Trust Platform is designed to consolidate and......
iPipeline Acquires IFS
Fintech InsurTech News

iPipeline Acquires IFS

Fintech News Desk
by Fintech News Desk0
iPipeline – a leading provider of cloud-based software solutions for the life insurance and financial services industry – announced it has acquired IFS™ (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance and advisor transitions. The company’s low code/no code solutions are......
Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology
Fintech Fintech Funding News Robotic Process Automation

Ultimus Enhances its Fund Servicing Efficacy with uSUITE®, A Robotic Process Automation-Based Technology

Fintech News Desk
by Fintech News Desk0
Clients benefit from increased service levels thanks to back-end automation Ultimus Fund Solutions® (Ultimus®), one of the largest independent fund service providers and an award-winning fund administrator, is pleased to share that it completed the second phase of the company’s proprietary uSUITE® technology launch, solidly laying the groundwork for the firm’s innovative......
Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors
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Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, announced that Doug Trott, former CEO and Board Chairman of PriceMetrix, has been elected to Skience’s board of directors. Mr. Trott brings to the Skience board more than 35 years of executive experience in the financial services industry, as well as......
RegTech Platform kompany Accelerates Growth With New Funding
Artificial Intelligence Fintech Investment Services News

RegTech Platform kompany Accelerates Growth With New Funding

Fintech News Desk
by Fintech News Desk0
New investors in kompany, the Anti-Money Laundering & Business KYC (KYB) platform, bring total raised to €14 million kompany, the award winning RegTech platform for Business KYC (KYB) announced new investment of almost €6 million, the company’s largest single investment round to date. It will use the new funding to......
TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com "Wealthies" Industry Awards
Fintech News Trading

TradingFront Recognized as a Finalist in Two Categories for the 2020 WealthManagement.com “Wealthies” Industry Awards

Fintech News Desk
by Fintech News Desk0
TradingFront, an innovative technology and unified custodian solution for independent RIAs, announced that the company has been selected as a Finalist in two categories for the 2020 “Wealthies” – the yearly WealthManagement.com Industry Awards Event – by a judging panel of industry experts in a highly competitive review process. Over......
Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment
Business Fintech News

Skience 13.0 Delivers Mid-Year Platform Enhancements Designed to Drive Efficiency in a New Wealth Management Environment

Fintech News Desk
by Fintech News Desk0
Skience, a leading wealth management services and solution provider, announced the delivery of a new release of the firm’s award-winning wealth management platform that provides advanced technology capabilities that allow wealth management firms, financial advisors, and investors to collaborate more efficiently in a secure digital environment. Read More: Kensho Collaborates......
Aviva Selects Fenergo to Transform KYC, CDD and AML Processes
Fintech News Risk Management

Aviva Selects Fenergo to Transform KYC, CDD and AML Processes

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 has been selected by Aviva, to replace Know Your Customer (KYC), Customer Due Diligence (CDD) and Anti-Money Laundering (AML) systems and services. Fenergo will work initially with Aviva Investors and later with Aviva......
Chartis Research Study Demonstrates up to 700% ROI With Fenergo's CLM Solution
Fintech Investment Services News Risk Management

Chartis Research Study Demonstrates up to 700% ROI With Fenergo’s CLM Solution

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 (FIs), and Chartis Research, the leading provider of research and analysis on the global market for risk technology, have collaborated to create a focused return on investment (ROI) report and model for CLM solutions. The......
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