Search Results for: client

Embroker-further-accelerates-the-digital-transformation-of-specialty-commercial-insurance-with-the-launch-of-new-platform_-Embroker-Access
Business Fintech InsurTech News

Embroker Further Accelerates The Digital Transformation Of Specialty Commercial Insurance With The Launch Of New Platform, Embroker Access

Fintech News Desk
by Fintech News Desk0
Embroker, the insurtech transforming specialty insurance, today launched Embroker Access, a new online service that allows retail and wholesale brokers to offer Embroker’s best-in-class digital insurance products. The company also announced that its instant management liability package, previously only offered to technology companies, is now available to all private businesses.......
Global-Financial-Institution-Fines-for-AML_-Data-Privacy-and-MiFID-Rise-26%-in-2020
Business Fintech News

Global Financial Institution Fines for AML, Data Privacy and MiFID Rise 26% in 2020

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions, today released its annual findings on global financial institution fines which show that for the year to date, penalties have totalled $10.4 billion for non-compliance with Anti-Money Laundering (AML), Know your Customer (KYC), data privacy and MiFID......
Wolters-Kluwer-cloud-based-expert-solutions-named-global-leaders-in-2020-Stratus-Awards-for-Cloud-Computing
Business Fintech News

Wolters Kluwer Cloud-based Expert Solutions Named Global Leaders In 2020 Stratus Awards For Cloud Computing

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting today announced that two of its innovative cloud-based expert solutions were recognized by the Business Intelligence Group with the 2020 Stratus Awards for Cloud Computing in their annual business award program. CCH Axcess Client Collaboration was named a global leader in the Cloud Collaboration category......
Deloitte CFO Signals™ Survey: CFOs Cite Continued Economic Concerns in First Half of 2021, but Optimistic About the Second Half Onward
Fintech Investment Services News Trading

Deloitte CFO Signals™ Survey: CFOs Cite Continued Economic Concerns in First Half of 2021, but Optimistic About the Second Half Onward

Fintech News Desk
by Fintech News Desk0
Key takeaways News of an effective vaccine seems to be driving a general belief that, despite a grim outlook for winter virus infections, broader vaccine availability later in the year provides a light at the end of the proverbial tunnel. CFOs overwhelmingly support a stimulus package, infrastructure investment, de-escalating U.S.-China trade......
Banking Business Fintech Fintech Startups Interviews Mobile Banking

Global Fintech Interview with Irwin Grossman, CEO and Co-founder at Delta Payment Solutions

Paroma Sen
by Paroma Sen0
Explore the State of Technology Sales and Tips to Streamline Marketing and Sales Efficiencies with Leaders from Zilliant, Pipedrive, TeamViewer, Acoustic and more!...
International Money Express, Inc. Names Ernesto Luciano as General Counsel and Chief Compliance Officer
Fintech News

International Money Express, Inc. Names Ernesto Luciano as General Counsel and Chief Compliance Officer

Fintech News Desk
by Fintech News Desk0
International Money Express, Inc. (NASDAQ: IMXI) (the “Company”) (Intermex), a leading money remittance services company, today announced the appointment of Ernesto Luciano as the company’s new general counsel and chief compliance officer. Ernesto will be assuming the administrative and compliance responsibilities from Jose Perez-Villarreal, the Company’s current chief administrative and......
Quarium-Now-an-Intuit-Authorized-Hosting-Company-for-QuickBooks
Business Fintech News

Quarium Now an Intuit Authorized Hosting Company For QuickBooks

Fintech News Desk
by Fintech News Desk0
Fishbowl announced today that its Quarium dedicated QuickBooks Cloud Hosting service is now authorized as an Intuit Authorized Hosting Company ensuring hosted QuickBooks data for small to medium businesses (SMB) is safe, helping eliminate risk. “We are excited to be added as an Intuit Authorized Hosting Partner,” said John David......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News Trading

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak at no cost and with no strings attached. Advisors who have or had an active contract in 2020 with Oranj (recently closed), RedBlack......
Standard Chartered and Northern Trust Partner to Launch Zodia, a Cryptocurrency Custodian for Institutional Investors
Blockchain Business Cryptocurrency Fintech News

Standard Chartered and Northern Trust Partner to Launch Zodia, a Cryptocurrency Custodian for Institutional Investors

Fintech News Desk
by Fintech News Desk0
SC Ventures, the innovation and ventures unit of Standard Chartered, and Northern Trust, a leading provider of asset servicing, have entered into an agreement to launch Zodia Custody, an institutional-grade custody solution for cryptocurrencies. Read More: Former Goldman Sachs and UBS Executives Join Zytara Advisory Board Cryptocurrencies already represent 0.3% of......
Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts
Cryptocurrency Fintech News

Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts

Fintech News Desk
by Fintech News Desk0
Partnership enables Financial Advisors to manage digital assets for clients with the tax-advantages of an Individual Retirement Account, and the benefits of owning the underlying assets. Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies and digital assets, under the management of......
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