Search Results for: client

CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech Investment Services News

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

Fintech News Desk
by Fintech News Desk0
CAIS continues to connect the wealth management ecosystem, making it easier for independent financial advisors to access alternative investments. CAIS, the leading alternative investment platform, today announced an integration with Orion Advisor Solutions, architect of the tech-enabled fiduciary process that empowers the advisor-client journey by enabling advisors to Prospect, Plan,......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News Risk Management

Wolters Kluwer Enables Audit Professionals to Minimize Risk and Save Time Through New Features in Its Teammate® Analytics Data Analysis Solution

Fintech News Desk
by Fintech News Desk0
New capabilities enable audit professionals to provide added value to their organizations and clients Today, Wolters Kluwer Tax & Accounting announced the addition of new capabilities to its innovative TeamMate® Analytics solution used by external auditors at tax and accounting firms, as well as by internal audit departments in businesses and public sector organizations......
Jack Henry Reaches Milestone of 150 Banks and Credit Unions Moving Network Infrastructure to Its Hosted Network Solutions Environment
Business Fintech Fintech Funding News

Jack Henry Migrates 800 Financial Institutions to Enhanced Card Processing Platform

Fintech News Desk
by Fintech News Desk0
FirstBank among those leveraging the enhanced card processing platform to improve user experiences, boost efficiencies, and reduce fraud losses Jack Henry & Associates, Inc. (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today, Jack Henry Payments announced that 800 financial......
Harmonate Appoints Richard Scheffrin CTO to Sustain Leadership in Data Operations for Funds
Fintech Fintech Funding News

Harmonate Appoints Richard Scheffrin CTO to Sustain Leadership in Data Operations for Funds

Fintech News Desk
by Fintech News Desk0
Enterprise technology veteran to accelerate the data management revolution in FundsTech Harmonate announced Richard Scheffrin’s appointment as CTO for the data management and operations company as it serves transformational fund administrators leading the global financial services reset. Read More: Finzly Awarded “Best of Show” at FinovateWest 2020 Conference “Richard’s experience, leading pragmatic innovation......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
The Rising Online Consumption Curve in Latin America with the Pandemic – and What it Means for Fintechs
Banking Business Fintech Guest Posts

The Rising Online Consumption Curve in Latin America with the Pandemic – and What it Means for Fintechs

Jaqueline Bartzen
by Jaqueline Bartzen0
Latin America was at the peak of e-commerce growth, with millions of consumers getting access to better financial options and a faster internet connection, when the world was hit by the coronavirus pandemic, at the beginning of this year. As lockdown measures were ordered throughout the region, e-commerce was strongly......
Citi-Named-World’s-Best-Digital-Bank-2020-by-Global-Finance-Magazine
Banking Fintech News

Citi Named World’s Best Digital Bank 2020 by Global Finance Magazine

Fintech News Desk
by Fintech News Desk0
Citi has been named the World’s Best Digital Bank by Global Finance magazine for the 19th consecutive year. “We continue to build a financial platform for digital commerce, and have been transforming our solutions over the last several years to provide a better client experience that is fast, easy, and flexible,” said Naveed Sultan,......
Chase-Mobile-App-Named-_1-in-J.D.-Power-Wealth-Management-Mobile-App-Satisfaction-Study
Banking Fintech Mobile Banking News Trading

Chase Mobile App Named #1 in J.D. Power Wealth Management Mobile App Satisfaction Study

Fintech News Desk
by Fintech News Desk0
The Chase Mobile app was named the #1 wealth management app in overall customer satisfaction, according to the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study. The Chase Mobile app seamlessly integrates Chase banking and J.P. Morgan wealth management into one easy-to-use experience. Customers who invest with an......
Okta-Secures-the-Identities-of-Banks_-Accelerating-Digital-Transformation-in-Financial-Services
Banking Fintech Investment Services News

Okta Secures the Identities of Banks, Accelerating Digital Transformation in Financial Services

Fintech News Desk
by Fintech News Desk0
Okta, Inc. (NASDAQ:OKTA), the leading independent provider of identity for the enterprise, today announced significant momentum in the financial services industry with new and expanded deployments for Canadian Western Bank, First National of Nebraska, and Nota, powered by M&T Bank. Okta also announced financial results for its third fiscal quarter......
Verifyle and Reinvestment Partners Taxpayer Assistance Center – North Carolina VITA Coalition Partner to Protect Taxpayers and Tax Preparers from Hackers
Digital Investments News

Verifyle and Reinvestment Partners Taxpayer Assistance Center – North Carolina VITA Coalition Partner to Protect Taxpayers and Tax Preparers from Hackers

Fintech News Desk
by Fintech News Desk0
Verifyle, a leader in secure messaging, file sharing and digital signatures, today announced a partnership with Reinvestment Partners Taxpayer Assistance Center – North Carolina VITA Coalition (RP TAC). Reinvestment Partners coordinates a coalition of non-profit organizations and educational institutions that operate Volunteer Income Tax Assistance sites (the IRS VITA program).......
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