Search Results for: client

Advisor360°-Names-Cassie-Warrington-VP_-Business-Development
Artificial Intelligence Banking Business Fintech InsurTech Investment Services News Trading

Advisor360° Names Cassie Warrington VP, Business Development

Fintech News Desk
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, today announced that Cassie Warrington has joined the firm as Vice President, Business Development. A thought leader with a proven track record of leveraging her expertise in business planning, account development and third-party partnerships, Ms. Warrington’s hire represents......
Bankers-Life-Uses-New-Software-to-Provide-Customers-an-Interactive-Retirement-Income-Planning-Experience
Banking Business Fintech Investment Services News

Bankers Life Uses New Software To Provide Customers An Interactive Retirement Income Planning Experience

Fintech News Desk
Bankers Life, a national life and health insurance brand focused on the insurance and investment needs of Americans near or in retirement, announced today a new software tool that provides consumers efficient, more personalized assistance with retirement income planning. Through a collaboration with RetireUp, an unaffiliated entity, Bankers Life wealth management......
AccountantsWorld-Receives-K2-Enterprises-Prestigious-Prime-Award
Business Fintech Investment Services News

AccountantsWorld Receives K2 Enterprises Prestigious Prime Award

Fintech News Desk
AccountantsWorld, a leading provider of cloud-based accounting and payroll solutions, has just been named by K2 Enterprises as the recipient of the 2020 Prime award, the most prestigious honor bestowed by K2 in their annual Quality Awards. AccountantsWorld was also recognized with two other Quality Awards, the Cloud Top Shelf......
Envestnet Appoints Robert Coppola as Chief Technology Officer
Business Fintech News

Envestnet Appoints Robert Coppola as Chief Technology Officer

Fintech News Desk
Organization Continues Aligning the Envestnet User Experience Across Applications to Help Advisors Enhance Their Clients’ Financial Wellness Envestnet, Inc. (NYSE: ENV) announces that Robert Coppola has joined the organization as Chief Technology Officer. Mr. Coppola reports to President Stuart DePina, and will succeed Scott Grinis, who has served as Envestnet’s Chief Technology Officer for the......
Banco De Comercio Selects Paygilant's Digital Fraud Prevention Solution to Strengthen Their New Digital Channel
Fintech Mobile Banking News

Banco De Comercio Selects Paygilant’s Digital Fraud Prevention Solution to Strengthen Their New Digital Channel

Fintech News Desk
According to its recent transformation towards digitalization, Banco de Comercio has selected Israel-based mobile and digital fraud prevention leader Paygilant to bolster its newly established digital channel. This alliance ensures the bank’s customers a fast, accessible, and secure digital and mobile banking services. Read More: PayBito Experiences Rapid Increase in Franchise......
Global Payment Service Provider Paybis leverages Zero Hash for US expansion
Business Fintech News

Global Payment Service Provider Paybis leverages Zero Hash for US expansion

Fintech News Desk
Paybis, a leading global cryptocurrency instant exchange, today announced a strategic partnership with Zero Hash for US expansion Paybis, the UK-based cryptocurrency platform that allows users to buy and sell cryptocurrencies with credit cards & several other payment methods, today announced a strategic partnership with Zero Hash, the API driven......
Sage Announces New TaxCycle™ Integration with Sage Accounting
Business Fintech News

Sage Announces New TaxCycle™ Integration with Sage Accounting

Fintech News Desk
Canadian accountants and bookkeepers can now run a completely paperless practice, from automated data entry to tax filing Sage (FTSE:SGE), the market leader in cloud business management solutions, today announced a new integration between Sage Business Cloud Accounting and Calgary-based TaxCycle, an innovative, income tax preparation solution for accounting professionals. The integration simplifies data entry and......
LemonadeLXP Offers Access to Course Material in Content Exchange Hub
Business Fintech News

LemonadeLXP Partners With The Edcomm Group To Offer Compliance Training Courses

Fintech News Desk
LemonadeLXP, the learning experience and digital adoption platform for financial institutions, has partnered with The Edcomm Group, a global provider of training solutions to the financial community, to provide compliance and regulatory training through the LemonadeLXP platform. With more than 200 courses and a history of partnering with 2,500 clients......
1