Search Results for: client

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
AcadiaSoft Makes APAC Push Ahead of Final UMR Phases
Fintech News Risk Management

AcadiaSoft Makes APAC Push Ahead of Final UMR Phases

Fintech News Desk
by Fintech News Desk0
Announces Expanded APAC Efforts on the Heels of Opening its Japan Entity and Expansion into New Markets AcadiaSoft Inc., the leading industry provider of risk and collateral management services for the non-cleared derivatives community, today announced a new effort to make its products and solutions more accessible to the APAC......
tZERO Announces Integration With Sterling Trading Tech, Powering Two New Third-Party Broker-Dealers That Are Live & Trading on the tZERO ATS
Fintech News Trading

tZERO Announces Integration With Sterling Trading Tech, Powering Two New Third-Party Broker-Dealers That Are Live & Trading on the tZERO ATS

Fintech News Desk
by Fintech News Desk0
This Announcement Marks an Important Step to Broadening Investor Access and Enhancing Liquidity on the tZERO ATS tZERO, a leader in financial innovation and liquidity for private companies, announced today that it has completed a technology integration with Sterling Trading Tech, a leading global provider of trading and compliance solutions. This......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Fintech Investment Services News

SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence

Fintech News Desk
by Fintech News Desk0
Automated Alternative Investment Data Collection and Delivery Increase Family Office Efficiency SEI (NASDAQ: SEIC) today announced enhancements to its Archway PlatformSM to automate alternative investment data workflows involving a strategic partnership with Canoe Intelligence (Canoe), a financial technology company focused on reimagining data management processes for alternative investors and capital allocators. SEI......
Brazilian Credit Card Issuer Afinz Moves to FIS for Processing Services to Support Growth Strategy
Fintech News

Brazilian Credit Card Issuer Afinz Moves to FIS for Processing Services to Support Growth Strategy

Fintech News Desk
by Fintech News Desk0
Key facts: Brazilian fintech and card issuer Afinz, formerly Sorocred, has selected FIS’ card processing services for its entire portfolio of credit cards. FIS will also provide processing services for Afinz’s recently launched credit card co-branded with Visa Financial technology leader FIS® (NYSE: FIS) announced that it has been selected by Brazilian......
Reynolds and Reynolds Selects FIS as its Exclusive Integrated Payment Processing Provider
Business News

FIS Chairman, President and CEO Gary Norcross Receives Corporate Citizenship Award from The Conference Board Committee for Economic Development

Fintech News Desk
by Fintech News Desk0
Key facts: Norcross being recognized for expertise in leading through challenging times Norcross one of six corporate leaders to be recognized at CED’s annual Distinguished Performance Awards Celebration Financial technology leader FIS® (NYSE: FIS) announced today that Chairman, President and CEO Gary Norcross is receiving the 2020 Corporate Citizenship Award from the......
Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo
Fintech News

Leading Canadian Mortgage Tech Company, Lendesk, Acquires Digital Mortgage Origination Provider, Finmo

Fintech News Desk
by Fintech News Desk0
The new integration will add Finmo’s fully digital mortgage experience to Lendesk’s powerful broker resources Lendesk Technologies, the premier FinTech provider for Canada’s mortgage industry professionals, today announced its acquisition of Finmo Financial Technologies – the fastest growing mortgage origination platform in Canada. Read More: United Federal Credit Union Chooses Finn AI to Deliver Conversational......
Planswell Fills C-Suite with Eye Towards Global Expansion
Business Fintech News Risk Management

The Behavioral Investing Institute Expands Advisor Training Program through Syntoniq Partnership

Fintech News Desk
by Fintech News Desk0
The Behavioral Investing Institute proudly announces its partnership with Syntoniq, creator of the my3B assessment tool and a provider of behavioral finance and risk assessment technology. The Behavioral Investing Institute is a multifaceted behavioral training and coaching service for financial advisors, sponsored and offered by Toews Asset Management. Read More: GlobalFintechSeries Interview......
ABAKA Announces Global Partnership with Intel
Artificial Intelligence Fintech News

ABAKA Announces Global Partnership with Intel

Fintech News Desk
by Fintech News Desk0
ABAKA has joined the Intel AI Builders ecosystem to foster the next generation of AI for banks, wealth managers and retirement providers, and drive the adoption of ABAKA’s Artificial Intelligence digital solutions for the financial industry ABAKA, the world leader in digital saving and retirement enterprise SaaS solutions powered by Artificial Intelligence,......
Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology
Fintech News

Hazeltree Appoints Jonathan Spirgel to Lead Cash and Liquidity Management Technology

Fintech News Desk
by Fintech News Desk0
Hazeltree Expands Management Team to Further Expand Liquidity Offerings Hazeltree, the leading provider of integrated treasury and portfolio finance solutions, today announced the appointment of industry veteran, Jonathan Spirgel, as Managing Director and Global Head of Cash and Liquidity Management. Mr. Spirgel will support Hazeltree’s clients in delivering operational efficiencies,......
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