Search Results for: client

Moody’s Analytics PFaroe DB Solution Wins Buy-Side ALM Product of the Year for Fourth Straight Year
Fintech Fintech Funding Insights News

Moody’s Analytics Wins Award for Depth of ALM and Balance Sheet Management Services

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics has won the xCelent Depth of Services award in a new report from Celent. “NextGen Balance Sheet Management and ALM: Vendor ABCD” profiles 13 asset and liability management (ALM) and balance sheet management systems. Celent recognized the depth of our ALM and balance sheet management solution, which boasts award-winning software......
The Global State of Financial Technology
Artificial Intelligence Business Capital Markets Fintech Guest Posts

The Global State of Financial Technology

Parag Goswami
by Parag Goswami0
Like most industries, financial technology (“fintech”) has seen significant changes in response to the current state of our world. Banks, financial institutions, and mortgage lenders are rethinking business models based on customers’ needs and social distancing guidelines. Handling money and paperwork has become almost obsolete as we recognize how germs......
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Citi Awarded Mandate to Provide ETF Services for FinEx ETFs

Fintech News Desk
by Fintech News Desk0
Citi has been awarded the mandate to provide ETF services for the full fund range of FinEx ETF, Russia’s first and leading exchange-traded fund issuer. Under the agreement, Citi will service FinEx’s 13 ETFs representing $600 million in assets. Citi will provide a full range of services across custody, fund......
B2C Business Fintech News

Summitas Wins Private Asset Management’s 2020 “Best Document/Content Management Service or Tool” Award

Fintech News Desk
by Fintech News Desk0
Innovative client portals provide a unique set of tools for secure collaboration  Summitas, an innovative platform for secure, online client portals for family offices, wealth advisors, and other client-facing businesses has been named “Best Document/Content Management Service or Tool” by Private Asset Management magazine (PAM) at the 2020 PAM Awards. As the leading industry publication,......
Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds
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10 Startups Selected for Accenture’s 2020 FinTech Innovation Lab Asia-Pacific

Fintech News Desk
by Fintech News Desk0
Accenture and 19 leading financial services firms to mentor financial technology entrepreneurs in seventh annual program   Ten leading fintech companies have been selected for the seventh annual FinTech Innovation Lab Asia-Pacific, a mentorship program created by Accenture (NYSE: ACN) that helps startups fine-tune their business plans and solutions by pairing......
AccessFintech Secures $20 Million in Series B Financing
Business Fintech News

AccessFintech Secures $20 Million in Series B Financing

Fintech News Desk
by Fintech News Desk0
Investment led by Dawn Capital, with additional funding from Deutsche Bank and follow on investing from J.P. Morgan, Citi, Goldman Sachs AccessFintech, the leading fintech company evolving the financial industry operating model through data and workflow collaboration, is pleased to announce the successful completion of its Series B round of......
Compass Agrees To Acquire Modus
Business Fintech News

Compass Agrees To Acquire Modus

Fintech News Desk
by Fintech News Desk0
Modus Brings Streamlined and Secure Home-Closing Software to Compass’s End-to-End Platform for Real Estate – Modus’s title and escrow software saves agents time by simplifying the home-closing process – The acquisition will extend Compass’s platform beyond the core real estate transaction Compass, the real estate technology company, today announced that......
Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group
Fintech InsurTech News

Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group

Fintech News Desk
by Fintech News Desk0
Walker & Dunlop, Inc. and GeoPhy announced today that their appraisal business, Apprise, has expanded into the Valuation for Financial Reporting space with the addition of Adriane Bookwalter, CPA as Managing Director and Financial Reporting Practice Lead. Read More: Germany-based QUIN Launches An Investment Advisor And Raises €1M Apprise’s new specialty practice group will offer real......
CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities
Fintech News

CPACharge and TaxDome Release New Integration with Mobile, Remote Access Capabilities

Fintech News Desk
by Fintech News Desk0
The ability to operate a practice remotely is an important driver of CPA firm success in 2020 Managing an accounting practice or CPA firm online has changed from an option to a necessity in the current pandemic. That’s why the vertical-specific technology companies CPACharge and TaxDome partnered recently to help accounting professionals......
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Diebold Nixdorf Expands Commitment To Financial Literacy And Inclusion For Underserved Communities; Extends Partnership With Operation HOPE

Fintech News Desk
by Fintech News Desk0
Continuing its commitment to help promote financial inclusion and literacy for underserved communities around the world, Diebold Nixdorf (NYSE: DBD), through its charitable arm, the Diebold Nixdorf Foundation, will donate $500,000 over the next four years to Operation HOPE, extending and increasing a previous commitment which began in 2017. Operation HOPE’s mission is to expand economic......
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