Search Results for: client

Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award
Banking Fintech News

Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award

Fintech News Desk
by Fintech News Desk0
Bank Credited for its Creativity and Impactful Use of Technology Amerant Bank, one of the largest community banks headquartered in Florida, is proud to announce it has been recognized by Mastercard in its annual Community Institution Segment Awards with an Innovation Award. The awards program recognizes those Community Institutions who......
Applied Systems Announces New Alliance Partnerships
Fintech InsurTech News

Applied Systems Announces New Alliance Partnerships

Fintech News Desk
by Fintech News Desk0
TechAssure and North American Insurance Alliance join Applied Partner Program to gain greater access to technology and resources for growth Applied Systems® today announced the addition of two new Alliance Partners, including TechAssure and North American Insurance Alliance (NAIA). The Applied Partner Program provides Alliance Partners with greater access to......
Atria Wealth Solutions Partners with Riskalyze to Empower Financial Professionals with Holistic View on Client Risk
Fintech News

Independent Financial Partners Launches Connected Trading with Riskalyze, Further Deepening its Enterprise Relationship

Fintech News Desk
by Fintech News Desk0
Riskalyze’s seamless trading automation will help reduce manual operations and save advisors time Riskalyze today expanded its existing enterprise agreement with Independent Financial Partners (“IFP”), a broker-dealer and registered investment advisor managing $6 billion in assets. Through this agreement, IFP will switch from a file-based system to a multi-custodial FIX connection – implementing their access to......
Fintech News

Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform

Fintech News Desk
by Fintech News Desk0
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform enables users......
Enterprise Tax Credits & Incentives Platform Incentify Nets $4.25 Million In Latest Strategic Investment Round
Fintech News

Enterprise Tax Credits & Incentives Platform Incentify Nets $4.25 Million In Latest Strategic Investment Round

Fintech News Desk
by Fintech News Desk0
— The investment round is led by tax services and consulting firm, Ryan LLC — Incentify’s C&I solution will roll out to existing Ryan LLC customers, enabling Incentify’s expansion into new industry verticals Incentify, the leading enterprise tax credits & incentives (C&I) platform, today announced the closing of $4.25 million in strategic......
Finitive Facilitates Credit Facility for Buyer of Distressed Small Business Loans
Fintech Investment Services News

Finitive Facilitates Credit Facility for Buyer of Distressed Small Business Loans

Fintech News Desk
by Fintech News Desk0
Finitive, a private credit platform providing institutional investors with direct access to alternative lending investments, announced that it has facilitated a credit facility for a specialty finance company that buys distressed small business loans and merchant cash advance (MCA) portfolios. Read More: The Influence of Mobile Apps WeChat Pay and......
Qontigo Launches Comprehensive Library of Fixed Income Corporate Spread and Yield Curve Data
Fintech Investment Services News Risk Management Trading

Qontigo Names Rodolphe Bocquet as Global Head of ESG

Fintech News Desk
by Fintech News Desk0
Qontigo  announced the appointment of Rodolphe Bocquet as Global Head of ESG, effective as of September 22, 2020. In this newly created position, Bocquet will lead Qontigo’s expansion of indexing and analytics in the ESG space. Read More: GlobalFintechSeries Interview with Jill Homan, President at DeepTarget A pioneer and innovator in ESG......
Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services
Capital Markets Fintech News

Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services

Fintech News Desk
by Fintech News Desk0
Cannae Holdings, Inc. and Thomas H. Lee Partners, L.P. are minority co-investors in newly formed entity Black Knight, a leading provider of software, data and analytics solutions to the mortgage and consumer loan, real estate and capital markets verticals, announced the completion of its acquisition of Optimal Blue, a leading......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Banking Fintech News Risk Management

Citi CEO Michael Corbat Announces Plans to Retire in February 2021

Fintech News Desk
by Fintech News Desk0
Citi CEO Michael Corbat announced that, after 37 years at Citi, including the last eight years as CEO, he plans to retire from Citi and step down from its Board of Directors in February of 2021. The Board of Directors selected Jane Fraser, currently Citi’s President and CEO of Global......
KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond--A White Paper
Fintech News

KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond–A White Paper

Fintech News Desk
by Fintech News Desk0
KnowLedger, a fast-growing accounting technology company, has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today’s volatile economy. This special, 20-page report examines how recent events and market trends—as well as demographic, social, and technology shifts—are creating new......
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