Search Results for: client

SmartAsset Promotes Dave Frisone to Chief Revenue Officer
Fintech News

SmartAsset Promotes Dave Frisone to Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the promotion of Dave Frisone to Chief Revenue Officer. Formerly Senior Vice President of Financial Advisor Revenue at SmartAsset, Frisone will be responsible for all revenue-generating functions at the company.......
Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership
Business Fintech News

Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership

Fintech News Desk
by Fintech News Desk0
Fast growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology Panoramix, an innovative advisor technology platform, and Shareholders Service Group (SSG), a leading independent RIA custodian, announced today a new technology partnership that will......
What is ERP and top 10 Global ERP Software Providers from the world market
Business Featured Fintech

What is ERP and a Few Top Global ERP Software Providers from Around the World

Fintech News Desk
by Fintech News Desk0
Enterprise Resource Planning (ERP) refers to the planning and the management of the core processes and procedures that are followed in an organization. These include the supply chains, manufacturing units, financial services, and other processes that take place in the organization. Enterprise Resource Planning can be easily done in an......
FinLocker and HomeFree-USA Partner to Educate and Increase Homeownership Opportunities
Fintech News

FinLocker and HomeFree-USA Partner to Educate and Increase Homeownership Opportunities

Fintech News Desk
by Fintech News Desk0
FinLocker, a financial data and analytics company, is announcing a strategic relationship with HomeFree-USA, a HUD approved homeownership development organization that helps bridge financial strength and homeownership for all Americans. FinLocker, a financial data and analytics platform, assists homeowners and lenders by aggregating financial information, so all parties benefit from......
FormFree Welcomes SaaS Executive Tyler Brantley as Director of Implementation
Fintech News

FormFree Welcomes SaaS Executive Tyler Brantley as Director of Implementation

Fintech News Desk
by Fintech News Desk0
FormFree has hired SaaS sales executive Tyler Brantley as director of implementation. In this role, Brantley will serve as the internal liaison between FormFree’s sales and operations teams and support revenue growth by working to ensure an ideal onboarding experience for every FormFree customer. Read More: BillingPlatform Increases Standing in MGI......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
HKD Group Hires New Head of M&A
Banking Fintech Investment Services News

HKD Group Hires New Head of M&A

Fintech News Desk
by Fintech News Desk0
HKD Group, have announced today that Jarrod Aldridge has joined the firm as Head of M&A, replacing Ian McMahon who steps down after leading the firm’s M&A division over the last decade. Jarrod will focus on leading HKD Group’s rapidly growing investment banking practice in the Asia Pacific region. He......
Paxos Raises $142 Million in Series C Funding
Fintech News Trading

Societe Generale Begins Settling U.S. Securities Trades through Paxos Settlement Service

Fintech News Desk
by Fintech News Desk0
More than $40M in listed US equity trades settled by Paxos Settlement Service since February 2020 Paxos Trust Company, a New York-regulated financial institution that digitizes and mobilizes assets, today announced Societe Generale is the third broker-dealer client using Paxos Settlement Service to settle U.S. listed equity trades. Read More: S&P Global Market Intelligence......
Sapiens' New Version of its Cloud-based P&C Core Suite for EMEA & APAC Facilitates Digital Customer Experience & Enhances Process Automation
Fintech InsurTech News

Sapiens’ New Version of its Cloud-based P&C Core Suite for EMEA & APAC Facilitates Digital Customer Experience & Enhances Process Automation

Fintech News Desk
by Fintech News Desk0
Enhanced business processes, API integration and cloud-readiness improve operational efficiencies, customer experience and business outcomes Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced the general availability of its upgraded Sapiens IDITSuite for Property & Casualty (P&C) and general insurance providers. To keep pace......
Insurity Strengthens its Predictive Analytics Claims Solutions with ODG by MCG Partnership
Fintech InsurTech News

Insurity Strengthens its Predictive Analytics Claims Solutions with ODG by MCG Partnership

Fintech News Desk
by Fintech News Desk0
Combination of ODG Guidelines for Workers’ Compensation and Insurity’s Proprietary Valen Data Consortium Yields Unprecedented Predictive Insights for Claims Management Insurity, Inc., a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, today announced its partnership with ODG by MCG, part......
1