Search Results for: client

CredoLab Raises USD 7 million in Series A Investment Round Led by GBG; Plans Expansion in US and Other Markets
Fintech Fintech Funding Investment Services News

CredoLab Raises USD 7 million in Series A Investment Round Led by GBG

Fintech News Desk
by Fintech News Desk0
CredoLab, a leading developer of bank-grade digital credit scorecards based on smartphone metadata, has secured USD 7 million in its Series A round funding led by GBG, the global specialist in Identity Data Intelligence. ‍Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers In addition to GBG, the......
Fintech News

Howard Bank Selects KlariVis Data Analytics Platform to Close Data Gap

Fintech News Desk
by Fintech News Desk0
Pandemic highlights need for aggregated, actionable data KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that Baltimore, Md.-based Howard Bank selected KlariVis to access transformative data enabling greater insight into customer, market, branch, officer and product information. The bank with $2.5 billion in assets, operates......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
Home Captain Launches Preeminent Suite of Products to Increase Bank and Lending Customer Experience
Banking Fintech News

Home Captain Launches Preeminent Suite of Products to Increase Bank and Lending Customer Experience

Fintech News Desk
by Fintech News Desk0
Home Captain announced the launch of the “Home Captain Hub,” a new suite of innovative products and services tailored to dramatically increase the lifetime engagement and satisfaction of mortgage service and banking customers who are purchasing, selling or refinancing their home. This announcement follows the company’s recent acquisition announcement of......
Barclays makes strategic investment in Australia
Banking Capital Markets Fintech Investment Services News

Barclays appoints Manuel Esteve as Head of Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
Barclays Investment Bank announces the appointment of Manuel Esteve as Head Of Equity Capital Markets, Continental Europe. Manuel will be based in London and report to Tom Johnson, Head Of Equity Capital Markets EMEA. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Manuel has spent......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
Techstars to Partner with ABN AMRO
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Techstars to Partner with ABN AMRO

Fintech News Desk
by Fintech News Desk0
Techstars, the global platform for investment and innovation, and ABN AMRO have agreed to a three-year partnership to accelerate innovation through a Techstars accelerator program. The partners will focus on identifying and supporting innovative startups transforming financial services in business and life. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s......
Fintech News

BroadPeak Expands UK Office to Expedite CME Migration

Fintech News Desk
by Fintech News Desk0
BroadPeak Partners, the leading purveyor of K3-driven real-time exchange trade data, regulatory and surveillance reporting, is expanding its London office in response to increased European demand. The firm has appointed Henry Rhodes to oversee UK and EU sales. “There are some really important macro factors that make London an excellent......
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