Search Results for: client

Symetra Partners with Nassau Re/Imagine Insurtech Incubator
Business Fintech InsurTech News

Symetra Partners with Nassau Re/Imagine Insurtech Incubator

Fintech News Desk
Symetra Life Insurance Company announced a partnership with the Nassau Re/Imagine insurtech incubator based in Hartford, Connecticut, that will tap the creative and developmental opportunities in the region’s deep insurance industry talent pipeline. The program currently supports 19 startups focused on solving critical problems for the life, annuity, reinsurance, and......
Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions
Fintech News

Voya Financial Launches COVID-19 Planning Tool Powered by SAVVI Financial to Help Americans Navigate Difficult Financial Decisions

Fintech News Desk
Voya Financial, announced that it is collaborating with SAVVI Financial, a leading technology-enabled financial wellness platform, to offer a COVID Relief Planning Assistant designed to help those who have been laid off, furloughed or working reduced hours as a result of the pandemic. Through its Retirement and Employee Benefits businesses,......
J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
HarbourVest Partners Hires Rob MacGoey as CFO for Firm’s Management Company
Business Capital Markets Fintech News

HarbourVest Partners Hires Rob MacGoey as CFO for Firm’s Management Company

Fintech News Desk
HarbourVest Partners, a global private markets asset manager,  announced the hiring of Rob MacGoey as the chief financial officer (CFO) for the Firm’s Management Company. MacGoey will work alongside Karin Lagerlund, current CFO, who will focus on client and fund accounting, treasury and capital markets. Read More: GlobalFintechSeries Interview with......
RecVue Announces Strategic Partnership for Billing & Revenue Management with Effectus Group
Business Economy Fintech News

RecVue Announces Strategic Partnership for Billing & Revenue Management with Effectus Group

Fintech News Desk
RecVue, the next generation order-to-cash automation platform powering the Anything-as-a-Service (XaaS) economy, has announced it has entered into a strategic partnership with Effectus Group, a leading consulting firm with practice areas that include technical accounting, IPO services, transaction advisory services, and financial operations. Read More: M Financial Group Licenses FAST......
Tax Master Network Launches New Automated SaaS Tax Operating System
Fintech News

Tax Master Network Launches New Automated SaaS Tax Operating System

Fintech News Desk
 Tax Master Network Inc. (TMN), a Financial Gravity Companies portfolio company, announced the launch of TMN’s Automated Tax Operating System tool. Tax professionals and financial advisors understand that proactive planning is the key to paying less tax. For 15 years, TMN has offered a unique planning tool that diagnoses the......
Chartis Names FIS as Category Leader for Insurance Risk Solutions
Fintech News

FIS Launches Ethos Data Ecosystem Unlocking Data Insights

Fintech News Desk
FIS announced Ethos, an innovative new data ecosystem that gives clients the benefit of a unified view of data across their entire enterprise. Through a single point of access, clients will see data from across multiple channels using fully integrated tools that power data-driven insights and actions. Among its capabilities, Ethos......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Insurity Strengthens Billing and Payments Offerings with Bill It Now Acquisition
Fintech News

Insurity Acquires Virtual MGA, Continuing Its Expansion of Critical Technology Solutions for the MGA Market

Fintech News Desk
Insurity, a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, announced that it has completed the acquisition of Austin, Texas-based Virtual MGA. The deal, which closely follows the June 22, 2020 acquisition of Epic-Premier, further expands Insurity’s cloud-based core systems......
Wolters Kluwer Podcast Series Launched to Educate Lenders Navigating COVID-19 Impacts
Fintech News Risk Management

Toyota Finance Australia Selects Wolters Kluwer’s OneSumX for Regulatory Reporting

Fintech News Desk
Toyota Finance Australia has chosen Wolters Kluwer’s OneSumX for Regulatory Reporting as its regulatory reporting software, in order to meet the regulatory reporting requirements of the Australian Prudential Regulation Authority (APRA). Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis “We are delighted that Toyota has......
1