Search Results for: client

Baker Hill Partners with Financial Institutions on Paycheck Protection Program Loan Forgiveness
Banking Fintech News

Baker Hill Partners with Financial Institutions on Paycheck Protection Program Loan Forgiveness

Fintech News Desk
by Fintech News Desk0
FinTech company collaborates with banks to provide support for small business lending Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, is partnering with various banks to expedite the process of Paycheck Protection Program......
Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer
Fintech News

Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Rapid growth for Cobalt portfolio monitoring platform highlights demand for better technology to address private capital investors, management Cobalt Software Inc (“Cobalt”), a leading portfolio monitoring solutions provider for the private capital industry, announced the appointment of iLevel co-founder Hank Boggio to the newly created position of Chief Commercial Officer. In......
InsurTech Leader Delivers Industry's First Commercial Submissions Platform to Agency and Carrier Design Partners
Artificial Intelligence Fintech InsurTech News

Vertafore Unveils New InsurTech Solutions Proven to Help Insurance Agencies Modernize and Boost Profitable Revenue

Fintech News Desk
by Fintech News Desk0
Summer of Accelerate Kickoff attendees get first look at features and products built on Vertafore’s exclusive new Titan Technology To help thousands of independent insurance agencies modernize and grow their business, Vertafore unveiled a slate of new tools, features and products to automate and simplify insurance. The new enhancements are......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
by Fintech News Desk0
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
TD Ameritrade Investor Movement Index: May Activity Boosts IMX
Fintech Investment Services News

TD Ameritrade Investor Movement Index: May Activity Boosts IMX

Fintech News Desk
by Fintech News Desk0
The Investor Movement Index increased to 4.35 in May, up 11.54 percent from its April score of 3.90. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets. Read More: GlobalFintechSeries Interview......
Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19
Fintech Investment Services News

Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19

Fintech News Desk
by Fintech News Desk0
Ric Edelman, founder of the nation’s largest independent financial planning and investment advisory firm,  released a 64-page report that warns of dire financial outcomes for millions of Americans. Edelman’s report, The Long-Term Financial Impact of Covid-19 and What it Means for You, asserts that the pandemic is leading people to bad......
PM Workforce Announces Major Expansion Throughout Texas and Increases List of Leasing Services for Multifamily Properties
Fintech News

PM Workforce Announces Major Expansion Throughout Texas and Increases List of Leasing Services for Multifamily Properties

Fintech News Desk
by Fintech News Desk0
PM Workforce is excited to officially announce its expansion as a full-service outsource leasing firm hyper-focused on providing ultra-high-performing leasing consultants. We recruit train, test, and certify by combining Grace Hill online training and its’ proprietary curriculum, including knowledge-based classroom/virtual training and hands-on onsite leasing. Leasing services include: conventional, tax credit,......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
by Sean Sullivan1
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
Oasis Widens Technology Offering with Legal Research Platform, eDiscovery Assistant
Fintech News

Oasis Widens Technology Offering with Legal Research Platform, eDiscovery Assistant

Fintech News Desk
by Fintech News Desk0
Oasis has continuously expanded its eDiscovery software offerings based on the latest and most effective software in legal technology. Now, reaching beyond standard eDiscovery technology, Oasis is expanding into resources that legal professionals use for research and education by partnering with eDiscovery Assistant. Read More: Healthfully and Paya Deliver Expanded Patient......
iPayables Thrives Due to Business Continuity Where Others Falter
Business Fintech News

iPayables Thrives Due to Business Continuity Where Others Falter

Fintech News Desk
by Fintech News Desk0
iPayables onboarded a number of clients whose invoice process providers were unable to deliver invoice processing services during the crisis. iPayables, Inc. has seen great success with their business continuity plan amidst the coronavirus pandemic. “Business continuity has always been important to our clients and partners, so we’ve always had......
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