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Fintech Guest Posts InsurTech Risk Management

What You Need To Know About SOC 2

Jordan MacAvoy
by Jordan MacAvoy0
Nowadays, businesses are storing vast amounts of customer data, making security a primary concern. One of the compliance standards that have been established to ensure the safety of data is SOC 2. Here is a brief overview of SOC 2 with a few tips on how to become compliant. What......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
GTKonnect Professionals Join EY in Expansion of Global Trade Management Services
Fintech News

GTKonnect Professionals Join EY in Expansion of Global Trade Management Services

Fintech News Desk
by Fintech News Desk0
More than 100 professionals from global trade management software company GTKonnect joined EY member firms in the United States and India, EY announced . The transaction is part of EY global trade management services expansion. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities Organizations’ supply chains are......
Rutherford & Associates Welcomes Vice President of Sales and Marketing, Erich Colberg
Capital Markets Fintech News

Rutherford & Associates Welcomes Vice President of Sales and Marketing, Erich Colberg

Fintech News Desk
by Fintech News Desk0
Rutherford & Associates is the creator of eoStar, a comprehensive ERP route accounting software for global modern beverage distribution organizations, announced that Erich Colberg has joined the executive team as the new Vice President of Sales and Marketing. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings
Fintech News

Ameriprise Financial Named “Top Performer” in Customer Satisfaction Ratings

Fintech News Desk
by Fintech News Desk0
Ameriprise Financial announced that it has been named a top performer in the 2020 Wants & Pricing customer satisfaction report conducted by independent research and benchmarking company Hearts & Wallets. The annual survey asked more than 5,000 households to rate their financial firms based on service dimensions that customers most......
AICPA Offers Loan Forgiveness Calculator for Paycheck Protection Program
Banking Business Fintech News

AICPA Offers Loan Forgiveness Calculator for Paycheck Protection Program

Fintech News Desk
by Fintech News Desk0
Template Shared with Treasury and SBA to Help Resolve Outstanding Issues in Process The American Institute of CPAs has created a loan forgiveness calculator for the Paycheck Protection Program (PPP), the main small business relief vehicle under the CARES Act, and shared it with the Treasury Department and Small Business......
Andersen Global Adds Depth to African Presence; Announces Collaboration with Madagascar-Based Tax and Legal Firm
Business Fintech News

Andersen Global Adds Depth to African Presence; Announces Collaboration with Madagascar-Based Tax and Legal Firm

Fintech News Desk
by Fintech News Desk0
Andersen Global expands its presence in Eastern Africa through a Collaboration Agreement with Madagascar-based tax and legal firm HK Jurifisc, marking the organization’s debut in the country as part of its expansion strategy on the continent. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay “HK Jurifisc’s......
BluWave Names Katie Marchetti Managing Director
Capital Markets Fintech News

BluWave Names Katie Marchetti Managing Director

Fintech News Desk
by Fintech News Desk0
BluWave, a private equity-focused advisory firm, announced the appointment of Katie Marchetti as Managing Director. BluWave connects private equity firms and their portfolio companies with top due diligence and value creation resources via its proprietary, invitation-only network of specialists. Marchetti will initially focus on growth strategy and corporate development with new......
Northpointe Bank Recognized as a Top-Performing Community Bank in the Nation by the Independent Community Bankers of America
Banking Fintech News

Northpointe Bank Recognized as a Top-Performing Community Bank in the Nation by the Independent Community Bankers of America

Fintech News Desk
by Fintech News Desk0
Northpointe Bank is honored to be named a top-performing bank in the nation by the Independent Community Bankers of America (ICBA).  The ICBA compiled this year’s rankings to recognize community banks that focus on efficiency and personal service to build strong, lasting relationships consistently year after year.  This took into......
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