Search Results for: client

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities
Capital Markets Fintech InsurTech News

SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) and Raymond James Financial (“Raymond James”) have now unveiled integration that brings SIMON’s end-to-end digital platform for annuities to all 8,000+ Raymond James advisors. The new partnership extends SIMON’s best-in-class insurtech solution to Raymond James’ national network of advisors,......
IAS and Amino Payments Partner to Bridge the Transparency Gap in Programmatic
Capital Markets Fintech News

IAS and Amino Payments Partner to Bridge the Transparency Gap in Programmatic

Fintech News Desk
by Fintech News Desk0
Advertisers will now have end-to-end visibility into media quality and financial transaction data Integral Ad Science (IAS) announced Total Visibility, an industry-leading partnership with Amino Payments to offer the first solution in programmatic buying showing advertisers the true cost of qualified media. Total Visibility gives advertisers both impression-level financial insights and......
DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire
Fintech News

DiligenceVault Announces EMEA Expansion Plans With a Key FinTech Hire

Fintech News Desk
by Fintech News Desk0
DiligenceVault, the global fund diligence platform, announced continued international growth plans, welcoming a new EMEA Director of Business Development, Guillaume Rouault, and the opening of its second overseas office and first one in London. With over 12,000 active users globally, DiligenceVault is continuing to deliver on its commitment to provide......
M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms
Fintech InsurTech News

M Financial Group Licenses FAST Software to Enable New Digital Ecosystem for Member Firms

Fintech News Desk
by Fintech News Desk0
FAST, a Verisk business, announced that M Financial Group has licensed FAST software to help provide innovative products to its Member Firms and their clients. M Financial, a leading distributor of life insurance products and services, will use FAST software to generate additional growth opportunities by developing and offering unique......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Business Fintech InsurTech News

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System

Fintech News Desk
by Fintech News Desk0
Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders. Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together. Read......
Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately
Fintech News Risk Management

Ultimate Risk Solutions (URS) Offers a Powerful Suite of Technologies that Allows Asset Portfolios to be Modelled Quickly, Consistently, and Accurately

Fintech News Desk
by Fintech News Desk0
Asset Portfolios of insurers are subject to risks that can often exceed the risk of losses from natural catastrophes. Asset Risk can arise from economic recessions and crises that can unexpectedly reduce the market value of securities and cause counterparties to default on their obligations. While many companies focus their......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
by Fintech News Desk0
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
Agora Services to Offer Fully White Label Teen & SMB Digital Banking Solutions for Community Financial Institutions
Banking Fintech News

Agora Services to Launch Its White Label Teen Account as an App on Finastra’s FusionFabric.cloud

Fintech News Desk
by Fintech News Desk0
Agora Services is working to include its white label Teen Account (“Agora Junior”) in Finastra’s FusionStore. The app is currently being integrated with Finastra’s open APIs on Finastra’s platform for open innovation, FusionFabric.cloud. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit .@AgoraservicesNY to launch its White......
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