Search Results for: client

Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
Inlet Joins Financial Data Exchange (FDX) to Strengthen Customer Control of Financial Data
Banking Business InsurTech News

SS&C to Acquire Capita’s Life Insurance and Pensions Servicing Business in Ireland

Fintech News Desk
by Fintech News Desk0
The acquisition grows SS&C’s presence in International Life & Pensions servicing market SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has entered into an agreement to acquire Capita Life & Pensions Services (Ireland) Limited (CLPSI) and certain related business. The acquisition grows SS&C’s presence in the international life insurance and pensions......
xQuant Named to 2020 IDC FinTech 100 Rankings
Banking Business Fintech News

AccuFund Partners with EFPR Solutions to Deliver the AccuFund Accounting Suite in New York State

Fintech News Desk
by Fintech News Desk0
AccuFund Extends Availability of Its Online and On-Premises Solutions to New York Municipalities with Addition of New Certified Reseller Partner AccuFund, Inc., provider of financial reporting and accounting software for nonprofit, municipal and government organizations, today announced a reseller partnership agreement with EFPR Solutions, LLC in Rochester, NY, a professional services......
QB Launches First Options on Futures Execution Algorithm, "Striker"
Fintech News Trading

QB Launches First Options on Futures Execution Algorithm, “Striker”

Fintech News Desk
by Fintech News Desk0
Quantitative Brokers (QB), an independent provider of advanced execution algorithms and data-driven analytics for futures and U.S. Cash Treasury markets, announced the launch of a first-ever, intelligent algorithm for options on futures markets. Striker joins QB’s suite of award-winning best execution algorithms: Bolt, Strobe, Legger, Closer, Octane and The Roll.......
IBM & Fenergo Join Forces to Fight Financial Crime
Fintech News

IBM & Fenergo Join Forces to Fight Financial Crime

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, and IBM announced the signing of an original equipment manufacturing (OEM) agreement that will allow the companies to collaborate on solutions that can help clients address the multitude of financial risks they......
NetDirector Releases New Dashboard Functionality to Increase Integration-Based Savings in Mortgage Banking
Banking Fintech News

NetDirector Releases New Dashboard Functionality to Increase Integration-Based Savings in Mortgage Banking

Fintech News Desk
by Fintech News Desk0
NetDirector, the most advanced cloud-based data exchange and integration platform for the default servicing industry, has released a new client-facing dashboard and analysis tool for their mortgage banking integration suite of services. Read More: 2020 Outlook: Blackhawk Network CEO and President Previews the New Ways Shoppers Want to Pay In-Store New......
V12 Reports Online Browsing for Financial Products and Services Increased by 175+%
Fintech News

V12 Reports Online Browsing for Financial Products and Services Increased by 175+%

Fintech News Desk
by Fintech News Desk0
Highlights Include a 263% Increase for Cash Advances and a 155% Increase for Business Loans  V12, a leading provider of purchase intent insight and marketing services, shared recent statistics on how consumer shopping behavior is changing in response to the coronavirus pandemic. During March, online browsing for financial products and......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Artificial Intelligence Fintech News

Aureus Analytics’ Ai and Data Analytics Platform Integrates With HawkSoft’s Agency Management System

Fintech News Desk
by Fintech News Desk0
Aureus Analytics brings AI and data analytics to independent agents looking to glean deeper insight about their policyholders. Aureus Analytics, an artificial intelligence technology company, has partnered with HawkSoft to aide independent insurance agents in better understanding how well their agency is serving insureds. Aureus Analytics’ DONNA platform is developed......
Charles Taylor Announces Changes to Its Board and Executive Committee
Fintech InsurTech News

Charles Taylor Announces Changes to Its Board and Executive Committee

Fintech News Desk
by Fintech News Desk0
Edward Creasy appointed Executive Chairman for the Group, alongside Tamer Ozmen who also re-joins the Charles Taylor Board. Charles Taylor, the leading provider of services and technology solutions to the global insurance market, has announced that Edward Creasy has been appointed Executive Chairman for the Group from non-executive director, where......
Roostify Appoints Mortgage Industry Powerhouse David Lowman to Board of Directors
Business Fintech News

Roostify Appoints Mortgage Industry Powerhouse David Lowman to Board of Directors

Fintech News Desk
by Fintech News Desk0
The nation’s most trusted digital lending platform, Roostify, announced the appointment of David Lowman to the Board of Directors effective March 10, 2020. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits Digital lending platform Roostify today announced the appointment of mortgage industry leader David Lowman......
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