Search Results for: client

Optima Partners Appoints Mike Walters as Partner in the UK Office
Business Fintech News

Optima Partners Appoints Mike Walters as Partner in the UK Office

Fintech News Desk
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with the appointment of senior compliance and regulatory industry professional, Mike Walters, as a Partner in its London office.  “His unique and very senior experience on both the buy and......
Fibank Donates 1,000 COVID-19 Test Kits
Banking Fintech Investment Services News

Fibank Customers Will Have the Possibility to Reschedule Their Repayments for Reasons Related to COVID-19

Fintech News Desk
With regard to measures taken by European and national institutions to encourage banks to continue their financing activities and provide the necessary support to households and businesses experiencing temporary difficulties, Fibank (First Investment Bank) will allow its customers to defer payments on loans if they themselves or their business are......
Incapsulate Welcomes Steve Siegel to its Insurance Team as Senior Advisor
Fintech News

Incapsulate and Salesforce Partner to Upgrade Insurance Companies to Financial Services Cloud

Fintech News Desk
Incapsulate, the insurance industry expert for Salesforce.com implementations, has partnered with Salesforce to create a migration practice focused on upgrading existing Salesforce implementations to Financial Services Cloud (FSC). With a blend of specialized onshore and offshore teams that are certified in Financial Service Cloud (FSC), they provide deep knowledge of......
PwC CFO COVID-19 Pulse Survey, the First in a BI-Monthly Series That Shows How CFOs and Finance Leaders Plan to React to COVID-19
Business Fintech News

PwC CFO COVID-19 Pulse Survey, the First in a BI-Monthly Series That Shows How CFOs and Finance Leaders Plan to React to COVID-19

Fintech News Desk
Newly released by PwC, COVID-19 CFO Pulse Survey: What finance leaders are focused on reveals how chief financial officers (CFOs) and finance executives in the US and Mexico plan to react to the COVID-19 outbreak and what business and economic impacts they anticipate in the coming weeks and months. Fifty finance leaders weighed in......
Lyle Weintraub, CFP Joins Bleakley Financial
Fintech News

Lyle Weintraub, CFP Joins Bleakley Financial

Fintech News Desk
Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP, CLU, ChFC as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Read More: Remitly......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Fintech Investment Services News

Bacchus Capital Leads Recent Consolidation in Global Gold Sector

Fintech News Desk
Bacchus Capital advising Nordgold on its acquisition of strategic stake and A$227m pre-conditional proposal to acquire ASX listed Cardinal Resources Bacchus Capital Advisers, the independent investment and merchant bank specialising in cross border public market M&A, is advising Nordgold, a one million ounce internationally diversified gold miner, on the acquisition......
ETA CEO Jodie Kelley Recognized by PaymentsSource as an Influential Woman in Payments
Banking Fintech News

SAP and Goldman Sachs Innovate to Offer Global Payments on Ariba Network

Fintech News Desk
 SAP SE and Goldman Sachs announced that they have joined forces to make it easier for companies to do business with the millions of suppliers worldwide on Ariba Network, where more than US$3.2 trillion in commerce is transacted annually. Goldman Sachs’ tech-forward and secure cross-border Global Payments capabilities will be available in......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News

Plan Management Corp. Announces OptionTrax How-To Videos and Help Library

Fintech News Desk
Plan Management Corp(PMC), the long-time leader in the equity benefit plan and cap table management software field, announced that the latest OptionTrax software release introduces How-To videos in an intuitive help library to make life even easier for administrators. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy......
Bitcoin IRA Poll: Majority of Investors Believe Bitcoin Will Rebound Past $8,000 in a Few Weeks
Fintech News Risk Management

CoinShares Group CEO Provides Update on Current Market Volatility

Fintech News Desk
Jean-Marie Mognetti, CEO of CoinShares Group, a leading digital asset management firm, commented on recent market volatility and CoinShares Group’s operational continuity. Mognetti states, “In light of recent developments in both traditional and digital asset markets, we want to address our clients and the larger community about its operational continuity......
Numerati Partners Invited Talespin to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo
Artificial Intelligence Fintech News Risk Management

Numerati Partners Invited Talespin to Present at the Second InsurTech Alliance (ITA) Science & Engineering Expo

Fintech News Desk
Talespin was one of three firms invited to present technology offerings at the InsurTech Alliance (ITA) Science & Engineering Expo (Expo), co-hosted by Numerati Partners on January 30, 2020 in New York City. The ITA is a collaboration between Numerati Partners, a New York-based data analytics and technology enablement firm, which seeks to foster the next generation of data-intensive......
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