Search Results for: client

Trucept Acquires Insurance Agency for Current Client Base and other Market Segments
Banking Fintech News

Trucept Acquires Insurance Agency for Current Client Base and other Market Segments

Fintech News Desk
by Fintech News Desk0
Trucept Inc. announced that it now offers insurance services to a broader set of market segments through its acquisition of UWS Insurance Corp. UWS is an insurance agency currently licensed in 25 states with plans to become licensed in all 50. Through UWS-licensed brokers, Trucept is projecting approximately $500,000 in additional revenue......
eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
Subi Sethi Joins Clearwater as Chief Client Officer
Fintech News

Subi Sethi Joins Clearwater as Chief Client Officer

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced that Subi Sethi has joined Clearwater as Chief Client Officer to lead the firm’s global operations team. Subi has extensive experience driving operational transformation to deliver highly scalable solutions for global companies. She will be responsible for ensuring the success of Clearwater clientele, and will lead the......
Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management
Business Fintech News

Private Client Resources (PCR) Announces Partnership with GRMA to Revolutionize Data Aggregation and Reporting for Investment Management

Fintech News Desk
by Fintech News Desk0
Solution will integrate PCR’s data aggregation capabilities with GRMA’s comprehensive and cost effective SaaS-driven data enrichment and outsourced reporting Private Client Resources (PCR), the leading provider of total wealth data aggregation services to Ultra High Net Worth (UHNW) families, trust companies, private banks, and investment advisors, announced a partnership with......
UBS Partners With Clients to Design New UBS Financial Services iPhone App
Banking News

UBS Partners With Clients to Design New UBS Financial Services iPhone App

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways......
PawnHub.io Becomes Hong Kong's First Fully Licensed Crypto Lender
Business News

Financial Institutions Add Capabilities for Small Business Clients with Merchant Solutions from Fiserv

Fintech News Desk
by Fintech News Desk0
First Foundation Bank and Central Missouri Community Credit Union Are Among the Financial Institutions Adding a Merchant Solutions Offering to Their Portfolio Fiserv, Inc., a leading global provider of financial services technology solutions, announced that more than 50 financial institutions that utilize a Fiserv core processing platform added merchant solutions......
OMNICOMMANDER Unveils New Website Showcasing Client Success Stories and a Year Long Focus on Brand Building
Business Fintech News

OMNICOMMANDER Unveils New Website Showcasing Client Success Stories and a Year Long Focus on Brand Building

Fintech News Desk
by Fintech News Desk0
OMNICOMMANDER, a financial technology firm specializing in website design, branding and marketing for credit unions, launches the newest iteration of their website, version 5.0. OMNICOMMANDER’s new website was built to illustrate the all encompassing nature of what the company is doing to enhance their client’s digital presence. The latest version of......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Phoenix American Financial Services Announces New Client Partnership with One Wall Partners
Business News

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience......
Rippe & Kingston Partners With ClientPay To Ease Payment Acceptance For Law Firms
Business Fintech News

Rippe & Kingston Partners With ClientPay To Ease Payment Acceptance For Law Firms

Fintech News Desk
by Fintech News Desk0
ClientPay, an award-winning digital payment acceptance solution for law firms, recently announced its integration partnership with Rippe & Kingston, a leading provider of financial and practice management software for law firms. Through the integration of ClientPay’s cloud-based payment acceptance solution with the Rippe & Kingston Legal Management System (LMS), firms......
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