Search Results for: cloud-based technology

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
Cloud9 and GreenKey Partner to Enable Next-Gen Voice Trading
News Trading

Cloud9 and GreenKey Partner to Enable Next-Gen Voice Trading

Fintech News Desk
by Fintech News Desk0
Cloud9 Technologies (“Cloud9”), a leader in cloud-based communications, and GreenKey Technologies (“GK”), a leader in AI-powered conversational analytics, have teamed up to provide the institutional marketplace with an innovative solution that will enable a more efficient and secure extraction of voice trading data. The collaboration will leverage Cloud9’s C9 Trader......
Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies
Business News

Alfresco and Tech Mahindra Introduce Four Jointly Developed AI/IoT Solutions for Insurance Companies

Fintech News Desk
by Fintech News Desk3
Alfresco Software, an open source content, process and governance software company, and Tech Mahindra, a leading provider of digital transformation, consulting and re-engineering services and solutions, announced collaboration on four jointly-developed, transformative insurance solutions. The collaboration combines Tech Mahindra’s insurance expertise and experience in the insurance industry with Alfresco’s powerful Digital......
Ellie Mae Announces Virtual Experience 2020
Banking News

2019 Concludes With Interest Rates And Purchase Percentages On The Rise According To December Ellie Mae Origination Insight Report

Fintech News Desk
by Fintech News Desk0
According to the December Origination Insight Report from Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry, interest rates rose again in December to 3.99 percent, up from 3.97 percent in November and the 2019 low of 3.93 percent in September. This is coupled with the increase in purchase loans,......
BMO Financial Group to Acquire Clearpool Group Inc.
Business News

BMO Financial Group to Acquire Clearpool Group Inc.

Fintech News Desk
by Fintech News Desk5
Fintech acquisition delivers modern, cloud-based electronic trading platform with visual data analytics and customizable algorithmic strategies Emphasizes BMO’s priorities to provide innovative technology to clients and expand in areas of opportunity and strength BMO Financial Group announced that it has entered into a definitive agreement to acquire Clearpool Group Inc.,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
FloQast Raises $40 Million to Accelerate Adoption of Close Management Software
Fintech Funding News

FloQast Raises $40 Million to Accelerate Adoption of Close Management Software

Fintech News Desk
by Fintech News Desk0
Series C Round Led by Norwest Venture Partners Brings Total Raised to $93m FloQast, a provider of close management software created by accountants for accountants to close the books faster and more accurately, announced it has raised $40 million in Series C funding led by Norwest Venture Partners with participation......
Kooltra Appoints James Green as Chief Executive Officer
Currency Exchange News

Kooltra Appoints James Green as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Kooltra, a provider of cloud-based, integrated middle and back office technology for foreign exchange markets, has appointed James “Jay” Green as Chief Executive Officer. Green succeeds founder Adam Katz, who will become Chief Product Officer and lead Kooltra’s product strategy, engineering and product development teams. Read More: Mainbloq Integrates With LGO......
Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions
Banking News

Cornerstone Advisors Launches Affiliate Software Company to Provide On-Demand Performance Benchmarks to Financial Institutions

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors announced the formation of PeerMetrix, a new company providing Performance Vault, a cloud-based platform designed to give financial institutions on-demand access to Cornerstone’s exclusive bank and credit union revenue, staffing, spending and customer service benchmarks. “For the past 18 years, Cornerstone Advisors has worked with hundreds of financial institutions......
Temenos’ SaaS Digital Banking Offering Helps US Digital Banks Go Live in 90 Days
Banking Featured Fintech Fintech Startups Insights News Risk Management

Temenos’ SaaS Digital Banking Offering Helps US Digital Banks Go Live in 90 Days

Abhishek Upadhyay
by Abhishek Upadhyay12
Temenos, a leading company that offers a cloud-based platform to provide the banking sector with fund, wealth, and lifecycle management solutions, launched a front-to-back banking SaaS specifically crafted for the US market standards. This unique offering by the banking software firm has pre-integrated U.S. banking products and services that are......
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