Search Results for: consulting firms

Global Investors and Traders Growing Appetite for Chinese Futures - Gaining Access via QFI
Investment Services News

Global Investors and Traders Growing Appetite for Chinese Futures – Gaining Access via QFI

Fintech News Desk
The three firms have established investment and compliance infrastructure to deliver cross-border opportunities for offshore investors, to meet the demand for actively managed strategies for the Chinese mainland markets. The demand has increased significantly due to investor optimism for a rebound in the Chinese markets and appetite for actively managed......
COMPLY Adds New Capabilities and Offerings to Help Compliance Teams Meet Growing Number of Regulatory Requirements
Compliance management News

COMPLY Adds New Capabilities and Offerings to Help Compliance Teams Meet Growing Number of Regulatory Requirements

Fintech News Desk
From the Securities and Exchange Commission’s (SEC) Marketing Rule to undisclosed account monitoring and proprietary information security, COMPLY’s latest additions strengthen compliance programs, reduce risk for financial service firms COMPLY, the leading provider of compliance software, consulting and education resources for the financial services sector, announced new features, offerings and......
ComplySci Appoints New Chief Technology, Chief Product and Chief Legal Officers
Compliance management News

COMPLY Adds Technology, Operations and Finance Expertise to Expanded Leadership Team

Fintech News Desk
Key executive appointments include Eric White as president, Nathan Remmes as chief growth officer and Daniel Sanders as chief financial officer COMPLY, the leading provider of compliance software, consulting and education resources for the financial services sector and whose portfolio of firms includes ComplySci, RIA in a Box, National Regulatory Services (NRS) and illumis, recently announced the addition of Eric White as president, Nathan......
Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations
Cloud Compliance management News

Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations

Fintech News Desk
Integrated solution for the professional and financial services industry improves visibility into potential conflicts at the firm and individual levels Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with ComplySci, a COMPLY company and the leading provider of regulatory......
Synechron Completes Integration of Payments Services and Solutions Provider Attra
Digital Payments News

Synechron Completes Integration of Payments Services and Solutions Provider Attra

Fintech News Desk
Attra will operate under the Synechron brand as Synechron Payments, following full integration within Synechron Synechron, Inc., a leading global digital transformation consulting firm, announces that it has now fully integrated its subsidiary, Attra, a payments technology services and solutions provider headquartered in Melbourne, Australia, into the larger Synechron brand. Attra,......
Banking and Fintech Notable Mary Wisniewski Joins Cornerstone Advisors
Banking Finance News

Banking and Fintech Notable Mary Wisniewski Joins Cornerstone Advisors

Fintech News Desk
Banking consulting firm Cornerstone Advisors announced that Mary Wisniewski has joined the company as editor-at-large and content director. “It is with great pleasure that we welcome someone with Mary’s expertise to our team,” said Cornerstone Advisors Founder and President Steve Williams. “Cornerstone’s data-driven insights and deep banking knowledge have always been a differentiator......
Tiger Finance and Merchant Financial Group Provide $38 Million in Growth Capital to Apparel Brand Arctix
Finance News

Tiger Finance and Merchant Financial Group Provide $38 Million in Growth Capital to Apparel Brand Arctix

Fintech News Desk
Revolving credit facility comes in response to robust online and brick-and-mortar sales by the outdoor and winterwear brand Tiger Finance and Merchant Financial Group are partnering to provide $38 million in growth capital to Alpha 6 Distributions, creator of the Arctix winter apparel brand. As the primary lender to Alpha 6, Merchant Financial Group tapped Tiger Finance......
SJD Insurance Services Joins World Insurance Associates
InsurTech News

SJD Insurance Services Joins World Insurance Associates

Fintech News Desk
World Insurance Associates LLC (World), a Top 50 Insurance Brokerage, announced that it acquired the business of SJD Insurance Services, Inc. of Great Falls, VA on December 1, 2022. Terms of the transaction were not disclosed. SJD provides a full range of insurance/consulting services to individuals and businesses. They have......
Wipro Announces the Launch of Capco in the Middle East
Finance News Technology

Wipro Announces the Launch of Capco in the Middle East

Fintech News Desk
Wipro Limited, a leading technology services and consulting company, announced the launch of a new Middle East financial services advisory capability. Capco, a Wipro company, will offer strategic management and technology consulting capabilities to financial services firms in the Middle East to enable their transformation, digitization, and business consolidation initiatives.......
Risk Strategies Acquires Worldwide Assurance, Inc.
News Risk Management

Risk Strategies Acquires Worldwide Assurance, Inc.

Fintech News Desk
Miami-area specialist adds to national employee benefits practice capabilities Risk Strategies, a leading national specialty insurance brokerage, and risk management firm, announced it has acquired Worldwide Assurance, a health and benefits-focused retail agency. The terms of the deal were not released. Founded in 2012, Worldwide Assurance is a specialist in......
1