Search Results for: customers and clients

CentSai One Launches, Making Marketing for Financial Professionals Easy
Fintech News

CentSai One Launches, Making Marketing for Financial Professionals Easy

Fintech News Desk
by Fintech News Desk0
CentSai, the leading financial wellness platform that takes the fear out of finance through its content and storytelling, launched CentSai One . This SaaS platform gives users access to a treasure trove of marketing materials to brand for their own business development. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
Bolster Expands Executive Leadership With Appointment of Young-Sae Song as CMO
Fintech Investment Services News

Eton Solutions Raises $11.1 Million to Extend Cloud-Based Family Office Platform

Fintech News Desk
by Fintech News Desk0
Eton Solutions, L.P. (Eton), the provider of the cloud-based AtlasFive technology platform for ultra-high net worth wealth management, has closed on an investment round of $11.1 million, bringing total investment in the company and platform to over $20 million. The round was led by existing investors, clients and members of......
FinMason Launches Accessible Municipal Bond Analytics
Fintech Investment Services News

FinMason Launches Accessible Municipal Bond Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the second phase of its fixed income analytics offering – municipal bond analytics – for the retail wealth management and asset management communities. Read More: Simple Announces Launch of......
Incapsulate Welcomes Steve Siegel to its Insurance Team as Senior Advisor
Fintech InsurTech News

Incapsulate Welcomes Steve Siegel to its Insurance Team as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Incapsulate is pleased to welcome Stephen Siegel, an insurance industry veteran, to its growing insurance industry team. For over 25 years, Steve has worked with companies in all segments of insurance including Life, P&C, Group, Health, and LTC. He has advised senior executives at some of the largest insurance organizations on transformation......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
NelsonHall Names ABBYY a Leader in Process Discovery & Mining NEAT Assessment 2020
Artificial Intelligence Fintech News

NelsonHall Names ABBYY a Leader in Process Discovery & Mining NEAT Assessment 2020

Fintech News Desk
by Fintech News Desk0
ABBYY, a Digital Intelligence company, has been identified by NelsonHall, a global analyst firm specializing in digital operations transformation, as a Leader in its NEAT vendor evaluation for Process Discovery and Mining. ABBYY is positioned in the top grouping in the comparative assessment among 15 vendors due to its ability to......
Shift4 Payments Launches QR Pay, A New Contactless Payment Solution
Fintech News

Shift4 Payments Launches QR Pay, A New Contactless Payment Solution

Fintech News Desk
by Fintech News Desk0
Shift4 Payments, a leading provider of integrated payment processing solutions, today introduced a new, contactless payment technology called QR Pay. The technology allows consumers to pay their bill at restaurants, retail stores and hotels by simply scanning a QR code on the receipt or payment terminal and completing the transaction......
Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance, the World's Largest Cryptocurrency Exchange
Blockchain Business Fintech News

Binance Announces B2B Solution for Merchants to Natively Integrate Buy Crypto Function

Fintech News Desk
by Fintech News Desk0
Binance, the global blockchain company behind the world’s largest digital asset exchange by trading volume and users, announced Binance Access, a business-to-business (B2B) solution for merchants, vendors and wallets to integrate a “buy crypto” functionality on their platform. By integrating Binance Access, merchants and vendors are able to allow their......
ClientPay Makes Payment Acceptance Simpler for Leading Law Firms Through Integrated Payment Pages
Fintech Mobile Banking News

Coyote Analytics Launches Full Integration With ClientPay for More Robust Credit Card Payment Options

Fintech News Desk
by Fintech News Desk0
ClientPay, an award-winning digital payment acceptance solution for legal and professional services firms, announced its full payments integration with Coyote Analytics. Coyote Analytics is a complete law practice management system that offers agile, collaborative solutions for midsize firms. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe......
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