Search Results for: customers and clients

Accenture Collaborates with Oracle to Transform Nickel Bank’s Finance Functions
Business Fintech News

Despite External Industry Threats, Few Wealth Managers Plan to Change Their Business Models, Accenture-Orbium Report Finds

Fintech News Desk
Despite growing external threats to wealth managers’ businesses, including losses from intergenerational wealth transfers, nearly four in five wealth managers (78%) in Europe and Asia don’t plan significant changes to their traditional business models, according to a new report from Accenture and Orbium, part of Accenture Wealth Management. Read More:......
Wells Fargo Invests in Six Black-Owned Bank
Fintech Investment Services News

Barry Sommers Named Wells Fargo Wealth & Investment Management CEO

Fintech News Desk
Wells Fargo & Company announced that Barry Sommers will join the company as CEO of Wealth & Investment Management (WIM) on June 22, reporting to CEO Charlie Scharf. Sommers will have responsibility for the company’s delivery of wealth management, investment, and retirement products and services to clients through its U.S.-based......
Docutech Is Now First American Docutech
Fintech News

Docutech’s Solex eClosing Chosen by LendingQB, a MeridianLink Product, to Streamline Digital Closings

Fintech News Desk
Docutech, the leading provider of document, eSign, eClose and digital to print fulfillment technology and a member of the First American family of companies, announced that LendingQB, a leading provider of SaaS loan origination technology solutions, has integrated Docutech’s Solex™ eClosing solution to enable digital closing with eClosing, eNote and......
CSRHub Partners with FinMason to Provide ESG Ratings for Wealth Management
Business Fintech News

CSRHub Partners with FinMason to Provide ESG Ratings for Wealth Management

Fintech News Desk
CSRHub, the leading provider of ESG (Environment, Social, Governance) consensus ratings, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: Jack Henry & Associates Launches Core-Integrated......
HOTB Software Offers Free COVID-19 Checklist Software to Businesses
Business Fintech News

HOTB Software Offers Free COVID-19 Checklist Software to Businesses

Fintech News Desk
HOTB Software, a leading and award-winning SaaS provider within the compliance industry, announced a free CoreCompli COVID-19 checklist software platform to help businesses manage and track their reopening and continuing operations during the COVID-19 crisis. Using the CoreCompli COVID-19 checklist platform, businesses can proactively prepare and ensure that their facility, employees, and vendors......
Strong Adoption of i2c Solutions Drives Expansion Across Americas
Banking Fintech News

Strong Adoption of i2c Solutions Drives Expansion Across Americas

Fintech News Desk
Banking-as-a-Service Industry Veteran Kevin Fox Joins i2c As EVP of Americas Sales i2c Inc., a leading provider of digital payment and open banking technology today announced an expansion of its business in both North and South America as demand continued to accelerate for its innovative solutions. i2c has signed 17......
iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform
Fintech Investment Services News

iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform

Fintech News Desk
 iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has entered into an agreement to acquire the alternative investments feeder fund platform from Wells Fargo’s Global Alternative Investments (GAI) division. As a part of the transaction,......
Cegid's Customer Satisfaction Rises Nearly 10% Using Genesys Cloud
Business Fintech News

Cegid’s Customer Satisfaction Rises Nearly 10% Using Genesys Cloud

Fintech News Desk
With hundreds of thousands of customers across 75 countries, Cegid is a leader in business management solutions for accounting, finance and tax, payroll and human resources, Enterprise Resource Planning (ERP) and retail. The company is the third ranked software as a service provider in France and has earned a reputation as an......
Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds
Artificial Intelligence Blockchain Fintech News Trading

Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds

Fintech News Desk
LTX Platform executes first trades with broker-dealers and their buy-side customers Broadridge Financial Solutions, a global fintech leader, announced that its new AI-driven corporate bond trading platform, LTX, has executed its first trades. Broadridge has partnered with Jim Toffey, founder of Tradeweb Markets, to create LTX, which combines powerful artificial......
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