Search Results for: data analytics

Blucora Appoints Karthik Rao to the Board of Directors
Fintech News

Blucora Appoints Karthik Rao to the Board of Directors

Fintech News Desk
by Fintech News Desk0
Blucora, a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, announced the appointment of Karthik Rao to the Company’s Board of Directors, effective August 28, 2020.  Mr. Rao’s appointment increases the number of independent directors from seven to eight,......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
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FICO Appoints New EVPs for Sales and Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Stephanie Covert will lead Sales and Marketing; Tab Bowers will lead Corporate Strategy HIGHLIGHTS: Stephanie Covert named executive vice president, Sales and Marketing, effective October 1 Tab Bowers named executive vice president, Corporate Strategy Covert replaces Wayne Huyard who is transitioning to a new part-time advisory position at FICO Read More: GlobalFintechSeries Interview......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Investment Services News

Lincoln Investment Selects Riskalyze to Offer Firm-Wide Access to Technology

Fintech News Desk
by Fintech News Desk0
Riskalyze will help more than one thousand Lincoln advisors stay efficient and compliant with Regulation Best Interest Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access......
What Is a Quote Management Software and Top Quote Management Software Providers With In-Demand Features?
Featured Fintech

What Is a Quote Management Software and a Few Top Quote Management Software Providers

Fintech News Desk
by Fintech News Desk0
“Great salespeople are relationship builders who provide value and help their customers win” – Jefferey Gitomer Good sales numbers are critical for the growth of an organization and a healthy pipeline or the state of it can define and determine future sales. Talking about marketing and sales, things mostly are......
Fintech News

Simplify Healthcare recognized in Gartner’s Hype Cycle for U.S. Healthcare Payers, 2020 Report

Fintech News Desk
by Fintech News Desk0
Simplify Healthcare, a leading healthcare technology enterprise solutions and services provider, announced it has been recognized in the Gartner ‘Hype Cycle for U.S. Healthcare Payers, 2020’ as one of the few vendors for payer value-based payment reconciliation. The company is also cited in two other recent Gartner reports, ‘How U.S. Healthcare Payer CIOs......
New Research Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election
Fintech News

Research by OneStream Software Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election

Fintech News Desk
by Fintech News Desk0
Businesses will rely on upskilling and technology adoption to guide investments and business growth(OneStream Software) OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, announced the results of its “Enterprise Financial Decision-Making 2020 – North America” survey. The study, conducted by Hanover Research,......
Top Global FinTech Known for Their Banking as A Service Capability
Artificial Intelligence Featured Fintech

Top Global FinTechs Known for Their Banking-as-a-Service Capability

Fintech News Desk
by Fintech News Desk0
Given the Ubiquitous power of AI powered smart technologies, the entire banking industry is undergoing massive transformation. Fintech is a very broad term and it has further encompassed various other technologies, which are capable of catering to each segment of online banking. Let us talk about the most trending Banking-as-as-service......
Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
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