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Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
Banking InsurTech Investment Services Mobile Banking News

Moody’s Enhances Flagship Moody’s CreditView Platform With ESG Expertise

Fintech News Desk
by Fintech News Desk0
Moody’s announced today that it has enhanced Moody’s CreditView, its leading research, data and analytics platform serving credit market professionals, with a wide range of environmental, social and governance (ESG) and climate analysis. The expansion of Moody’s CreditView is part of Moody’s broader effort to deliver a comprehensive, integrated suite......
Adlumin Expands Executive Team with Former Cisco Veteran
Business Fintech Fintech Funding News

Adlumin Secures $6 Million in Series A Funding

Fintech News Desk
by Fintech News Desk0
The cybersecurity company received funding that will enable its expansion within the financial industry and fulfill the demand for channel partner delivery Earlier this month, Adlumin announced a $6 million Series A round of funding led by Leawood Venture Capital and various other institutional sources including The Independent Community Bankers......
Fintech Fintech Funding News

Collective Launches With $8.65 Million in Funding To Empower Businesses-of-One With First All-in-One Back Office Platform

Fintech News Desk
by Fintech News Desk0
Online Platform Pairs User-Friendly Dashboard With Concierge Service from Trusted Advisors and Community-Building Features Collective, the first online back office platform designed for businesses-of-one, launched today and announced $8.65 million in funding to empower, support and connect the self-employed community that comprises 36% of the American workforce. Collective’s technology and......
How Customer Service Can Balance Efficiency and Security In Financial Services?
Artificial Intelligence Fintech Guest Posts

How Customer Service Can Balance Efficiency and Security In Financial Services?

Brad Birnbaum
by Brad Birnbaum0
Efficiency may not be the number one priority for customer service in financial services when business is booming and resources are available, but the power of an efficient AND effective customer service organization can make a massive impact during both challenging and successful times. Now more than ever, customers want......
Visual Lease Launches Lease Accounting Milestone Planner™ (LAMP™) to Help Private Companies Prepare for Compliance
Fintech News

Visual Lease Launches Lease Accounting Milestone Planner™ (LAMP™) to Help Private Companies Prepare for Compliance

Fintech News Desk
by Fintech News Desk0
Interactive tool creates custom project plans around FASB and GASB compliance target dates, and guides companies through every step of the process Visual Lease, the leader in lease accounting and management software, today announced its newly available Lease Accounting Milestone Planner™ (LAMP™) tool to help companies prepare for important tasks......
As the Pandemic Accelerates Adoption of Contactless Payments, The Landscape for Payments Stakeholders Shifts
Banking Business Fintech Guest Posts

As the Pandemic Accelerates Adoption of Contactless Payments, The Landscape for Payments Stakeholders Shifts

Bill Shipley
by Bill Shipley0
Recent research confirmed what most already knew, nobody in the financial services industry was genuinely ready for the magnitude of the impact caused by the pandemic. Yet, we also saw the U.S. financial services industry responded exceptionally well to the physical infrastructure strain of shifting to remote work, as well......
Fintech Machine Learning Leader Attunely Secures $9M in Funding
Fintech Fintech Funding Investment Services News

Fintech Machine Learning Leader Attunely Secures $9M in Funding

Fintech News Desk
by Fintech News Desk0
Attunely Inc., a pioneer in deploying machine learning to maximize revenue recovery and enhance the consumer experience, announced $9 million in financing. The new capital includes an earlier seed round as well as a Series A investment. Investors include: Framework Venture Partners, Anthos Capital, Vulcan Capital, and additional independent investors......
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