Search Results for: data strategy

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds
Business Fintech News

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Fintech News Desk
Huge Gaps Exist Between What Finance Leaders Feel Is Important to Monitor, and What They Actually Measure and Track Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs and financial executives feeling like their financial institutions should be doing more to......
Leading Copy-Trading Platform, ZuluTrade Now Available to USA Traders & Investors
News Trading

Leading Copy-Trading Platform, ZuluTrade Now Available to USA Traders & Investors

Fintech News Desk
ZuluTrade, the leading copy-trading technology provider, announced the successful launch of the ZuluTrade Platform in the USA. The Platform is essentially a match-making service where Investors can find curated Traders and benefit from automatically copying the Traders’ strategies into their own trading account. Traders in ZuluTrade range from raw talents......
Open Banking is Accelerating Financial Services Transformation Says Fiserv Whitepaper
Banking Fintech News

Open Banking is Accelerating Financial Services Transformation Says Fiserv Whitepaper

Fintech News Desk
Open Technology Facilitates Partnerships, Customer Engagement and Growth Fiserv, Inc. , a leading global provider of financial services technology solutions, has published a whitepaper outlining how financial institutions that take a strategic approach to open banking can enable competitive differentiation, better customer experiences and accelerated growth. “Financial institutions need new......
Veruna Names Jennifer Carroll as New CEO
InsurTech News

Veruna Names Jennifer Carroll as New CEO

Fintech News Desk
 Veruna, developer of the insurance industry’s only agency management system (AMS) built on the Salesforce platform, is pleased to announce Jennifer Carroll as the company’s new CEO, replacing Bob Scullin, who is moving into an expanded and ongoing role at Keystone Insurance Group, a major investor in Veruna. “Jennifer has been part......
Napier Park Financial Partners Invests in Kasisto as Oversubscribed Round Closes at $22 Million
Investment Services News

Napier Park Financial Partners Invests in Kasisto as Oversubscribed Round Closes at $22 Million

Fintech News Desk
Investment Planned to Help Fuel the Company’s Next Level of Strategic Expansion Kasisto, creators of KAI, the leading digital experience platform for the financial services industry, announced that Napier Park Financial Partners has joined a Series B Extension funding round with a $7 million investment in Kasisto, bringing the round’s total to $22......
Qontigo Names Brian Rosenberg as Chief Revenue Officer
Business News

Qontigo Names Brian Rosenberg as Chief Revenue Officer

Fintech News Desk
Financial intelligence provider Qontigo, part of Deutsche Börse Group, announced the appointment of Brian Rosenberg to the newly created position of Chief Revenue Officer. Rosenberg will lead Qontigo’s sales, marketing, applied-research and customer-experience teams across its global index and analytics business and will report to Sebastian Ceria, Chief Executive Officer. Rosenberg......
Allvue Launches New Portfolio Management Solution for Limited Partners
Investment Services News

Allvue Systems Announces New Senior Leadership Team Members as It Prepares for Future Growth

Fintech News Desk
Company building on outstanding fourth quarter; begins 2020 with new customer wins Allvue Systems, a leading alternative investment technology solutions provider, announced its new senior leadership team of proven industry leaders who will guide the company through its next phase of growth. Joining Rey Acosta, chief executive officer, Ryan Keough,......
FinFit Makes Early Wage Access Free for Employees
Business News

Compeat Names Bob Looney as Chief Technical Officer

Fintech News Desk
Compeat, a leading provider of innovative restaurant accounting, back office, workforce and intelligence management software, has named Bob Looney as Chief Technical Officer (CTO). Looney brings over 19 years of experience in leading engineer teams in creating intuitive software that unlocks the value from data. He spent 10 years of his career developing......
Timeline Retirement Planning Software and Redtail Technology Announce Integration
Banking Fintech News

Timeline Retirement Planning Software and Redtail Technology Announce Integration

Fintech News Desk
Integration Gives Advisors Ability to Easily Import Client Data for Efficient Creation of Sustainable Retirement Plans Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management (CRM) solutions for financial services firms, announced an integration that......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
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