Search Results for: digital management tools

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
Banking Big Data Fintech Fintech Startups Guest Posts Mobile Banking

Top Four Banking Trends for Improving the Customer Experience in 2020

Caroline Platkiewicz
The last few years have brought tremendous innovation, disruption and change to the financial services sector. From the advent of fintech start-ups, to increasingly higher consumer expectations, to greater adoption of technologies such as artificial intelligence. Add to that the unprecedented situation the recent coronavirus crisis has unveiled, banks and......
William D. Green Joins Advisor360° Board of Directors
Fintech News

Advisor360° Names Richard Napolitano, Former EMC/Dell Executive, as CEO

Fintech News Desk
Mr. Napolitano will focus on growing and expanding the company and bringing the Advisor360° solution to financial advisors across the wealth management industry WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises......
IntelligenceBank Launches NEW API Handshakes
Banking Fintech News

IntelligenceBank Launches NEW API Handshakes

Fintech News Desk
IntelligenceBank, the leading marketing operations platform announced the launch of IntelligenceBank Handshakes. Based on IntelligenceBank’s robust API, Handshakes are simple ‘if this, then that’ an integrated workflow that connects files and data from IntelligenceBank to other technology tools. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync Handshakes automate repetitive tasks,......
Bitcoin IRA™ Launches An All-New Crypto Savings Program, Called Saver IRA™ For Retirement Investors
Cryptocurrency Fintech News

Bitcoin IRA™ Launches An All-New Crypto Savings Program, Called Saver IRA™ For Retirement Investors

Fintech News Desk
The company’s Saver IRA product enables individuals to automatically contribute monthly and invest in cryptocurrencies starting with as little as $100 Bitcoin IRA, the world’s first, largest, and most secure digital asset IRA technology platform that allows clients to purchase cryptocurrencies and other digital assets for their retirement accounts, announced......
Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards
Artificial Intelligence Fintech News

Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards

Fintech News Desk
Wolters Kluwer Tax & Accounting announced that two of its latest additions to the award-winning CCH Axcess™ cloud-based tax preparation, compliance and workflow management platform were named as finalists in the 2020 Software & Information Industry Association (SIIA) CODiE Awards. Finalists represent the best products, technologies, and services in software, information and business......
Banking Big Data Currency Exchange Featured Fintech

Top Cloud Players that are Redefining Global Banking

Fintech News Desk
By leveraging the latest cloud innovations, banks can keep pace with the rapidly growing market and changing consumer needs. After the cloud system was introduced to banks, 61% of the incumbents from the financial industry quoted that cloud was only a formative strategy in their IT plans. Now, a few years......
NYMBUS Secures $12 Million in Growth Funding
Fintech Fintech Funding News

NYMBUS Secures $12 Million in Growth Funding

Fintech News Desk
NYMBUS, a provider of the world’s most advanced financial services platform, announced it has completed $12 million in a new financing round led by the company’s major shareholders of Insight Partners and Vensure Enterprises. The focus of the investment will be used to support rapid market penetration for the NYMBUS......
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