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WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
SS&C Automates Retirement Plan Onboarding
Fintech News

SS&C Automates Retirement Plan Onboarding

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, announced that SS&C Retirement Solutions has launched the Digital Plan Onboarding Process to help recordkeepers bring on and support retirement plans. “We are excited to see SS&C modernize the approach to plan onboarding,” said Mike Shamburger, Head of Core Markets at T. Rowe Price Plan Services. “In our......
Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions
Fintech News

Listerhill Credit Union Enhances Member Experience with Matica Technologies Financial Instant Issuance Solutions

Fintech News Desk
by Fintech News Desk0
Listherhill Credit Union has increased member satisfaction by implementing Matica Technologies Cards on the Spot™ financial instant issuance solutions in 17 branch locations throughout Alabama and Tennessee. Read More: AssetMark Launches eService Team and Expands Digital Servicing Tools As Listerhill Credit Union continues to focus on member services and experiences, it is also......
Business InsurTech News

Mennonite Mutual Insurance Company Goes Live on the Finys Suite

Fintech News Desk
by Fintech News Desk0
Farmowners was the first line to go into production, followed by Fire Finys, developer of the Finys Suite, a platform of integrated modules for processing personal and commercial property/casualty insurance, announced Mennonite Mutual went into production with their Farmowners line of business on the Suite last January and released the......
BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management
Fintech News

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

Fintech News Desk
by Fintech News Desk0
 BNY Mellon Wealth Management has appointed Lynne Sawyer as Senior Group Manager, Deposit Product Management. In this newly created role, she will drive deposit growth and support the enhancement of deposit products. Lynne will report to Rick Calero, Head of Banking and Lending for Wealth Management. Read More: Four Benefits of Buy Now......
Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Economy Fintech InsurTech News

Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform

Fintech News Desk
by Fintech News Desk0
 Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets.  Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......
Appian Connected Claims Solution Available in AWS Marketplace
Artificial Intelligence InsurTech News Robotic Process Automation

Appian Named A Leader in Insurance Agency Portals Evaluation by Independent Research Firm

Fintech News Desk
by Fintech News Desk0
Report states Appian differentiates with low-code and an extensive automation toolkit that deploys AI, RPA, case management and more Appian today announced that it has been named a Leader by Forrester Research, Inc. in the independent analyst firm’s “The Forrester Wave™: Insurance Agency Portals, Q3 2020” report. Appian received the highest......
Banking News

Bank of America Commits $100,000 to Athena Alliance to Support Underrepresented Women

Fintech News Desk
by Fintech News Desk0
Funds Will Allow More Multicultural Female Talent to Join Athena and Gain Support as They Rise Into C-Suite or Boardroom Positions Bank of America is partnering with Athena Alliance, the digital community of top executive women, to diversify its membership base and committing $100,000 to Athena’s newly formed Access Fellowship Fund.......
Majesco Announces Latest Release to Majesco Life AdminPlus
Business Fintech InsurTech News

Majesco Announces Latest Release to Majesco Life AdminPlus

Fintech News Desk
by Fintech News Desk0
Enhancements extend digital capabilities for Child Trust Funds to retain and grow Gen Z customers Majesco, a global leader of cloud insurance software, announced the latest release (Q12020) of the Majesco Life AdminPlus solution. The latest version provides a digital pathway for Child Trust Funds (CTFs) to be automatically transferred......
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