Search Results for: digital sales

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......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Banking Fintech News

Bankia Accelerates Democratization of Wealth Management With Avaloq

Fintech News Desk
by Fintech News Desk0
Bankia, the fourth largest financial institution in Spain, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client. Read More: COVID-19 and Automation are Changing Finance......
Acuity Adds Six Former ScaleFactor Team Members To Keep Up With Growth
Fintech News

Acuity Adds Six Former ScaleFactor Team Members To Keep Up With Growth

Fintech News Desk
by Fintech News Desk0
Acuity, an Atlanta-based online accounting service designed for small businesses, is excited to announce that they’ve hired six key former ScaleFactor team members to continue their growth plans. These team additions follow the announcement that ScaleFactor would cease operations in August 2020, and will help create a seamless transition for ScaleFactor customers......
Banking Business News

SK Global Software Achieves the 2020/2021 Inner Circle for Microsoft Business Applications

Fintech News Desk
by Fintech News Desk0
SK Global Software is honored by Microsoft for achieving outstanding sales achievement and innovation. SK Global Software, an industry-leading provider of banking and treasury solutions specifically for the Microsoft Dynamics platforms, has achieved the prestigious 2020/2021 Inner Circle for Microsoft Business Applications. Membership in this elite group is based on......
Glue42 Releases New Version of its Open-Source Platform
Fintech News Trading

Glue42 and Leading Point Financial Markets Collaborate on Front Office Modernization

Fintech News Desk
by Fintech News Desk0
Partnership helps financial firms build modular portfolios of business capabilities faster and more efficiently for continuous front office innovation and higher productivity gains. Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Leading Point Financial Markets, a financial services advisory and delivery partner, today announced a partnership......
Western Union Recognized with Inclusion in 2021 Bloomberg Gender-Equality Index
Fintech News

Western Union Accredited as a New Lender Under the UK Coronavirus Business Interruption Loan Scheme (CBILS)

Fintech News Desk
by Fintech News Desk0
Western Union Business Solutions via Western Union International Bank will be able to provide financial support to small UK businesses impacted by the COVID-19 outbreak The Western Union Company, a leader in cross-border, cross-currency money movement and payments, has been accredited as a new lender under the Coronavirus Business Interruption......
LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020
Fintech News

LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020

Fintech News Desk
by Fintech News Desk0
Social Security Advantage tech adds average of $150K of possible retirement money per client The difference between an adequate Social Security benefit filing strategy and an optimal one can be life-changing. LifeYield LLC, the market leader in developing cloud-based solutions that help advisors maximize retirement income for their clients, today......
1