Search Results for: engagement platform

AnaCap Signs Third Acquisition in the UK Wealth Management Platform Space With Novia Financial
Business Fintech Investment Services News

AnaCap Signs Third Acquisition in the UK Wealth Management Platform Space With Novia Financial

Fintech News Desk
by Fintech News Desk0
AnaCap Financial Partners (“AnaCap”), a leading financial services specialist mid-market private equity investor, announces it has signed a deal for a third acquisition in the UK wealth management platform space with the purchase of Novia Financial (“Novia”). Read More: ApexEdge Launches Partner Portal – an Extensive Customer Experience Design and......
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans
Banking Business Fintech Investment Services News

Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Fintech News Desk
by Fintech News Desk0
Vestrata is a unique platform backed by significant investment from industry insiders Founding team comprises senior executives from world’s biggest firms including J.P. Morgan, UBS, Credit Suisse, Barclays, HSBC, and MSCI Addresses many of the key challenges facing the wealth management industry today by enhancing client engagement Vestrata, a fintech......
INV Fintech Releases New Financial Services Marketing Network Platform
Fintech News

INV Fintech Releases New Financial Services Marketing Network Platform

Fintech News Desk
by Fintech News Desk0
Members receive access to a centralized resource for discovering emerging banking technology INV Fintech today unveiled its new platform for more effective discovery of new and emerging startup technologies, strategies, and products for financial institutions, investors and potential partners. Read More: Standard Chartered Backs SOLV in Enabling Seamless Trade and......
Wolters Kluwer TaxWise® Online professional tax software featured among Accounting Today’s 2021 Top New Products
Business Fintech News

Wolters Kluwer Enhances Its CCH® ProSystem FX® Engagement Solution With New Engagement Organizer Features

Fintech News Desk
by Fintech News Desk0
Cloud collaboration, automatic notification, and document tracking help simplify the process of requesting, receiving, and tracking documents & notes from clients during an audit engagement Today, Wolters Kluwer Tax & Accounting announced the addition of new features to the Engagement Organizer in its award-winning CCH® ProSystem fx® Engagement integrated audit management solution. With new Engagement Organizer capabilities,......
The Top Features of Open Banking and Top Open Banking Platforms From Around the World
Banking Featured Fintech Investment Services

Diving into a Few Open Banking Platforms that are Making Waves Around the World

Paroma Sen
by Paroma Sen0
Open banking and open banking APIs are changing the world of fintech  The landscape of financial services have been disrupted by the FinTech industry. Traditional banks, in order to gain a competitive advantage and retain their customers for the long term have to embrace the digital technologies and solutions. The......
Carter Credit Union Joins Growing Number of Leading Credit Unions Partnering with Ignite Sales to Guide Members to Wise Financial Choices-Sales-Partners-With-Digital-Credence-to-Help-Credit-Unions-Pivot-to-Digital-Engagement-for-Member-Growth-and-Increased-Member-Satisfaction
Business Fintech News

Ignite Sales Partners With Digital Credence To Help Credit Unions Pivot To Digital Engagement For Member Growth And Increased Member Satisfaction

Fintech News Desk
by Fintech News Desk0
Ignite Sales, Inc., the financial industry leader in customer and member engagement technology, announced today its partnership with Digital Credence, a leader in the financial services marketplace, providing consulting and best practices for implementing effective digital strategies for financial institutions. Partnering with Digital Credence will allow Ignite to build upon......
Constellation partners with Coconut Software to provide a powerful, integrated platform
Banking Fintech News

Constellation Partners with Coconut Software to Provide a Powerful, Integrated Platform

Fintech News Desk
by Fintech News Desk0
Coconut Software, the leading provider of customer engagement solutions for the banking and credit union industry, has announced a partnership with Constellation Digital Partners, the world’s only cloud-based suite of digital transformation services for credit unions. Read More: Finzly To Demo Finzly Flow And Digital Account Opening At FinovateWest Constellation......
Nav Launches Next-Generation Embedded Finance Platform for Intelligent SMB Financing
Fintech News

Nav Launches Next-Generation Embedded Finance Platform for Intelligent SMB Financing

Fintech News Desk
by Fintech News Desk0
Nav, the simple and intelligent financing platform for small businesses, announced the launch of its next-generation embedded finance platform. The new and enhanced features build on Nav’s existing technology, providing a seamlessly embeddable solution for small business financing. Nav’s curated marketplace and sophisticated data technology connect disparate data sets to......
Broadridge Announces Next Generation Virtual Shareholder Meeting Platform
Fintech News

Broadridge Announces Next Generation Virtual Shareholder Meeting Platform

Fintech News Desk
by Fintech News Desk0
The enhanced platform will increase accessibility, transparency and engagement and leverages APIs to facilitate shareholder access to any virtual meeting platform Broadridge Financial Solutions, Inc., a global Fintech leader and pioneer in virtual shareholder meetings (VSM), has announced the first phase of its enhanced VSM platform. This next generation of VSMs......
Business Fintech News Trading

Shareholder Loyalty Platform TiiCKER Launches Free iOS Mobile App

Fintech News Desk
by Fintech News Desk0
TiiCKER, Inc., the world’s first intelligent software platform that engages, verifies and rewards individual investors, today announced the launch of its entirely free iOS mobile app. Launched in July, TiiCKER is the first and only stock perks platform providing unique access to shareholder perks, commission-free trading and insights needed to help......
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