Search Results for: financial advice

Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
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Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
TrueNorth Joins Forces With Mambu
Banking Digital Fintech Investment Services News

TrueNorth Joins Forces With Mambu

Fintech News Desk
by Fintech News Desk0
TrueNorth, a global fintech software development company, today announced a partnership with Mambu, a SaaS banking platform which empowers tech-forward financial institutions to design and service nearly any financial product. This partnership creates a cost-effective way for regional banks, credit unions and community banks to integrate with a leading cloud-native,......
SIMON and Cetera Launch Innovative Access To Annuity Solutions
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SIMON and Cetera Launch Innovative Access To Annuity Solutions

Fintech News Desk
by Fintech News Desk0
Cetera enlists SIMON to deliver streamlined annuities education, marketplace, and analytics to its national network of financial professionals. SIMON Annuities and Insurance Services LLC (“SIMON”) and Cetera have announced a new collaboration that delivers SIMON’s award-winning insurtech platform for annuities to all Cetera financial professionals. The SIMON annuities platform streamlines product education, namely......
Petal Closes New $200 Million Debt Facility from Victory Park Capital, Raises Additional Debt and Equity Funding
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Petal Gets $125m Debt Facility

Fintech News Desk
by Fintech News Desk0
Petal, a new kind of credit card company created to help people build credit and spend responsibly, today announced that it has closed a new committed debt facility –totaling more than $125 million– that will enable the company to expand and support the fast-growing Petal credit card program. Read More: Aurora......
Moneycorp Names Velizar Tarashev CFO
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Moneycorp Names Velizar Tarashev CFO

Fintech News Desk
by Fintech News Desk0
International fintech and payments group, moneycorp, has announced Velizar Tarashev as the new Chief Financial Officer (CFO). Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies Formerly CFO at Barclays Private Bank, Velizar joins moneycorp at a pivotal time, as the company continues......
Seglan Payments Solution Provider Turns To Verimatrix For Efficient, Time-Tested Security
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Seglan Payments Solution Provider Turns To Verimatrix For Efficient, Time-Tested Security

Fintech News Desk
by Fintech News Desk0
Madrid-based provider stands as of the latest organizations to expand its use of Verimatrix technologies “Having successfully relied upon Verimatrix for other security assurances, it made sense for us to turn to Verimatrix’s mobile payment SDK that saves us time and money while also ensuring that our mobile payment customers......
Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360
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Vertafore Client Communications Adds Industry-Leading Communications and Reputation Management to AMS360

Fintech News Desk
by Fintech News Desk0
Vertafore, the leader in modern insurance technology, today unveiled its modern client communications and reputation management solution for independent agencies using AMS360®. Vertafore Client Communications, powered by Rocket Referrals, will help independent agencies build stronger relationships with their clients by equipping them with tools that enable more active and meaningful client......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
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Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman

Fintech News Desk
by Fintech News Desk0
Monolith, the Ethereum app that’s spearheading the blockchain and cryptocurrency revolution, has recruited pre-eminent entrepreneur Mike Harris as its non-executive chairman. The fintech trailblazer will help guide the start-up’s strategy in preparing for mass adoption, continuing an illustrious career building several billion-pound companies. Speaking of the update, Harris said: “I’m......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
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Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
Early Warning Services and The Clearing House Now Enable Zelle Payments on the RTP Network
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Neuravest Research Launches to Meet Growing Institutional Demand for Performance-Boosting AI-Driven Portfolios

Fintech News Desk
by Fintech News Desk0
Neuravest Research, a provider of AI-driven investment solutions for institutional investors, today announced the public launch of its portfolio construction and management platform, designed to help asset managers deliver superior fund performance through algorithmic portfolios using best-in-class alternative data and AI technology. Neuravest Research is a successor company to Lucena......
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