Search Results for: financial assistant

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region
Fintech News

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region

Fintech News Desk
by Fintech News Desk0
Wedbush Securities is pleased to announce the appointment of Robert (“Rob”) Spawn as Managing Director, Regional Executive. Rob serves the Pacific North Region, which includes our existing retail offices in Northern California, Oregon, Washington, and Alaska. Rob joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory......
Comsearch Joins Guidewire PartnerConnect Solution Alliance Program to Streamline Claims Process for Insurers
Fintech InsurTech News

Aviva Italy Chooses Guidewire InsuranceSuite Cloud

Fintech News Desk
by Fintech News Desk0
Guidewire Cloud will allow the insurer in Italy to draw on new system features continuously, increase business agility, and serve customers better Aviva Italia S.p.A., part of the leading insurance company in the UK and a top player in Italy, and Guidewire Software, provider of the industry platform general insurers......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Fintech Fintech Funding Investment Services News

FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and......
Onfido Announces New Leadership for the Next Phase of Growth
Capital Markets Fintech News

Onfido, Deloitte and Evernym Prove that Re-usable Digital Identity is Market-Ready with the FCA Regulatory Sandbox

Fintech News Desk
by Fintech News Desk0
Onfido, Deloitte and Evernym announced the positive results of their Financial Conduct Authority (FCA) regulatory sandbox pilot, confirming that their reusable digital identity solution has been proven with market participants. Testing began in February 2019, shortly after these firms were accepted into the UK’s FCA Regulatory Sandbox (Cohort 5) to evaluate how reusable or ‘portable’ identity......
New Voya Survey Finds Americans Would Rather Sanitize Their Home Than Review Personal Finances
Fintech InsurTech Investment Services News

New Voya Survey Finds Americans Would Rather Sanitize Their Home Than Review Personal Finances

Fintech News Desk
by Fintech News Desk0
Voya Financial, announced new findings from a consumer survey, that reveals that the COVID-19 pandemic continues to influence the majority of Americans’ (89%) daily decisions, including who they see, where they go and what they do — with few individuals (31%) expecting a “return to normal” during the fall or......
OCC Welcomes the Small Exchange
Fintech News Risk Management Trading

OCC Welcomes the Small Exchange

Fintech News Desk
by Fintech News Desk0
OCC, the world’s largest equity derivatives clearing organization, congratulated the Small Exchange on its successful launch. With this newest addition, OCC now provides central counterparty clearing and settlement services to 21 exchanges and trading platforms for options, security futures, financial and commodity futures, and securities lending transactions. Read More: Strider Announces......
Fintech Guest Posts InsurTech Risk Management

What You Need To Know About SOC 2

Jordan MacAvoy
by Jordan MacAvoy0
Nowadays, businesses are storing vast amounts of customer data, making security a primary concern. One of the compliance standards that have been established to ensure the safety of data is SOC 2. Here is a brief overview of SOC 2 with a few tips on how to become compliant. What......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Appoints Margaret Franco as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Finastra has appointed Margaret Franco as Chief Marketing Officer. Joining from Dell Technologies, she is based at Finastra’s London headquarters and takes responsibility for leadership of the global marketing organization, including corporate communications, brand, digital, solutions and field, and partner marketing. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay Margaret......
Remitly Names Saema Somalya as General Counsel, Expands Board Strength with Bora Chung Appointment
Fintech News

Remitly Launches ‘Cash Deposit’ for Passbook Customers

Fintech News Desk
by Fintech News Desk0
Integration with Green Dot Expands Convenient Banking Access to Underbanked Immigrants at a Time When Many Need It Most Remitly, the largest independent digital remittance company in North America, today announced a partnership with financial technology leader and bank holding company Green Dot Corporation to launch Cash Deposit, a new......
Sheaff Brock Reviews Why Market is This Strong in Midst of Bad News
Fintech News

Sheaff Brock Reviews Why Market is This Strong in Midst of Bad News

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisory in Indianapolis Sheaff Brock Managing Director Dave Gilreath offers a possible reason why the market is this strong when news continues to be so bad. On March 23, 2020, two things happened. Per The Earnings Scout, the COVID-19 death “rate of change” peaked, with a steady descent following. At the same......
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