Search Results for: financial assistant

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite
Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation
Business Fintech News

Thirdware & Strategic IQ Announce Partnership to Integrate Technology With Business Transformation

Thirdware Solution Inc, a leading provider of digital transformation solutions, is announcing a major partnership with Strategic iQ Solutions (www.siqllc.com), a leader in Enterprise Performance Management (EPM) and Business Process Integration Solutions. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor (PRNewsfoto/Thirdware Solution Inc.) (PRNewsfoto/Thirdware Solution......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Capital Markets Fintech News

Addepar Announces Alternatives Marketplace

Marketplace makes it easy to view, transact and manage financial products through an integrated digital experience Addepar, a leading technology platform for wealth management, announced the launch of Marketplace. This new application within the Addepar platform allows clients to view and assess a range of offerings and digitally initiate transactions......
Fiserv Enables ExxonMobil to Facilitate Commerce Within Google Pay App
Currency Exchange Fintech Mobile Banking News

STAR Increases PINless Transaction Approval Limits to Provide Consumers Additional Touch-Free Purchasing Opportunities

Fiserv, a leading global provider of payments and financial services technology solutions, announced that it will temporarily increase PINless transaction approval limits from $50 to $100 for eligible transactions on its STAR debit payments network. This change, implemented in response to COVID-19, will increase the number of transactions that can be......
Rony Grushka Joins Capitolis Board of Directors
Capital Markets Fintech News

Rony Grushka Joins Capitolis Board of Directors

Markit Co-Founder Brings Over 20 Years of Financial Information & Technology Experience to the FinTech Start Up as Board Member and Advisor Capitolis, the innovative financial technology company that is reimagining how global capital markets operate, announced the appointment of financial technology industry leader Rony Grushka to its Board of......
goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

Investview (“INVU”) Enters Into $11 Million Stock Purchase with Strategic Fintech Partner

Investview, a global distributor of financial education tools, content, research and technology, has entered into a securities purchase and intellectual capital transaction with a financial services and technology investment fund to purchase $11 million of its common stock in a private placement. The terms of the share purchase agreement are......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
TrellisPoint Launches Powerful Workflow Automation Tool Designed Exclusively for Commercial Lenders
Banking Fintech News

TrellisPoint Launches Powerful Workflow Automation Tool Designed Exclusively for Commercial Lenders

Fintech News Desk
Built using Microsoft’s Power Platform, Virtual Loan Assistant is the first Power App to streamline the credit process for financial institutions. TrellisPoint, a leading provider of Microsoft Dynamics 365 customer engagement solutions, announced a new product developed for the commercial banking industry. Available as a web-based and mobile application, Virtual......
Alipay Launches Initiatives to Support Wuhan Businesses as the City Comes out of Lockdown
Banking Business Fintech News

Alipay Launches Initiatives to Support Wuhan Businesses as the City Comes out of Lockdown

Fintech News Desk
Alipay, the world’s leading open digital lifestyle platform operated by Ant Financial Services Group,  announced a series of initiatives to support small businesses in Wuhan as the city emerges from lockdown. These initiatives will later expand coverage to support service providers across China as they tap into the power of......
Finn AI, an AI-powered Chatbot Platform for Banks Finds Financial Contact Centers Overburdened by “Routine” Tasks
Artificial Intelligence Banking Fintech News

Finn AI and Zendesk Integration Enables AI-Powered Digital Self-Service for Banking Customers

Fintech News Desk
Finn AI, the world’s leading AI-powered conversational banking technology provider announced its listing on the Zendesk,Marketplace and its new pre-configured integration with Zendesk Chat. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini “We’re delighted to welcome Finn AI to the Zendesk Marketplace as the first banking-specific conversational AI......
1