Search Results for: financial broker platform

Jenne Cloud Services Brokerage Joins Invoca Partner Program to Help Businesses Drive Growth Through Conversation Intelligence
Cloud Finance News

Jenne Cloud Services Brokerage Joins Invoca Partner Program to Help Businesses Drive Growth Through Conversation Intelligence

Fintech News Desk
by Fintech News Desk0
Jenne, Inc. announced that Jenne Cloud Services Brokerage has partnered with Invoca, the cloud leader in AI-powered conversation intelligence for revenue teams. Invoca’s conversation intelligence platform enables marketing, sales and CX teams to deliver seamless buying experiences that drive revenue growth by using the best of digital and human touch.......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
Garner Tongyeong International to Launch AI Driven Financial Platform
Investment Services News

Garner Tongyeong International to Launch AI Driven Financial Platform

Fintech News Desk
by Fintech News Desk0
As investors seek guidance to endure the current volatile investing landscape, Garner Tongyeong International has today revealed that it will launch an artificial intelligence (AI) powered data analytics platform to better understand its client’s needs and offer enhanced investment portfolios. Garner Tongyeong International has revealed it is nearing the launch......
Hejaz Financial Services Partners With Outsource Financial
Finance News

Hejaz Financial Services Partners With Outsource Financial

Fintech News Desk
by Fintech News Desk0
Major Islamic finance providers Hejaz Financial Services announce partnership with outsource Financial to expand its network of Halal home loan brokers. The Islam finance sector is experiencing an immense amount of growth, and Australian Halal loans providers are making big moves to keep up. Hejaz Financial Services – which is currently in the......
Fieldpoint Private Names Gina Omolon as Chief Financial Officer
Finance News

Fieldpoint Private Names Gina Omolon as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Mazars Veteran Brings Top-Tier Experience to Executive Team Fieldpoint Private, the fast-growing private banking firm serving entrepreneurs, families, businesses and institutions, announced the appointment of Gina Omolon, CPA, as Chief Financial Officer, succeeding Ian McMahon, who will be retiring in October after almost ten years with Fieldpoint. Omolon joins Fieldpoint......
XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint
Investment Services News

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint

Fintech News Desk
by Fintech News Desk0
XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, today announced it has completed its merger with Samson Wealth Management Group, a wealth management practice in Fort Washington, Pennsylvania. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape The deal, which took......
Bluestone Partners With Thoughtworks to Launch New Digital Lending Platform
Digital Payments News

Bluestone Partners With Thoughtworks to Launch New Digital Lending Platform

Fintech News Desk
by Fintech News Desk0
Thoughtworks, a global technology consultancy that integrates strategy, design and engineering to drive digital innovation has partnered with Bluestone, the home loans solutions organization, to launch a full suite of modern digital capabilities that elevate the broker and borrower experience across the home loan life cycle. Latest Fintech News: VR Insurance Holdings,......
BEQUANT launches industry-first DeFi platform for institutional clients
DeFi News

BEQUANT launches industry-first DeFi Platform for Institutional Clients

Fintech News Desk
by Fintech News Desk0
BEQUANT’s prime brokerage clients now can access Uniswap’s DeFi marketplace through Fireblocks integration BEQUANT, the digital asset prime brokerage and exchange, is pleased to announce industry-first DeFi access for institutional clients, realized through its recent integration with Fireblocks. Latest Fintech News: Cordio Medical Raises $18 Million in Funding From Ceros and......
Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform
Digital Payments News

Flowdesk, the French Digital Asset Financial Technology Provider, Raises $30 Million to Expand Its Infrastructure and Trading Platform

Fintech News Desk
by Fintech News Desk0
Active in the cryptocurrency sector for several years, the four co-founders of Flowdesk, Guilhem Chaumont, Paul Bugnot, François Cluzeau and Balthazar Giraux have been working in this sector since 2017 after careers in banking, algorithmic trading, engineering and entrepreneurship. During their respective experiences, they were marked by the siloing and......
1