Search Results for: financial broker platform

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors
Business Fintech News

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce the availability of its FireLight Sales Platform within the Schwab Advisor Services Annuity Concierge Service for Advisors. FireLight efficiently enhances and automates in-good-order applications and business processes for......
Planful Announces Fall20 Product Release, Unveiling New Capabilities for Workforce Planning, Dynamic Planning, and Reporting
Fintech News

Planful Named to Constellation ShortList for Cloud-Based Planning Platforms

Fintech News Desk
by Fintech News Desk0
Eighth Consecutive Time for Planful in Constellation ShortList, Reflecting Transformative Business Impact of the Continuous Planning Platform Planful, Inc., a leading financial planning and analysis (FP&A) platform provider, announced it was named to the Constellation ShortList for Cloud-Based Planning Platforms in Q1 2020. The Constellation Shortlist includes technology vendors and service......
CardWorks Announces Acquisition by Ally Financial.
Banking Fintech Radar News

CardWorks Announces Acquisition by Ally Financial

Fintech News Desk
by Fintech News Desk0
Cardholder Management Services, Inc. (“CardWorks”), a leading non-prime credit card and consumer finance lender with a full-spectrum unsecured servicing platform and robust merchant services capabilities, announced that it has signed a definitive agreement to be acquired by Ally Financial Inc. in a transaction valued in excess of $2.65 billion, subject to......
MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices
Fintech News

MedEvolve Announces Workflow Automation to Minimize Financial Clearance Risk for Physician Practices

Fintech News Desk
by Fintech News Desk0
New Platform Establishes Visual Cues and Natural Automated Workflows to Improve Transparency and Increase Staff Productivity MedEvolve, Inc., a leading provider of data-driven solutions that provide unmatched transparency, automation and accountability for healthcare organizations, unveiled its AI-powered Financial Clearance Workflow Automation platform. The solution leverages visual cues and natural workflow......
BitGo Acquires Digital Securities Platform Harbor
Business News

BitGo Acquires Digital Securities Platform Harbor

Fintech News Desk
by Fintech News Desk0
BitGo Extends Digital Asset Capabilities to Include Digital Securities BitGo, the leader in digital asset financial services, announced that it is acquiring Harbor, the leading digital securities platform, and its broker-dealer and transfer agent subsidiaries. The acquisition extends BitGo’s capabilities to address a wider class of digital assets for institutional......
FinancialForce Increases Productivity for Five9, Resulting in Millions in Added Revenue
Fintech News

FinancialForce Top Ranked Professional Services Automation Solution in SPI Research Annual Survey

Fintech News Desk
by Fintech News Desk0
Four FinancialForce Customers and Partners Selected as “Best-of-the-Best” Professional Services Organizations FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and only customer-centric  ERP cloud solution native to the Salesforce Platform, has once again been recognized as the most adopted PSA solution in the thirteenth annual PS Maturity™ Benchmark published by SPI Research,......
B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept
Business News

B2Broker Introduces B2Core To Offer Businesses Brand New Pack-Based Trader’s Room Concept

Fintech News Desk
by Fintech News Desk0
B2Broker, a leading liquidity and technology provider of solutions to the forex and crypto industry, is pleased to introduce B2Core, a major upgrade to its client cabinet solution Trader’s Room, which has undergone a major overhaul in response to client demand and to meet today’s exacting business needs. All New Client......
Leading Copy-Trading Platform, ZuluTrade Now Available to USA Traders & Investors
News Trading

Leading Copy-Trading Platform, ZuluTrade Now Available to USA Traders & Investors

Fintech News Desk
by Fintech News Desk0
ZuluTrade, the leading copy-trading technology provider, announced the successful launch of the ZuluTrade Platform in the USA. The Platform is essentially a match-making service where Investors can find curated Traders and benefit from automatically copying the Traders’ strategies into their own trading account. Traders in ZuluTrade range from raw talents......
Ebix Partners with F&G as One of Industry’s First to Adopt Path-breaking & Most Powerful Data Analytics Tool for Insurance Sales
Banking Business News

Ebix Signs Fidelity & Guaranty Life Insurance Company to WinFlex Illustration Platform

Fintech News Desk
by Fintech News Desk0
Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries, announced that it has partnered with Fidelity & Guaranty Life Insurance Company (F&G) to implement Ebix’s WinFlex Web life insurance illustration platform. Read More: Cornerstone Payment Systems Acquires Move Your Mountain......
Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer
Banking Business News

S3 Partners Adds Two Seasoned Sales Professionals From Hazeltree Treasury Solutions and ENSO Financial Analytics

Fintech News Desk
by Fintech News Desk0
S3 Partners (“S3”), a market-leading financial technology and analytics firm, announced the hiring of Dean Fabrizio and John Clancy as Directors of Business Development. The two will help S3 to sell software, data and apps, leveraging relationships across the alternative investment community, banks and other financial institutions. Read More: Informa Financial Intelligence and Neuro-ID......
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