Search Results for: financial documents

Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents
Finance Investment Services News

Bipsync and Canoe Intelligence Team to Streamline Collection and Categorization of Investment Documents

Fintech News Desk
The collaboration between Bipsync and Canoe streamlines and automates the investment document collection and categorization processes for clients and delivers superior content management for investors to make more informed investment decisions The best-of-breed RMS provider, Bipsync, partners with Canoe Intelligence, a financial technology company redefining data management processes for alternative investors......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Marco Financial Partners with DP World to Finance Trade For SMEs
Finance Fintech News

Marco Financial Partners with DP World to Finance Global Trade For SMEs

Fintech News Desk
Marco’s tech-enabled trade finance platform is now an authorized lender for CARGOES Finance By DP World, providing SME exporters with rapid access to working capital that helps close the $1.7 trillion global trade finance gap in emerging markets Marco, the first tech-enabled trade financing platform built for small and medium-sized......
Fintech Predictions 2022: Diversity, FinTech Collaboration, and Filling the Skills Gap will Trend for Financial Services in 2022
Business Insights Interviews Technology

FinTech Predictions 2022: Diversity, FinTech Collaboration, and Filling the Skills Gap will Trend for Financial Services in 2022

Sudipto Ghosh
Welcome to our Fintech Predictions Series 2022. The rapid speed of change in banking during 2021 was like no other, but will it continue, and what are the predictions for 2022? We sat down with Cheryl Chiodi, an expert in financial services technology with digital intelligence company ABBYY, to identify......
Resource Financial Builds on Ocrolus to Automate Residential Mortgage Processing
Mortgage News

Resource Financial Builds on Ocrolus to Automate Residential Mortgage Processing

Fintech News Desk
Independent Mortgage Bank offers a completely digital mortgage origination process to residential customers in the Southeast United States Ocrolus, the only automation platform that analyzes financial documents with over 99 percent accuracy, and Resource Financial Services, a leading independent mortgage banker serving the Southeastern United States, announced a technology partnership to further......
IMM and Compliance Systems Partner to Deliver Advanced Compliance Documents with eSignatures
Digital News

IMM and Compliance Systems Partner to Deliver Advanced Compliance Documents with eSignatures

Fintech News Desk
Automated document compliance platform now features real-time eSignatures to provide superior customer experience IMM, the only eSignature provider that specializes in eSignature and digital transaction solutions exclusively for financial institutions, and Compliance Systems, the financial industry’s leading provider of modern digital and dynamic compliance documentation, announced a strategic partnership to provide......
BlocPal International and PayPassage To Launch A Financial Services Marketplace In Nigeria As Africa Is The Next Frontier in Fintech
Fintech News

BlocPal International and PayPassage To Launch A Financial Services Marketplace In Nigeria As Africa Is The Next Frontier in Fintech

Fintech News Desk
BlocPal International Inc., a leading digital transaction platform whose mission is to improve the affordability and accessibility of financial products and services, has signed a Memorandum of Understanding with its majority-owned Nigerian subsidiary, PayPassage. The intent is to leverage BlocPal’s powerful platform to drive financial inclusion in Nigeria. Currently, Nigeria is......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
FinLocker Partners With Argyle for Consumer-Permissioned Income and Employment Data to Connect Verified and Financially Prepared Borrowers to Mortgage Lenders
Fintech News

FinLocker Partners With Argyle for Consumer-Permissioned Income and Employment Data to Connect Verified and Financially Prepared Borrowers to Mortgage Lenders

Fintech News Desk
Argyle Empowers Aspiring Homeowners to Use Their Own Income and Employment Data to Qualify for a Home Purchase or Refinance Argyle, the leading employment data platform that provides companies access to user-permissioned employment records in real time, announced a strategic partnership with FinLocker, which will integrate employment and income data......
Janus Henderson Partners with The Pacific Financial Group on Multi-Asset Strategies
Fintech News

Janus Henderson Partners with The Pacific Financial Group on Multi-Asset Strategies

Fintech News Desk
Janus Henderson Investors announced that Janus Capital Management LLC is engaging with The Pacific Financial Group to provide research services for both the PFG Tactical Income Fund and PFG Janus Henderson Balanced Strategy . Read More About Fintech News : BrightTower Advises Procurement Spend Management Firm ClearEdge Partners in Sale to......
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