Search Results for: financial industry

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle
Business Fintech News

eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage of Client Lifecycle

Fintech News Desk
by Fintech News Desk0
Planning Vision Focused on Supporting Advisors in Their Efforts to Efficiently Scale Business, Elevate Client Experience and Demonstrate Unique Value eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its enhanced planning vision for products and features that enables advisors and......
Nina Vellayan Joins Xeeva as its New President and Chief Executive Officer
Fintech News

Nina Vellayan Joins Xeeva as its New President and Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Xeeva, Inc., a global leader in AI-powered indirect spend management solutions, announced that the company’s Board of Directors has appointed Nina Vellayan as its new President and Chief Executive Officer (CEO). Xeeva is focused on automating indirect spend management solutions through the power of proprietary AI processes, methods, and algorithms.......
Trapped in the past? Moving Banking beyond the Prison Paradigm
Banking Fintech Radar Guest Posts

Trapped in the past? Moving Banking beyond the Prison Paradigm

Jouk Pleiter
by Jouk Pleiter0
Some banks are so established that, as customers, we think of them as part of the fabric of our lives; as immovable institutions. Maybe that was once the case. But the rise of a new, modern business environment is undermining that position. Apple pay and Facebook’s Libra are good examples......
Wolters Kluwer Launches New Solution for All US Banks and Credit Unions to Facilitate SBA Program - Paycheck Protection Program Supported by TSoftPlus
InsurTech News

Rokk3r Insurtech Inks Partnership with Insurance SaaS Leader Genasys

Fintech News Desk
by Fintech News Desk0
Firms Will Join Forces to Market Innovative Insurtech Solutions to New Target Markets Around the World Rokk3r , the multinational company cobuilder is pleased to announce that its insurance-technology division, Rokk3r Insurtech, has reached an agreement to partner with insurance Software-as-a-Service provider Genasys to market the company’s services to new......
Immediate Announces Oversubscribed Seven-Figure Round of Seed Funding
Business News

Immediate Announces Oversubscribed Seven-Figure Round of Seed Funding

Fintech News Desk
by Fintech News Desk0
Financial Health Startup Raises Seven Figures to Disrupt the Consumer Loan Industry and Improve Financial Health for Hourly Employees Financial health challenges impact nearly 179 million Americans who are considered financially vulnerable or financially coping; a quarter of US households either do not use a bank or use unbanked financial......
RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference
Business Fintech News

RIA in a Box Launches Open API for MyRIACompliance at T3 Advisor Conference

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, announced the release of an open API for its MyRIACompliance tool. The development was announced at Technology Tools for Today (T3) Advisor Conference in San Diego. RIA in a......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech Fintech Radar Fintech Startups Investment Services News

Carson Group Announces Elimination of Technology Costs for Its Partners

Abhishek Upadhyay
by Abhishek Upadhyay0
One of the fastest-growing financial services companies, Carson Group recently made an announcement that the company will cover the tech costs for all its partner firms starting from the 1st of April this year. This will include software platforms Egnyte, Orion, Salesforce, and Smarsh. From thereon, wirehouse advisors, IARs and......
Timeline's Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference
Business Fintech InsurTech

Timeline’s Retirement Income Software Announces Livetrack at T3 2020 Advisor Conference

Fintech News Desk
by Fintech News Desk0
CEO Abraham Okusanya shares new features of the Timeline platform during mainstage presentation  Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, announced Livetrack – your Co-pilot for retirement journeys – at the 2020 T3 Technology Tools for Today Advisor Conference in San Diego. Livetrack is the......
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......
Ntirety Receives PCI, HIPAA, HITRUST, SOC 1, 2, & 3, and GDPR Certifications for Cloud Security Compliance
Business Fintech News

Ntirety Receives PCI, HIPAA, HITRUST, SOC 1, 2, & 3, and GDPR Certifications for Cloud Security Compliance

Fintech News Desk
by Fintech News Desk0
Post-Merger Compliance Achievement Demonstrates Ntirety’s Steadfast Commitment to Customer Security and Risk Management  Ntirety, the leading managed cloud services provider delivering reliable, secure and scalable private cloud, managed server, and hybrid cloud hosting solutions for Healthcare, Manufacturing, and FinTech businesses, announced the completion of compliance of its first post-merger certification......
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