Search Results for: financial management tools

SMArtX Appoints Industry Veteran to Serve as New President and COO
Capital Markets Fintech Investment Services News

SMArtX Appoints Industry Veteran to Serve as New President and COO

Fintech News Desk
Jonathan Pincus Joins Executive Leadership Team with Deep Experience in Leading Technical Innovation Across Top Tier Financial Services Organizations SMArtX Advisory Solutions (“SMArtX”), a leading provider of managed accounts technology and operator of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of Jonathan Pincus as SMArtX’s new President and......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
Banking Capital Markets Featured Fintech Investment Services

How Do Global Banks Use Fintech to Enhance Customer Experience Models?

Fintech News Desk
Banking and associated financial services will always continue to be an essential service for everyone, given the fact that everyone uses money on a regular basis and are often required to engage in different kinds of financial transactions for varied purposes! Even with the introduction and innovations in digital banking......
Securrency Partners with Musharaka Capital Bringing Digital Securities to Saudi Arabia
Blockchain Business Capital Markets Fintech News

Securrency Partners with Musharaka Capital Bringing Digital Securities to Saudi Arabia

Fintech News Desk
Securrency, Inc., a leading developer of institutional-grade blockchain-based financial and regulatory technology, has announced a strategic partnership with leading investment management and banking firm, Musharaka Capital to develop a compliant platform for issuing digital securities in Saudi Arabia. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN......
Autobooks Becomes First Fintech to Launch in Q2 Partner Marketplace
Banking Business Fintech News

TCF Bank Teams with Autobooks to Elevate Small Business Banking Services

Fintech News Desk
Detroit Fintech company adds integrated receivables and payment processing to speed up cash flow. TCF Bank announced it has teamed with Detroit fintech company Autobooks to provide an integrated banking experience to its small business customers. Starting today, small business customers of Chemical Bank, a division of TCF National Bank, can......
The Standard Announces Partnership with ErgoGenesis
Fintech InsurTech News

The Standard Partners with Employee Navigator to Enhance Broker and Customer Experience

Fintech News Desk
Standard Insurance Company (The Standard), a leading provider of financial protection products and services for employers and individuals, has entered into a strategic partnership with Employee Navigator. The software company is a national leader in streamlining benefits and compliance processes for brokers and HR departments, making them a top choice for......
Coronavirus Highlights the Virtues of Crypto Alternatives
Cryptocurrency Fintech Guest Posts

Coronavirus Highlights the Virtues of Crypto Alternatives

David Waslen
What we’re experiencing globally with Coronavirus and economic chaos has accentuated our need for better financial tools and payment solutions. The cryptocurrency industry, now over ten years strong, has been building an infrastructure that could alleviate economic disparities and dysfunction. If we take a close look at some of the......
Equisoft Onboards Industry Veteran, David Nicolai, as Vice President, Insurance Solutions USA
Fintech InsurTech News Risk Management

Equisoft’s Accelerate Series Connects Life Insurance and Wealth Executives With Industry Thought Leaders to Fast-Forward Their Digital Transformation in the New Normal

Fintech News Desk
Global digital solutions provider Equisoft announced that they will host a complimentary series of nine interactive webinars for business and technology leaders in the life insurance and wealth management sectors. These live sessions will be presented from May 14 to September 10 (the full schedule is available here) and will......
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