Search Results for: financial management tools

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
FirstClose Announces Integration With Calyx’s Point LOS
Fintech News

FirstClose Announces Integration With Calyx’s Point LOS

Fintech News Desk
FirstClose, a leading provider of technology solutions for mortgage lenders nationwide, announced its integration with Calyx Point. With the integration of the FirstClose ONE platform, Point users will now be able to order instant property reports on credit, flood, valuation, tax and title directly from the Point platform. Read More: Crypto......
TreasuryXpress Launches COVID-19 Treasury Technology Relief Program
Fintech News

TreasuryXpress Launches COVID-19 Treasury Technology Relief Program

Fintech News Desk
On-Demand TMS Leader to Provide Free Access to New Self-Service Treasury Management Software TreasuryXpress, the pioneer and global leader in on-demand treasury management software announced that they have launched a Treasury Technology Relief Program which will offer free subscriptions during this crisis to a new self-service treasury management tool they have......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Fintech News Desk
Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors are facing significant challenges, in terms of Read More: GloveBox Platform Update Allows Access Via Web Application reduced revenue and the......
How is FinTech Redefining Real Estate?
Banking Featured Fintech

How is FinTech Redefining Real Estate?

Paroma Sen
With the rise of the start-up culture in the last decade, every sector has witnessed the entry of a large number of new entrants. As a result, existing as well as new companies are trying to differentiate themselves by offering varied services. Moreover, the integration of technology with most organizational......
MYbank Served Over 20 Million SMEs as of 2019, Further Spurring the Growth of China’s Small and Micro Businesses
Banking Fintech News Risk Management

Path Solutions Signs Somalia’s MyBank to iMAL Core

Fintech News Desk
Path Solutions announced that it had signed up MyBank LtdLtd., its second banking client for iMAL in Somalia, and indicated a stronger focus on the Somali market for Sharia-compliant software solutions and services to tackle financial exclusion in the country. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at......
Carver Edison Expands Senior Leadership Team
Artificial Intelligence Banking Fintech News

Bottomline Technologies, Numerated, Bank of America and Citibank Win 2020 Monarch Innovation Awards

Fintech News Desk
Bottomline Technologies, Numerated, Bank of America and Citibank are winners in Barlow Research’s 2020 Monarch Innovation Awards. The winners were chosen based on their innovative products and features. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit The Monarch Innovation Awards (www.MonarchInnovationAwards.com) are unique......
New ACCA Report: Accountants "deeply concerned" about social and environmental impact
Fintech News

Fiserv to Enhance Omni-commerce Experience With Acquisition of Bypass Mobile

Fintech News Desk
Combination will build on existing integration and facilitate new digital commerce use cases Fiserv, a leading global provider of payments and financial services technology solutions, announced the acquisition of Bypass Mobile (“Bypass”), an independent software vendor (ISV) and leading innovator in enterprise point-of-sale systems. The acquisition of Bypass will help......
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