Search Results for: financial services firms

Braven Announces Launch of Financial Services & Insurance Innovation Unit and Welcomes Joel Herold as Cobuild Partner
Banking InsurTech News

Braven Announces Launch of Financial Services & Insurance Innovation Unit and Welcomes Joel Herold as Cobuild Partner

Business Wire
by Business Wire0
Braven, an early stage investment firm specializing in regulated industries, announces its second innovation group, the Financial Services & Insurance Unit, focusing on digital transformation in finance, capital markets, banking, and insurance. Joel Herold joins the unit as Braven’s first Cobuild Partner to manage the development of Braven’s portfolio investments......
Wolters Kluwer Launches Solution for Accounting Firms That Strengthens Audit Quality
Finance Fintech News

Wolters Kluwer Launches Solution for Accounting Firms That Strengthens Audit Quality

Business Wire
by Business Wire0
TeamMate Document Linker auto-links samples to supporting evidence, saving valuable time on every audit Wolters Kluwer, a global leader in professional information, software solutions, and services, launched TeamMate Document Linker, a new product for accounting firms that strengthens audit quality by auto-linking samples to supporting evidence, saving valuable time on every......
Architect Financial Technologies Becomes Authorized Redistributor of CME Group Market Data
News Trading

Architect Financial Technologies Becomes Authorized Redistributor of CME Group Market Data

PR Newswire
by PR Newswire0
Derivatives trading technology platform licensed to distribute CME Group futures and options data to institutional clients Architect Financial Technologies, an emerging leader in derivatives trading technology, announced it has become a licensed redistributor of CME Group market data. The Company will now provide clients of its low-latency institutional trading platform......
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
Finance Super App Curve Makes Its First Step Towards Becoming a Financial Marketplace
Digital Wallet Fintech News Technology

Finance Super App Curve Makes Its First Step Towards Becoming a Financial Marketplace

PR Newswire
by PR Newswire0
Curve, the London-based Fintech that combines all your cards and accounts into a single smart card and app, introduces its new app interface, the first phase in its longstanding mission to become an OS for money. The new app has just two tabs, a digital “Wallet,” and a new interface named Launchpad.......
Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
Fintech News

Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms

Business Wire
by Business Wire0
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience Intention.ly, the growth engine design consultancy firm transforming the way finserv and fintech companies approach marketing, is redefining brand design for financial advisors with launch of Advisor Brand Builder (ABB). Latest Fintech Interview......
Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory
News Risk Management

Capgemini To Acquire Fcc Division Of Exiger, To Expand Its Financial Crime Compliance Advisory

GlobeNewswire
by GlobeNewswire0
Acquisition will help Capgemini to further support banks, capital markets and fintech firms to align critical compliance and ‘Know Your Customer’ operations to regulatory standards Capgemini announces that it has signed an agreement for the acquisition of the Financial Crime Compliance (FCC) division of Exiger, a global market leading financial crime practice. This acquisition will strengthen the Group’s offerings in financial crime, risk management and regulatory compliance services. The transaction is due to close in the coming months. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
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