Search Results for: financial services firms

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem
B2B InsurTech News

AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem

Fintech News Desk
AdvizorPro releases insurance producer dataset, the latest addition to AdvizorPro’s rapidly growing financial services intelligence platform AdvizorPro, a leading provider of B2B contact and company data intelligence, is excited to announce the release of its insurance producer dataset. The launch of the insurance offering provides customers a single unified platform to......
Fiat Ventures Launches $25 Million Fund to Invest in the Future of Financial Access and Inclusion
Fintech News

Fiat Ventures Launches $25 Million Fund to Invest in the Future of Financial Access and Inclusion

Fintech News Desk
Led by a team of diverse managers, Fiat Ventures aims to invest in financial technology companies that help drive economic mobility and growth Fiat Ventures, the leading emerging venture fund investing in products, services and technologies focused on financial democratization, announced the launch of the firm’s first venture capital fund......
B2B Digital Asset Management News

K2 Integrity Announces Partnership With TRM Labs To Launch Digital Asset Compliance & Risk Management Services

Fintech News Desk
K2 Integrity, the preeminent risk, compliance, investigations, and monitoring firm, announced its partnership with TRM Labs, the leading blockchain intelligence firm, to deliver a first-of-its-kind combined solution to the public and private sectors. The partnership will combine TRM Labs’ premier blockchain forensics and compliance tools with K2 Integrity’s deep expertise......
Business News Technology

Biz2Credit Found Industry Trends Among small Businesses, IT firms With Highest Revenue

Fintech Staff Writer
Founded in 2007 Biz2Credit made a study about 2021 industry trends for small businesses, which reveals that Information Technology (IT) firms which have the highest average revenue ($955,793), the good credit score (658), and made the top average amount of financing ($131,743) when they were in need of credit.The Retail......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
Capital One and Fidelity Distinguish Themselves Among Financial Services, as Disappointment With Credit Unions Continues, ACSI Data Show
Finance News

Capital One and Fidelity Distinguish Themselves Among Financial Services, as Disappointment With Credit Unions Continues, ACSI Data Show

Fintech News Desk
Americans’ frustration with credit unions persists. “Credit unions continue a long, slow decline in member satisfaction that is now in its fifth consecutive year” According to the American Customer Satisfaction Index (ACSI) Finance Study 2021-2022 – which provides customer satisfaction benchmarks for banks, credit unions, financial advisors, and online investment – satisfaction......
Genesis Global Launches Partner Program to Accelerate Software Innovation in Financial Services
Finance News

Genesis Global Launches Partner Program to Accelerate Software Innovation in Financial Services

Fintech News Desk
Chenoa Information Systems, Flylance, Future Workforce, Luxoft, Velocity Investment Solutions and Wissen Technology to work with Genesis on rapid deployment of innovative software applications in financial services industry Genesis Global, the low-code application development platform purpose-built for financial markets organizations, announced partnerships with Chenoa Information Systems, Flylance, Future Workforce, Luxoft, a DXC Technology......
Forrester: Over Half Of US Customers Have Minimal Trust In Their Financial Services Providers
Investment Services News

Forrester: Over Half Of US Customers Have Minimal Trust In Their Financial Services Providers

Fintech News Desk
Forrester’s Financial Services Customer Trust Index helps providers assess and build customer trust to accelerate revenue growth According to Forrester’s Financial Services Customer Trust Index rankings, over 50% of US customers have low trust in financial services providers across the banking, credit card, insurance, and investment industries. These firms are unsure of......
CoinShares Confirms Robust Financial Health and Quantifies Limited Exposure to the FTX Exchange
Finance Fintech News

CoinShares Confirms Robust Financial Health and Quantifies Limited Exposure to the FTX Exchange

Fintech News Desk
CoinShares International Limited, Europe’s largest and longest standing digital asset investment firm, discloses its exposure to the FTX Exchange, while confirming that the Group has no exposure to FTX’s sister company, Alameda Research. The ability to withdraw funds from FTX was halted on 8 November. The Group’s total exposure to......
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