Search Results for: financial services

Leading Financial Institution Chooses SSH’s PrivX for Operational Efficiency and Cybersecurity
Finance News

Leading Financial Institution Chooses SSH’s PrivX for Operational Efficiency and Cybersecurity

GlobeNewswire
A leading global financial institution has selected PrivX as its privileged access management (PAM) solution. The customer is one of the largest and most important financial institutions in the world. This is third major new significant lighthouse customer for PrivX in the USA. The initial contract value is approximately USD......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
Citi GPS: Cross-Border Payments to Transform Financial Industry, Ushering Best-in-Class Experiences for Clients
Digital Payments News

Citi GPS: Cross-Border Payments to Transform Financial Industry, Ushering Best-in-Class Experiences for Clients

Business Wire
Citi has launched its latest Global Perspectives & Solutions (Citi GPS) report titled: ‘FUTURE OF CROSS-BORDER PAYMENTS — Who Will Be Moving $250 Trillion in the Next Five Years?’ Its findings indicate that the expected increase of cross-border payments presents a major opportunity for players in this space. Latest Fintech Interview......
Exdion Insurance Announces New End-to-End Consulting Services to Assist Brokers and Carriers on the Path to Full Digitization
InsurTech News

Exdion Insurance Announces New End-to-End Consulting Services to Assist Brokers and Carriers on the Path to Full Digitization

Business Wire
Industry Expertise, Advanced Technology Services Will Maximize Revenue and Efficiency While Reducing Risk Exdion Insurance, a leading developer of commercial insurance technology and automation, announced the launch of an end-to-end consulting service to assist brokers and carriers in digitizing their operations. Latest Fintech Interview : Global Fintech Interview with Mitchell......
Broadridge Signs First Customers for New Swift Services Including Transaction Screening Service and Securities View
Finance News

Broadridge Signs First Customers for New Swift Services Including Transaction Screening Service and Securities View

Fintech News Desk
Customers will gain advanced sanctions screening and end-to-end securities settlement control Extending its strategic commitment to providing fast and efficient access to new service innovations from Swift, global Fintech leader, Broadridge Financial Solutions, Inc. has announced the immediate availability of its connectivity to Swift’s API for Transaction Screening Service, and also for Swift’s......
Citi Launches Suite of Auto-Enabled Payment Solutions for Financial Institutions
Digital Payments News

Citi Launches Suite of Auto-Enabled Payment Solutions for Financial Institutions

Business Wire
Citi Treasury and Trade Solutions launches a set of four payment solutions for Financial Institution (FI) clients, which are designed to improve the client experience for their end users. With this, FI clients will now have access to new capabilities — each of which can now be used with low......
Accounting Seed Unveils New Financial Analytics Solution and AR Automation Feature
Analytics News

Accounting Seed Unveils New Financial Analytics Solution and AR Automation Feature

PR Newswire
Accounting Seed, the #1 accounting solution built on the Salesforce Platform, unveiled its latest offering, Accounting Seed Financial Analytics, during Dreamforce, Salesforce’s flagship event bringing together Salesforce users from across the globe. The launch of the new product offering highlights Accounting Seed’s commitment to the Salesforce Platform and deepens their dedication......
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