Search Results for: financial tools

goeasy Ltd. Announces Appointment of Farhan Ali Khan as Senior Vice-President of Corporate Development and Investor Relations
Fintech News

Investview (“INVU”) Enters Into $11 Million Stock Purchase with Strategic Fintech Partner

Investview, a global distributor of financial education tools, content, research and technology, has entered into a securities purchase and intellectual capital transaction with a financial services and technology investment fund to purchase $11 million of its common stock in a private placement. The terms of the share purchase agreement are......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Business Fintech News

BMLL Builds Derived Data Desktop Application on OpenFin

Fintech News Desk
Buyside to benefit from derived data and analytics visualisation to review portfolio performance BMLL Technologies, the data engineering and analytics firm, today announced a collaboration with OpenFin, the operating system (OS) for finance, to build their Derived Data desktop application on OpenFin’s OS. The Derived Data application will provide buy-side......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Fintech Investment Services News

Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

Fintech News Desk
Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights,......
IAS and Amino Payments Partner to Bridge the Transparency Gap in Programmatic
Capital Markets Fintech News

IAS and Amino Payments Partner to Bridge the Transparency Gap in Programmatic

Fintech News Desk
Advertisers will now have end-to-end visibility into media quality and financial transaction data Integral Ad Science (IAS) announced Total Visibility, an industry-leading partnership with Amino Payments to offer the first solution in programmatic buying showing advertisers the true cost of qualified media. Total Visibility gives advertisers both impression-level financial insights and......
Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty
Business Fintech News

Wolters Kluwer Announces CCH Tagetik Smart NOW Cloud Apps for Planning to Help Clients Manage During Economic Uncertainty

Fintech News Desk
CCH Tagetik, part of Wolters Kluwer Tax & Accounting and a global provider of market-leading software solutions and information services for finance professionals, unveiled a new set of financial planning and analysis applications – CCH Tagetik Smart NOW – available on the cloud. The new planning apps provide the office of......
Tavant Announces FinConnect on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
Fintech News

Tavant FinXperience Powers DRIVER – Fairway Wholesale Lending’s Digital Mortgage Platform

Fintech News Desk
DRIVER serves 3,000 mortgage brokers across 500 brokerage firms nationwide with improved speed of response, enhanced communication capabilities, streamlined experience Tavant, a Silicon Valley-based digital lending products and solutions company, announced its long-time customer, Fairway Independent Mortgage Corporation, has expanded its digital mortgage platform. Fairway has deployed Tavant’s FinXperience Broker......
AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System
Business Fintech InsurTech News

AgencyZoom and HawkSoft Introduce Integration Between Sales Automation Platform and Agency Management System

Fintech News Desk
Client and policy data from HawkSoft flows into AgencyZoom to trigger automation workflows to nurture leads and engage existing policyholders. Interconnected systems are force multipliers for independent insurance agencies. AgencyZoom, the Insurance Sales Analytics and Automation platform, is leveraging HawkSoft’s Partner API to bring the two complementary systems together. Read......
Schneider Upgrades Carrier Payment Process With Pairing of TriumphPay and Transflo
Fintech Fintech Funding News

Schneider Upgrades Carrier Payment Process With Pairing of TriumphPay and Transflo

Fintech News Desk
Implementation of vendor technology expedites payment, improves carrier experience Schneider, a premier provider of trucking, intermodal and logistics services, has implemented more options to improve the carrier experience by adding capabilities from TriumphPay, a payment processing platform for brokers and shippers, and Transflo, a leading business process automation and digital......
Save Money, Save Time: Automating Compliance Processes
Fintech Guest Posts Risk Management

Save Money, Save Time: Automating Compliance Processes

Henry Umney
In 2020, as more and more organisations recognize the risks posed by a lack of spreadsheet management, they will turn to automated controls to mitigate those risks.  Two of the primary benefits they’ll realise?  They will gain visibility into, and control over, these spreadsheets, and also gain cost savings; we......
Brattleboro Savings & Loan Selects NCR to Elevate Digital Banking Experience
Banking Fintech News

Brattleboro Savings & Loan Selects NCR to Elevate Digital Banking Experience

Fintech News Desk
NCR, a global enterprise technology provider for the financial industry, announced that Vermont-based Brattleboro Savings & Loan (BS&L) chose NCR to provide customers and businesses with a superior digital banking experience. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit “NCR is committed to......
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