Search Results for: insurance broker

Introducing UniMex: A Low-Cap DeFi Project that Solved Decentralized Margin Trading
Business Fintech News Trading

ShareVision Launches a Streaming Platform to Prevent New Retail Traders Losing Money

Fintech News Desk
by Fintech News Desk0
Quant Traders have launched ShareVision, a streaming platform with the objective of preventing millions of eager new retail traders losing money in the wake of GameStop. Global markets have now witnessed the power of the retail trading army, many of whom are experienced and knowledgeable retail traders. But what happens......
RegEd Appoints Adam Schaub as Vice President of Platform Product Management
Business Fintech InsurTech News

RegEd Appoints Adam Schaub as Vice President of Platform Product Management

Fintech News Desk
by Fintech News Desk0
RegEd, the market-leading provider of enterprise regulatory compliance solutions to banks, broker-dealers, insurance companies and brokers, is pleased to announce its appointment of Adam Schaub to the role of Vice President, Platform Product Management. In this role, Schaub will direct RegEd’s platform product management team and lead the strategy and......
Dana Bjornson Appointed Chief Financial Officer for insurtech Digital Platform Mylo
Artificial Intelligence Banking InsurTech News

Dana Bjornson Appointed Chief Financial Officer for insurtech Digital Platform Mylo

Fintech News Desk
by Fintech News Desk0
Veteran financial executive Dana Bjornson has been named Mylo Chief Financial Officer because of his exemplary track record in growing, scaling and optimizing businesses. Dana brings over 25 years of financial innovation, including leading new business development and mergers and acquisitions. He previously served as Executive Vice President, Chief Financial......
William D. Green Joins Advisor360° Board of Directors
Banking Fintech News

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients. Read More: Antier Solutions launches......
Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments
Banking Fintech News

Tapping the Full Potential of Wealth Management for Eve- Ryone: Wealthpilot Receives Investment for Expansion Into New Market Segments

Fintech News Desk
by Fintech News Desk0
wealthpilot taps the full potential of wealth management for end custom- ers, wealth managers and banks – with this goal in mind, wealthpilot has created the financial home of the future for customers of wealth managers, banks and insurance companies. In order to further develop the software-as-a-service platform (SaaS), the......
Crypto Finance Group Provides Digital Asset Infrastructure For Avaloq Clients
Banking Fintech News Trading

Crypto Finance Group Provides Digital Asset Infrastructure For Avaloq Clients

Fintech News Desk
by Fintech News Desk0
Crypto Finance Group has successfully implemented its brokerage solution for crypto assets for some of Avaloq’s banking clients. Financial institutions and their clients can now easily initiate crypto asset trading, settlement, and storage with automated, real-time reconciliation directly from their core banking system. Read More:  XP Inc. Acquires Riza M&A......
Cecabank-Chooses-Broadridge-to-Provide-Automated-Proxy-Voting-Service
Banking Fintech News Trading

Cecabank Chooses Broadridge to Provide Automated Proxy Voting Service

Fintech News Desk
by Fintech News Desk0
To broaden its services related to new mandatory obligations under the updated Shareholder Rights Directive (SRD II) Cecabank S.A., one of the largest global custodian banks in Spain, has selected Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader, to provide them with Broadridge’s leading global proxy voting solution. Read......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Artificial Intelligence Fintech News

Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success

Fintech News Desk
by Fintech News Desk0
Thought Leadership article highlights the role of data analytics, technology in revolutionizing commercial lending Technology advances, combined with the current economic downturn, are prompting commercial mortgage lenders and brokers to increasingly embrace newer technologies and the latest data analytics capabilities to more effectively compete against non-traditional lenders, manage risk, and......
Ask Kodiak and Vertafore Announce Partnership
Fintech InsurTech News Risk Management

Ask Kodiak and Vertafore Announce Partnership

Fintech News Desk
by Fintech News Desk0
Real-time appetite and eligibility information now available via Ask Kodiak integrations with Vertafore insurance software solutions Ask Kodiak, an API platform providing real-time appetite and eligibility for commercial lines insurance companies, managing general agencies (MGAs), wholesalers, and agents, is pleased to announce a partnership with InsurTech leader Vertafore to embed carrier-managed appetite and......
Foreside Unveils Solution for Breakaway RIAs
Fintech News Risk Management

Foreside Unveils Solution for Breakaway RIAs

Fintech News Desk
by Fintech News Desk0
Comprehensive platform helps mitigate liabilities and risk for successful transition Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today introduced a comprehensive solution for individuals and groups who are seeking to......
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