Search Results for: investment advisor

CFOs Are Ready for Digital Transformation in 2021, New Survey Shows
Artificial Intelligence Fintech News

AppZen Expands Leadership Team to Meet the Rising Demand for Finance Digital Transformation Amidst Current Economic Climate

Fintech News Desk
AppZen, the world’s leading AI solution for modern finance teams, announced the addition of two key executives as the company expands to now service over 1,800 enterprises. Wendy Yale, Chief Marketing Officer, and Richard Terry-Lloyd, Chief Revenue Officer, are the newest appointments to the AppZen executive team. Read More: Simple Announces......
Makor Group Grows Amid COVID-19 Crisis, Expands Derivatives Desk in Europe
Fintech Investment Services News Trading

Makor Group Grows Amid COVID-19 Crisis, Expands Derivatives Desk in Europe

Fintech News Desk
Makor Group (“Makor”), an international agency brokerage group trading cash equities, fixed income, FX and derivative products, is pleased to announce the expansion of its European derivatives trading desk with the addition of two new senior hires to the team. Mr. Pierre-Olivier Burte and Mr. Gregory Salon will be joining Makor’s offices in Paris as Co-Global......
Temenos SaaS Supports Flowe in Launching an Ethical Challenger Bank in Record Time
Artificial Intelligence Banking Economy Fintech News

The Number of Banking Executives Saying New Technologies Will Drive Global Banking Rises by 57% in a Year, Reveals Economist Intelligence Unit Report Released by Temenos

Fintech News Desk
Two-thirds of banking executives believe that new technologies such as AI, machine learning will continue to have the greatest impact on the global banking sector in the next five years, according to a global survey conducted by the Economist Intelligence Unit (EIU) on behalf of Temenos, the banking software company.......
o9 Solutions and HighRadius Partner to Streamline Trade Promotion Planning and Settlement
Artificial Intelligence Business Fintech News

o9 Solutions and HighRadius Partner to Streamline Trade Promotion Planning and Settlement

Fintech News Desk
The partnership combines o9’s Industry-leading Integrated Business Planning platform with HighRadius’ Deductions Cloud o9 Solutions, a premier AI-driven integrated planning and operations solution provider; and HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes; have partnered to deliver an integrated solution to eliminate......
Majesco Acquires ClaimVantage to Strengthen and Scale the L&A and Group Business
Fintech News

Majesco Digital1st EcoExchange Expansion with New Partner Apps and Unveils New Partner Self-Serve Capabilities

Fintech News Desk
40 partner apps from 14 partners Majesco’s Digital1st® EcoExchange reflects the growing traction with incumbent and InsurTech partners Majesco, a global provider of cloud insurance platform software, announced the expansion of new partner apps and unveils new partner self-serve capabilities to Majesco Digital1st EcoExchange, a curated live service hub of......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
tZERO Named Best Blockchain Solution of the Year by FTF News Technology Innovation Awards 2020
Blockchain Fintech News

tZERO Named Best Blockchain Solution of the Year by FTF News Technology Innovation Awards 2020

Fintech News Desk
tZERO, the global leader in blockchain innovation for capital markets, announced that it has won the 2020 FTF News Technology Innovation Award for the ‘Best Blockchain Solution of the Year’ category. As the securities industry is moving ahead with new solutions that use distributed ledger technology (DLT), this award honors......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
Fintech InsurTech Investment Services News

New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
Lincoln Financial Group announced that it will launch the next generation of its Lincoln AssetEdge Variable Universal Life (VUL) insurance offering on June 15. As many investors are faced with the dilemma of staying invested in the market during a time of elevated volatility, AssetEdge VUL (2020) features three new indexed accounts......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
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