Search Results for: investment processes

Qualia Wins “Best Digital Mortgage Product” 2020 Fintech Breakthrough Award
Fintech News

Qualia Wins “Best Digital Mortgage Product” 2020 Fintech Breakthrough Award

Fintech News Desk
Prestigious Awards Program Recognizes Outstanding Financial Technology Products and Companies Qualia, the leading digital real estate closing company, announced that Qualia Post, which streamlines the lender’s transactions during the closing and post-closing process has been selected as the winner of the “Best Digital Mortgage Product” award by FinTech Breakthrough, an......
Finance Professionals Focusing on Innovation and Adaptability in 2020
Fintech Funding News

Finance Professionals Focusing on Innovation and Adaptability in 2020

Fintech News Desk
A new study from BillingPlatform reveals the ways finance professionals are seeking to help their companies this year, including support for new products and changes to pricing and delivery options Leading global cloud-based monetization and billing solution provider, BillingPlatform, announced the results of its 2020 Trends in Finance study. Over 300 finance......
AssetMark Closes on the Acquisition of OBS Financial
Banking Fintech News

AssetMark Closes on the Acquisition of OBS Financial

Fintech News Desk
AssetMark Financial Holdings, Inc., announced the completion of its acquisition of OBS Financial, a $2 billion-plus turnkey asset management platform and a subsidiary of Canandaigua National Corporation. By completing the transaction, AssetMark will acquire new relationships with OBS’ 300+ financial advisors and 21 banks that serve 6,500 investors. “We are......
TripActions Launches ‘TripActions Liquid’ to Revolutionize Global Travel Payments
Business Fintech News

TripActions Launches ‘TripActions Liquid’ to Revolutionize Global Travel Payments

Fintech News Desk
Backed by Silicon Valley Bank, Goldman Sachs and Comerica Bank, TripActions secures up to $500 million debt facility to launch first-of-its-kind, end-to-end global corporate travel management and payments solutions. TripActions, the fastest-growing business travel platform, has raised a debt facility of up to $500 million to launch the industry’s first,......
Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors
Business Fintech News

Insurance Technologies Announces the Implementation of its FireLight Sales Platform Within the Schwab Advisor Services Annuity Concierge Service for Advisors

Fintech News Desk
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce the availability of its FireLight Sales Platform within the Schwab Advisor Services Annuity Concierge Service for Advisors. FireLight efficiently enhances and automates in-good-order applications and business processes for......
Planful Announces Fall20 Product Release, Unveiling New Capabilities for Workforce Planning, Dynamic Planning, and Reporting
Fintech News

Planful Named to Constellation ShortList for Cloud-Based Planning Platforms

Fintech News Desk
Eighth Consecutive Time for Planful in Constellation ShortList, Reflecting Transformative Business Impact of the Continuous Planning Platform Planful, Inc., a leading financial planning and analysis (FP&A) platform provider, announced it was named to the Constellation ShortList for Cloud-Based Planning Platforms in Q1 2020. The Constellation Shortlist includes technology vendors and service......
Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
Fintech Funding Fintech Radar Fintech Startups News

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension
Banking InsurTech Investment Services News

Belfius Bank Completes Milestone Front to Middle Office Transformation with SimCorp Dimension

Fintech News Desk
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces the complete implementation of SimCorp Dimension at Belfius Bank, one of Belgium’s key banking and insurance groups, wholly owned by the Belgian federal state. The front to middle office transformation of Belfius Retail &......
Trapped in the past? Moving Banking beyond the Prison Paradigm
Banking Fintech Radar Guest Posts

Trapped in the past? Moving Banking beyond the Prison Paradigm

Jouk Pleiter
Some banks are so established that, as customers, we think of them as part of the fabric of our lives; as immovable institutions. Maybe that was once the case. But the rise of a new, modern business environment is undermining that position. Apple pay and Facebook’s Libra are good examples......
CIAB Picks ExdionPOD as a Top Insurtech Solution for Helping Brokers Automate Policy Checking and Issuance
InsurTech News

CIAB Picks ExdionPOD as a Top Insurtech Solution for Helping Brokers Automate Policy Checking and Issuance

Fintech News Desk
ExdionPOD has been recognized by The Council of Insurance Agents & Brokers (CIAB) as one of the top 16 Insurtech solutions to watch in the category of platform and tools that automate the application, renewal and documentation process for brokers and their clients. ExdionPOD is an AI powered comprehensive platform......
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