Search Results for: manage clients

Citi Enhances FX Execution for Investor Clients with Order Scheduling
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Citi Enhances FX Execution for Investor Clients with Order Scheduling

Fintech News Desk
by Fintech News Desk0
Citi announced the enhancement of its single-dealer foreign exchange platform, CitiFX Pulse, with new functionality that provides investor clients with the flexibility to stage orders directly from their own execution management system for automatic local market execution at a specified time. Previously, clients could only send FX orders manually to......
IBS Recognizes Temenos as the #1 Best-Selling Banking Software for Digital, Core Banking, Payments, and Risk Management
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IBS Recognizes Temenos as the #1 Best-Selling Banking Software for Digital, Core Banking, Payments, and Risk Management

Fintech News Desk
by Fintech News Desk0
Intelligence Sales League Table 2020 (SLT). Temenos was also named a regional leader in both Europe and Americas. Temenos, with its AI and advanced cloud technology, continues to be the undisputed leader in the main product categories in the IBS League Table with the greatest number of competitors. Temenos has......
AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM
Fintech Investment Services News Risk Management

AQMetrics Wins MiFID II Clients, as More Firms Turn to Trusted ARM

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, continues to expand its client base, with the addition of a number of MiFID II clients. The recent wins include a tier one Asian sovereign wealth fund, as well as a leading ETF provider focused on fixed income solutions for......
Tully Lehman Joins the National Insurance Crime Bureau Public Affairs Manager
Fintech InsurTech News

Tully Lehman Joins the National Insurance Crime Bureau Public Affairs Manager

Fintech News Desk
by Fintech News Desk0
Tully Lehman joins the National Insurance Crime Bureau (NICB) as manager of public affairs. Lehman will join NICB’s award winning public affairs team bringing awareness of insurance fraud and vehicle theft to the public. Read More: Fintech Europe Selects Ten Startups for its Fifth Batch Lehman comes to NICB with......
iOPEX Technologies Launches Work at Home Agents (WAHA) for Customer Management Services
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iOPEX Technologies Launches Work at Home Agents (WAHA) for Customer Management Services

Fintech News Desk
by Fintech News Desk0
A resilient business model that provides flexibility to meet changing demands iOPEX Technologies, a global business operations and technology services provider, has launched Work At Home Agents model for contact center operations. The offering provides omni-channel customer support to organizations with a strong requirement of flexible workforce for seasonal ramps and services......
ComplyWorks Grows with a New Bid Management Solution
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ComplyWorks Grows with a New Bid Management Solution

Fintech News Desk
by Fintech News Desk0
ComplyWorks Ltd. – a leader in compliance management solutions that help companies qualify and maintain relationships with their suppliers – has just released its Bid Management Solution. Bid Management will allow ComplyWorks’ clients to create and award bids to qualified suppliers all within the platform. The new solution offers ComplyWorks’......
The Hanover Announces Enhanced Protection for Technology Clients
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The Hanover Announces Enhanced Protection for Technology Clients

Fintech News Desk
by Fintech News Desk0
The Hanover Insurance Group, announced the launch of Hanover Technology Professional and Cyber Advantage, an integrated and broad errors and omissions, cyber, and risk management solution for technology businesses. Designed to help address the complex and evolving risks facing technology companies, this flexible coverage solution can be customized to meet the......
New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios
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New Variable Universal Life Insurance Offering From Lincoln Financial Helps Clients Diversify Retirement Portfolios

Fintech News Desk
by Fintech News Desk0
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......
Objectway Wins XCelent Depth of Service Award in Celent "Wealth Management Client Onboarding Platforms" Report
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Objectway Wins XCelent Depth of Service Award in Celent “Wealth Management Client Onboarding Platforms” Report

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the software and services for the Digital Wealth & Investment Management sector, won the XCelent award for the leading Depth of Service score in Celent report “Wealth Management Client Onboarding Platforms.” This report examined eight major vendors offering digital onboarding capabilities in Europe and North America, focusing on trends, technology and functionalities, and client......
Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region
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Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region

Fintech News Desk
by Fintech News Desk0
Wedbush Securities is pleased to announce the appointment of Robert (“Rob”) Spawn as Managing Director, Regional Executive. Rob serves the Pacific North Region, which includes our existing retail offices in Northern California, Oregon, Washington, and Alaska. Rob joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory......
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