Search Results for: manage clients

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks
Finance Fintech News

Arta Finance Launches Globally via Singapore, Unveils Arta AI Copilot, and Announces Wealth-As-A-Service for Banks

PR Newswire
by PR Newswire0
MAS-licensed Arta launches in Singapore and internationally Arta unveils Arta AI Copilot – a number of AI-enhanced experiences on its wealth platform Arta announces partnerships with Wio Invest, Google Cloud, and Capco for its Wealth-as-a-service offering for banks and financial institutions globally Arta welcomes Ralph Hamers as external advisor Fast-growing digital wealth management platform Arta......
Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update
Finance Fintech News Trading

Clear Street Launches Rebrand of CenterPoint Securities and Provides Active Trading Division Update

Business Wire
by Business Wire0
CenterPoint Securities Rebrands to Clear Street Active Trading While Rolling Out New Functionality Clear Street’s Advanced Trading Technology and Award-Winning Solutions Power Excellence for Active & Professional Traders Clear Street (“Clear Street”, “the Company”) a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, announced today the rebranding of......
Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals
Finance Fintech News

Covr Unveils Its Third Generation Insurance Software: The Most Advanced Platform for Simplifying Insurance for Financial Professionals

PR Newswire
by PR Newswire0
Covr Financial Technologies, a leading digital insurance provider, announced this week the launch of Advisor 3.0, the latest version of its industry-leading insurance platform. This cutting-edge software empowers financial professionals, insurance advisors, and institutions to streamline their insurance business across various product lines, including life insurance, disability insurance, long-term care,......
Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before
Banking Fintech News

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

PR Newswire
by PR Newswire0
New Modern, Intuitive and Intelligent Experience will Accelerate Delivery, Increase Adoption and Boost Operational Scale Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel......
Ascend and Anzen Announce Strategic Partnership to Streamline Retail Financial Operations in Executive Risk Insurance
Digital Payments InsurTech News

Ascend and Anzen Announce Strategic Partnership to Streamline Retail Financial Operations in Executive Risk Insurance

PR Newswire
by PR Newswire0
New Partnership Provides Wholesale Solutions with Seamless Payment Automation and AI-Powered Specialty Insurance Placement Ascend, a comprehensive financial operations automation platform, is excited to announce a strategic partnership with Anzen, the modern wholesale brokerage – offering extensive management, cyber, and professional liability markets for Executive Risk insurance. This collaboration equips......
Clarifai and Crimson Phoenix Partner to Enhance Advanced AI, ML and Unstructured Data Labeling in Defense, Intelligence Communities
Artificial Intelligence Finance Fintech Machine Learning News

Clarifai and Crimson Phoenix Partner to Enhance Advanced AI, ML and Unstructured Data Labeling in Defense, Intelligence Communities

PR Newswire
by PR Newswire0
Combined Capabilities and Real-World Experience Accelerate AI Readiness to Support Any Mission Clarifai, a global leader in computer vision and pioneer in AI orchestration and development, has partnered Crimson Phoenix, a premier provider of data-enabled solutions. This strategic alliance aims to deliver cutting-edge AI-enabled data labeling and computer vision capabilities for unstructured data......
Lakeside Bank Adds Real-Time Payments and Enhances Swift Processing With Volante Technologies
Digital Payments Fintech News

Lakeside Bank Adds Real-Time Payments and Enhances Swift Processing With Volante Technologies

PR Newswire
by PR Newswire0
Community bank modernizes payments services with Volante’s Payments as a Service (PaaS) for SWIFT cross-border, RTP real-time, and FedNow instant payments Volante Technologies, the global leader in Payments as a Service (PaaS), announced that Lakeside Bank, a leading community bank with over $2.64 billion in assets that specializes in serving mid-sized and larger......
BetaNXT Modernizes Corporate Actions Experience
Finance Fintech News

BetaNXT Modernizes Corporate Actions Experience

PR Newswire
by PR Newswire0
Leveraging the power of the combined BetaNXT capabilities, the end-to-end, modular solution enhances operational efficiency, reduces errors and ensures compliance and transparency BetaNXT, a provider of wealth management infrastructure solutions with real-time data capabilities and an enhanced advisor experience, has unveiled a suite of capabilities designed to address the complexities......
FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round
Cloud Finance Fintech News

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round

PR Newswire
by PR Newswire0
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful......
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