Search Results for: manage clients

Hayden AI Granted Patent for its Blockchain-Powered Data Management System for Traffic Enforcement Applications
Artificial Intelligence Blockchain News

Hayden AI Granted Patent for its Blockchain-Powered Data Management System for Traffic Enforcement Applications

Business Wire
by Business Wire0
Distributed ledger ensures that data is secure and accurate Hayden AI, a global leader in artificial intelligence and machine learning, has been awarded a patent for its traffic enforcement data management system using blockchain. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance “Keeping governments safe......
Bayview Launches Insurance Asset Management Business
Investment Services Mortgage News

Bayview Launches Insurance Asset Management Business

Business Wire
by Business Wire0
New Division to Benefit from Seasoned Leadership and Unique Resources of Bayview Bayview Asset Management (“Bayview”), a leading investment management firm with a 30-year history investing in mortgage and consumer credit, announced the launch of an Insurance Asset Management business. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO......
BankProv Adds Business Banking Expert To Support New Clients
Banking News

BankProv Adds Business Banking Expert To Support New Clients

PR Newswire
by PR Newswire0
BankProv, a future-ready commercial bank that offers technology-driven banking solutions to its clients, is pleased to welcome Tricia Abood to the organization as Vice President, Business Development Officer. Tricia brings a wealth of financial services knowledge and a proven track record in the industry. “One of Tricia’s many core strengths is her......
Fusion Risk Management Introduces AI-powered Assistant to Help Businesses Build Resilience
Cloud News Risk Management

Fusion Risk Management Introduces AI-powered Assistant to Help Businesses Build Resilience

Business Wire
by Business Wire0
Fusion Resilience Copilot will offer customers resilience and continuity guidance at their fingertips based on Fusion’s best-practice insights, customer program context, and public information Fusion Risk Management, (“Fusion”), a leading provider of cloud-based operational resilience, business continuity, and risk management solutions, unveiled Resilience Copilot, a generative AI-powered assistant. As part......
Expensify Announces Revenue Share Program for ExpensifyApproved! Accountant Partners and Their Clients
Finance News

Expensify Announces Revenue Share Program for ExpensifyApproved! Accountant Partners and Their Clients

Business Wire
by Business Wire0
Accounting Partners who adopt and onboard clients to the Expensify Card can now receive 50 basis points in revenue share or additional cash back for clients Expensify, Inc., the financial management super app for expenses and corporate cards, has announced a new revenue share program for all its valued accounting......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
Dizzion, IBM, and VMware aim to Accelerate Innovation of Managed Digital Workspaces for Financial Services Institutions
Finance News Security

Dizzion, IBM, and VMware aim to Accelerate Innovation of Managed Digital Workspaces for Financial Services Institutions

PR Newswire
by PR Newswire0
This collaboration aims to help financial services clients improve operational resiliency while addressing security and regulatory compliance requirements Dizzion announced the release of Dizzion’s new Digital Workspaces for Financial Services available on IBM Cloud for Financial Services. With IBM’s built-in security and compliance capabilities, third-party partners, institutions, and vendors can protect......
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
Banking News

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

PR Newswire
by PR Newswire0
SEI to Power Continued Business Transformation for Community Bank SEI announced that it has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
SS&C Signs Definitive Agreement to Acquire Iress' Managed Funds Administration Business
Investment Services News

SS&C Signs Definitive Agreement to Acquire Iress’ Managed Funds Administration Business

PR Newswire
by PR Newswire0
Acquisition strengthens SS&C Global Investor & Distribution Solutions offering in Australia SS&C Technologies Holdings, Inc. announced a definitive agreement to acquire the managed funds administration (MFA) business from Iress, a leading Australian financial services technology company. The MFA business is one of Australia’s largest third-party fund registries, with around AUD900 billion in managed assets across over......
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