Search Results for: manage clients

CyberCube Enables Brokers to Better Prepare Clients for Cyber Insurance Placements
InsurTech News Security

CyberCube Enables Brokers to Better Prepare Clients for Cyber Insurance Placements

Business Wire
by Business Wire0
Cyber risk analytics leader, CyberCube, has launched Prep Module Version 1.0, an add-on module of Broking Manager, the software-as-a-service (SaaS) solution of choice by discerning brokers, designed explicitly for cyber insurance brokers. When paired with Broking Manager, the add-on module improves a broker’s ability to prepare their clients for the cyber......
B2B Fintech News Technology

AMLYZE And iDenfy Join Forces To Increase The Number Of Clients

Fintech Staff Writer
by Fintech Staff Writer0
iDenfy, the end-to-end identity verification, compliance, and fraud prevention startup, announced a new partnership with AMLYZE, the SaaS Anti-Financial Crime solutions provider, helping small and medium-sized enterprises counter financial crime. Mutual growth is made possible by the referral agreement which AMLYZE and iDenfy signed.iDenfy’s Referral Agreement helps its partners earn......
Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
Fintech News

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors,  announced that Graham Capital Management, L.P. (“Graham”), a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS to add select alternative investment funds on......
Climate Risk Management Workshop for Financial Industry Risk Professionals Launched
Fintech News Risk Management

Climate Risk Management Workshop for Financial Industry Risk Professionals Launched

PR Newswire
by PR Newswire0
RMA and McKinsey & Company, as a knowledge partner, announced that they are holding a workshop designed to help bank executives integrate climate risks, opportunities, and regulations into their business decisions and operations. The workshop will take place at The Ritz Carlton New Orleans from April 12-13, 2023. Attendance is......
Wells Fargo Introduces LifeSync®, A Digital Platform to Help Clients More Easily Plan and Track Their Money
Fintech Investment Services News

Wells Fargo Introduces LifeSync, A Digital Platform to Help Clients More Easily Plan and Track Their Money

Business Wire
by Business Wire0
Wells Fargo & Company announces the launch of LifeSync, a personalized digital approach to aligning clients’ goals with their money. LifeSync, in the Wells Fargo Mobile app, will be available at the end of March to Wealth & Investment Management (WIM) clients. Latest Fintech Insights : Finastra And Integro Technologies......
Monroe Capital Announces Agreement to Acquire Horizon Technology Finance Management, Market Leader in Venture Lending
Fintech Lending News

Monroe Capital Announces Agreement to Acquire Horizon Technology Finance Management, Market Leader in Venture Lending

Business Wire
by Business Wire0
Monroe Capital LLC (“Monroe”), a premier boutique asset management firm specializing in private credit markets across various strategies,  announced it has entered into a definitive agreement to acquire Horizon Technology Finance Management LLC, (“Horizon”) (the “Acquisition” or “Transaction”). Horizon is the investment advisor to Horizon Technology Finance Corporation (NASDAQ: HRZN).......
Spouting Rock Asset Management Acquires Ownership Stake In Altan Asset Management
Fintech Investment Services News

Spouting Rock Asset Management Acquires Ownership Stake In Altan Asset Management

Business Wire
by Business Wire0
Spouting Rock Asset Management, LLC, (Spouting Rock), a multi-boutique manager platform providing investment solutions and services, announced an ownership stake in Altan Asset Management LLC (Altan), an investment management firm that aims to drive outsized returns by diligently seeking overlooked opportunities in the global equity markets. Latest Fintech Insights :......
Fiat Growth Drives Over $1B in New Revenue to Brands, Surpasses 100 Clients
Fintech News

Fiat Growth Drives Over $1 Billion in New Revenue to Brands, Surpasses 100 Clients

Business Wire
by Business Wire0
Fiat Ventures’s consultancy is the secret growth mind behind some of the most rapidly expanding Fintechs in America Since its founding in 2018, Fiat Growth, the marketing consultancy arm of Fiat Ventures, has surpassed 100 clients, resulting in over $1B in new revenue for partnering companies. A first-of-its-kind offering, Fiat Growth is......
Applied Real Intelligence (“A.R.I.”) Launches Venture Debt Opportunities Fund for Qualified Clients
Fintech Investment Services News

Applied Real Intelligence (“A.R.I.”) Launches Venture Debt Opportunities Fund for Qualified Clients

Business Wire
by Business Wire0
A.R.I.’s Fund Brings Exclusive Access to Wealth Advisors and Affluent Clients for First Time Applied Real Intelligence LLC (A.R.I.), an investment management company based in Los Angeles, has launched its A.R.I. Venture Debt Opportunities Fund for Qualified Clients in response to significant interest from Registered Investment Advisors (RIAs), wealth advisors,......
Sharegain Unlocks Revenue Engine for Wealth Managers in the United States
Fintech Lending News

Sharegain Unlocks Revenue Engine for Wealth Managers in the United States

Business Wire
by Business Wire0
Sharegain has launched its Securities Lending as a Service (SLaaS) offering in the US, empowering wealth managers to generate revenue streams from existing AUM. Sharegain, a leading B2B capital markets fintech, announced it is open for business in the US, following regulatory approval from the Financial Industry Regulatory Authority (FINRA).......
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