Search Results for: manage clients

BUSINESSNEXT Launches Smart Relationship Manager for Financial Institutions
Banking News

BUSINESSNEXT Launches Smart Relationship Manager for Financial Institutions

Fintech News Desk
by Fintech News Desk0
AI-driven, hyper-personalized Smart RM delivers 3X growth in revenue BUSINESSNEXT, the world’s leading responsive composable banking platform, enriched its product portfolio further by launching Smart Relationship Manager (RM) for banking and financial services. The new age Smart RM is the conjunction of hi-tech artificial intelligence (AI) and digital banking. It......
Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom
Finance News

Fiat Wealth Management Shares Essential Budgeting Tips to Start You on the Road to Financial Freedom

Fintech News Desk
by Fintech News Desk0
At Fiat Wealth Management, they work every day to help clients achieve their financial goals and create a roadmap to success. And for many people, that begins with developing an effective budget. Budgeting is one of the most important ways to gain financial freedom and live the life you truly desire.......
Avetta Partners With NEXT Insurance to Provide Small Businesses in the Supply Chain With Affordable Coverage
News Risk Management

Avetta One Platform Certified as Coupa Business Spend Management Ready

Fintech News Desk
by Fintech News Desk0
Avetta One is now available in the Coupa App Marketplace, extending Coupa’s platform, allowing Coupa customers to view supplier compliance status in real time, helping companies manage operational, reputational and regulatory compliance risks Avetta, the leading provider of supply chain risk management (SCRM) software, announced it will offer Avetta Supply Chain......
Investment Management Platform FundGuard Closes $40 Million Series B Funding
Investment Services News

Investment Management Platform FundGuard Closes $40 Million Series B Funding

Fintech News Desk
by Fintech News Desk0
Citi and State Street join initial investors to drive FundGuard’s AI and cloud-powered global asset servicing platform FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, announced that it has closed a $40 million Series B funding round. The investment round included large strategic investors Citi and State Street Corp, who joined initial......
Marqeta Announces RiskControl, An End-to-End Risk Management Suite of Products for Card Issuers to Combat Payment Card Fraud
News Risk Management

Marqeta Announces RiskControl, An End-to-End Risk Management Suite of Products for Card Issuers

Fintech News Desk
by Fintech News Desk0
Marqeta RiskControl is a comprehensive suite of risk management products built for customers using its global modern card issuing platform, providing card issuers with control over card transactions, optimizing performance, and mitigating program risk and compliance implications Marqeta, the global modern card issuing platform, announced its new RiskControl solution, a......
QuadFi Secures US $100 Million (CAD $127M) Financing Facility with Crayhill Capital Management
Finance Fintech News

QuadFi Secures US $100 Million (CAD $127M) Financing Facility with Crayhill Capital Management

Fintech News Desk
by Fintech News Desk0
QuadFi, a mission driven global fintech firm headquartered in Canada, announced that it has entered into an agreement for a new financing facility of up to US $100M (CAD $127M) with Crayhill Capital Management, a New York-based minority-owned private credit manager. The facility will be used by QuadFi to provide personal loans to people......
Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets
Fintech News

Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets

Fintech News Desk
by Fintech News Desk0
Integration paves way for Morningstar Office users to securely and compliantly trade and manage 401(k)s and other accounts Financial technology company Pontera, formerly known as FeeX, announced that it had entered into an integration agreement with Morningstar, Inc. to enable financial advisors who use the company’s Morningstar Officesm software product to household......
National Wealth Management to Join Cary Street Partners
Investment Services News

National Wealth Management to Join Cary Street Partners

Fintech News Desk
by Fintech News Desk0
Further Expands Cary Street Partners’ New Jersey Presence Cary Street Partners announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based financial planning and wealth management......
Stellar Cyber Partners with CYRISMA to Integrate Risk Management Into Its Open XDR Platform
News Risk Management

Stellar Cyber Partners with CYRISMA to Integrate Risk Management Into Its Open XDR Platform

Fintech News Desk
by Fintech News Desk0
Partnership adds SaaS-based Risk Assessment and Management Ecosystem to Stellar Cyber Platform Stellar Cyber, the innovator of Open XDR, and CYRISMA, a fast-growing provider of a security risk assessment and management ecosystem, announced a partnership under which CYRISMA now is fully integrated into the Stellar Cyber Open XDR platform. “CYRISMA......
Veriff Identity Verification Solutions Now Available to Alloy Identity Decisioning Platform Clients
Fintech News

Veriff Identity Verification Solutions Now Available to Alloy Identity Decisioning Platform Clients

Fintech News Desk
by Fintech News Desk0
Advanced identity verification technology and know your customer offerings enhance Alloy’s suite of fraud solutions for banks and fintechs Veriff, a global identity verification provider, announced that it is partnering with Alloy, an identity decisioning platform that helps banks and fintech companies fight fraud and remain compliant, to bolster the......
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