Search Results for: manage clients

Veritran and Strands Partner To Offer Personalized Money Management Solutions
Finance News

Veritran and Strands Partner To Offer Personalized Money Management Solutions

Fintech News Desk
by Fintech News Desk0
With this partnership Veritran will offer clients the Business Financial Management (BFM) and Personal Financial Management (PFM) products from Strands Strands will complement Veritran’s solutions offering, enabling financial organizations and retail banks to easily develop highly-personalized digital money management applications, ultimately driving increased customer engagement and generating new revenue through......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
by Fintech News Desk0
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
SAP to Acquire Leading Working Capital Management Company Taulia
Capital Markets Digital Payments News

SAP to Acquire Leading Working Capital Management Company Taulia

Fintech News Desk
by Fintech News Desk0
SAP SE announced its intent to acquire a majority stake of Taulia, a leading provider of working capital management solutions. The move is aimed at giving companies better access to liquidity and improving their cash flows. The acquisition further expands SAP’s Business Network and strengthens SAP’s solutions for the CFO......
Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services
Finance News Risk Management

Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services

Fintech News Desk
by Fintech News Desk0
Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers. Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
CAVU Human Capital Management Expands National Footprint With Las Vegas Acquisition
Fintech News Technology

CAVU Human Capital Management Expands National Footprint With Las Vegas Acquisition

Fintech News Desk
by Fintech News Desk0
CAVU Human Capital Management (HCM), an emerging provider of technology, payroll, and human resources, announced it has acquired Las Vegas, Nevada based Silver State Payroll. Following its year-over-year recurring revenue growth of 87%, this is the fifth acquisition for CAVU HCM in a little more than twelve months and provides the......
Blue Health Intelligence Achieves Hitrust Csf Certification To Manage Risk, Improve Security Posture, And Meet Compliance Requirements
News Risk Management

Blue Health Intelligence Achieves Hitrust Csf Certification To Manage Risk, Improve Security Posture, And Meet Compliance Requirements

Fintech News Desk
by Fintech News Desk0
Blue Health Intelligence (BHI), a leading provider of healthcare data analytics, announced its Whyzen Analytics employer reporting platform, Population Advyzer risk adjustment solution, and its Common Data Platform have earned Certified status for information security by HITRUST. Latest Fintech Insights: Balto Invests In Contact Center Research With The Conversation Excellence Lab......
3EDGE Asset Management Announces Executive Promotions and New Appointment in 2022
Digital Asset Management News

3EDGE Asset Management Announces Executive Promotions and New Appointment in 2022

Fintech News Desk
by Fintech News Desk0
3EDGE Asset Management recently promoted Eric Biegeleisen to Partner and Ashley Koed to Vice President, Operations & Client Service and announced the addition of Lawrence Jules as Vice President, Head Trader and member of the Investment Committee, effective January 3, 2022. Latest Fintech Insights: Nexbloc and Arcade Network Partner to Bring Blockchain Domains to Gaming in the Metaverse......
Deloitte Expands Managed Security Services and Solutions Suite for Cyber Threat Detection and Response
Finance News Security

Deloitte Expands Managed Security Services and Solutions Suite for Cyber Threat Detection and Response

Fintech News Desk
by Fintech News Desk0
The Managed Extended Detection and Response (MXDR) by Deloitte offering suite provides flexible, technology-enabled, human-powered security operations services, helping organizations build resilience against emerging cyber threats Deloitte has expanded upon existing capabilities to launch Managed Extended Detection and Response (MXDR) by Deloitte. The suite of offerings combines an integrated, unified, composable and......
The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community
Digital Asset Management Finance News

The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community

Fintech News Desk
by Fintech News Desk0
The 12-Week Study Aims to Identify the Most Effective Sales Strategies for B-to-B Communication in a Virtual Hybrid Environment The Kelley Group, a leading provider of training and coaching to the financial services industry, is calling for participants from the asset management community to take part in a study on......
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