Search Results for: manage clients

Doxim Acquires Pinnacle Data Systems, One of America’s Largest Privately Held Customer Communications and Payment Providers
Fintech News

Doxim Acquires Pinnacle Data Systems, One of America’s Largest Privately Held Customer Communications and Payment Providers

Fintech News Desk
by Fintech News Desk0
Acquisition will further power Doxim’s CCM Platform strategy with enhanced enterprise production capacity Doxim, the leading customer communications management (CCM) and engagement technology provider serving regulated markets including healthcare, financial services, and utilities, announced the acquisition of Pinnacle Data Systems, L.L.C. (Pinnacle), one of America’s largest privately held customer communications......
Equisoft Delivers Modern, Cloud-based PAS Solution for US insurer GCU
Fintech News

Equisoft Delivers Modern, Cloud-based PAS Solution for US insurer GCU

Fintech News Desk
by Fintech News Desk0
Equisoft proudly announced the successful implementation of their SaaS policy administration offering, Equisoft/manage, including their electronic application software, Equisoft/apply, for GCU. The new solution, which is built on the Oracle Insurance Policy Administration (OIPA) platform, was rolled-out for GCU’s Final Expense products, creating an enhanced experience for e-applications,  new business,......
NYDIG Raises $50M in Growth Equity Funding; NYDIG Parent Stone Ridge Holdings Group Announces More Than $100M in Bitcoin as Primary Treasury Reserve Asset
Fintech InsurTech Investment Services News

NYDIG Raises $50M in Growth Equity Funding; NYDIG Parent Stone Ridge Holdings Group Announces More Than $100M in Bitcoin as Primary Treasury Reserve Asset

Fintech News Desk
by Fintech News Desk0
Funding round closes as NYDIG significantly accelerates its corporate treasury solutions practice NYDIG, a leading provider of investment and technology solutions for Bitcoin and other digital assets, announced that it has raised $50 million in growth equity funding. Investors include financial services companies in commercial banking, insurance, investment banking, and asset......
Vestigo Ventures Expands Expertise and Vision with New Hire
Fintech Investment Services News

Vision Hill Group Launches VisionTrack to Help Institutional Investors Navigate the Crypto Buy-Side

Fintech News Desk
by Fintech News Desk0
 Vision Hill Group, a premier investment consultant and asset manager in digital assets, launches a premium solution for institutional investors navigating the opaque crypto investment landscape – VisionTrack. Read More: Righteous Causes Launches Innovative Platform to Transform Investor Relations for Social Impact Entrepreneurs VisionTrack, a leading crypto hedge fund performance......
CasePacer Hires Ben Jones as President
Fintech News

CasePacer Hires Ben Jones as President

Fintech News Desk
by Fintech News Desk0
CasePacer, a leading provider of legal case management software, today announced that Ben Jones CPA, CFP®, MBA, has been named as President. Jones will lead finance as well as sales and operations efforts, leveraging his extensive experience in business and training to find opportunities to provide product value and ease......
Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry
Business Fintech News

Asset-Map and Wealthbox CRM Team Up to Increase Advisor Productivity and Reduce Data Entry

Fintech News Desk
by Fintech News Desk0
Asset-Map, the premier visualized financial planning engagement experience for financial professionals, today announced a new software integration with Wealthbox, one of the leading CRM solutions for financial advisors. This new integration creates a unified technology experience for advisors who use both systems to manage client relationships and engage in compelling planning......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Blockchain Fintech News

TAAL Names Chris Naprawa as President, Announces Revisions And Additions To Its Executive Team

Fintech News Desk
by Fintech News Desk0
TAAL Distributed Information Technologies Inc. (CSE: TAAL) (FWB: 9SQ1) (OTC: TAALF) (“TAAL” or the “Company“) a vertically integrated, blockchain infrastructure and service provider, today announced the recruitment of Mr. Chris Naprawa as President of the Company.  In addition, Mr. Stefan Matthews, the Chairman of the board of directors of the Company, has taken on the position......
PAAY and Bluefin Join Forces to Dramatically Advance Remote Commerce Security
Business Fintech News

Invesco Launches New QQQ Innovation Suite in Partnership with Nasdaq

Fintech News Desk
by Fintech News Desk0
New products offer all investors access to NASDAQ-100 Index and NASDAQ Next Generation 100 Index Invesco Ltd. (NYSE: IVZ) today announced the launch of the Invesco QQQ Innovation Suite, which offers investors access to the NASDAQ-100® Index and NASDAQ Next Generation 100 Index® through a variety of investment structures and exposures. The Invesco QQQ......
Mercury Digital Assets Partners With Bit.com to Enable Bitcoin Options and Perpetual Swaps Trading
Cryptocurrency Fintech News Trading

Mercury Digital Assets Partners With Bit.com to Enable Bitcoin Options and Perpetual Swaps Trading

Fintech News Desk
by Fintech News Desk0
Partnership allows traders using Mercury’s BEACON platform and API to trade bitcoin options and perpetual swaps on Bit.com’s crypto derivatives exchange Mercury Digital Assets (“Mercury”), a technology provider for digital asset markets, announced today its partnership with Bit.com, a secure, high-performance crypto derivatives exchange launched by Matrixport. This partnership enhances trading capabilities......
DIMONT and Proventure Partner To Deliver A Comprehensive Investor Claims Solution
Fintech InsurTech Investment Services News

DIMONT and Proventure Partner To Deliver A Comprehensive Investor Claims Solution

Fintech News Desk
by Fintech News Desk0
DIMONT, the largest provider of specialty insurance and loan administration services to the residential mortgage and auto finance industries, today announced an alliance with Proventure Consulting, to deliver a comprehensive technology-enabled investor claims solution to the mortgage industry. Read More: FlowBank Selects Temenos SaaS to Rapidly Launch Swiss Digital Bank......
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