Search Results for: manage clients

BofA Launches Omni-Channel Approach to Cross-Currency Transactions
Banking Currency Exchange Fintech News Trading

BofA Launches Omni-Channel Approach to Cross-Currency Transactions

Fintech News Desk
by Fintech News Desk0
Clients Can Now Trade and Settle Payments in Over 140 Currencies via API, SWIFT, CashPro Bank of America(BofA ) is responding to the dual imperatives of cross-currency transactions – technology innovation and client demand for improved efficiency – with an omni-channel offering that now includes API (application programming interface) and......
Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience
Fintech News

Lifeworks Advisors Launches Technology-Driven Advisor Platform for Growth Minded Advisors to Deliver a Complete, Fee-based Financial Planning Client Experience

Fintech News Desk
by Fintech News Desk0
Unified technology stack combined with proven financial planning system and digital marketing tools provide an all-inclusive, end-to-end platform to enable fast growth for today’s modern advisor Lifeworks Advisors, a fast-growing independent RIA firm, announced the launch of a complete and unified financial advisor technology platform intentionally designed from the ground......
Bringing AI to Insurance: Role of AI in Insurance/InsurTech with Examples of Top Insurtech-AI-powered Tech Platforms / Providers
Artificial Intelligence Featured Fintech InsurTech

Bringing AI to Insurance: The Role of Artificial Intelligence in InsurTech

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence has brought massive transformation. Insurance companies deal in huge amounts of data and AI is helping make optimal use of it. With the appropriate AI powered tech tools, insurance companies can shed several everyday business burdens. Read More: GlobalFintechSeries Interview with David R. Smith, Chief Executive Officer &......
J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios
Business Fintech News Trading

J.P. Morgan and 55ip Partner to Deliver Tax-Efficient Access to Model Portfolios

Fintech News Desk
by Fintech News Desk0
Solution combines J.P. Morgan’s diversified model portfolios with 55ip’s automated tax technology J.P. Morgan Asset Management and 55ip are pleased to announce a new partnership providing advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology. The new co-branded solution also will......
MUFG Continues Buildout of its Mortgage-Backed Securities Trading Platform with Key Hire
Fintech News Trading

MUFG Continues Buildout of its Mortgage-Backed Securities Trading Platform with Key Hire

Fintech News Desk
by Fintech News Desk0
Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups, announced that it has hired David M. Lindley to lead the firm’s CMO derivatives trading efforts. The hire is part of MUFG’s continued investment and buildout of its MBS Trading platform. Mr. Lindley will be responsible for leading MUFG’s......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech News

Broadridge Announces Solution to Save Banks Time and Money in Meeting ISO 20022 Payments Standard

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, a global Fintech leader, announced the global launch of its market-ready Financial Messaging and Connectivity solution for firms migrating to the new ISO 20022 standard for payments between financial institutions. Broadridge’s mutualized service model provides best-in-class solutions on a shared cost basis at a time when many......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Fintech News

UBS Hires Three Financial Advisors in Los Angeles and Orange County

Fintech News Desk
by Fintech News Desk0
UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County, and Carl Nelson will be based in downtown Los Angeles. Cumulatively, the advisors manage more than $400 million in client assets. Read......
LoanBeam and Freddie Mac Process for Self-Employed Borrowers
Fintech News

LoanBeam and Freddie Mac Further Streamline the Process for Lending to Self-Employed Borrowers

Fintech News Desk
by Fintech News Desk0
Data confirmed directly from IRS tax transcripts reduces risk LoanBeam announced today that Freddie Mac will further integrate its income solution, including IRS tax transcript data, with Loan Product Advisor® (LPASM). For almost two years, lenders have been leveraging LoanBeam through LPA AIM for self-employed to improve their process flow and......
Business Fintech News

ADROSONIC and Riversand Partner to Deliver Cloud-native MDM and PIM Solutions for the Insurance Industry

Fintech News Desk
by Fintech News Desk0
Digital Consulting firm ADROSONIC, today announced a strategic partnership with Riversand, a US-based multidomain Master Data Management (MDM) and Product Information Management (PIM) solution provider, to develop and deliver cloud-native MDM and PIM solutions with rapid deployment to Insurance markets, specifically in the UK and the USA. Read More: Eze......
BofA Launches Omni-Channel Approach to Cross-Currency Transactions
Banking Business Fintech News

BofA Adds Three APIs to CashPro® to Advance Real-Time Treasury

Fintech News Desk
by Fintech News Desk0
APIs Support Client Demand for Seamless FX Settlement, Check Image Retrieval, and Pulling Reports Bank of America(BofA) is supporting the increasing demand for real-time information and processing in corporate treasury with the launch of three new APIs (application programming interface). Connected through CashPro, the bank’s technology suite for companies, the new APIs......
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