Search Results for: manage clients

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
by Fintech News Desk0
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Banking Business Fintech Investment Services News

UBS and Banco do Brasil Launch UBS BB Investment Bank and Unveil the Firm’s Leadership Team

Fintech News Desk
by Fintech News Desk0
UBS and Banco do Brasil announced the name of their strategic partnership in South America, UBS BB Investment Bank (“UBS BB”), as well as its executive leadership team and brand identity. Positioned to become the leading investment bank in the region, UBS BB will provide clients with access to M&A and advisory......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
Admiral Seguros Is The First Spanish Insurer To Use Artificial Intelligence To Assess Vehicle Damage
Artificial Intelligence Fintech News

Admiral Seguros Is The First Spanish Insurer To Use Artificial Intelligence To Assess Vehicle Damage

Fintech News Desk
by Fintech News Desk0
– Admiral Seguros is pioneering the use of Artificial Intelligence in the Spanish insurance sector to assess auto damage, creating immediate payment offers to policyholders – By sending photos via Tractable while reporting an accident, policyholders can resolve claims in minutes, even while on their initial phone call For the......
Itiviti's Linda Middleditch wins European Women in Finance Award for Excellence in FinTech
Fintech News Trading

Itiviti’s sell-side OMS recognized for Best Equity Trading System of the Year at FOW Asia Capital Markets Awards

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology, and service provider of electronic trading and connectivity solutions to financial institutions worldwide announced that Itiviti’s sell-side OMS has won Best Equity Trading System of the Year at the FOW Asia Capital Markets Awards. The awards are judged by a panel of industry experts from across......
Payroc Announces Integrated Partnership with Aleran Software
Business Fintech News

Payroc Announces Integrated Partnership with Aleran Software

Fintech News Desk
by Fintech News Desk0
Payroc LLC and its affiliates (“Payroc”), a leading merchant acquirer and global payment processing organization, announced their partnership with Aleran Software, an automated sales and ordering platform to provide a streamlined integrated payments solution for any marketplace. Read More: AdvisorPeak Bundles Rebalancing Solution for Panoramix Users “Facilitating integrated payments is......
T2 Systems Launches T2 MobilePay, Powered by TEXT2PARK®
Fintech News

T2 Systems Launches T2 MobilePay, Powered by TEXT2PARK®

Fintech News Desk
by Fintech News Desk0
Mobile payment solution will provide convenience to users and generate revenue for operators Parking technology leader T2 Systems has partnered with mobile payment provider TEZ, developers of TEXT2PARK®, to launch T2 MobilePay, a mobile parking payment solution that provides users a simple and convenient way to pay for parking on......
Kasasa “Report Card” Provides Actionable Insights to Financial Institution Clients
Business Fintech News

Kasasa Partners with NXTsoft’s OmniConnect Marketplace to Deliver Seamless Loan Experience to Community Financial Institutions

Fintech News Desk
by Fintech News Desk0
Partnership provides real-time consumer access to Kasasa Loan status Kasasa®, an award-winning financial technology and marketing provider, has partnered with NXTsoft, the market leader in API connectivity, to enhance the lending process for community banks and credit unions and their borrowers. Read More: iCapital Network Divests Right to Acquire Private Client......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Fintech News

iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool

Fintech News Desk
by Fintech News Desk0
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......
Fintech News

Seacoast Commerce Bank Outsources IT Infrastructure with Jack Henry, Strengthening Security and Boosting Efficiencies

Fintech News Desk
by Fintech News Desk0
Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its ProfitStars® division today announced that San Diego-based Seacoast Commerce Bank has outsourced its IT infrastructure with Jack Henry, enhancing security, compliance, business demands, disaster resiliency and increasing efficiencies across the......
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