Search Results for: manage clients

Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards
Fintech News

Xignite Wins Best Real-Time Market Data Initiative at Inside Market Data & Inside Reference Data Awards

Fintech News Desk
by Fintech News Desk0
Firm recognized for collaboration with SoFi, which resulted in a significant spike in engagement on new SoFi Invest platform Xignite, Inc., a provider of market data distribution and management solutions for financial services and technology companies, today announced it won the Best Real-Time Market Data Initiative at the Inside Market Data......
Triterras Authorizes $50 Million Share Repurchase Program and Provides Update on Recent Events
Fintech InsurTech Trading

Triterras Announces Agreement With The World’s Leading Insurance Broker, Marsh To Offer Digitized Access To Credit Insurance

Fintech News Desk
by Fintech News Desk0
Triterras Fintech, a leading fintech company for commodity trading and trade finance, today announced its agreement with Marsh (Singapore) to offer credit insurance through a digitally streamlined process on its Kratos platform. Read More: Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge......
AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age
Business Fintech News

AssetMark Unveils Enhanced Client Proposal and New PortfolioReview for Financial Advisors in Virtual Age

Fintech News Desk
by Fintech News Desk0
Interactive, Zoom-Ready Advice Delivery and Client Review Tools Deepen Advisor-Investor Interactions and Trust  AssetMark (NYSE: AMK) today announced two new digital capabilities, its enhanced Client Proposal and new PortfolioReview tools, to help financial advisors drive deeper advisor-client interactions in their digital journey. With the new ability to present client proposals and......
Industry Names Pico “Best Managed Services for Trading” for Fifth Consecutive Year
Fintech News Trading

UOB Kay Hian Selects Pico to Deliver its Singapore-Based Next-Generation Trading Platform

Fintech News Desk
by Fintech News Desk0
Pico supporting firm to access the markets faster and efficiently scale expansion of its multi-asset offering Pico, a leading provider of technology services for the financial markets community, today announced it has been selected by one of Asia’s largest brokerage firms, UOB Kay Hian, to provide managed services and support for its......
InsurTech Startup CogniSure Launches AI Platform for Commercial Loss Run Automation With 9 Pilot Customers
Artificial Intelligence Fintech InsurTech News

InsurTech Startup CogniSure Launches AI Platform for Commercial Loss Run Automation With 9 Pilot Customers

Fintech News Desk
by Fintech News Desk0
CogniSure AI, focused on providing actionable insights from unstructured insurance documents such as policies, loss runs, quotes, and submission emails, announces their launch of “LossRun Insights” solution. The insurance industry spends a significant amount of manual effort, time and money analyzing PDF and Excel loss runs that are in nonstandard,......
Smarttech247 Offers Free Cyber Security Reviews for Credit Unions During Pandemic
Banking Fintech News

Smarttech247 Secures The Financial Sector During Pandemic

Fintech News Desk
by Fintech News Desk0
The global leader in cybersecurity solutions for the fintech sector, Smarttech247 announced around-the-clock monitoring, management and response to advanced threats, risks and compliance requirements specifically for the Finance Sector in North America The cost of cyberattacks is highest in the banking industry, reaching $18.3 million annually per company. Attacks against the financial......
Fintech Machine Learning Leader Attunely Secures $9M in Funding
Fintech Fintech Funding Investment Services News

Fintech Machine Learning Leader Attunely Secures $9M in Funding

Fintech News Desk
by Fintech News Desk0
Attunely Inc., a pioneer in deploying machine learning to maximize revenue recovery and enhance the consumer experience, announced $9 million in financing. The new capital includes an earlier seed round as well as a Series A investment. Investors include: Framework Venture Partners, Anthos Capital, Vulcan Capital, and additional independent investors......
RevSpring Announces Newly Enhanced mySecureBill Now Available in Epic App Orchard
Fintech News

RevSpring Announces Newly Enhanced mySecureBill Now Available in Epic App Orchard

Fintech News Desk
by Fintech News Desk0
RevSpring, the leading provider of healthcare financial engagement and payment solutions, announced that its newly enhanced mySecureBill application is now available in App Orchard, bringing to seven the number of RevSpring applications to be found on the marketplace. The enhancement enables patients to make a payment in mySecureBill through a......
BankMobile Launches Workplace Banking Platform
Banking Fintech Mobile Banking News

BankMobile Launches Workplace Banking Platform

Fintech News Desk
by Fintech News Desk0
BankMobile, a division of Customers Bank, and among America’s largest mobile-first banks, announced the launch of its Workplace Banking platform. The new financial wellness service offers innovative banking products that carry generous interest, early payday, built-in money management tools, over 55,000 fee-free Allpoint® ATMs and a robust banking app. BankMobile also......
Vise Expands Leadership Team And Advisory Board With Industry Leaders
Artificial Intelligence Fintech Investment Services News

Vise Expands Leadership Team And Advisory Board With Industry Leaders

Fintech News Desk
by Fintech News Desk0
Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to......
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