Search Results for: manage clients

BondWave Drives Fixed Income Innovation While Bolstering Client Roster
Fintech News Trading

BondWave Drives Fixed Income Innovation While Bolstering Client Roster

Fintech News Desk
Adding several new clients and solution enhancements to support firms’ best execution, fair pricing, mark-up monitoring, and disclosure obligations BondWave LLC, a leading financial technology firm focused on fixed income solutions, announced the recent addition of a number of small and mid-sized RIAs along with another large broker-dealer, further expanding......
Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award
Banking Fintech News

Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award

Fintech News Desk
Bank Credited for its Creativity and Impactful Use of Technology Amerant Bank, one of the largest community banks headquartered in Florida, is proud to announce it has been recognized by Mastercard in its annual Community Institution Segment Awards with an Innovation Award. The awards program recognizes those Community Institutions who......
Applied Systems Announces New Alliance Partnerships
Fintech InsurTech News

Applied Systems Announces New Alliance Partnerships

Fintech News Desk
TechAssure and North American Insurance Alliance join Applied Partner Program to gain greater access to technology and resources for growth Applied Systems® today announced the addition of two new Alliance Partners, including TechAssure and North American Insurance Alliance (NAIA). The Applied Partner Program provides Alliance Partners with greater access to......
Qontigo Launches Comprehensive Library of Fixed Income Corporate Spread and Yield Curve Data
Fintech Investment Services News Risk Management Trading

Qontigo Names Rodolphe Bocquet as Global Head of ESG

Fintech News Desk
Qontigo  announced the appointment of Rodolphe Bocquet as Global Head of ESG, effective as of September 22, 2020. In this newly created position, Bocquet will lead Qontigo’s expansion of indexing and analytics in the ESG space. Read More: GlobalFintechSeries Interview with Jill Homan, President at DeepTarget A pioneer and innovator in ESG......
Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services
Capital Markets Fintech News

Black Knight Completes Acquisition of Optimal Blue; Significantly Expands Origination Offerings With Leading Secondary Market Solutions and Actionable Data Services

Fintech News Desk
Cannae Holdings, Inc. and Thomas H. Lee Partners, L.P. are minority co-investors in newly formed entity Black Knight, a leading provider of software, data and analytics solutions to the mortgage and consumer loan, real estate and capital markets verticals, announced the completion of its acquisition of Optimal Blue, a leading......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

Everyware® Reveals Pharmacy Digital Payment Experience Statistics and Trends Since the Pandemic Hit

Fintech News Desk
Everyware, a leading contactless payments and customer engagement solutions company in the U.S., is streamlining the pharmacy digital experience for customers and physicians. Now more than ever, pharmacies are modernizing their patient engagement strategies by integrating text payment and two-way messaging solutions since the consumer demand for touchless digital services......
Vericred Launches Health Insurance and Employee Benefits Enrollment APIs, Announces Key Relationships
Fintech InsurTech News

Vericred Launches Health Insurance and Employee Benefits Enrollment APIs, Announces Key Relationships

Fintech News Desk
Beam, CaliforniaChoice, Kaiser Permanente and Oscar partner with Vericred to create a de facto standard for California group enrollment and member management Vericred today unveiled a new suite of enrollment and member management APIs, ushering in a new era of digital connectivity between health insurance and employee benefit carriers and InsurTech......
Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application
Fintech InsurTech Investment Services News

Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application

Fintech News Desk
Advanced, interactive digital tools provide enhanced user experience and greater depth of data analysis and insights Northern Trust (Nasdaq: NTRS) today announced the launch of its new cloud-based reporting application which further enhances its Insurance Investment Accounting and Analytics Services solution, developed to support the full spectrum of investment portfolio......
ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors
Fintech News

ETFLogic Expands the LOGICLY Platform with Deeper Portfolio Integrations and Workflows for Financial Advisors

Fintech News Desk
ETFLogic, the leading ETF portfolio analytics provider, has announced new additions to their Logicly platform, which include deeper integrations with wealth management partners, mutual fund support, and advanced charting capabilities. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Since its launch in January......
Seiling State Bank Signs with Teslar Software to Improve Commercial Lending
Fintech News

50 New Banks Leverage Teslar Software for PPP Forgiveness and Lending Initiatives

Fintech News Desk
Fintech helps community banks support their local businesses in time of need Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that it has added 50 new clients in the last 90 days. Teslar will help these banks manage......
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