Search Results for: manage clients

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage
Fintech InsurTech News Uncategorized

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage

Fintech News Desk
by Fintech News Desk0
Agent Authority: Middle Market Business Owners seek personalized counsel they can rely on Nearly 8 in 10 middle market business owners are concerned about making it through the economic downturn, and they’re reassessing their businesses’ insurance needs as a result, according to new Agent Authority research from Nationwide*. Although owners......
LendingUSA™ Receives New $200 Million Investment Commitment From Atalaya
Fintech Investment Services News

LendingUSA™ Receives New $200 Million Investment Commitment From Atalaya

Fintech News Desk
by Fintech News Desk0
This investment from Atalaya Capital Management comes as LendingUSA continues to see success amidst the ongoing pandemic. LendingUSA, a leading point-of-sale financing provider, has announced that it closed a new credit facility and received a total financing package of up to $200 Million from Atalaya Capital Management, a privately held investment advisory firm......
InvestEdge Acquired by Featheringill Capital
Fintech Investment Services News

Sanctuary Wealth Chooses InvestEdge as Compliance and Surveillance Partner

Fintech News Desk
by Fintech News Desk0
Application tied to client’s IPS helps advisors more easily comply with SEC & FINRA regs Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise......
CIBC Innovation Banking Provides Eventus Systems with US$5 Million Growth Financing Facility
Fintech News

Vena Solutions Inc. Accelerates Growth with US$25 Million Financing from CIBC Innovation Banking

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a growth capital financing for Toronto-based Vena Solutions Inc. (“Vena”), a provider of cloud-based financial planning and analysis software. The funding enables Vena to accelerate growth by further expanding product content and market reach. Read More: ETA Announces Expansion to Canada to Support Growth......
Behavox Partners with Red Box to Enhance Value of Voice Data Analytics
Artificial Intelligence Fintech News

Hedge Fund Industry Organization Awards Behavox for “Best RegTech Solution”

Fintech News Desk
by Fintech News Desk0
Behavox, which provides the world’s only AI-based data operating platform that enables enterprises to aggregate, analyze, and act on their entire organization’s data, today announced that it has been recognized as the “Best RegTech Solution” by the HFM European Technology Awards, a business intelligence organization for hedge fund professionals. Read More: COVID-19......
AcadiaSoft Makes APAC Push Ahead of Final UMR Phases
Fintech News

TriOptima Extends Collaboration with AcadiaSoft to Improve Industry Standard for Collateral Interest Payments Processing

Fintech News Desk
by Fintech News Desk0
TriOptima has extended its collaboration with AcadiaSoft to automate monthly collateral interest payments, making trade processing more efficient for over-the-counter (OTC) market participants. Read More: COVID-19 and Automation are Changing Finance for Good According to International Swap Dealers Association (ISDA) data, cash collateral accounts for approximately 70% of all collateral exchanged......
KlariVis Successfully Completes SOC 2 Type II Audit
Banking Fintech News

KlariVis Successfully Completes SOC 2 Type II Audit

Fintech News Desk
by Fintech News Desk0
Data analytics firm achieves the “Gold Standard” for Security Controls for a Technology Company KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced today that it successfully completed the System and Organization Controls (SOC) 2 Type II audit for confidentiality and security. KlariVis takes the protection......
Alternative Data Disruptor Makes Key Hire to Drive Expansion
Capital Markets

Alternative Data Disruptor Makes Key Hire to Drive Expansion

Fintech News Desk
by Fintech News Desk0
Capital markets technology leader CloudQuant continues to be a disruptive force in the alternative data, with the addition of a key hire, Ted Sturiale as Vice President of Sales. Sturiale’s appointment is a direct response to CloudQuant’s booming Alternative Data Showcase and platform-as-a-service business which has experienced explosive growth and......
Fintech News

Basware Further Expands Global Partner Network with excelerateds2p, a Complete S2P Transformation Provider

Fintech News Desk
by Fintech News Desk0
Basware (Nasdaq: BAS1V), the global leader in networked source-to-pay solutions, E-invoicing and innovative financing services, announced today that excelerateds2p, a global consulting and implementation expert specialized in best-in-class procurement and accounts payable functions with a historically strong focus on SAP and SAP Ariba users, joined its burgeoning global partner network.......
360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks
Artificial Intelligence Banking Business Fintech News Risk Management

360factors Announces Partnership with Innovatus Advisory Group to Deliver Risk and Compliance Intelligence Technology and Services to Banks

Fintech News Desk
by Fintech News Desk0
360factors, Inc., the industry leader in risk and compliance intelligence software, and Innovatus Advisory Group (IAG), a prominent risk and compliance advisory firm, announced a joint partnership, combining 360factors’ Predict360 risk and compliance intelligence platform with IAG’s compliance and management consulting services. Read More: Curb Debuts Taxi PaaS Solution with City......
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