Search Results for: manage clients

Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
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Consulting Leader Skience Joins the MuleSoft Partner Program

Fintech News Desk
by Fintech News Desk0
Skience to help financial services organizations connect data from any system with Anypoint Platform to deliver connected customer experiences, faster Skience today announced its partnership with MuleSoft to provide consulting services for MuleSoft’s Anypoint Platform™, the world’s #1 integration and API platform. Anypoint Platform unlocks the power of API-led connectivity, enabling......
CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System
Fintech News

CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System

Fintech News Desk
by Fintech News Desk0
Fast growing cybersecurity firm selects agile business platform to support strategic consulting and world-class managed services offering FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), today announced that CyberCX, a leading cybersecurity provider based in Australia, is integrating its business on a single platform powered by......
Fintech News

Howard Bank Selects KlariVis Data Analytics Platform to Close Data Gap

Fintech News Desk
by Fintech News Desk0
Pandemic highlights need for aggregated, actionable data KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that Baltimore, Md.-based Howard Bank selected KlariVis to access transformative data enabling greater insight into customer, market, branch, officer and product information. The bank with $2.5 billion in assets, operates......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Fintech News

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

Fintech News Desk
by Fintech News Desk0
According to a new study from AIG Life & Retirement and the MIT AgeLab, financial clients are expressing a willingness and desire to step beyond traditional conversational boundaries with their financial professionals. This is particularly apparent with younger clients between the ages of 30 and 45 who indicate the most......
Visa Harnesses Real-Time Deep Learning to Enhance Transaction Processing
Artificial Intelligence Fintech News

Visa Harnesses Real-Time Deep Learning to Enhance Transaction Processing

Fintech News Desk
by Fintech News Desk0
Visa announced Visa Smarter Stand-in Processing (Smarter STIP), a new capability that uses real-time artificial intelligence (AI) to help financial institutions manage transaction authorizations when service disruptions occur. Using deep learning to analyze past transactions, Smarter STIP generates informed decisions to approve or decline transactions on behalf of issuers in......
NXTsoft, FirstClose Develop API Partnership to Improve Lending Experience
Business Fintech News Risk Management

FirstClose Teams Up with Ncontracts to Offer Layer of Compliance Protection

Fintech News Desk
by Fintech News Desk0
 FirstClose, a leading provider of technology solutions for mortgage lenders nationwide, has teamed up with Ncontracts to offer FirstClose ONE platform clients multiple compliance tools, including Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), and Fair Lending Compliance solutions. Read More: Four Benefits of Buy Now Pay Later for Ecommerce Retailers......
AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide
Banking Fintech News

AAPL and RES.NET Form Strategic Alliance to Deliver Enhanced Default Services to Private Lenders Nationwide

Fintech News Desk
by Fintech News Desk0
Leading private lender association and nationally licensed valuations and default services provider partner to meet private lenders’ increasing demand for default management services  RES.NET, a technology platform specializing in mortgage banking default, and The American Association of Private Lenders (AAPL), the oldest association representing the private real estate lending industry nationally, today......
Xamin Launches Newest Whitepaper; Explores the Importance of Working With SOC Certified Technology Partners
Business Fintech News

Mowery & Schoenfeld, LLC Merges In Xamin, Inc.

Fintech News Desk
by Fintech News Desk0
Mowery & Schoenfeld, LLC, a leading Chicago area accounting and consulting firm merges in Xamin, Inc., a national provider of information technology services. Xamin will continue to operate under its current management structure as a subsidiary of Mowery & Schoenfeld. Jonathan Smith, founder of Xamin, will become a partner of......
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