Search Results for: manage clients

Ask Kodiak and Vertafore Announce Partnership
News Risk Management

Vertafore Introduces RiskMatch Retention Prediction to Help Independent Agencies Improve Client Retention Rates

Fintech News Desk
by Fintech News Desk0
Industry-first analytics tool uses data modeling & adaptive machine learning to surface at-risk polices, equipping agents for proactive client engagement Vertafore today announced RiskMatch® Retention Prediction, a groundbreaking tool to give agencies insights to increase client retention by identifying policies at risk for cancelation or non-renewal. As an integrated part of Vertafore’s award-winning......
Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.
Banking Fintech News

Trovata, ICD Launch Integrated Corporate Treasury Workflow with Bandwidth, Inc.

Fintech News Desk
by Fintech News Desk0
Trovata, an emerging enterprise fintech automating cash reporting and forecasting with its multi-bank API data aggregation platform, and ICD, corporate treasury’s trusted independent portal provider of money market funds and other short-term investments, announced today that they have launched an integrated workflow for corporate cash forecasting and investing. Bandwidth Inc. (NASDAQ: BAND), a software company......
SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)
Fintech News

SGX Partners with Cassini Systems to Help Market Participants Prepare for Uncleared Margin Rules (UMR)

Fintech News Desk
by Fintech News Desk0
Exchange and Analytics Firm Offer Service for SGX Users to Manage and Comply with UMR Singapore Exchange (SGX), the world’s largest and fastest-growing Asian foreign exchange (FX) futures marketplace, and Cassini Systems, the leading provider of pre- and post-trade margin and collateral analytics for derivatives markets, have partnered to provide a free service......
Velocity Solutions Appoints John Pechacek as Chief Technology Officer
Fintech News

Velocity Solutions Appoints John Pechacek as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Velocity Solutions announces that John Pechacek has joined the company as Chief Technology Officer. Most recently, John led the software development team for PayScale, Inc., a market leader in compensation software, used by over 8,000 employers ranging from small businesses to Fortune 500 companies. Read More: COVID-19 and Automation are......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
by Fintech News Desk0
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
First American Mortgage Solutions Integrates Loss Mitigation Products with CLARIFIRE® Workflow Automation
Fintech News

First American Mortgage Solutions Integrates Loss Mitigation Products with CLARIFIRE® Workflow Automation

Fintech News Desk
by Fintech News Desk0
—Unique integration helps efficiently process loss mitigation options for borrowers— First American Mortgage Solutions, LLC, a part of the First American family of companies, today announced completion of a strategic integration with Clarifire, a workflow automation provider that automates orders of First American Mortgage Solution’s FirstMod® loss mitigation products and services......
Plastiq Announces First End-to-End Intuit QuickBooks Online Integration in the Payments Industry
Business Fintech News

Plastiq Announces General Availability of Plastiq Accept

Fintech News Desk
by Fintech News Desk0
Plastiq Accept helps businesses collect payments faster, keep cash on hand and meet inventory needs  Today, Plastiq, the intelligent payment solutions provider for businesses, announced its card acceptance product, Plastiq Accept is now live and available to the public. Plastiq Accept’s enhanced payment acceptance features help businesses get paid faster and......
Sterling National Bank Partners with IPsoft’s Amelia®--Most Human AI™--to Launch Cognitive Customer Service Agent “Skye”
Artificial Intelligence News

Sterling National Bank Partners with IPsoft’s Amelia®–Most Human AI™–to Launch Cognitive Customer Service Agent “Skye”

Fintech News Desk
by Fintech News Desk0
IPsoft, the global leader in enterprise Artificial Intelligence (AI), and Sterling National Bank, the wholly-owned operating bank subsidiary of Sterling Bancorp (NYSE: STL), announced its partnership to deploy Amelia, the industry-leading Digital Employee™. Amelia is set to accelerate Sterling´s digital transformation and provide enhanced customer service. With Amelia, Sterling National Bank......
Artis Secures Another $1.5 Million in Latest Investment
Fintech Startups Investment Services News

Artis Secures Another $1.5 Million in Latest Investment

Fintech News Desk
by Fintech News Desk0
Atlanta-based fintech startup opens seed round in support of onboarding first financial partners and growing capabilities of consumer loan platforms Artis Technologies provides modern lending solutions for businesses to offer affordable, low-friction financing to their customers at the point of need. The company has closed its first institutional investor in......
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