Global Fintech Interview with Jonathan Smith, Founder and CEO at Xamin
Catch more interesting insights and tips on adjusting to the new normal from these episodes of the SalesStar Podcast!...
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WNS Named a ‘Leader’ in Mortgage & Loan Services by NelsonHall
WNS (Holdings) Limited (NYSE: WNS), a leading provider of global Business Process Management (BPM) services, today announced that it has been recognized as a ‘Leader’ in NelsonHall’s 2020 NEAT evaluation for Mortgage & Loan Services in the New Digital Business Models category. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium The NEAT assessment......
Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
Sequire Platform Exceeds 1 Million Investors and Traders
SRAX, Inc. (NASDAQ: SRAX), a digital marketing and consumer data management technology company, announced its investor intelligence and communications platform, Sequire, has surpassed 1,000,000 active investors and traders from 91 public companies. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Sequire has shown rapid growth since......
NEO Earns Certification as a Great Place to Work®
NEO, a bold and disruptive capital markets fintech company, today announced that it has been certified as a Great Workplace following a thorough and independent analysis by the Great Place to Work® Institute. The certification is based on direct feedback about the workplace experience from employees through a confidential survey......
Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations
Arceo.ai, a cyber risk analytics company that empowers enterprises to better identify, respond to, and recover from cyber risks, continues to grow its team of senior cyber insurance experts to reshape this growing segment of the marketplace. Enhancing the services and solutions Arceo delivers to the cyber insurance industry, Thomas Gamble,......
Mazars in South Africa Selects Verady’s Ledgible for Crypto Asset Confirmations
Verady, the leading cryptocurrency tax and accounting software company, announced Mazars in South Africa international audit, tax and advisory firm has selected Ledgible to supply confirmation and reporting around its clients’ digital currency audits. Understanding how digital assets align with accounting, reporting and verification is key to the adoption of cryptocurrency worldwide. Ledgible is the bridge......
Cube Raises $5M Seed Round to Expand Next Generation Financial Planning & Analysis Platform
Cube, the next generation Financial Planning & Analysis (FP&A) platform for Finance teams, announced that it has closed a $5M seed round to expand their go-to-market efforts. Cube is disrupting the decades-old enterprise performance management (EPM) industry with an innovative offering that combines the power of SaaS with the flexibility and familiarity of spreadsheets.......
Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......