Search Results for: manage clients

Investment Services News

Investment Metrics Announces Plan Universe on Market Insights, a New Standard for Institutional Plan Performance Benchmarking, Research, and Analysis

Fintech News Desk
The Next Generation of Plan Universe with Expanded Capabilities, Offering Exceptional Insights into Institutional Investment Performance Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment market, today announced the next generation of Plan Universe on its Market Insights platform. The new analysis and......
TeamMate+ global expert solution from Wolters Kluwer named finalist in 2020 SaaS Awards
Fintech News

Wolters Kluwer’s ELM Solutions Wins Top Stevie Award for Employer of the Year

Fintech News Desk
Wolters Kluwer ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions won the 2020 Gold Stevie® Award for Employer of the Year, Computer Software, 100-2,500 employees, in the fifth annual Stevie Awards for Great Employers. Read More: Four Benefits of Buy......
InsurTech News

ServicePower Builds Momentum in the Insurance Industry

Fintech News Desk
Leading Field Service Management Company Grows Insurance Customer Base and Partners with Top Core Insurance Platforms to Improve Customer Loyalty and Adjuster Efficiency ServicePower, a leading field service management software company focused on transforming service experiences, today announced significant growth in the insurance industry through new customers and leading core......
Fintech Mobile Banking News

New Zuora Analytics and Zuora Billing Drive Agile Subscription Experiences

Fintech News Desk
Zuora, Inc. (NYSE: ZUO), the leading subscription management platform provider, today announced major enhancements to its flagship Zuora Billing application and the launch of Zuora Analytics, extending its suite of Order to Revenue applications. With new advanced usage-based pricing capabilities, native ramp deals, an adaptive performance engine and self-service analytics......
Urban FT Launches Industry’s First ‘FinTech Core’ to Centralize FinTech Infrastructure Into One Tech-Hub
Banking Fintech News

Urban FT Launches Industry’s First ‘FinTech Core’ to Centralize FinTech Infrastructure Into One Tech-Hub

Fintech News Desk
The X-35 FinTech Coreâ„¢ gives financial institutions a centralized technology hub to integrate with and manage their third-party solution providers. Urban FT Group, Inc., one of the most progressive and successful FinTech companies serving the Banking and Payments industry, announced the launch of the X-35 FinTech Coreâ„¢, an API-first, developer-friendly,......
Why Banks Are Only as Good as the Data That Underpins Their Trading
Banking Fintech Guest Posts Investment Services Trading

Why Banks Are Only as Good as the Data That Underpins Their Trading

Tom Stock
Imagine this scenario, the head of equities trading for one of the world’s largest investment banks is trying to navigate clients through the worst trading day since the 2008 financial crisis. $125bn is wiped off the value of major US firms, while the Dow tumbles more than 2,000 points after......
Fintech News

TruChoice Financial Group, LLC Appoints Jim Maietta Chief Distribution Officer

Fintech News Desk
Strategic Role Will Implement Single Sales Philosophy, Strategy, and Culture TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of financial services products in the insurance industry, today announced the appointment of Jim Maietta as Head of Sales/Chief Distribution Officer (CDO), effective Aug. 16, 2020. Read More: Curb Debuts Taxi PaaS Solution with......
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Lone Wolf Technologies New Marketplace Partner – Sellers Shield

Fintech News Desk
Sellers Shield’s Products Now Available Through Marketplace Platform Sellers Shield, an online disclosure platform protecting home sellers, agents, and brokers from lawsuits, announced today a new partnership with Lone Wolf Technologies. This partnership enables Lone Wolf users to access Sellers Shield’s online disclosure forms within Transactions (zipForm Edition) and provide their clients with a safer......
Fiserv Appoints Kevin M. Warren to Board of Directors
Fintech News

Remote Core Conversions Rule as Financial Institutions Move to Fiserv to Support Strategic Initiatives

Fintech News Desk
COVID-19 pandemic hastens long-term trend toward more digital interactions Fiserv, Inc. , a leading global provider of financial services technology solutions, announced today that within the last five months, more than 20 financial institutions have completed remote core conversions to advance their individual strategies of digital engagement and further customer......
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Esri Tech to Help Modernize Vermont Department of Taxes

Fintech News Desk
Esri Partner Axiomatic Will Design Solutions to Promote Fair and Equitable Taxation Esri, the global leader in location intelligence, today announced that partner company Axiomatic LLC has been chosen by the Vermont Department of Taxes to develop a new statewide platform for managing property tax administration, equalization, and oversight. The......
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