Search Results for: manage clients

KBC Bank Chooses Finastra for Libor Transition
Business InsurTech News

Pie Insurance Launches Partner Portal with Integrated Appetite Checker

Fintech News Desk
by Fintech News Desk0
Pie Insurance, one of the nation’s leading insurtechs providing workers’ compensation insurance to small businesses, today unveiled its partner portal. The portal uses proprietary technology that makes it easier for partner agents to submit their clients for workers’ comp coverage and track their status in real time. Read More: Equifax Launches......
SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing
Business Fintech News Risk Management

SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing

Fintech News Desk
by Fintech News Desk0
Firms join forces to help financial institutions automate invoice auditing to improve efficiencies, protect bottom line from erosion SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, announced that it has partnered with Rochdale Paragon Group (Rochdale Paragon), a provider of ERM and vendor management services and software......
Bluefin and CPA Site Solutions Announce Partnership for Secure, Online Payments
Business News Trading

OANDA renames data business FX Data Services in global rebrand

Fintech News Desk
by Fintech News Desk0
A global leader in online multi-asset trading services, OANDA has rebranded its currency data and analytics business as Foreign Exchange Data Services, further articulating the firm’s position as one of the world’s most credible providers of FX data. Under the new name, OANDA will continue to offer the same trusted range of currency......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Investment Services News

Thoma Bravo Announces Strategic Growth Investment in Foundation Software

Fintech News Desk
by Fintech News Desk0
Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sector, today announced an agreement to acquire Foundation Software, a leading provider of construction accounting software and payroll services for small- to mid-sized specialty contractors. Thoma Bravo’s strategic investment, operational expertise and decades-long experience growing......
SPiCE Becomes First Digital Security to List on Fusang Exchange
Fintech News

Payments and Product Leader, William Broadlick, to Lead Authvia’s Strategic Partnership Program

Fintech News Desk
by Fintech News Desk0
Authvia, the maker of conversational commerce technologies that enable instant payment authorization via any payment processor and over any digital communication channel such as text, social media, chat, email, and messenger, has announced the appointment of Will Broadlick to the newly formed position of vice president, strategic partnerships. In this......
KBC Bank Chooses Finastra for Libor Transition
Capital Markets Investment Services News

Komainu Custody Solution to Safeguard XBT Provider’s Digital Assets

Fintech News Desk
by Fintech News Desk0
CoinShares leverages new custodial platform to redefine custody standards for Digital Asset Management CoinShares today announced that Komainu, a digital asset custody business for institutional investors, will serve as the custodian of all digital assets held by CoinShares Capital Markets including those used to physically back the XBT Provider family of exchange......
KBC Bank Chooses Finastra for Libor Transition
InsurTech News

HawkSoft Partners with Rocket Referrals to Automate Maintaining Relationships with Insureds

Fintech News Desk
by Fintech News Desk0
Agencies can automate activities that nurture long-term relationships with insureds, such as welcome letters, engaging at-risk clients, online review collection, and NPS® surveys. Successful independent agencies know that their best source of new business is their existing clients. This is a philosophy shared between HawkSoft and Iowa-based Rocket Referrals, a leader......
QRails' Brian Brinkley Named Top 25 Financial Technology CTO
Fintech News

QRails’ Brian Brinkley Named Top 25 Financial Technology CTO

Fintech News Desk
by Fintech News Desk0
QRails, a cloud-based, API driven issuer processor enabling clients in the US, Latin America, Europe and Australia to deliver innovative digital payment solutions, announced that Chief Technology Officer Brian Brinkley has been named as a Top 25 Financial Technology CTO by The Financial Technology Report. Read More: Banks Are Experiencing......
CPA.com and Jirav Launch Strategic Partnership
Business News

AICPA and CPA.com Announce All-Virtual Digital CPA Event This Year

Fintech News Desk
by Fintech News Desk0
Acceleration of Change is Overarching Theme of Dec. 8 Forum Digital CPA, an event hosted by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, will focus this year on change management, successful deployment of distributed teams and technological innovation in the accounting profession. Read More: Bank......
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