Search Results for: manage clients

Best-of-Breed Providers Cashforce and TIS Form Alliance to Help Companies with an End-to-End Cash and Payments Solution
Capital Markets Fintech News

Best-of-Breed Providers Cashforce and TIS Form Alliance to Help Companies with an End-to-End Cash and Payments Solution

Fintech News Desk
Cashforce, a ‘next-generation’ cash forecasting & working capital analytics company and TIS (Treasury Intelligence Solutions GmbH), a leading bank connectivity & payments provider, announced that they have formed a strategic alliance. This collaboration provides a unique solution for corporates requiring a rich cash forecasting and payment experience with seamless integration......
Fenergo Wins 'Best CLM Solution' Award By Asian Private Banker
Fintech News

Celent Awards Fenergo for Excellence in KYC Technology

Fintech News Desk
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, announces its win of the Breadth of Functionality category at the prestigious xCelent Award 2020. The award features in Celent latest Know Your Customer (KYC) systems vendor analysis report entitled, Know your......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Business Fintech Fintech Funding

Qualis Capital Announces Strategic Partnership With WealthShield And Wealth Advisor Growth Network

Fintech News Desk
Qualis Capital LLC today announced their strategic partnership to be the exclusive alternative investment solution for both WealthShield and Wealth Advisor Growth Network (WAGN).  With technology being a key component in every day business, and the need for access to quality alternative investments in the High Net Worth community on......
XDuce Group of Companies Acquires SANS
Banking Fintech News

XDuce Group of Companies Acquires SANS

Fintech News Desk
XDuce Inc., a global software development, system integration and staffing services provider, is pleased to announce the acquisition of a majority stake in SANS Consulting. SANS is a New York-based IT staffing services specialist in Banking and Financial Services. The SANS acquisition will further strengthen XDuce’s footprint and ability to provide IT services to......
Artificial Intelligence Business Fintech News

Tavant Introduces Digital Software Factory and Expands into New Business Lines

Fintech News Desk
First half of 2020 sees Tavant fintech business expanding into banking, payments, and proptech  Tavant, a Silicon Valley-based provider of AI-powered digital technologies, today announced key success milestones of its Fintech business achieved in the first half of 2020. While many companies were forced to scale back due to the......
Barclays Appoints Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking
Banking Fintech News

Barclays Appoints Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking

Fintech News Desk
Barclays announces the appointment of Craig Stine as Vice Chairman, Global Financial Institutions Group (FIG) Banking. Mr. Stine will be based in New York, and will report to Tim Main, Global Head of FIG Banking at Barclays. Read More: Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen......
The Standard Announces Partnership with ErgoGenesis
Business Fintech InsurTech News

The Standard Announces Partnership with ErgoGenesis

Fintech News Desk
New collaboration provides customized ergonomic solutions boosting employee productivity Standard Insurance Company (The Standard) announced a new partnership with ErgoGenesis to provide ergonomic, customized seating options with BodyBilt chairs. The partnership reflects The Standard’s proactive, whole-person approach to disability management that centers on solutions to help employees stay at work or return......
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