Search Results for: manage clients

Wolters Kluwer Podcast Series Launched to Educate Lenders Navigating COVID-19 Impacts
Fintech News Risk Management

Toyota Finance Australia Selects Wolters Kluwer’s OneSumX for Regulatory Reporting

Fintech News Desk
by Fintech News Desk0
Toyota Finance Australia has chosen Wolters Kluwer’s OneSumX for Regulatory Reporting as its regulatory reporting software, in order to meet the regulatory reporting requirements of the Australian Prudential Regulation Authority (APRA). Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis “We are delighted that Toyota has......
FreedomPay Unifies Commerce Data Into Actionable Business Intelligence
Business Fintech News

FreedomPay Unifies Commerce Data Into Actionable Business Intelligence

Fintech News Desk
by Fintech News Desk0
FreedomPay, the global leader in Next Level Commerce™, introduces an industry-leading business intelligence solution that transforms digital strategy and consumer experience for merchants globally. Through BI, merchants can leverage commerce data to analyze sales performance across all selling systems, and contextualize purchase patterns all within unique, customized consumer segments. Read......
AvaTrade Launches Revolutionary AvaProtect for Desktop Trading
Fintech News Risk Management Trading

AvaTrade Launches Revolutionary AvaProtect for Desktop Trading

Fintech News Desk
by Fintech News Desk0
AvaTrade, an award-winning CFD broker, has launched AvaProtect – a revolutionary one-click risk management tool – for its desktop trading application, AvaTrade WebTrader. The solution comes as part of AvaTrade’s ongoing strategy to put the success and satisfaction of its customers first, with AvaProtect also available on the AvaTrade mobile......
Neudata Hires Donald D'Amico to Build Out Data Compliance Offering
Fintech News

Neudata Hires Donald D’Amico to Build Out Data Compliance Offering

Fintech News Desk
by Fintech News Desk0
Alternative data fintech firm Neudata has hired Donald D’Amico as its general counsel and in-house legal expert on alternative data. In addition to managing the company’s legal affairs from the New York office, D’Amico will develop a due diligence offering for Neudata’s investment management clients. As part of the new service, Neudata will independently conduct detailed......
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
Business Fintech News

Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

Fintech News Desk
by Fintech News Desk0
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
Taulia Launches an International Payment Terms Database
Fintech Fintech Funding Investment Services News

Taulia Secures Strategic Investments from Ping An, J.P. Morgan and Prosperity7 Ventures

Fintech News Desk
by Fintech News Desk0
San Francisco-based fintech raises $60 million in new strategic funding round Taulia, the leader in working capital technology solutions, announced a new strategic funding round of $60 million led by the Ping An Global Voyager Fund with additional participation from J.P. Morgan, Prosperity7 Ventures and existing investors including Zouk Capital.......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Fintech InsurTech News Risk Management

QOMPLX Announces Plans for Us Insurance Subsidiary RubiQon Risk/RubiQon Re

Fintech News Desk
by Fintech News Desk0
RubiQon risk to offer comprehensive risk management solutions from cybersecurity to tailored cyber insurance  QOMPLX, an intelligent decision platform provider, announced the launch of a US-based subsidiary Managing General Agency RubiQon Risk & Insurance Services/RubiQon Re. Led by insurance industry veterans Conan Ward and Romel Salam, the new MGA will offer cyber insurance,......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Business Fintech News

MerchantE Promotes Transparency and Support for Small Businesses During Unprecedented Times

Fintech News Desk
by Fintech News Desk0
MerchantE, a leading end-to-end digital commerce platform, reaffirms its commitment to growing businesses in response to recent reports of payment companies withholding money from customers. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay Addressing the topic, MerchantE’s CEO, Mike Rouse, states: “Small businesses are the foundation......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Fintech InsurTech News

CBIZ Acquires Property And Casualty Insurance Agency Prince-Wood Insurance

Fintech News Desk
by Fintech News Desk0
CBIZ, a leading provider of financial, insurance and advisory services, announced the acquisition of substantially all of the assets of Prince-Wood Insurance, L.L.C., (“PWI”) of Woodbridge, VA, effective July 1, 2020. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership Established in 1967, PWI provides property and......
1