Search Results for: manage clients

MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech Investment Services News

DC Capital Partners Makes Strategic Investment in Revenue Solutions, Inc.

Fintech News Desk
Revenue Solutions, a leading provider of technology-enabled public sector tax processing and compliance software solutions, announced a significant strategic investment by an affiliate of DC Capital Partners Management, LP (“DC Capital”), a private equity investment firm focused on Government and Technology related investments. Read More: Simple Announces Launch of Tax Refund Feature to Automate......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace

Fintech News Desk
Allianz Life is now delivering its annuity products to Raymond James advisors for the first time through SIMON’s Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to introduce Allianz Life Insurance Company of North America (“Allianz Life”)—a leading provider of annuities in the U.S.—to its annuities platform and digital......
iPipeline Appoints Kevin Baer Chief People Officer to Focus on Employee Experience
Fintech InsurTech News

iPipeline Appoints Kevin Baer Chief People Officer to Focus on Employee Experience

Fintech News Desk
iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Kevin Baer as Chief People Officer, who will play a critical role in guiding the employee experience at iPipeline to strengthen its transformative growth. Baer has more than 35 years......
Trading Technologies Contracts with BGC Partners for Global Implementation of TT OMS
Business Fintech News Trading

Trading Technologies Contracts with BGC Partners for Global Implementation of TT OMS

Fintech News Desk
Trading Technologies International, Inc. (TT), a global provider of high-performance professional trading software, infrastructure and data solutions, announced they have signed up BGC Partners, (BGC), a leading global brokerage and financial technology company, to utilize TT’s new Order Management System (OMS) solution when it is launched in September 2020. The......
LiquidityBook Hires Chris Junge to Lead Client Support Team
Fintech News Trading

LiquidityBook Hires Chris Junge to Lead Client Support Team

Fintech News Desk
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced the hire of Chris Junge as Vice President of Customer Success. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync Mr. Junge will oversee all aspects of the customer support process, working closely with the product......
Bitcoin IRA™ Releases New Video Highlighting the Benefits of Investing in Crypto for Retirement
Cryptocurrency Fintech Investment Services News

Bitcoin IRA™ Releases New Video Highlighting the Benefits of Investing in Crypto for Retirement

Fintech News Desk
Bitcoin IRA, the world’s first, largest, and most secure digital asset IRA technology platform that allows clients to purchase cryptocurrencies and other digital assets for their retirement accounts, today released a new video highlighting why investors should consider Bitcoin in a retirement account. Read More: Simple Announces Launch of Tax Refund......
Pintec Announces Industrial and Commercial Bank of China’s Successful Implementation
Artificial Intelligence Banking Fintech News Risk Management Robotic Process Automation

Pintec Announces Industrial and Commercial Bank of China’s Successful Implementation

Fintech News Desk
 Pintec Technology Holdings Limited, a leading independent technology platform enabling financial services in China, announced an update on its cooperation with Industrial and Commercial Bank of China (“ICBC” or the “Bank”).  ICBC has adopted and implemented Pintec’s SME risk management solutions for its micro- and small-sized (“SME”) lending business, further......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
Business Fintech News Risk Management

corfinancial Inks Partnership With Technology Consultancy F2 Strategy

Fintech News Desk
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
First Multiple Listing Service (FMLS) Launches Remine Add/Edit as New Listing Input Solution
Fintech News

First Multiple Listing Service (FMLS) Launches Remine Add/Edit as New Listing Input Solution

Fintech News Desk
The addition of Add/Edit provides FMLS real estate professionals with end-to-end platform (Remine MLS 2.0) Remine, a leading real estate technology company, announced that First Multiple Listing Service (FMLS) from Atlanta went live with Remine’s Add/Edit, Docs+ Transaction Management Platform, and PRO platform to over 47,000 of its members as......
Protective Life Names Doyle Williams Senior Vice President, Distribution Companies
Fintech InsurTech News

Protective Life Names Doyle Williams Senior Vice President, Distribution Companies

Fintech News Desk
Libet Anderson promoted to President of ProEquities, Inc. Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, is pleased to announce that Doyle Williams has joined the company as Senior Vice President, Distribution Companies, effective July 6. In this position, Williams will have management responsibilities for......
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