Search Results for: manage clients

Moody’s Analytics Wins Best Middle-Office Platform at WatersTechnology Asia Awards
Fintech InsurTech News

Moody’s Analytics Wins Two InsuranceERM Americas Awards

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics has won Actuarial Modeling Solution of the Year and ESG (Economic Scenario Generator) Software of the Year at the inaugural InsuranceERM Americas Awards. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “With the AXIS system, Scenario Generator, and other award-winning Moody’s Analytics......
iShares Marks the 20th Anniversary of Three Flagship U.S. Core Equity Funds
Fintech Fintech Funding News

iShares Marks the 20th Anniversary of Three Flagship U.S. Core Equity Funds

Fintech News Desk
by Fintech News Desk0
Three iShares Core U.S. equity exchange traded funds (ETFs) now sport track records longer than two decades. Launched in 2000, the iShares Core S&P 500 ETF, the iShares Core S&P Mid-Cap ETF , and the iShares Core S&P Small-Cap ETF reflect performance that spans multiple market cycles and includes the dot-com......
Dimensional to Launch Exchange Traded Funds
Fintech Fintech Funding News Risk Management

Dimensional to Launch Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
Dimensional Fund Advisors filed a preliminary registration statement with the Securities and Exchange Commission for the launch of three actively managed exchange traded funds (ETFs), planned for later this year. The ETFs will offer broadly diversified, all cap core equity exposure to US, non-US developed, and emerging markets, while incorporating......
Bank of America Corporate, Commercial and Business Banking Contact Centers Earn J.D. Power Certification for the 11th Consecutive Year
Banking Fintech News

Bank of America Corporate, Commercial and Business Banking Contact Centers Earn J.D. Power Certification for the 11th Consecutive Year

Fintech News Desk
by Fintech News Desk0
For the 11th consecutive year, the J.D. Power Certified Customer Service Program has recognized Bank of America’s Corporate, Commercial and Business Banking contact centers, which include card servicing, for providing “An Outstanding Customer Service Experience.” Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay “Congratulations to the entire......
Prudential Financial,
Business Fintech News

Financial Tools Make Prudential, Welltok Ideal Partners to Improve Employee Total Well-Being

Fintech News Desk
by Fintech News Desk0
Prudential, a leading provider of financial wellness education and tools, and Welltok, the consumer activation solutions company, are partnering to provide employers with the integrated well-being approach they desire. Prudential’s financial wellness content, tools and access to its solutions will be delivered within Welltok’s total well-being solution. Read More: M Financial Group......
SmartStream Launches API for Firms Requiring Fast Access to Reference Data for Meeting the SFTR Deadline
Fintech News

SmartStream Launches API for Firms Requiring Fast Access to Reference Data for Meeting the SFTR Deadline

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, today extended its Reference Data Utility (RDU) Securities Financing Transactions Regulation (SFTR) service to include an API for firms requiring fast access to the technology and data needed to manage their reference data challenges – critical for meeting the ESMA SFTR reporting deadline of July......
Euroclear ESES CSDs Go Live with Taskize for Client Servicing
Fintech News

Euroclear ESES CSDs Go Live with Taskize for Client Servicing

Fintech News Desk
by Fintech News Desk0
ESES, the group of CSDs comprising of Euroclear France, Euroclear Belgium and Euroclear Netherlands, has deployed Taskize, the inter-company workflow solution, as its primary client service channel for all types of requests, including complex queries. After proving a client service success for Euroclear Bank and Euroclear UK & Ireland over the last......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Banking Big Data Fintech News

GTreasury Partners with Fenics Market Data to Provide Treasury Professionals with Industry’s Most Accurate OTC End-of-Day Data

Fintech News Desk
by Fintech News Desk0
GTreasury, a treasury and risk management platform provider, today announced a new integration that pairs GTreasury’s solution with Fenics Market Data, a leading originator, generator, and distributor of global financial and commodities market data. The new integration enables GTreasury clients to access end-of-day and historic data sets – including interest rate......
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