Search Results for: manage clients

Baker Hill Leadership Receives Recognition Throughout 2020
Banking Business Fintech News Risk Management

Baker Hill Poised for Market Growth with the Most Recent Updates to Baker Hill NextGen

Fintech News Desk
by Fintech News Desk0
Baker Hill, the leading financial technology provider in delivering solutions for commercial, small business and consumer loan origination, risk and relationship management, CECL, and analytics, announces the summer release of Baker Hill NextGen. This update release contains many new features and enhancements such as new capabilities to streamline Small Business......
Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies
Business Fintech News

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced that Jed Plafker has been named executive vice president of Global Alliances and New Business Strategies. In this newly created position, Plafker will be responsible for the expansion of the company’s digital wealth management and distribution-related financial technology, ensuring that the firm fully harnesses these capabilities for......
Northern Trust Front Office Solutions Expands With Two Strategic Hires
Fintech Investment Services News

Northern Trust Launches Datum One Series Trust

Fintech News Desk
by Fintech News Desk0
Product Supports Asset Managers’ Distribution and Investment Goals Northern Trust announced the launch of Datum One Series Trust, expanding its offering of solutions designed to give advisers and investment managers an efficient mechanism to amplify product distribution and deliver investment strategies via mutual funds registered under the Investment Company Act......
McLarens Acquires Lloyd Warwick International
Fintech InsurTech News

McLarens Acquires Lloyd Warwick International

Fintech News Desk
by Fintech News Desk0
McLarens, a leading, global independent insurance services provider, is excited to announce the acquisition of Lloyd Warwick International, Ltd (LWI), a premier provider of global specialty loss and insurance adjusters. Exciting Day at McLarens today! We closed on the acquisition of Lloyd Warwick International #LWI, a loss adjusting and insurance consultancy in......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
Banking Fintech Fintech Funding Investment Services News

Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
Celsius Launches a $15m Equity Raise With BnkToTheFuture - Looking for Community Participation to Replace Traditional VC's.
Blockchain Cryptocurrency Fintech Investment Services News

Celsius Launches a $15m Equity Raise With BnkToTheFuture – Looking for Community Participation to Replace Traditional VC’s.

Fintech News Desk
by Fintech News Desk0
BnkToTheFuture, the largest online investment platform for investing in FinTech & crypto companies, has announced the addition of a unique equity offering for both its U.S. & non-U.S. investors – crypto interest income and lending platform, Celsius Network. Celsius will be joining other BnkToTheFuture clients that have raised through BnkToTheFuture......
CLPS Incorporation Signs Partnership Agreement with an Established China-Listed Financial IT Company
Business Fintech News

CLPS Incorporation Signs Partnership Agreement with an Established China-Listed Financial IT Company

Fintech News Desk
by Fintech News Desk0
CLPS Incorporation, announced that it has signed a Memorandum of Cooperation (“Memorandum”) with a Chinese company listed on one of the domestic Chinese stock exchanges (“Partner”). Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities The Partner is an established financial IT company in China and one of China’s leading......
Ryan and Meridian Global Services Enter Partnership to Improve VAT Determination in SAP
Business Fintech News

Ryan and Meridian Global Services Enter Partnership to Improve VAT Determination in SAP

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced it has entered into a strategic partnership with Meridian Global Services to enhance its ability to deliver global value-added tax (VAT) determination solutions in SAP. The partnership will support Ryan’s tax technology implementations for European Union businesses with a tax solution that......
BCV Launches Second Level White-Labelling Services Powered by smartTrade Technologies
Fintech News Trading

BCV Launches Second Level White-Labelling Services Powered by smartTrade Technologies

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies, a pioneer in multi-asset electronic trading solutions, announces today that Banque Cantonale Vaudoise (BCV), a Swiss cantonal bank, has rolled out a second level white-labelled FX services powered by smartTrade Technologies, to some of their clients. .@BCV has rolled out a second level white-labelled FX services powered by @smarttrade_tech to......
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