Search Results for: manage clients

Galaxy Digital and Bakkt Unveil Joint Trading and Custody Service for Institutional Investors
Fintech Investment Services News Trading

Galaxy Digital and Bakkt Unveil Joint Trading and Custody Service for Institutional Investors

Fintech News Desk
by Fintech News Desk0
Galaxy Digital, the diversified financial services and investment management company providing quality digital asset exposure for institutional and accredited investors, and Bakkt, the digital asset derivatives trading and custody platform majority-owned by Intercontinental Exchange (“ICE”), announced their partnership to launch a collaborative white-glove service for asset managers looking to acquire, build......
Transportation Insight Launches New Technology to Streamline Financial Settlement
Fintech News

Transportation Insight Launches New Technology to Streamline Financial Settlement

Fintech News Desk
by Fintech News Desk0
Insight Billing offers on-demand access to real-time transportation invoice status. Transportation Insight, a North American leader in logistics management services, announces the launch of a new web-based technology tool that provides on-demand access to transportation invoice status updates based on real-time data. Insight Billing combines Transportation Insight’s powerful financial settlement......
Truist Insurance Continues Its Expansion with the Acquisition of Insurtech Wellington
Fintech Mobile Banking News

BB&T now Truist Named No. 1 Mobile Banking App Among National U.S. Banks by J.D. Power

Fintech News Desk
by Fintech News Desk0
Truist Financial Corporation announced that BB&T now Truist has earned the number one ranking in the J.D. Power 2020 U.S. Banking Mobile App Satisfaction Study SM among national U.S. banks. After evaluating the ten largest U.S. national banks mobile banking apps, U by BB&T now Truist’s mobile banking app rose to the top spot......
Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards
Artificial Intelligence Fintech News

Wolters Kluwer Tax & Accounting Cloud-based Expert Solutions Named Finalists in 2020 SIIA CODiE™ Awards

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting announced that two of its latest additions to the award-winning CCH Axcess™ cloud-based tax preparation, compliance and workflow management platform were named as finalists in the 2020 Software & Information Industry Association (SIIA) CODiE Awards. Finalists represent the best products, technologies, and services in software, information and business......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Fintech News

Canopy Releases New Updates and Features Across Its Product Suite

Fintech News Desk
by Fintech News Desk0
New features and tools enable more cost and times savings for accountants Canopy, the leading cloud-based practice management platform for accounting professionals, announced a significant number of new updates, tools, and features to ensure industry professionals can provide the best service to their clients. These updates come on the heels......
CGI welcomes Stephen Poloz and Mary Powell to its Board of Directors
Fintech News

CGI welcomes Stephen Poloz and Mary Powell to its Board of Directors

Fintech News Desk
by Fintech News Desk0
CGI is pleased to announce the appointment of Stephen S. Poloz and Mary Powell to its Board of Directors. A widely-recognized economist with nearly 40 years of experience in financial markets, forecasting, and economic policy, Stephen S. Poloz served a seven-year term as the Governor of the Bank of Canada, starting in 2013. As Governor, he was......
Kount’s Digital Account Fraud Protection Ties For the Highest Score in Current Offering Category in Risk-Based Authentication Evaluation
Fintech News Risk Management

Kount’s Digital Account Fraud Protection Ties For the Highest Score in Current Offering Category in Risk-Based Authentication Evaluation

Fintech News Desk
by Fintech News Desk0
Kount, the leader in identity trust and digital fraud prevention, today announced independent analyst firm Forrester Research has named Kount a “Strong Performer” in The Forrester Wave™: Risk Based Authentication (RBA), Q2 2020. Kount tied for the highest score in the Current Offering category. Read More: GlobalFintechSeries Interview with Patrick......
Credit Karma Reimagines Checking for Millions of Americans
Fintech Mobile Banking News

Authvia Sets Higher Bar for Contact-free Payments With TXT2PAY Platform Upgrade

Fintech News Desk
by Fintech News Desk0
Authvia, the maker of conversational commerce solutions that enable instant payment acceptance on contactless channels such as text, social media, chat, email, and messenger, released a new TXT2PAY platform upgrade that empowers channel partners to initiate and manage broad-scale integration, distribution, and boarding. Read More: Healthfully and Paya Deliver Expanded Patient......
Enigma Achieves SOC2 Type I Compliance, Demonstrating Its Commitment to Data Privacy and Security
Business Fintech News

Enigma Achieves SOC2 Type I Compliance, Demonstrating Its Commitment to Data Privacy and Security

Fintech News Desk
by Fintech News Desk0
Enigma, the leading provider of reliable and accessible data and intelligence on small businesses, announces that it has been certified as SOC2 Type I compliant. Enigma’s audit was conducted independently by the Cadence Group, a CPA firm with vast experience auditing software-as-a-service vendors.  This audit focused on Enigma’s data protection and......
FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange
Business Fintech InsurTech Investment Services News

FIDx Partners with TruChoice to Provide Advisors with High-Quality Annuity Solutions Through Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
TruChoice Diversifies Selection of Insurance Carriers Offering Guaranteed Income & Protection Strategies Envestnet, announces that TruChoice Financial Group, LLC (TruChoice), a provider of insurance solutions for a network of investment advisors, registered representatives, and insurance professionals, has launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers......
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