Search Results for: manage clients

o9 Solutions and HighRadius Partner to Streamline Trade Promotion Planning and Settlement
Artificial Intelligence Business Fintech News

o9 Solutions and HighRadius Partner to Streamline Trade Promotion Planning and Settlement

Fintech News Desk
The partnership combines o9’s Industry-leading Integrated Business Planning platform with HighRadius’ Deductions Cloud o9 Solutions, a premier AI-driven integrated planning and operations solution provider; and HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes; have partnered to deliver an integrated solution to eliminate......
Apptega Partners With Abacode Cybersecurity and Compliance
Business Fintech News

Apptega Partners With Abacode Cybersecurity and Compliance

Fintech News Desk
Abacode, one of the fastest growing Cybersecurity and Compliance firms in the United States, announced a collaboration with Atlanta-based Apptega, a leader in cybersecurity management software. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “Abacode continues to innovate and partner with great technology companies,” said Greg Chevalier,......
Baker Hill Partners with Financial Institutions on Paycheck Protection Program Loan Forgiveness
Banking Fintech News

Baker Hill Partners with Financial Institutions on Paycheck Protection Program Loan Forgiveness

Fintech News Desk
FinTech company collaborates with banks to provide support for small business lending 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, is partnering with various banks to expedite the process of Paycheck Protection Program......
Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer
Fintech News

Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer

Fintech News Desk
Rapid growth for Cobalt portfolio monitoring platform highlights demand for better technology to address private capital investors, management Cobalt Software Inc (“Cobalt”), a leading portfolio monitoring solutions provider for the private capital industry, announced the appointment of iLevel co-founder Hank Boggio to the newly created position of Chief Commercial Officer. In......
XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking
Banking Fintech Investment Services News

XP Inc. Acquires Stake in Fintech Fliper in Anticipation of the Ongoing Trend Toward Open Banking

Fintech News Desk
XP Inc, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announces the acquisition of a majority ownership stake in Fliper, an automated investment consolidation platform that offers its users connectivity and tools to perform intuitive and intelligent financial self-management. The transaction allows......
Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19
Fintech Investment Services News

Millions of Americans Stand to Lose Trillions of Dollars Due to Covid-19

Fintech News Desk
Ric Edelman, founder of the nation’s largest independent financial planning and investment advisory firm,  released a 64-page report that warns of dire financial outcomes for millions of Americans. Edelman’s report, The Long-Term Financial Impact of Covid-19 and What it Means for You, asserts that the pandemic is leading people to bad......
PM Workforce Announces Major Expansion Throughout Texas and Increases List of Leasing Services for Multifamily Properties
Fintech News

PM Workforce Announces Major Expansion Throughout Texas and Increases List of Leasing Services for Multifamily Properties

Fintech News Desk
PM Workforce is excited to officially announce its expansion as a full-service outsource leasing firm hyper-focused on providing ultra-high-performing leasing consultants. We recruit train, test, and certify by combining Grace Hill online training and its’ proprietary curriculum, including knowledge-based classroom/virtual training and hands-on onsite leasing. Leasing services include: conventional, tax credit,......
Fintech Guest Posts

Fighting Against the Faux-Cloud: Why Firms Need Multitenant Systems for a Truly Modern Technology Strategy

Sean Sullivan
For the buy and sell sides alike, COVID-19 has only accelerated the need for a more modern technology strategy. The pandemic has wreaked havoc in both the markets and the wider world, putting a spotlight on the need for more nimble, scalable solutions that allow their businesses to pivot quickly......
While AI Has Provided Significant Benefits for Financial Services Organizations, Challenges Have Limited Its Full Potential
Business Fintech News

Capgemini and BlackLine Form Global Strategic Alliance to Enable Organizations to Optimize Their Finance and Accounting Processes

Fintech News Desk
Capgemini announced it has entered into a global strategic alliance with BlackLine, a leading, trusted provider of unified, cloud-based software designed to automate and control the financial close process. This collaboration is focused on enabling finance and accounting (F&A) teams to reduce business-process costs while optimizing process effectiveness and efficiencies. By......
Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
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