Search Results for: manage clients

Wolters Kluwer Introduces OneSumX ProViso to Help Manage Financial Institutions’ Regulatory Obligations
Fintech News

Wolters Kluwer Tax & Accounting CCH Tagetik Analytic Information Hub and CCH Axcess™ Knowledge Coach Expert Solutions Recognized with American Business Awards

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Tax & Accounting, a leading provider of expert solutions that combine deep domain knowledge and local expertise with advanced technology and services to help tax, accounting, audit, and finance professionals make critical decisions every day, was recognized with two Stevie Awards in the 18th Annual American Business Awards. for......
Wolters Kluwer’s Lien Solutions Earns Two Stevie Awards in 2020 American Business Awards
Fintech News

Wolters Kluwer’s Lien Solutions Earns Two Stevie Awards in 2020 American Business Awards

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer’s Lien Solutions has been named a winner of the prestigious 2020 American Business Awards, winning accolades for two solutions that help lenders more effectively manage their loan portfolios—iLien Manage and Portfolio Sync. Read More: Healthfully and Paya Deliver Expanded Patient Care and Payments Through New Partnership “During uncertain times like these, the......
Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso
Capital Markets Fintech Investment Services News

Sixpoint Announces Promotion of Rich Siegel to Director, New Business Function for Alex Lorusso

Fintech News Desk
by Fintech News Desk0
Sixpoint Partners (“Sixpoint”), a leading global investment bank serving the middle-market private equity industry, announced the promotion of Rich Siegel to Director on the firm’s Capital Solutions team. Alex Lorusso also joins the Capital Solutions team as Vice President; Alex had previously been a Vice President on the project management......
Incapital Adds Two Senior Sales & Trading Executives to Fixed Income Team
Fintech Investment Services News Risk Management

Incapital Adds Two Senior Sales & Trading Executives to Fixed Income Team

Fintech News Desk
by Fintech News Desk0
Firm expands best-in-class platform; thirteen professionals hired over past eight months Incapital LLC, a leading underwriter and distributor of fixed income securities and risk management investment solutions, announced that it has hired two industry veterans to expand its fixed income platform and continue the firm’s institutional growth strategy. Incapital’s newest......
CIBC Innovation Banking Provides Vbrick Systems Inc. with a US$6 Million Growth Financing
Banking Fintech News

CIBC Innovation Banking Provides Vbrick Systems Inc. with a US$6 Million Growth Financing

Fintech News Desk
by Fintech News Desk0
CIBC Innovation Banking is pleased to announce a US$6 million revolving credit facility for Virginia-based Vbrick Systems Inc. (“Vbrick”), an industry-leading provider of video platform solutions. With operations in North America, Europe and Australia, the credit facility will be used to accelerate its rapid growth trajectory with investments in new......
Bates Group, Complidata Partner to Bring Leading Financial Services Industry Experts, A.I. Technology Together to Optimize AML Investigations and Compliance
Business Fintech News Risk Management

Bates Group Announces Partnership with Linda Tuck Chapman, Ontala Performance Solutions

Fintech News Desk
by Fintech News Desk0
Bates Group, LLC, a leading financial services consulting firm, has announced a partnership with Ontala Performance Solutions, led by internationally-acclaimed expert Linda Tuck Chapman, to expand Bates’ risk services to include the critical area of third-party risk management. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for......
Occupier Helps Retailers Identify Real Estate Opportunities Amid Covid-19, Drives Digital Adoption Among Brokers and Tenants
Fintech News Risk Management

Occupier Helps Retailers Identify Real Estate Opportunities Amid Covid-19, Drives Digital Adoption Among Brokers and Tenants

Fintech News Desk
by Fintech News Desk0
Occupier, the Real Estate Success platform for businesses, has seen retailers and tenant reps rapidly adopt its lease administration and transaction management software during Covid-19. Retailers using Occupier during Covid-19 include Bluestone Lane Coffee, Insomnia Cookies, and franchise owners of Five Guys and Auntie Anne’s Pretzel. In a short period of time using Occupier, these companies......
Cardknox Expands Its E-Commerce Payment Solutions With Support For Google Pay
Fintech News

Cardknox Payment Gateway Notes a 150% Increase in Contactless Payment Volume

Fintech News Desk
by Fintech News Desk0
Due to the COVID-19 pandemic that surged in the U.S. this past March and April, consumers everywhere have been taking many steps to reduce human interaction and avoid handling of objects that could be contaminated with germs. One significant way this has manifested itself is through the notable uptick in......
SurePoint Technologies Unveils SurePoint View, Powerful Business Analytics for Law Firms
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SurePoint Technologies Unveils SurePoint View, Powerful Business Analytics for Law Firms

Fintech News Desk
by Fintech News Desk0
SurePoint Technologies, a leading provider of software solutions to law firms, announced the launch of SurePoint View , an easy-to-use data analytics dashboard enabling attorneys and law firm management to gain essential insight at a glance into the metrics that drive business success. SurePoint View’s seven dashboards – each extensively tailored......
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