Search Results for: manage clients

Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line
Fintech Mobile Banking News

Paysign Announces Leadership Appointments to Drive Patient Affordability Business Line

Fintech News Desk
by Fintech News Desk0
Paysign, a vertically integrated provider of innovative prepaid card programs, digital banking, and processing services for the corporate, consumer, and government applications, today announced three leadership appointments. Each appointee will be focused on enhancing Paysign’s Patient Affordability capabilities and will have a reporting relationship to Alberto Negron, Executive Vice President......
Featured Fintech Fintech Startups

Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
Personal Capital Launches New Product Feature Recession Simulator
Fintech Investment Services News

Personal Capital Launches New Product Feature Recession Simulator

Fintech News Desk
by Fintech News Desk0
In the wake of market volatility due to COVID-19, the Recession Simulator provides insights into the effects of past market recessions Personal Capital, a remote-first, industry-leading registered investment advisor and digital wealth manager, launched a new product feature and the first free tool of its kind, the Recession Simulator. Available......
Andersen Global Adds Depth to African Presence; Announces Collaboration with Madagascar-Based Tax and Legal Firm
Business Fintech News

Andersen Global Adds Depth to African Presence; Announces Collaboration with Madagascar-Based Tax and Legal Firm

Fintech News Desk
by Fintech News Desk0
Andersen Global expands its presence in Eastern Africa through a Collaboration Agreement with Madagascar-based tax and legal firm HK Jurifisc, marking the organization’s debut in the country as part of its expansion strategy on the continent. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO and Co-Founder at CRUXPay “HK Jurifisc’s......
BondEvalue and Northern Trust Collaborate to Complete World’s First Blockchain-based Bond Trade
Fintech Investment Services News

Northern Trust Announces Alliance with BlackRock as Part of Whole Office Strategy

Fintech News Desk
by Fintech News Desk0
As part of its continuing strategy to provide integrated products, services and technology across the entire investment lifecycle, Northern Trust has entered into a strategic alliance with BlackRock to deliver enhanced operations, data, and servicing capabilities to mutual clients. These new capabilities, delivered through Aladdin®, BlackRock’s investment management and operations......
NTT DATA's Open Banking Practice Positioned as Leader in Everest Group PEAK Matrix for Open Banking IT Services 2020 Assessment Report
Banking Big Data Fintech Investment Services News

NTT DATA’s Open Banking Practice Positioned as Leader in Everest Group PEAK Matrix for Open Banking IT Services 2020 Assessment Report

Fintech News Desk
by Fintech News Desk0
NTT DATA Corporation has been positioned as a Leader in Everest Group‘s Open Banking IT Services PEAK Matrix Assessment 2020. The PEAK Matrix is an objective, data-driven framework for identifying the relative market success and capabilities of service providers. The assessment reviewed the Open Banking market beyond compliance and looked at......
Bill.com and Intuit QuickBooks Extend Partnership to Seamlessly Integrate Bill.com Application into QuickBooks Online Advanced
Business Fintech Investment Services News

Bill.com to Participate in Upcoming Virtual Investor Conferences

Fintech News Desk
by Fintech News Desk0
Bill.com, a leading provider of cloud-based software that simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses, announced its participation in the following upcoming investor conferences. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue BofA Securities 2020 Global Technology Conference Presentation: Wednesday, June 3,......
Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking
Banking Capital Markets Fintech Investment Services News

Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking

Fintech News Desk
by Fintech News Desk0
Mr. Lynch will enhance Barclays’ client coverage, primarily in the Financial Institutions industry, and will focus on increasing senior level connectivity Barclays announces the appointment of Alex Lynch to the role of Chairman of Banking within its Investment Bank. Mr. Lynch will be based in New York and report to......
Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers
Fintech News Robotic Process Automation

Study: Listing Agents Who Received Adwerx Automated Advertising From Their Broker Saw 35% Lift in Year-over-year Productivity Compared to Peers

Fintech News Desk
by Fintech News Desk0
Industry research firm T3 Sixty analyzed data on more than 30,000 real estate agents over a two year period In a newly released study from T3 Sixty, one of the industry’s leading management consultancy and research companies, data reveals that real estate firms who provided the Adwerx Listing Ad Automation Platform to......
1