Search Results for: manage clients

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

Wolters Kluwer’s ELM Solutions Wins Four American Business Awards

Fintech News Desk
Industry Leader Recognized as Legal Company of the Year for Innovative Client Service and Solutions for Insurance Claims and Legal Departments Wolters Kluwer’s ELM Solutions, the market-leading provider of enterprise legal spend and matter management, contract lifecycle management, and legal analytics solutions won four Stevie Awards in the 18th Annual......
Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation
Fintech Investment Services News

Siebert Financial Corp. Partners With InvestCloud to Lead Digital Transformation

Fintech News Desk
Global FinTech firm will provide end-to-end digital transformation; automating back office operations and implementing intuitive front office functions Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation. Siebert Financial Corp will implement InvestCloud’s full suite of applications, ranging from......
Q2 to Rebrand Comprehensive Banking-as-a-Service Offering Underneath Q2 BaaS
Banking Fintech InsurTech Investment Services News

Q2 to Rebrand Comprehensive Banking-as-a-Service Offering Underneath Q2 BaaS

Fintech News Desk
Q2, a leading provider of digital transformation solutions for banking and lending, announced it is bringing its Banking-as-a-Service (“BaaS”) offering under the Q2 brand banner – as Q2 BaaS. As part of this transition, Q2 and StoneCastle dissolved their partnership, known in the market as Cambr. Read More: GlobalFintechSeries Interview......
Pay by Bank Account? Worldpay from FIS Enables Instant Payments from Your Bank Account through Open Banking Hub
Capital Markets Fintech News

Chartis Names FIS as Category Leader for Credit Value Adjustment Solutions

Fintech News Desk
Financial technology leader FIS has been named a category leader for its credit risk analytics solutions by leading industry research house Chartis Research. In its new report, “Technology Solutions for Credit Risk 2.0: Credit Risk Analytics, 2020,” Chartis placed FIS in the “Category Leaders” section of the RiskTech Quadrant for CVA solutions. Vendors......
smartTrade Wins Best FX Aggregator at FX-Markets e-FX Asia Awards 2020
Fintech News Trading

smartTrade Technologies Awarded Best Transaction Cost Analysis Solution for Best Execution at the 2020 RegTech Insight Awards

Fintech News Desk
smartTrade Technologies, a pioneer in multi-asset electronic trading solutions, announces that its multi-asset big data analytics solution, smartAnalytics, has won the RegTech 2020 award for Best Transaction Cost Analysis Solution for Best Execution. Read More: Blockchain Valley Ventures Launches Virtual Deal Marketplace for Startup Funding .@smarttrade_tech has won the @RegTechInsight......
Dealpath and ThoughtFocus Announce Partnership to Empower Automated Deal Ingestion
Business Fintech Investment Services News

Dealpath and ThoughtFocus Announce Partnership to Empower Automated Deal Ingestion

Fintech News Desk
Integration between leading real estate collaboration and data solution providers delivers seamless input of deal data for investment analysis Dealpath, the leading software solution for real estate investment and portfolio management, announced a new business partnership with ThoughtFocus, a premier technology and services provider. In this partnership, Dealpath will integrate......
Envestnet Connect' Creates Deeper Digital Advisor/Client Relationships
Artificial Intelligence Big Data Fintech News

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Fintech News Desk
Envestnet, unveils Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned with their values and financial journey progress. Envestnet has partnered with AdvisorStream and Apprise Labs to build Envestnet Connect, creating a centralized personal application designed to help clients......
HSBC Launches First Equity Index Products Powered by AI and Big Data
Artificial Intelligence Big Data Fintech Investment Services News

HSBC Launches First Equity Index Products Powered by AI and Big Data

Fintech News Desk
HSBC worked with EquBot and IBM Watson to introduce the AiPEX family of artificially intelligent equity indices HSBC announced the launch of the AI Powered US Equity Index (AiPEX) family, the market’s first to use artificial intelligence (AI) as a method for equity investing. The AiPEX family of indices was......
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