Search Results for: manage clients

ARGO OASIS Recognized by Bank Director As a 2020 Best of FinXTech Awards Winner for Best Solution for Protecting the Bank
Fintech News

ARGO OASIS Recognized by Bank Director As a 2020 Best of FinXTech Awards Winner for Best Solution for Protecting the Bank

Fintech News Desk
by Fintech News Desk0
ARGO, the leading provider of high-value technology and analytical-sciences software for the financial services and healthcare industries, announced that its full anti-fraud solution suite, OASIS (Optimized Assessment of Suspicious Items), was recognized by Bank Director’s 2020 Best of FinXTech Awards as the Best Solution for Protecting the Bank. This category awards......
New AICPA Chair: Accountants’ Experience Needed Now More Than Ever
Fintech News

New AICPA Chair: Accountants’ Experience Needed Now More Than Ever

Fintech News Desk
by Fintech News Desk0
Accounting professionals have a crucial role to play in fostering prosperity, opportunity and trust during the current crisis, according to Tracey Golden, the new chair of the American Institute of CPAs (AICPA), the world’s largest member organization representing the CPA profession. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings......
DFIN is Digital-First Product Launch Recognized with Industry Innovation Award
Business Fintech Investment Services News

DFIN Re-imagines Digital Content Delivery with ArcDigital

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions, a leading global risk and compliance company, announced the launch of ArcDigital, a web-based application that enables marketing and sales teams to manage content and communications with ease, through a single integrated digital storefront. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending......
Bureau van Dijk and RDC Each Earn Category Leader Distinction in Chartis KYC/AML Data Solutions Report
Big Data Fintech News

Bureau van Dijk and RDC Each Earn Category Leader Distinction in Chartis KYC/AML Data Solutions Report

Fintech News Desk
by Fintech News Desk0
Bureau van Dijk, a Moody’s Analytics company, and Regulatory DataCorp (RDC), which Moody’s acquired in January, are Category Leaders in a new Chartis Research report. KYC/AML Data Solutions, 2020: Market and Vendor Landscape evaluates 15 leading vendors of Know Your Customer (KYC) and anti-money laundering (AML) data solutions. Read More: Abrigo Adds Transparent Artificial......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
by Fintech News Desk0
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
BitOoda Announces First Bitcoin Transaction Fee Swap
Fintech News Risk Management

BitOoda Announces First Bitcoin Transaction Fee Swap

Fintech News Desk
by Fintech News Desk0
Growing Suite of Next-Generation Structured Products for Digital Assets BitOoda Holdings LLC and its subsidiary Ooda Commodities LLC (“BitOoda”) announced the successful execution of the industry’s first Bitcoin Transaction Fee Swap in partnership with Griid Infrastructure LLC and an undisclosed family office. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement
Business Economy Fintech Investment Services News

OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement

Fintech News Desk
by Fintech News Desk0
OCO Global, a leading specialist trade and investment advisory firm has announced the opening of its new office in Shanghai, China, and a new partnership with the market entry specialist Aventura. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “We are very excited to......
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