Search Results for: manage clients

BlackRock’s Laurence D. Fink to Present at the 2020 Deutsche Bank Global Financial Services Conference on May 27th
Banking Fintech News

BlackRock’s Laurence D. Fink to Present at the 2020 Deutsche Bank Global Financial Services Conference on May 27th

Fintech News Desk
BlackRock, announced that Laurence D. Fink, Chairman and Chief Executive Officer, is scheduled to speak at the 2020 Deutsche Bank Global Financial Services Conference on May 27th, 2020, beginning at approximately 12:05 p.m. ET. A live audio webcast will be accessible via the “Investor Relations” section of BlackRock’s website, www.blackrock.com. A......
TIAA Bank Expands Digital Mortgage Capabilities with Black Knight's Mortgage Origination Suite
Fintech News

Black Knight: 4.75 Million Homeowners Now in COVID-19-Related Forbearance Plans; Nearly Half Made April Mortgage Payments

Fintech News Desk
Black Knight, continues to monitor the impact of the COVID-19 pandemic on the U.S. mortgage market, tracking loan-level forbearance and performance data on a daily basis through its McDash Flash data set and the new McDash Flash Payment Tracker. According to Black Knight CEO Anthony Jabbour, the increased insights made available......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
Banking Capital Markets Fintech Fintech Funding Guest Posts Trading

The Impact of COVID-19 on Broker Dealers (And Where It Hurts)

Michael Higgins
It has been a long and grueling 3 months since the first COVID-19 case reared its head in the United States. When the first deaths were reported, no one could have predicted the global impact it would have. Quarantine efforts in China were minimized but once the disease began to......
Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Big Data Capital Markets Fintech News

Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms

Fintech News Desk
Client-initiated collaboration integrates market-leading data for a seamless user experience Intapp and DealCloud announced a collaboration with S&P Global Market Intelligence to allow native integration of S&P Global Market Intelligence data into the Intapp OnePlace and DealCloud platforms. In response to client requests, these native integrations provide a faster, simpler, and more efficient solution for......
PureFacts Financial Solutions Closes $20 Million Financing Round
Business Fintech News

PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
New Constructs Announces Earnings Distortion Scores Integrated With Alpha Theory
Fintech News

New Constructs Announces Earnings Distortion Scores Integrated With Alpha Theory

Fintech News Desk
New Constructs (NC), the leading provider of insights into the fundamentals and valuation of private and public businesses, announced that portfolio optimization software provider Alpha Theory integrated NC’s Earnings Distortion Scores directly into its platform for portfolio managers. “Alpha Theory’s goal is to constantly provide new sources of value for our clients and we......
Eventus Systems wins Best Trade Surveillance Solution for Dodd-Frank Act at 2020 RegTech Insight Awards
Artificial Intelligence Fintech News Risk Management

Eventus Systems wins Best Trade Surveillance Solution for Dodd-Frank Act at 2020 RegTech Insight Awards

Fintech News Desk
Second consecutive win in category and second award in past week for Validus platform Eventus Systems, a leading global trade surveillance, and risk management software platform provider, was named Best Trade Surveillance Solution for the Dodd-Frank Act at the unveiling of the 2020 RegTech Insight Awards today. The award is......
DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation
Banking Fintech News

DBSI+CFM Helps Financial Institutions Rapidly Shift to Safe and Touchless Experiences with ADAPTIV Transformation

Fintech News Desk
ADAPTIV is a systematic methodology and flexible kit of parts that provides an immediate and long-term strategy to emerge and excel Post COVID-19 DBSI+CFM, the leader in banking transformation, announced the launch of an expert-crafted methodology and flexible kit of parts for post-pandemic branch and HQ designs called ADAPTIV. During......
1