Search Results for: manage clients

Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
Inlet Joins Financial Data Exchange (FDX) to Strengthen Customer Control of Financial Data
Banking Business InsurTech News

SS&C to Acquire Capita’s Life Insurance and Pensions Servicing Business in Ireland

Fintech News Desk
by Fintech News Desk0
The acquisition grows SS&C’s presence in International Life & Pensions servicing market SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), today announced it has entered into an agreement to acquire Capita Life & Pensions Services (Ireland) Limited (CLPSI) and certain related business. The acquisition grows SS&C’s presence in the international life insurance and pensions......
IBM & Fenergo Join Forces to Fight Financial Crime
Fintech News

IBM & Fenergo Join Forces to Fight Financial Crime

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, and IBM announced the signing of an original equipment manufacturing (OEM) agreement that will allow the companies to collaborate on solutions that can help clients address the multitude of financial risks they......
8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics
Fintech Guest Posts

8 Ways in Which Optimized Point of Delivery Payment Apps Will Change the Face of Logistics

Darren Chan
by Darren Chan0
Money, money, money, must be funny in the rich man’s world—that’s how the song by ABBA goes. If you own a transportation company, you’re already familiar with the proof of delivery (POD). It’s a document that proves the customer received the goods you sent. And it can be either a......
Itiviti's Linda Middleditch wins European Women in Finance Award for Excellence in FinTech
Fintech News Trading

Diginex Partners With Itiviti to Provide NYFIX Connectivity for Digital Asset Customers

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced a partnership with Diginex, a digital asset financial services and advisory company. This partnership has been fueled by demand from institutional investors, who wish to include digital assets in their portfolios, while utilizing resilient and scalable connectivity based......
TransferMate's Unique Receivables Solution Enables Businesses to Reduce Debtor Days, Eliminate Bank Fees and Gain Full Visibility on Cash Flow
Banking Business Fintech News

TransferMate’s Unique Receivables Solution Enables Businesses to Reduce Debtor Days, Eliminate Bank Fees and Gain Full Visibility on Cash Flow

Fintech News Desk
by Fintech News Desk0
B2B payments company offers an easy-to-use solution to get paid faster while automating invoice reconciliation TransferMate Global Payments, one of the world’s leading cross-border B2B payments providers, has deployed an advanced receivables solution to businesses around the world. The payments solution enables TransferMate clients to reduce their days sales outstanding......
H&R Block Chooses Turnkey Lender Solution for Managing Loans to Franchisees
Business Fintech News

H&R Block Chooses Turnkey Lender Solution for Managing Loans to Franchisees

Fintech News Desk
by Fintech News Desk0
TurnKey Lender, a worldwide leader of lending software for evaluating borrowers, providing credit decision-making support, and automating online lending, announced that H&R Block has chosen TurnKey Lender’s Enterprise Unified Lending Management solution to help them meet their franchisees’ business cash flow needs. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO &......
InterWork Alliance Launches to Standardize Token-Powered Ecosystems Worldwide
Fintech Investment Services News

Dealpath Momentum Builds With Record q1; Executive Team Expands With New Marketing Leader

Fintech News Desk
by Fintech News Desk0
Deal value surges 170% year over year; Elizabeth Eberle joins as VP of Marketing Dealpath, the leading software solution for real estate investment and portfolio management, announced a record first quarter with a 170% increase in deal value supported on the platform year over year, surpassing $5 trillion of equity......
Basware Offers Enhanced Accounts Payable Solution With AP Pro
Artificial Intelligence Fintech News

Basware Offers Enhanced Accounts Payable Solution With AP Pro

Fintech News Desk
by Fintech News Desk0
New user interface redesigned for professional users and shared service centers Basware, the global leader in networked procure-to-pay solutions and e-invoicing, is enhancing its market leading AP automation solution with a completely new user interface and additional functionality around invoice processing and exception handling. The new AP Pro is designed......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
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