Search Results for: manage clients

GROUNDFLOOR Rolls out Short-Term Investment Opportunities, Providing Secured Investments During Market Volatility
Fintech News

FinFit Announces Extended Support for Employees During COVID-19

Fintech News Desk
by Fintech News Desk0
FinFit, a leader in financial wellness technology, and its financial partner, Celtic Bank, Member FDIC, are working together to provide support for any employees impacted by the Coronavirus (COVID-19). FinFit and Celtic Bank stand ready to support employees and ensure their continued financial stability during the Coronavirus (COVID-19) pandemic. Read......
Sterling Trading Tech Names Tim Macek Director of Technical Operations and Infrastructure
Fintech News

Sterling Trading Tech Names Tim Macek Director of Technical Operations and Infrastructure

Fintech News Desk
by Fintech News Desk0
Sterling Trading Tech (STT) is pleased to announce the appointment of Tim Macek as the Director of Technical Operations and Infrastructure. Tim brings over 25 years of IT experience spanning development, infrastructure operations and management in various roles. Read More: H2O.ai Empowers MarketAxess to Innovate and Inform Trading Strategies Tim previously......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Banking Fintech News

DealCloud Signs 100th Dispatch Client, Signaling Increasing Investment in Marketing and Communications Among Capital Markets Firms

Fintech News Desk
by Fintech News Desk0
Dispatch, DealCloud’s fully integrated email and web marketing platform, provides capital markets professionals with easy-to-use solutions for institutional relationship management DealCloud (an Intapp company), provider of a single-source deal, relationship, and firm management solution for capital markets firms, announced that over 100 of its clients have purchased Dispatch, the firm’s......
KinerjaPay Corp. in Discussions With Strategic Investor to Explore Synergistic and Collaborative Alliances English
Blockchain Business Fintech News

KinerjaPay Corp. in Discussions With Strategic Investor to Explore Synergistic and Collaborative Alliances English

Fintech News Desk
by Fintech News Desk0
KinerjaPay Corp., an Indonesian-based fintech and mobile payment solution Company based in Jakarta, announced that its Chief Executive Officer, Mr. Edwin W. Ngis in discussions to explore synergistic and collaborative alliances with strategic investor Kozjin International Group (Kozjin). Kozjin is an innovative fintech company using blockchain technology across its portfolio of businesses......
Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English
Fintech Investment Services News

Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English

Fintech News Desk
by Fintech News Desk0
Platform offers MENA investors passive direct indexing and factor investing platforms Portfolio management company Wealthface announced the launch of its robo-advice direct indexing platform for passive investors in the Middle East and North Africa (MENA) region. The company will operate out of its UAE offices in Abu Dhabi. Wealthface offers expert investment services through......
BlueSnap Named "Best Payment Gateway - Global" by CFI.co
Capital Markets Fintech News

BlueSnap Named “Best Payment Gateway – Global” by CFI.co

Fintech News Desk
by Fintech News Desk0
BlueSnap’s All-in-One Payment Platform wins over the judges with frictionless cross-border transactions, Intelligent Payment Routing, and a near-perfect client retention rate BlueSnap, the All-in-One Payment Platform, has been named “Best Payment Gateway – Global” by CFI.co, a print journal and online resource reporting on business, economics, and finance. BlueSnap, both......
Optima Partners Appoints Mike Walters as Partner in the UK Office
Business Fintech News

Optima Partners Appoints Mike Walters as Partner in the UK Office

Fintech News Desk
by Fintech News Desk0
Optima Partners is delighted to announce that it continues to further its position as a leading global financial regulatory compliance advisory firm with the appointment of senior compliance and regulatory industry professional, Mike Walters, as a Partner in its London office.  “His unique and very senior experience on both the buy and......
PwC CFO COVID-19 Pulse Survey, the First in a BI-Monthly Series That Shows How CFOs and Finance Leaders Plan to React to COVID-19
Business Fintech News

PwC CFO COVID-19 Pulse Survey, the First in a BI-Monthly Series That Shows How CFOs and Finance Leaders Plan to React to COVID-19

Fintech News Desk
by Fintech News Desk0
Newly released by PwC, COVID-19 CFO Pulse Survey: What finance leaders are focused on reveals how chief financial officers (CFOs) and finance executives in the US and Mexico plan to react to the COVID-19 outbreak and what business and economic impacts they anticipate in the coming weeks and months. Fifty finance leaders weighed in......
Lyle Weintraub, CFP Joins Bleakley Financial
Fintech News

Lyle Weintraub, CFP Joins Bleakley Financial

Fintech News Desk
by Fintech News Desk0
Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP, CLU, ChFC as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Read More: Remitly......
ETA CEO Jodie Kelley Recognized by PaymentsSource as an Influential Woman in Payments
Banking Fintech News

SAP and Goldman Sachs Innovate to Offer Global Payments on Ariba Network

Fintech News Desk
by Fintech News Desk0
 SAP SE and Goldman Sachs announced that they have joined forces to make it easier for companies to do business with the millions of suppliers worldwide on Ariba Network, where more than US$3.2 trillion in commerce is transacted annually. Goldman Sachs’ tech-forward and secure cross-border Global Payments capabilities will be available in......
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