Search Results for: manage clients

Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors
Banking News

Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors

Fintech News Desk
by Fintech News Desk9
Deep Knowledge of Banking, Regulatory Environment and Financial Markets Will Bring Critical Value to Finxact as It Continues Its Rapid Growth Finxact, the emerging leader in Core-as-a-Service banking, announced that it has appointed Craig Phillips, former Counselor to the United States Secretary of the Treasury, to its Board of Directors. In this......
Backbase Debuts ‘Backbase-as-a-Service’ to Help Banks Innovate at Scale & Remove Infrastructure Hurdles
Banking News

Backbase Debuts ‘Backbase-as-a-Service’ to Help Banks Innovate at Scale & Remove Infrastructure Hurdles

Fintech News Desk
by Fintech News Desk0
Digital banking software provider, Backbase, has announced the launch of its next generation Backbase-as-a-Service. This managed cloud platform service covers Backbase’s entire portfolio of banking products, helping banks to innovate with speed whilst reducing their costly operational hurdles. At present, banks face a twofold threat; both from more technologically-capable neo-bank......
Carilion Clinic Partners with VisitPay to Transform Patient Financial Experience
Business Fintech News

Carilion Clinic Partners with VisitPay to Transform Patient Financial Experience

Fintech News Desk
by Fintech News Desk0
VisitPay Will Offer a Patient Finance Experience in Tandem With the Epic Billing System Carilion Clinic, a not-for-profit health system headquartered in Roanoke, Va., has selected VisitPay to provide patients with the tools and resources necessary to manage and meet their financial obligations with confidence. “At Carilion Clinic, we are focused on all......
Bill.com to Report Second Quarter Financial Results on February 6, 2020
Fintech News

Bill.com to Report Second Quarter Financial Results on February 6, 2020

Fintech News Desk
by Fintech News Desk0
Bill.com , a leading provider of cloud-based software that simplifies, digitizes, and automates complex back-office financial operations for small and midsize businesses, will report financial results for its fiscal second quarter ended December 31, 2019, after the market close on Thursday, February 6, 2020. The news release with the financial......
Patientco Achieves HFMA Peer Review Designation
Business Fintech News

Patientco Achieves HFMA Peer Review Designation

Fintech News Desk
by Fintech News Desk15
The Healthcare Financial Management Association (HFMA) recently reviewed Patientco’s billing and payment platform using the Peer Review process. After undergoing the rigorous review, Patientco’s platform has been awarded the “Peer Reviewed by HFMA” designation. Patientco empowers large health systems, across more than 2,000 locations, deliver superior financial care for patients. With Patientco,......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
LiquidityBook Adds to EMEA Client Service Team with Two New Hires
Banking Fintech News

LiquidityBook Adds to EMEA Client Service Team with Two New Hires

Fintech News Desk
by Fintech News Desk0
LiquidityBook, a leading Software-as-a-Service (SaaS)-based provider of buy- and sell-side trading solutions, announced two new London-based hires for its EMEA Client Service Team: James Pearson and Abdullah Al Nasiri. Pearson will serve as a Technical Implementation Analyst, while Al Nasiri will serve as a Client Services Analyst. Both Pearson and......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions
Business Fintech News

GetLEI Takes the Lead in Issuing LEI Codes to FinTech and Government Entities for Global Financial Transactions

Fintech News Desk
by Fintech News Desk0
GetLEI is an official and verified Registration Agent by the Global Legal Entity Identifier Foundation (GLEIF). As such, it provides comprehensive services related to LEI issuing, including new registration, renewal of expiring codes and transfer of codes. GetLEI clients can even use its management platform to resell LEIs anywhere in......
Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange
Banking News

Envestnet and Dynasty Financial Partners Announce Plans to Launch Advisor Services Exchange

Fintech News Desk
by Fintech News Desk0
Envestnet, Inc.  announced it is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnet’s platforms an enhanced set of tools and services to help build and grow their businesses. “We’re excited to provide Envestnet clients access to services that......
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