Search Results for: manage clients

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience
Fintech News

Ameriprise Financial Reports 96% Satisfaction Rate as Company Engages Record Number of Clients in Compelling Digital Experience

Fintech News Desk
by Fintech News Desk0
In the midst of an unpredictable year, clients of Ameriprise Financial are overwhelmingly pleased with the experience the firm provides to help them stay in control of their financial lives. Ninety-six percent of clients surveyed said they are “highly satisfied,” and Ameriprise provides the advice that addresses their needs. Ninety-two......
Origami Risk and LineSlip Join Forces to Help Risk Managers Track, Manage and Renew Worldwide Insurance Programs
Artificial Intelligence Business Fintech News Risk Management

Origami Risk and LineSlip Join Forces to Help Risk Managers Track, Manage and Renew Worldwide Insurance Programs

Fintech News Desk
by Fintech News Desk0
Origami Risk LLC and LineSlip Solutions, Inc. announced they have formed an exclusive relationship that will enable Origami’s clients to readily access the critical information they need to manage their insurance programs worldwide and effectively negotiate their commercial insurance coverages and renewals, even as market conditions evolve. Read More: GlobalFintechSeries......
Veriforce Acquires Canada's Leading Compliance Management Provider, ComplyWorks
Fintech News Risk Management

Veriforce Acquires Canada’s Leading Compliance Management Provider, ComplyWorks

Fintech News Desk
by Fintech News Desk0
Veriforce, the supply chain risk and compliance management industry’s fastest-growing solution provider, announces the acquisition of Calgary, Alberta-based ComplyWorks, Canada’s leading compliance management solution provider. The combined company creates a global platform of technology and services, empowering 800 leading companies in 120 countries with over 50,000 contractors and millions of individual workers......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
Fintech News

Liberty One Investment Management – Now Available on Orion

Fintech News Desk
by Fintech News Desk0
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Banque Atlantique Cameroon Selects TurnKey Lender for Mobile Savings and Loans Management Automation
Artificial Intelligence Fintech News Risk Management Robotic Process Automation

Banque Atlantique Cameroon Selects TurnKey Lender for Mobile Savings and Loans Management Automation

Fintech News Desk
by Fintech News Desk0
TurnKey Lender, the market-leading provider of AI-driven risk assessment, decision management, and digital lending process automation software and services announced Banque Atlantique Cameroon, part of the Atlantique Financial Group with a presence across Africa, will digitize their lending business with the TurnKey Lender Unified Lending Management technology. Read More: GlobalFintechSeries Interview......
Sberbank Asset Management achieves highest pension savings yield
Banking Fintech News

Sberbank Asset Management achieves highest pension savings yield

Fintech News Desk
by Fintech News Desk0
According to the Pension Fund of the Russian Federation, the yield of the pension savings portfolio managed by Sberbank Asset Management in 1H20 has amounted to 11.24% per annum, which is the best result both among private asset management companies and compared to the public asset management company. At the......
Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays
Fintech Investment Services News Trading

Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays

Fintech News Desk
by Fintech News Desk0
Partnership aims to propel Russell Investments as the industry’s leading provider of customized tax-managed solutions Russell Investments has selected Vestmark, a leading provider of portfolio management and trading software and outsourced services, to power the design, construction and management of an array of inventive Personalized Managed Accounts (PMA) that can......
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