Search Results for: payment management

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
Growers Edge Appoints Proven Ag Finance Expert to Build New Lending Operations
Fintech News

Growers Edge Appoints Proven Ag Finance Expert to Build New Lending Operations

Fintech News Desk
by Fintech News Desk0
Hollie Bunn Joins as Vice President of Lending Operations to Solve Financing Challenges and Bring Innovations to More Farms  Growers Edge, a provider of data-backed financial technology solutions for the agricultural industry, announced the appointment of Hollie Bunn as vice president of lending operations to expand the company’s offerings into......
Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships
Fintech Investment Services News

Digital Onboarding, Inc. Raises Series A Round to Help Banks and Credit Unions Build More Engaged and Profitable Relationships

Fintech News Desk
by Fintech News Desk0
 Digital Onboarding, a SaaS technology company that provides a fully automated customer and member engagement platform, announced that it has closed its Series A investment. The round included investments from Detroit Venture Partners and other institutional and individual investors. In connection with the financing, John Philpott, a Partner at FINTOP......
Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq
Fintech Investment Services News

Solovis Virtual Client Conference Attracts Record Turnout from Top Asset Owners and Allocators and Showcases Expanded Value with Nasdaq

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced record turnout for its annual client conference, kicking off August 25, 2020 and running all week in a virtual environment. Representatives from some of the country’s largest, most innovative endowments, foundations, pension funds,......
Jonathan DeSimone Appointed New CEO Of Alcentra
Fintech Investment Services News

BNY Mellon’s Pershing Expands Alternative Investment Capabilities; Becomes First Custodian to Integrate via API with CAIS and iCapital Network

Fintech News Desk
by Fintech News Desk0
BNY Mellon Pershing (“Pershing”) today announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application Program Interface (API) Store. The move underscores Pershing’s commitment to leveraging technology to deliver increased efficiencies and a seamless experience to clients. Read More: GlobalFintechSeries Interview......
Billtrust Develops Expedited Collections Implementation Solutions to Maximize Cash Flow and Enable Remote Workforces During COVID-19 Pandemic
Business Fintech News

Billtrust Develops Expedited Collections Implementation Solutions to Maximize Cash Flow and Enable Remote Workforces During COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
The combination of workplace displacement and economic disruption brought on by the COVID-19 pandemic has brought major challenges to collections teams. Responding to a need to help strategically guide collectors’ activities and keep remote teams on track, Billtrust, the leader in B2B order-to-cash solutions, developed innovative ways to expedite its Collections software solution......
Cowbell Cyber Launches Partner Program to Provide Policyholders With Closed-Loop Risk Management
Artificial Intelligence Fintech InsurTech News

Cowbell Cyber Unleashes Platform Enhancements, Accelerating Digitization of Cyber Insurance

Fintech News Desk
by Fintech News Desk0
Enhancements Allow for Continuous Underwriting of Bigger Risks, Deliver Value on Day One to Policyholders with Cowbell Insights™ Cowbell Cyber, the industry’s first AI-powered cyber insurance provider for small to mid-sized businesses (SMBs), today announced enhancements to its cyber insurance platform which allows for larger risk underwriting to be done......
Ask Kodiak and Vertafore Announce Partnership
News Risk Management

Vertafore Introduces RiskMatch Retention Prediction to Help Independent Agencies Improve Client Retention Rates

Fintech News Desk
by Fintech News Desk0
Industry-first analytics tool uses data modeling & adaptive machine learning to surface at-risk polices, equipping agents for proactive client engagement Vertafore today announced RiskMatch® Retention Prediction, a groundbreaking tool to give agencies insights to increase client retention by identifying policies at risk for cancelation or non-renewal. As an integrated part of Vertafore’s award-winning......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Fintech Funding Investment Services News

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
Velocity Solutions Appoints John Pechacek as Chief Technology Officer
Fintech News

Velocity Solutions Appoints John Pechacek as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Velocity Solutions announces that John Pechacek has joined the company as Chief Technology Officer. Most recently, John led the software development team for PayScale, Inc., a market leader in compensation software, used by over 8,000 employers ranging from small businesses to Fortune 500 companies. Read More: COVID-19 and Automation are......
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