Search Results for: portfolio analytics

Harris Williams Advises Morgan Stanley Capital Partners on its Acquisition of SpendMend
Investment Services News

Harris Williams Advises Morgan Stanley Capital Partners on Its Acquisition of SpendMend

Fintech News Desk
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised investment funds managed by Morgan Stanley Capital Partners (MSCP) on its acquisition of SpendMend, a leading provider of tech-enabled solutions to optimize the cost cycle for the healthcare industry. The transaction was led by Dan Linsalata and Sam Hendler of......
KeyBank Joins Credit Risk Navigator, the AFS/RMA Next-Generation Commercial Credit Risk Benchmarking Service
Banking News Risk Management

KeyBank Joins Credit Risk Navigator, the AFS/RMA Next-Generation Commercial Credit Risk Benchmarking Service

Fintech News Desk
Automated Financial Systems, Inc., a leading provider of software solutions and services to financial institutions, and The Risk Management Association (RMA), which advances enterprise-wide risk management through education, products, and community announced that KeyBank has become the latest institution to join the RMA Credit Risk Navigator, powered by AFS. “With......
Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions
News Risk Management

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions

Fintech News Desk
Opta provides data-driven insights and risk assessment solutions to insurance and financial services customers Leading global data analytics provider Verisk announced it has acquired Opta, Canada’s leading provider of property intelligence and innovative technology solutions. The acquisition further expands Verisk’s footprint in the Canadian market and supports Opta in reshaping......
FactSet Completes Acquisition of CUSIP Global Services
Finance News Technology

FactSet Completes Acquisition of CUSIP Global Services

Fintech News Desk
FactSet, a global provider of integrated financial information, analytical applications and industry-leading services, announced the successful completion of its acquisition of CUSIP Global Services (CGS) from S&P Global Inc. for approximately $1.925 billion. The acquisition was previously announced on December 27, 2021 and will significantly expand FactSet’s critical role in the......
US Bank to Provide ESG Data Solutions to Global Fund Services Clients
Analytics Banking News

US Bank to Provide ESG Data Solutions to Global Fund Services Clients

Fintech News Desk
US Bank announced that it will leverage Sustainalytics, a Morningstar Company and a leading global provider of ESG research and ratings, to offer environmental, social and governance (ESG) data solutions to U.S. Bank Global Fund Services (GFS) clients where independent ESG analytics and reporting services are required. “U.S. Bank brings......
Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business
InsurTech News

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business

Fintech News Desk
$52.9 billion in record total sales; $2.8 billion in record net operating income; and $21.9B in record total adjusted capital Nationwide—one of the largest and most diversified insurance and financial services companies in the United States—reported 2021 earnings results that were the strongest in the Fortune 100 company’s history. These......
CCH Axcess Validate Expert Solution From Wolters Kluwer Named Among Accounting Today’s 2022 Top New Products
Blockchain News

CCH Axcess Validate Expert Solution From Wolters Kluwer Named Among Accounting Today’s 2022 Top New Products

Fintech News Desk
Innovative cloud-based expert solution leverages blockchain technology to help CPA firm auditors fast-track banking confirmations Wolters Kluwer Tax & Accounting announced that its cloud-based CCH Axcess Validate expert solution was recognized by Accounting Today in the Audit tools category of the 2022 Top New Products special report. Its blockchain-enabled workflow provides firms with the simplicity,......
SlyceData to Launch Investment Research Intelligence Engine Powered by Snowflake
Analytics News

SlyceData to Launch Investment Research Intelligence Engine Powered by Snowflake

Fintech News Desk
SlyceData announced that it has launched an intelligent financial data wrangling and analytics platform Powered by Snowflake. This solution from SlyceData and Snowflake, the Data Cloud company, can enable investment researchers to seamlessly explore and extract their various financial data sources across vendors – dramatically accelerating investment idea generation. Snowflake’s Data Cloud provides clients access......
Great Southern Bank Opens New Commercial Loan Production Office in Phoenix, Arizona
Lending News

Great Southern Bank Opens New Commercial Loan Production Office in Phoenix, Arizona

Fintech News Desk
Phoenix Banking Veteran Justin Lutz Hired as Market Manager Great Southern Bank announced that it has opened a new loan production office (LPO) in Phoenix, Arizona, which represents the seventh LPO in the Company’s franchise. Justin Lutz, a Phoenix banking veteran, has been hired as market manager and is responsible......
Tenneco to Be Acquired by Apollo Funds
debt collection News Stock Market

Tenneco to Be Acquired by Apollo Funds

Fintech News Desk
Tenneco Shareholders to Receive $20.00 Per Share in Cash, Representing 100.4% Premium Tenneco announced it has entered into a definitive agreement to be acquired by funds managed by affiliates of Apollo in an all-cash transaction with an enterprise valuation of approximately $7.1 billion, including debt. The purchase price of $20.00 per share represents a......
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