Search Results for: product enhancements

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Investment Services News

Lincoln Investment Selects Riskalyze to Offer Firm-Wide Access to Technology

Fintech News Desk
by Fintech News Desk0
Riskalyze will help more than one thousand Lincoln advisors stay efficient and compliant with Regulation Best Interest Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access......
Capital Markets Fintech Investment Services News

Gemspring Capital Makes Strategic Investment in Cforia Software

Fintech News Desk
by Fintech News Desk0
Gemspring Capital, a middle-market private equity firm, is pleased to announce its acquisition of Cforia Software, LLC (“Cforia”), a leading provider of order-to-cash (OTC) automation software. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at Velox Clearing Based in Westlake Village, CA, Cforia’s OTC automation software platform improves collections......
Featured Fintech Fintech Startups

3 Quick Sales and Marketing Tips for FinTechs and FinTech Startups

Paroma Sen
by Paroma Sen0
Sales and marketing is crucial to any company, fintech focused sales and marketing activities are those that are dovetailed to enable better outcomes for finance technologies and fintech companies. The better the sales and marketing arms of these companies, the easier it will be for these teams to deliver their......
Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer
Fintech News

Cobalt Taps iLevel Co-founder Hank Boggio to be Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Rapid growth for Cobalt portfolio monitoring platform highlights demand for better technology to address private capital investors, management Cobalt Software Inc (“Cobalt”), a leading portfolio monitoring solutions provider for the private capital industry, announced the appointment of iLevel co-founder Hank Boggio to the newly created position of Chief Commercial Officer. In......
LexisNexis Telematics OnDemand Delivers Telematics at Point of Quote for the U.S. Insurance Market, Eliminates Need for Usage-Based Insurance Trial and Monitoring Periods
Fintech News Risk Management

LexisNexis Risk Solutions Positioned as a Leader in Risk-Based Authentication Report

Fintech News Desk
by Fintech News Desk0
LexisNexis Risk Solutions is honored to announce it is named as a leader among risk-based authentication (RBA) providers in The Forrester Wave: Risk-Based Authentication, Q2 2020 report. Forrester positioned LexisNexis Risk Solutions as having the highest score in the strategy category among all vendors included in the report. Read More: M......
PrimeLending’s Patrick Pittman Wins MoveCenter’s Supplier of the Year Award
Fintech News

PrimeLending’s Patrick Pittman Wins MoveCenter’s Supplier of the Year Award

Fintech News Desk
by Fintech News Desk0
PrimeLending’s Patrick Pittman, Senior Loan Originator (NMLS: 179696) PrimeLending has earned the 2020 MoveCenter Supplier of the Year award for mortgage lending. This award is given by MoveCenter, a global full-service talent mobility provider, to suppliers in the top tier of their given industry, which have a dedicated coordinator, state of the art facilities/equipment......
Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor
Fintech News

Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor

Fintech News Desk
by Fintech News Desk0
Strider Technologies, developer of the world’s first economic statecraft technology platform, announced that John Mullen has joined Strider as a Strategic Advisor. Mullen, who previously served as Assistant Director of the Central Intelligence Agency (CIA), will support Strider’s expansion into new market segments. Read More: Clearview Product Enhancements Demonstrate Unanet’s Investment in......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Medata Launches LookUp
Fintech News

Medata Launches LookUp

Fintech News Desk
by Fintech News Desk0
Medata, a leader in medical cost containment technology, has introduced LookUp, a user-friendly, web-based medical services pricing tool. Read More: Clearview Product Enhancements Demonstrate Unanet’s Investment in ERP for Architecture & Engineering Firms “Where other systems are limited to a single jurisdiction, line of business, or reimbursement value, Medata’s LookUp draws......
Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
by Fintech News Desk0
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
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