Search Results for: professional services

Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Fintech News

Canopy Shares Insights on What Clients Expect from Their Accountant

Fintech News Desk
New report finds that in-person meetings and online document exchange are very important for clients Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on what clients appreciate and would like their accountant to change. The study found that 85 percent of those......
Fintech News

Real Estate Technology Helping New York and New Jersey Consumers Find Opportunity During COVID-19 Crisis

Fintech News Desk
REX, the real estate technology company connecting residential real estate buyers and sellers and offering the lowest transaction costs in the industry, released two new reports Wednesday analyzing housing market trends in New York and New Jersey. Public data compiled and analyzed by REX’s data team, led by Chief Data Scientist Andy Terrel, shows......
InsurTech News Risk Management

The Intelligence Network by BAE Systems Adds Two Key North American Steering Committee Members

Fintech News Desk
2,000 members and growing, the network is committed to fighting cyber fraud and cybercrime and delivering real-world solutions by 2025. Today, BAE Systems announced the prestigious additions of David Chenkin, Managing Partner of New York-based Zeichner Ellman and Krause LLP (ZEK) and chair of the firm’s Anti-Money Laundering/Financial Crime and......
Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations
Fintech InsurTech News Risk Management

Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations

Fintech News Desk
Arceo.ai, a cyber risk analytics company that empowers enterprises to better identify, respond to, and recover from cyber risks, continues to grow its team of senior cyber insurance experts to reshape this growing segment of the marketplace.  Enhancing the services and solutions Arceo delivers to the cyber insurance industry, Thomas Gamble,......
Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Fintech News

TruChoice Financial Group, LLC Appoints Jim Maietta Chief Distribution Officer

Fintech News Desk
Strategic Role Will Implement Single Sales Philosophy, Strategy, and Culture TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of financial services products in the insurance industry, today announced the appointment of Jim Maietta as Head of Sales/Chief Distribution Officer (CDO), effective Aug. 16, 2020. Read More: Curb Debuts Taxi PaaS Solution with......
Switzerland-based Bitcoin SV Payments Processor Centi Announces that it has Closed its First Funding Round
Business Cryptocurrency Fintech Fintech Funding News

Switzerland-based Bitcoin SV Payments Processor Centi Announces that it has Closed its First Funding Round

Fintech News Desk
 Centi, the Switzerland-based Bitcoin SV payments processor, announces that it has closed its first funding round headlined by Dr. Jürg Conzett, founder of Zurich’s MoneyMuseum & technology entrepreneur Calvin Ayre, founder of the Ayre Group and CoinGeek. Founded by long-time Bitcoin advocate Bernhard Müller, Centi is a system that enables merchants to accept......
Future FinTech Enters Into Equity Acquisition Frame Agreement With Joyrich Enterprises Limited
Banking Fintech News

Future FinTech Plans to Enter the Challenger Bank and Digital Payment Sector

Fintech News Desk
Future FinTech Group Inc., a leading blockchain e-commerce and financial technology company, today announced it plans to enter the challenger bank and digital payment sector. Challenger banks are small, recently created retail banks that compete directly with the longer-established banks, sometimes by specializing in areas under served by the big traditional banks.......
Banking Fintech News Risk Management

Keith D. Maio Named to Succeed Edward P. Schreiber as Zions Bancorporation’s Chief Risk Officer

Fintech News Desk
Zions Bancorporation (“Zions” or “the Company”) announced today that it has named Keith D. Maio to succeed Edward P. Schreiber as Executive Vice President and Chief Risk Officer, effective October 1, 2020, upon Mr. Schreiber’s retirement after seven and a half years with the Company. Read More: Equifax Launches Innovative New......
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
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......
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