Search Results for: professional services

Fintech Equality Coalition Created to Help Fight Racial Inequality in the Industry
Fintech News

Fintech Equality Coalition Created to Help Fight Racial Inequality in the Industry

Fintech News Desk
Coalition is composed of fintech companies working together to actively fight inequality within the industry and in society. Leaders of the fintech industry announced the creation of the Fintech Equality Coalition. The coalition will function as a working group to actively fight inequality both within the fintech industry as well......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Symetra Joins Platform

Fintech News Desk
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......
COVID-19 and Automation are Changing Finance for Good
Business Economy Fintech Guest Posts

COVID-19 and Automation are Changing Finance for Good

Zuora AndAvalara
It’s been more than three months since the World Health Organization declared COVID-19 a global pandemic. Since then, communities have joined together to “flatten the curve” by closing buildings, limiting social interaction, and increasing testing. Similarly, the business landscape has been hit by massive changes. Organizations across all industries –......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
Fintech News

Wolters Kluwer CCH Axcess™ Knowledge Coach PCR eases preparation, compilation & review engagements

Fintech News Desk
Cloud-based digital solution helps firms focused on preparation, compilation, and review engagements benefit from a knowledge-based workflow Today, Wolters Kluwer Tax & Accounting introduced the CCH Axcess™ Knowledge Coach PCR cloud-based solution, the latest addition to the award-winning, cloud-based CCH Axcess™ tax preparation, compliance, audit and workflow management platform. CCH Axcess™ Knowledge Coach PCR Is designed......
Prime Trust Adds Bitcoin Liquidity to the B2B PrimeCore Platform Enabling Fintech Innovators to Provide Digital Asset Investing, Buying and Selling
Business Fintech News

Prime Trust Hires World-Class Executives as Hyper-Growth Continues

Fintech News Desk
Prime Trust, the innovative API-enabled B2B open-banking financial solutions provider, has announced the addition of several new employees and executives, including Tom Pageler as President & Chief Operating Officer (COO). In this role, Pageler will be responsible for all operations and guide the company during its current hyper-growth throughout 2020 and beyond.......
Media Alert: Wolters Kluwer Lien Solutions Cites AI and Analytics as Key to Commercial Lending Success
Fintech News

Wolters Kluwer CCH Axcess™ With Quick Start Helps Small Accounting Firms Embrace the Cloud

Fintech News Desk
Wolters Kluwer Tax & Accounting announced that it is extending the benefits of its award-winning CCH Axcess™ cloud-based tax preparation, compliance, and workflow management platform to smaller accounting firms with the introduction of CCH Axcess™ With Quick Start. Offering self‑service setup and self‑paced training, it allows smaller firms to get started quickly at their......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance

Fintech News Desk
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
InsurTech News

Talkspace Expands Affordable Mental Health Care Offering for 40 Million Americans via Insurance Coverage

Fintech News Desk
New campaign featuring Michael Phelps highlights that Talkspace now covers 1 in 8 Americans through agreements with the nation’s leading health insurers Talkspace, the global leader in digital behavioral health, is now covered by insurance for over 40 million Americans. The new campaign, in partnership with ambassador Michael Phelps, was......
LexisNexis Introduces Next Generation of Juris Accounting Software
News Risk Management

LexisNexis Named a Leader by the IDC MarketScape for Enterprise Legal Spend Management and Enterprise Matter Management

Fintech News Desk
LexisNexis® Legal & Professional, provider of a leading cloud-based enterprise legal management solution for corporate legal departments: LexisNexis® CounselLink®, has been named a leader in two IDC MarketScape reports –  Worldwide Enterprise Legal Spend Management 2020 Vendor Assessment and Worldwide Enterprise Matter Management 2020 Vendor Assessment. “Enterprise legal management is......
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