Search Results for: professional services

Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board
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Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board

Fintech News Desk
by Fintech News Desk0
Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board. As a Board member, Phillips will offer her insights throughout the year on emerging and hot-button topics concerning the intersection of finance and technology. This appointment adds to Phillips’ list of......
Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals
Fintech Investment Services Machine Learning News

Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals

Fintech News Desk
by Fintech News Desk0
Machine Learning-Powered Bookkeeping Leader to Supercharge the Accounting Industry’s Success by Dedicating Their Offering to Accounting Firms Botkeeper, a leading Machine Learning-powered bookkeeping solution, is turning the accounting industry on its ear in 2021. The “service as a software” pioneer that has provided both a direct to SMB and wholesale solution......
Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
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Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
by Fintech News Desk0
Schwab Advisor Services kicked off its first virtual Technology Forum this week for technology providers who work with Schwab and TD Ameritrade Institutional. Held over two days, more than 150 of the independent advisor industry’s top technology professionals gathered online to share ideas and hear updates from executives at Schwab......
Microsoft Debuts Financial Services Cloud
Banking Business Fintech Investment Services Mobile Banking News Risk Management

Microsoft Debuts Financial Services Cloud

Fintech News Desk
by Fintech News Desk0
Amid the relentless challenges of 2020, the wheels of the financial industry kept turning. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies At the root of it all is the historic acceleration of digital technology in the pandemic. It’s what enabled the......
CGI And OP Financial Group Expand Partnership To Include Digital Services For Insurance
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CGI And OP Financial Group Expand Partnership To Include Digital Services For Insurance

Fintech News Desk
by Fintech News Desk0
CGI and OP Financial Group have signed an agreement that deepens their long-term application development and management partnership, dating back to 2013. CGI will be responsible for developing and delivering digital services for OP Financial Group’s insurance operations. Read More: BitGo Blog: Discusses Bitcoin’s First Movers and Growing Mainstream Acceptance as More......
Stretto Acquires Acumen Recovery Services, LLC
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Stretto Acquires Acumen Recovery Services, LLC

Fintech News Desk
by Fintech News Desk0
Leading Bankruptcy Administration Firm Adds Preference Analysis Capabilities to Services and Technology Platform Stretto, a market-leading bankruptcy administration firm serving the corporate- and consumer-bankruptcy industries, has acquired Acumen Recovery Services, LLC, a data-analysis and advisory firm serving attorneys, trustees, and other fiduciaries analyzing, pursuing or defending preferences or other allegedly......
AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms
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AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms

Fintech News Desk
by Fintech News Desk0
LawPay and ClientPay Combine to Create the Largest Ecosystem of Legal Payment Technology AffiniPay, the industry leader in professional services payment solutions, acquired ClientPay, the award-winning digital payment solution, to accelerate the adoption of online payments within large law firms. ClientPay will join AffiniPay’s family of market-leading brands including LawPay,......
Hivera Brings Regulatory Risk Scoring To Financial Services
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Hivera Brings Regulatory Risk Scoring To Financial Services

Fintech News Desk
by Fintech News Desk0
Financial services Chief Risk Officers and Heads of Compliance can now, for the first time ever, visualise and mitigate the regulatory risk in their entire unstructured data estate, thanks to hivera, a new regtech platform for financial services firms, designed to bring regulatory risk under control. A new platform from......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
Business Digital Fintech News

Skience Expands Sales and Marketing Team to Meet Surging Demand for Customized Financial Services-Focused Digital Solutions and Tools

Fintech News Desk
by Fintech News Desk0
Fast-Growing Fintech Leader Adds Professionals with Extensive Financial Services, Wealth Management, Digital Marketing and Business Development Experience Skience, a leading financial services digital enablement solution and consulting provider, today announced the expansion of its national sales and marketing team to accelerate the company’s business development efforts. The new hires follow......
Santander Invests in Connecting Visions to Help SMEs Gain Access to Consulting Services
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Santander Invests in Connecting Visions to Help SMEs Gain Access to Consulting Services

Fintech News Desk
by Fintech News Desk0
Santander, The startup has created an open ecosystem that uses the talent of independent experts and innovative companies to seek for solutions to the business challenges of small and medium-sized enterprises. Connecting Visions is one of the winners of the global entrepreneurship challenge “Santander X Tomorrow Challenge”. Read More: Options......
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