Search Results for: professional services

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum
Business Fintech News

Schwab Advisor Services Brings Industry Providers Together for Third-Party Technology Forum

Fintech News Desk
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
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
Banking Business Cryptocurrency Digital Economy Fintech InsurTech News Risk Management

CGI And OP Financial Group Expand Partnership To Include Digital Services For Insurance

Fintech News Desk
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
Banking Cryptocurrency Fintech News

Stretto Acquires Acumen Recovery Services, LLC

Fintech News Desk
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
Banking Business Capital Markets Digital Fintech Mobile Banking News

AffiniPay Acquires ClientPay: Affirms Position as the Leading Professional Service Payments Company for Large Law Firms

Fintech News Desk
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
Banking Business Fintech News

Hivera Brings Regulatory Risk Scoring To Financial Services

Fintech News Desk
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
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
Business Fintech Fintech Startups Investment Services News

Santander Invests in Connecting Visions to Help SMEs Gain Access to Consulting Services

Fintech News Desk
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......
OCC Adopts Final Rule Requiring Large Banks to Provide Fair Access to Banking Services
Fintech News

OCC Adopts Final Rule Requiring Large Banks to Provide Fair Access to Banking Services

Fintech News Desk
The National ATM Council, Inc. (“NAC”), the U.S. trade association representing the Independent/Retail ATM industry, commends the Office of the Comptroller of the Currency (OCC) for adopting a new federal rule aimed at ensuring the provision of fair access to banking services by large national banks, federal savings associations, and......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Fintech News

Fintech SaaS Company ‘AskMyAdvisorâ„¢’ Introduces Innovative Digital Solution to Help Solve The COVID Disruption of In-Person Advisory Services for Accountants, Attorneys, Financial Advisors and Realtors

Fintech News Desk
AskMyAdvisorâ„¢ recently announced the launch of its new Q&A Web Page Builder specifically designed to help professional advisors seamlessly address questions and needs from their top 25 clients and make instant connections to potential referrals, without having to set up in-person meetings. Read More: BitGo Announces $16 Billion in Assets......
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