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SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
Fintech InsurTech News

SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities

Fintech News Desk
by Fintech News Desk0
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
POPcodes Announces Initiative to Help Acquirers and ISOs Instantly Deliver COVID-19 Safety Messages to Merchants
Fintech News

POPcodes Announces Initiative to Help Acquirers and ISOs Instantly Deliver COVID-19 Safety Messages to Merchants

Fintech News Desk
by Fintech News Desk0
Company Aims to Improve Information Sharing, Flatten the Curve and Accelerate Recovery with Offer POPcodes, a trusted payment terminal software provider,  announced that it is offering to provide personalized, white-labeled versions of its point-of-purchase communication software for free with a turnaround time of 48 hours. The technology will be configured......
Crowe LLP Announces CEO Succession Plan
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Crowe LLP Announces CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
Mark Baer to become CEO, effective April 1, 2021  Crowe, a public accounting, consulting and technology firm with offices around the world, has announced the appointment of Mark Baer, 50, as its CEO-elect. He will assume the CEO role on April 1, 2021. Jim Powers continues to serve as CEO until March 31, 2021, completing his......
Capitalab Connects to LCH SwapAgent to Enhance Margin Optimisation Services
Fintech News

BGC Partners Provides Operational and Outlook Update

Fintech News Desk
by Fintech News Desk0
Provides Additional Information with Respect to Its Cash Position and Dividend Policy BGC Partners, (“BGC Partners” or “BGC” or the “Company”), a leading global brokerage and financial technology company, provided an update on its operations, financial results, and other relevant financial information. Read More: Simple Announces Launch of Tax Refund Feature......
Survey: 40% of Organizations Mistakenly Believe Cloud Erp Will Automatically Result in Faster Financial Reporting
Fintech News

Survey: 40% of Organizations Mistakenly Believe Cloud Erp Will Automatically Result in Faster Financial Reporting

Fintech News Desk
by Fintech News Desk0
Poll of nearly 500 financial professionals reveals misguided assumptions about cloud ERP reporting and lack of visibility into cloud ERP adoption insightsoftware announced the results of a global survey that polled 471 financial professionals from organizations of all sizes and across numerous industries. The survey examined perceptions about the impact......
Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free
Fintech News

Avii Helps Accountants Evaluate Options as They Adjust; Makes Full Version of Unified Accounting Platform Available Free

Fintech News Desk
by Fintech News Desk0
 Avii is Filling the Gap with Automation by providing the full Avii Workspace™ platform for Tax, Audit and Advisory free for up to 25 users until at least June 1, 2020, to help ease new hurdles  To aid accounting firms of all sizes, effective immediately, Avii is providing the Avii Workspace......
AdminaHealth's CEO: "the Secret Behind Building a Successful Insurtech"
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AdminaHealth’s CEO: “the Secret Behind Building a Successful Insurtech”

Fintech News Desk
by Fintech News Desk0
In a memo to employees at AdminaHealth, a leading provider of technology and financial solutions for the employee benefits and insurance marketplace that is currently hiring due to fast growth, CEO and founding member Robert Bull recognized the AdminaHealth team last week by naming them as the secret component to their......
BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times
Fintech News

BlackLine Making All Premium Training, Select Software, and Expert Coaching Sessions Free to Provide Customers With Confidence in Uncertain Times

Fintech News Desk
by Fintech News Desk0
Company provides free access to entire training library, including CPE courses; also adds free live virtual training on closing in a distributed environment With the onset of the coronavirus pandemic, many accounting teams find themselves operating in a distributed fashion, with many, if not all, team members suddenly working from......
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