Search Results for: professionals

YCharts Adds Coronavirus Data to Help Investors Track Economic Impact
Fintech Investment Services News

YCharts Adds Coronavirus Data to Help Investors Track Economic Impact

Fintech News Desk
by Fintech News Desk0
The newly-added data series will enable investors to effectively track cases, and analyze trends in how the coronavirus crisis is impacting security and market performance YCharts, an investment research, analytics, and client communications platform, announced the addition of several new coronavirus (COVID-19) crisis data series that will enable investors to......
Ellie Mae Announces Virtual Experience 2020
Fintech News

Ellie Mae Announces Virtual Experience 2020

Fintech News Desk
by Fintech News Desk0
Online Access to Keynotes, Breakout Sessions, Content Downloads, Training and More Starting April 20, 2020  Ellie Mae, the leading cloud-based loan origination platform provider for the mortgage industry, announced the Virtual Experience 2020, arriving on April 20, 2020 and available through May 31, 2020. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
by Fintech News Desk0
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
Compliance.ai
Fintech News

Zywave Launches COVID-19 Resource Center

Fintech News Desk
by Fintech News Desk0
Offers industry access to free, downloadable compliance, HR and employee-facing content  Zywave, the leading insurtech provider powering agency growth, announced the launch of its COVID-19 Resource Center, an online library offering insurance professionals access to free compliance, HR and employee-facing content and resources related to the COVID-19 pandemic. Read More: Former......
Barclays Announces Bob Highland as Head of US Cards and Partnerships
Fintech News

KPMG Teams With Thomson Reuters and 3 Universities to Better Prepare Tax, Accounting Students for Modern Workforce

Fintech News Desk
by Fintech News Desk0
KPMG Unveils Case Study that Adds Technology Focus to Tax and Accounting Curriculum during American Taxation Association’s Midyear Meeting KPMG LLP, the audit, tax and advisory firm, together with Thomson Reuters and three universities, has developed an interactive and immersive case study used in the classroom at each school to better prepare......
MYbank Served Over 20 Million SMEs as of 2019, Further Spurring the Growth of China’s Small and Micro Businesses
Fintech Investment Services News

KingsCrowd Completes $1 Million Capital Raise on Netcapital Funding Platform

Fintech News Desk
by Fintech News Desk0
KingsCrowd, the independent ratings and analytics service for the newly emerging online private securities markets, announced the completion of a capital raise on the Netcapital funding portal, totaling $1,000,000.80. Boston-based Netcapital is a private securities platform that connects investors and entrepreneurs to help private companies grow. Read More: GlobalFintechSeries Interview with Raymond......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Banking Fintech News

DealCloud Signs 100th Dispatch Client, Signaling Increasing Investment in Marketing and Communications Among Capital Markets Firms

Fintech News Desk
by Fintech News Desk0
Dispatch, DealCloud’s fully integrated email and web marketing platform, provides capital markets professionals with easy-to-use solutions for institutional relationship management DealCloud (an Intapp company), provider of a single-source deal, relationship, and firm management solution for capital markets firms, announced that over 100 of its clients have purchased Dispatch, the firm’s......
Arachnys Survey Reveals 85% of AML & KYC Analysts Use Google for Due Diligence
Fintech News

Arachnys Survey Reveals 85% of AML & KYC Analysts Use Google for Due Diligence

Fintech News Desk
by Fintech News Desk0
An industry survey by Arachnys reveals that 85% of AML/KYC analysts admit to using Google for due diligence or risk investigations, with 16% even stating that they rely on it. The 2020 Arachnys AML/KYC Data Survey also found: Analysts are spending nearly half their time processing data into a usable......
Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English
Fintech Investment Services News

Wealthface Launches Advanced Robo-Advice Platform Serving the MENA Region English

Fintech News Desk
by Fintech News Desk0
Platform offers MENA investors passive direct indexing and factor investing platforms Portfolio management company Wealthface announced the launch of its robo-advice direct indexing platform for passive investors in the Middle East and North Africa (MENA) region. The company will operate out of its UAE offices in Abu Dhabi. Wealthface offers expert investment services through......
AuditBoard Unveils Powerful New Platform Features to Enhance Audit, Risk, and Compliance Management
Fintech News Risk Management

AuditBoard Expands Platform With New Risk Management Solution

Fintech News Desk
by Fintech News Desk0
AuditBoard, a leading cloud-based software platform for automating and transforming the way enterprises handle critical risk, audit, and compliance work, announced the release of AuditBoard RiskOversight, a new, integrated risk management solution. An expansion of the AuditBoard platform, RiskOversight is purpose-built to elevate and execute risk management programs across the......
1