Search Results for: relationship management

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Digital Fintech News

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

Fintech News Desk
by Fintech News Desk0
Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic partnership with FA Match, the industry’s only data-driven solution for advisor recruiting, focused on elevating the financial advisor and client experience......
Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients
Banking News Risk Management

Lombard Odier Selects smartTrade to Enhance FX Capabilities for Clients

Fintech News Desk
by Fintech News Desk0
smartTrade Technologies announced today that 225 year-old Swiss Bank Lombard Odier & Co Ltd has integrated LiquidityFX, smartTrade’s in-house developed FX solution into its banking platform, to offer enhanced FX trading services to its clients. “LiquidityFX is the perfect fit for Lombard Odier” LiquidityFX is an end-to-end solution with connectivity to over 130......
Mastercard Names Tim Murphy Chief Administrative Officer
Digital Finance Fintech News

Mastercard Names Tim Murphy Chief Administrative Officer

Fintech News Desk
by Fintech News Desk0
Mastercard announced the appointment of Tim Murphy, the company’s general counsel, to the newly created position of chief administrative officer. In this role, he will have oversight of the company’s Law, Franchise and Integrity activities, as well as the added management of its People and Capabilities function. “In the decade......
Abe.ai And Lumin Digital Announce Digital Banking Partnership
Banking Digital Finance Fintech News

Abe.ai And Lumin Digital Announce Digital Banking Partnership

Fintech News Desk
by Fintech News Desk0
Multi-Year Agreement Gives Lumin Digital the Ability to Offer an Integrated Virtual Financial Assistant as Part of its Digital Banking Solutions Abe.ai (an Envestnet | Yodlee solution), a leader in AI-powered virtual assistant products for financial institutions and Lumin Digital (a PSCU company), a leading provider of online and mobile digital banking solutions, today announced......
Oracle Cloud Infrastructure Helps Transform Hana Financial Group's 'Hana Members,' Korea's Largest Digital Financial Lifestyle Platform With 15 Million Users
Cloud Finance Fintech

Oracle Cloud Infrastructure Helps Transform Hana Financial Group’s ‘Hana Members,’ Korea’s Largest Digital Financial Lifestyle Platform With 15 Million Users

Fintech News Desk
by Fintech News Desk0
Unprecedented digital transformation project leverages Oracle Cloud Infrastructure to help Hana Members deliver innovative services to customers Leading the way with an industry first in Korea, Hana Financial Group (HFG) has completed a large-scale migration of its mission-critical applications to the public cloud working with Oracle. The migration is part......
Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board
Business Fintech News

Leftbrain Appoints Music Industry and Tech Veterans to Advisory Board

Fintech News Desk
by Fintech News Desk0
Leftbrain, the leading fintech company in business management, today announced the appointment of Jenna Adler, Lindsay Unwin, and Michael Fineberg to its newly formed advisory board. The board brings decades of collective experience in the music and tech industries and will be instrumental in helping Leftbrain scale its technologies and reach a new generation......
Everyware Visa
Digital Payments News

Everyware® Announces Partnership with Visa Solutions

Sudipto Ghosh
by Sudipto Ghosh0
Everyware and Visa are Working Together to Empower Implementation of Touchless Payments and Enhanced Experiences for Small- and Medium-Sized Businesses Everyware, a leading contactless payments and customer engagement solutions company, announces becoming a Technology Partner of Cybersource and Authorize.net, both Visa Solutions. The partnership with these two Visa Solutions will power the payments processing......
Artesian Becomes the First Business Intelligence Solution Provider to Offer CPD Accredited Training
Featured Fintech News

Artesian Becomes the First Business Intelligence Solution Provider to Offer CPD Accredited Training

Fintech News Desk
by Fintech News Desk0
Artesian Solutions, a leading provider of client relationship intelligence and risk solutions, is proud to announce that its training courses have been CPD (Continuing Professional Development) Accredited by the CPD Certification Service. In doing so, Artesian has set a new benchmark for training excellence in the business intelligence market, with......
Clocktower Launches First Latin America Financial Technology Fund
Fintech News

Clocktower Launches First Latin America Financial Technology Fund

Fintech News Desk
by Fintech News Desk0
Clocktower Technology Ventures will leverage its global investment model to launch the first venture capital fund dedicated to fintech companies targeting Latin America Clocktower Technology Ventures (“CTV”), the venture capital investment arm within Clocktower Group, today announced the launch of the firm’s first venture capital fund dedicated to financial services......
Brighton Park Capital Completes Eighth Platform Investment as Part of Its $1.1 Billion Fund
Digital Investment Services Investments News

Brighton Park Capital Completes Eighth Platform Investment as Part of Its $1.1 Billion Fund

Fintech News Desk
by Fintech News Desk0
Technology industry veterans’ fund focuses on growth-stage software and technology-enabled businesses Brighton Park Capital Management, L.P.  announced the successful completion of its third investment in 2021. This milestone expands Brighton Park’s portfolio to eight platform investments, the latest of which include: OPSWAT, a cybersecurity company focused on protecting critical infrastructure; NuORDER,......
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