Search Results for: relationship management

Legility Expands RelativityOne eDiscovery Offering Globally
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Legility Expands RelativityOne eDiscovery Offering Globally

Fintech News Desk
by Fintech News Desk0
Legility now offers both RelativityOne and Relativity Server on a global basis, delivering more value and options for corporate legal departments and law firms Legility, a leading global legal services provider, today announced it is deepening its decade-long partnership with Relativity by expanding its global offerings, including both Relativity Server......
LRES Promotes Molly Merchant to Vice President of Operations
News Risk Management

LRES Promotes Molly Merchant to Vice President of Operations

Fintech News Desk
by Fintech News Desk0
LRES Corporation, a real estate appraisal, valuations, and asset management company, has promoted Molly Merchant to Vice President of Operations, REO Asset Management and HOA Services. Read More: Chinese insurtech firm Waterdrop raises $230M, plans IPO Ms. Merchant has spent much of her career in the REO asset management industry,......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Fintech News

Canopy Shares Insights on What Clients Expect from Their Accountant

Fintech News Desk
by Fintech News Desk0
New report finds that in-person meetings and online document exchange are very important for clients Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on what clients appreciate and would like their accountant to change. The study found that 85 percent of those......
Origami Risk and LineSlip Join Forces to Help Risk Managers Track, Manage and Renew Worldwide Insurance Programs
Artificial Intelligence Business Fintech News Risk Management

Origami Risk and LineSlip Join Forces to Help Risk Managers Track, Manage and Renew Worldwide Insurance Programs

Fintech News Desk
by Fintech News Desk0
Origami Risk LLC and LineSlip Solutions, Inc. announced they have formed an exclusive relationship that will enable Origami’s clients to readily access the critical information they need to manage their insurance programs worldwide and effectively negotiate their commercial insurance coverages and renewals, even as market conditions evolve. Read More: GlobalFintechSeries......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Broadridge Names Edmund Reese Chief Financial Officer
Artificial Intelligence Blockchain Fintech News

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations
Fintech InsurTech News Risk Management

Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations

Fintech News Desk
by Fintech News Desk0
Arceo.ai, a cyber risk analytics company that empowers enterprises to better identify, respond to, and recover from cyber risks, continues to grow its team of senior cyber insurance experts to reshape this growing segment of the marketplace.  Enhancing the services and solutions Arceo delivers to the cyber insurance industry, Thomas Gamble,......
Fintech News

Toppan Merrill Launches SOX Automation

Fintech News Desk
by Fintech News Desk0
Global financial printing and regulatory disclosure company announces SOX automation partnership agreement and integration with Bridge regulatory disclosure management SaaS platform. Toppan Merrill, a subsidiary of Toppan Leefung Pte. Ltd and part of Toppan Printing Co., Ltd., the world’s leading printing group, announced today a partnership with Comensure, a wholly......
Who do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?
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Why do Banks Need to Refocus Efforts on Breaking Down User Behavior with Data?

Paroma Sen
by Paroma Sen0
Banks will need to focus on understanding changing consumer behaviors based on historic customer data to compete in a post Covid-19 world While global economies including banks and businesses reevaluate business plans and strategies and remote work policies, they need to also refocus their understanding of their customers based on......
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