Search Results for: relationship management

Yieldstreet Prism Fund is Open to Non-Accredited Investors
Business Fintech News

Yieldstreet Launches New Private Business Credit Vertical

Fintech News Desk
Expands the range of innovative capital deployment to new markets Yieldstreet, the digital wealth management platform, announced continued growth today with the launch of a new asset class vertical, Private Business Credit. The new vertical becomes Yieldstreet’s fifth asset class, along with its Real Estate, Legal, Marine, and Art verticals. Read......
Ally Lending expands relationship with Milan Laser
Fintech Investment Services News

Ally Invest Digital Conference Puts Focus on Investing in Today’s Market Environment

Fintech News Desk
Ally Invest, the online brokerage and wealth management arm of Ally Financial announced its second digital conference designed to help people of all experience levels sharpen their investing skills. The fully-online “Ally Invest Digital Conference,” scheduled for Wednesday, June 24, 2020, is free to attend and will be livestreamed on Ally’s YouTube......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Business Fintech News

XDimensional Technologies Becomes Member of Verisk Strategic Alliances

Fintech News Desk
XDimensional to Offer ISO Rating Content within Its Policy Admin+ Platform XDimensional Technologies announced that it has become a member of the Verisk Strategic Alliances network. Alliance companies, like XDimensional, use information and products from ISO, a Verisk business, to build on and enhance their own product offerings. Read More:......
HSBC Joins Data Privacy Firm Privitar’s Series C Financing Round with $7 Million Investment
Banking Big Data Fintech Investment Services News

HSBC Joins Data Privacy Firm Privitar’s Series C Financing Round with $7 Million Investment

Fintech News Desk
Global banking firm extends strategic relationship with Privitar from customer to investor Privitar, the leading data privacy platform provider, announced that HSBC, one of the world’s largest banking and financial services organizations, has joined its Series C growth round with a $7 million investment, bringing the funding round total to......
Brokertec bond and repo trading migrated to CME Globex
Business Fintech News Risk Management

CME Group and B3 to Jointly Develop New Soybean Futures Contracts Connecting Global Participants to Brazilian Agricultural Markets

Fintech News Desk
 CME Group, the world’s leading and most diverse derivatives marketplace, and B3 S.A., one of the world’s largest financial market infrastructure companies, announced an agreement to jointly develop risk management products for both Brazilian domestic and global market participants. Under the terms of the agreement, CME Group and B3 will......
Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer
Banking Fintech Fintech Funding News Risk Management

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer

Fintech News Desk
Customers Bank is pleased to announce industry veteran Daniel Park has joined the bank as Senior Vice President and Treasurer. Park will use his three decades of experience to enhance interest rate risk management processes, integrate capital and liquidity stress testing into corporate planning, as well as optimize funding, liquidity......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
Ivalua Launches Innovations to Improve Sourcing Decisions, Savings Capture and Supply Chain Visibility
Fintech News

Ivalua Launches Innovations to Improve Sourcing Decisions, Savings Capture and Supply Chain Visibility

Fintech News Desk
Ivalua, a leading provider of global spend management cloud solutions, announced the general availability of its new platform release 166. The release features a broad array of innovations to empower customers to better manage their spend and suppliers. Innovations focus on supporting smarter and faster decisions around supplier relationships and sourcing......
AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock
Business Fintech Investment Services News

AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock

Fintech News Desk
AST Private Company Solutions™ (AST PCS) introduced a new strategic partnership with Liquid Stock, the venture capital-like investment fund providing bespoke liquidity solutions to pre-IPO companies, their investors and employees. Shareholders and CFOs using PCS’s new Astrella™ capitalization (cap) table and ownership data management platform will now be able to......
Wolters Kluwer Tax & Accounting Announces BR1GHT as Its Implementation Partner for TeamMate Expert Solutions in the Netherlands and the Nordic Markets
Business Fintech News Risk Management

Wolters Kluwer Tax & Accounting Announces BR1GHT as Its Implementation Partner for TeamMate Expert Solutions in the Netherlands and the Nordic Markets

Fintech News Desk
Wolters Kluwer Tax & Accounting announced that BR1GHT has been named as its implementation partner for the TeamMate global expert solutions in the Netherlands and the Nordics. The agreement enables BR1GHT to provide implementation services, project management, and product expertise to TeamMate customers in these countries. Read More: Kensho Collaborates with NVIDIA......
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