Search Results for: relationship management

Compeat Appoints Brendan F. Reidy as Chief Executive Officer
Business Fintech News

Compeat Appoints Brendan F. Reidy as Chief Executive Officer

Fintech News Desk
Compeat, a leading provider of innovative restaurant accounting, back office, workforce and intelligence management software is proud to announce that it has appointed Brendan Reidy as Chief Executive Officer. Reidy is known as a visionary leader with a strong brand pedigree, holding Board and executive positions at Top Image Systems, XRS Corporation,......
HawkSoft Hires Insurance Industry Veteran Jerry Fox
Business Fintech News

HawkSoft Hires Insurance Industry Veteran Jerry Fox

Fintech News Desk
Jerry Fox Brings 30 Years of Experience Running an Independent Agency and Working With Carriers to Improve Workflow Automation. HawkSoft announces the hiring of insurance industry veteran Jerry Fox as VP of Carrier Relations. HawkSoft plans to leverage Fox’s subject matter expertise to improve and serve the entire P&C insurance value chain......
Hazeltree Enhances Hazeltree Collateral Manager With AcadiaSoft Partnership
Business Fintech News

Hazeltree Enhances Hazeltree Collateral Manager With AcadiaSoft Partnership

Fintech News Desk
Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions, announced the expansion of Hazeltree Collateral Manager to include Standard Initial Margin Model (SIMM) calculations in partnership with AcadiaSoft. This new partnership helps clients to meet their obligations under Phases 5 and 6 of the Uncleared Margin Rules......
Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations
Fintech Funding Fintech Radar Fintech Startups News

Ordway Raises $10 Million to Eliminate Manual Workarounds in Sales-to-Finance Operations

Fintech News Desk
Ordway, a billing and revenue automation platform for scaling companies, today announced a $10 million Series A investment led by CRV with participation from Clocktower Ventures and existing investors Lerer Hippeau and Revolution’s Rise of the Rest Seed Fund. Led by Sameer Gulati, a SaaS veteran at the epicenter of......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
LendingClub Announces Acquisition Of Radius Bank
Banking Fintech Radar News

LendingClub Announces Acquisition Of Radius Bank

Fintech News Desk
First U.S. Fintech to Announce Acquisition of a Bank, Now Poised to Reimagine Banking Enhancing LendingClub’s Ability to Serve its Members, Grow its Market Opportunity, Increase and Diversify Earnings, and Provide Resilience and Regulatory Clarity Board Adopts a Temporary Stockholder Rights Plan to Protect Bank Charter Initiative LendingClub Corporation ,......
Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors
Business Fintech News

Grapevine6 and The Rudin Group Combine AI-Fueled Technology and Content Strategy to Unlock the Power of Social Media for Financial Advisors

Fintech News Desk
Influencer April Rudin to Make Guest Appearance at Grapevine6 Reception Grapevine6, a patented social and digital sales engagement platform, announces its partnership with April Rudin and her firm, The Rudin Group, a wealth marketing firm serving the global wealth ecosystem since 2008. The Rudin Group creates differentiated messaging and content......
Auros Uses AI to Transform The Way Knowledge Is Captured, Shared, And Reused
Business Fintech News

Auros Uses AI to Transform The Way Knowledge Is Captured, Shared, And Reused

Fintech News Desk
Auros Knowledge Systems released major enhancements to their knowledge-based system, Auros IQ 3, to help organizations efficiently promote data-driven, closed-loop, and continuous learning. Using AI, meaningful patterns of knowledge reuse within Auros IQ are detected. These patterns are prioritized and presented back to relevant teams as Learning Opportunities. Auros IQ then......
Kofax Launches AP Agility Cloud, a SaaS Version of its Market-Leading Accounts Payable Automation Solution
Business News

Kofax Launches AP Agility Cloud, a SaaS Version of its Market-Leading Accounts Payable Automation Solution

Fintech News Desk
New Intelligent Automation Offering Can be Configured and Customized, Providing Flexible Deployment Options Kofax, a leading supplier of Intelligent Automation software to digitally transform end-to-end business operations, announces its market-leading accounts payable automation solution, AP Agility, is now available as a cloud-hosted SaaS offering. Kofax AP Agility Cloud combines the......
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