Search Results for: relationship management

Ocrolus Partners With Envestnet | Yodlee
Analytics Fintech News

Ocrolus Partners With Envestnet | Yodlee

Fintech News Desk
by Fintech News Desk0
Through the partnership, Ocrolus technology will enable Envestnet | Yodlee customers to gather financial data from uploaded documents, such as bank and income statements to supplement data from digital sources. Ocrolus, an AI-driven financial document automation and analysis firm, and Envestnet | Yodlee, a data aggregation and analytics platform, announced......
Morgan Stanley Announces Launch of Private Markets Transaction Desk
Finance Fintech News

Morgan Stanley Announces Launch of Private Markets Transaction Desk

Business Wire
by Business Wire0
Private Markets Transaction Desk supports secondary trading for shareholders of private companies through a company-centric focus with concierge service. Investors gain access to a distinct array of private market opportunities stemming from Morgan Stanley’s ecosystem encompassing Companies, Wealth Management Clients, and Institutional Investors. Morgan Stanley Wealth Management announced today the......
J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board
Investment Services News

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

PR Newswire
by PR Newswire0
David Epstein, former CEO of Seagen who oversaw its sale to Pfizer in 2023 is set bring his expertise to JP Morgan’s life sciences capital investment division. With 30 years of industry experience, including deal making, drug development, commercialization, etc. will advise JP Morgan life sciences capital for early and......
Rhombus Secures $26 Million+ in Funding to Propel Cloud-Managed Physical Security Innovation
Cloud News

Rhombus Secures $26 Million+ in Funding to Propel Cloud-Managed Physical Security Innovation

PR Newswire
by PR Newswire0
Rhombus provides protection to over 30,000 locations across the globe, with this series of fundings they seek to improve and scale up to even bigger lengths. With $26M+ from Cota and Tru Arrow Capital, it has a $17M in debt financing from SVB with its existing investors Caden and Uncorrelated......
Sapiens and DataCrest Forge Partnership to Elevate Underwriting Precision in P&C Sector
InsurTech News

Sapiens and DataCrest Forge Partnership to Elevate Underwriting Precision in P&C Sector

PR Newswire
by PR Newswire0
The strategic collaboration accelerates operational efficiencies and drives premium growth for P&C insurers Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, and DataCrest, a pioneer in innovative insurance solutions, announced the formation of a strategic partnership to revolutionize the application process and drive premium......
U.S. Bank Adds New Division to Serve Private Capital Asset Managers
Banking Fintech News

U.S. Bank Adds New Division to Serve Private Capital Asset Managers

Business Wire
by Business Wire0
Stephen Jeselson to lead new team, which will serve more than 200 existing private capital clients U.S. Bank announced it has launched a new division dedicated to serving private capital firms and global asset managers. The Private Capital and Global Asset Management division brings together all parts of the bank......
Finastra’s Filogix Unveils Automated Lender Note Capabilities, Powered by Gen AI
Lending Mortgage News

Finastra’s Filogix Unveils Automated Lender Note Capabilities, Powered by Gen AI

PR Newswire
by PR Newswire0
The function automates the creation of borrower narratives (notes) that aids in lender underwriting – streamlining processes, saving time and minimising errors for brokers. Finastra’s Filogix team has unveiled new generative AI (Gen AI) capabilities in its Expert Pro Canadian Mortgage Point of Sale (POS) solution. The function automates the creation......
`Gamification in Fintech: All About Customer Retention and Engagement
Featured Fintech

Gamification in Fintech: All About Customer Retention and Engagement

Prajakta Ayade
by Prajakta Ayade0
On how many days does finance truly excite the general population – those that don’t eat, breathe or dream of finance and fintech? Yes, on days when crypto breaks the market and it becomes a global phenomenon, but for many, that’s the only time! This can be changed though, just......
Iveda Philippines Targeting $5M in Smart City Advancements
Artificial Intelligence Fintech News

Iveda Philippines Targeting $5M in Smart City Advancements

Business Wire
by Business Wire0
Iveda’s Joint Venture to partner with 100 Philippines government units across the region to modernize key infrastructure for improved public safety and more Iveda, the global solution for cloud-based AI, proudly announces Iveda Philippines JV (joint venture) is set to achieve $5M in executed contracts over the next 12 months,......
New-Benefits-&-Financial-Services-Joins-Forces-with-Integrity-to-Offer-Innovative-Insurtech-Solutions-for-Agents-to-Better-Serve-Their-Clients
Fintech News

Integrity Marketing Group, LLC Partners With New Benefits & Financial Services

Fintech News Desk
by Fintech News Desk0
New Benefits & Financial Services seeks to improve access to life, health and wealth resources for the community by utilising Integrity’s full-service technology suite. By Global FinTech Series News Desk  Integrity Marketing Group, LLC, a distributor of life and health insurance, and provider of wealth management and retirement planning solutions,......
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