Search Results for: sales tax management
InsureZone and ClarionDoor Announce Partnership to Offer Standard and Surplus Lines Rating in One Platform
Texas-based InsureZone has announced their new partnership with ClarionDoor, a provider of cloud-only, insurance solutions with deep experience in surplus lines. This partnership will pair InsureZone’s suite of insurance sales management software and standard lines rating capabilities with ClarionDoor’s CD MGA Hub, Excess & Surplus solution in one place. Read......
New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies
New York Life Investments announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market. Read More: Kreditech Rebrands......
Midwest BankCentre Honored as Celent’s Model Bank 2020 for Community Banking Transformation
Rising Bank Raised Over $130 Million in 2019 Deposits with MANTL-Powered Tool After just a year of operating its digital-only banking brand, Midwest BankCentre has been named Celent’s Model Bank 2020 for Community Banking Transformation. Founded in 1906, Midwest BankCentre is St. Louis’ second largest locally owned bank with assets exceeding $2 billion......
SIMON Markets LLC Partners With Insurance Technologies to Leverage Core Annuity Technology Capabilities in Its Cloud-Based End-To-End Investment Platform
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its partnership with SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (SIMON), a cloud-based platform provider delivering end-to-end, risk-managed product solutions to investment professionals. SIMON has......
SIMON Markets LLC Forms Partnership With Insurance Technologies; Expands Cloud-Based Investment Platform With Integrated Annuity Illustration Capabilities
SIMON Markets LLC and SIMON Annuities and Insurance Services LLC (“SIMON”) announced a new partnership with Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries. At a time when accessible technology is paramount for remote workforces, this encouraging development expands the......
BGC Partners Provides Operational and Outlook Update
Provides Additional Information with Respect to Its Cash Position and Dividend Policy BGC Partners, (“BGC Partners” or “BGC” or the “Company”), a leading global brokerage and financial technology company, provided an update on its operations, financial results, and other relevant financial information. Read More: Simple Announces Launch of Tax Refund Feature......
FinancialForce Ranks #1 on G2’s Enterprise and Mid-Market PSA Index Reports
FinancialForce Achieves Top PSA Vendor Status in G2’s Spring 2020 Index FinancialForce, the #1 Enterprise Professional Services Automation (PSA) and the only customer-centric ERP cloud solution, has been named the #1 vendor in G2’s Spring 2020 Enterprise PSA Grid Report, Mid-Market PSA Grid Report, and main PSA Grid Report. FinancialForce......
A Few Top AI-Powered Fintech Platforms That Are Redefining Finance Tech
Technology has enabled companies and businesses to have multiple points of contact with target customers, create transparency around operations, streamline overall processes, and reduce manual, repetitive efforts. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending Markets One of the most significant and revolutionary technological developments......
Finitive Facilitates $100 Million Loan in the Equipment Leasing Sector
Finitive’s platform, which includes a network of 500 institutional investors, allows it to efficiently match non-bank lenders with investors based on criteria such as asset class, loan size, target yield range and more Finitive, a private credit platform providing institutional investors with direct access to alternative lending investments, announced it......