Search Results for: staff and clients

Paxos Raises $142 Million in Series C Funding
Fintech News Trading

Societe Generale Begins Settling U.S. Securities Trades through Paxos Settlement Service

Fintech News Desk
by Fintech News Desk0
More than $40M in listed US equity trades settled by Paxos Settlement Service since February 2020 Paxos Trust Company, a New York-regulated financial institution that digitizes and mobilizes assets, today announced Societe Generale is the third broker-dealer client using Paxos Settlement Service to settle U.S. listed equity trades. Read More: S&P Global Market Intelligence......
Insurity Strengthens its Predictive Analytics Claims Solutions with ODG by MCG Partnership
Fintech InsurTech News

Insurity Strengthens its Predictive Analytics Claims Solutions with ODG by MCG Partnership

Fintech News Desk
by Fintech News Desk0
Combination of ODG Guidelines for Workers’ Compensation and Insurity’s Proprietary Valen Data Consortium Yields Unprecedented Predictive Insights for Claims Management Insurity, Inc., a leading provider of cloud-based core system solutions and data analytics for the world’s largest insurers, brokers, and MGAs, today announced its partnership with ODG by MCG, part......
MainStreet Bank Appoints New Chief Operating Officer
Banking Fintech InsurTech News

MainStreet Bank Appoints New Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
MainStreet Bancshares, Inc., (Nasdaq: MNSB), parent company of MainStreet Bank, announce the promotion of Lisa Kilgour to Executive Vice-President and Chief Operating Officer. Ms. Kilgour has an impressive 36-year career in community banking. She joined MainStreet Bank in 2017 and prior to that she served as Senior Vice-President of Operations for Middleburg......
Wolters Kluwer expert solutions recognized by 2020 CPA Practice Advisor Technology Innovation Awards
News

Wolters Kluwer expert solutions recognized by 2020 CPA Practice Advisor Technology Innovation Awards

Fintech News Desk
by Fintech News Desk0
Cloud-based CCH Axcess™ Client Collaboration and CCH Axcess™ Knowledge Coach expert solutions recognized for helping shape the profession through increased collaboration and productivity Today, Wolters Kluwer Tax & Accounting announced that its cloud-based CCH Axcess™ Client Collaboration and CCH Axcess™ Knowledge Coach expert solutions were recognized as winners in the 2020 CPA Practice Advisor Technology Innovation Awards.......
Fintech News

Howard Bank Selects KlariVis Data Analytics Platform to Close Data Gap

Fintech News Desk
by Fintech News Desk0
Pandemic highlights need for aggregated, actionable data KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced that Baltimore, Md.-based Howard Bank selected KlariVis to access transformative data enabling greater insight into customer, market, branch, officer and product information. The bank with $2.5 billion in assets, operates......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
Fintech Investment Services News

COVID-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Fintech News Desk
by Fintech News Desk0
In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for TD Ameritrade Institutional[1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re......
Fintech News

Gable Tax Group CEO Dena Oberst Announces Appointment of Lindsay Sisk as VP, Operations for International Sales Tax Practice

Fintech News Desk
by Fintech News Desk0
Dena Oberst, founder and CEO of Gable Tax Group, today announced the appointment of Lindsay Sisk as Vice President of Operations to head the firm’s expansion at a time of unprecedented growth. Known as the “Sales Tax Gurus,” Gable Tax Group provides multi-state sales and use tax consulting and tax compliance services to businesses across......
Banking Fintech Fintech Startups News

Ondot Hires Key Executives to Drive Growth of Digital Payments Technology Throughout EMEA

Fintech News Desk
by Fintech News Desk0
Offers first purpose-built app for managing and using digital payments cards Ondot Systems, a digital card services platform for credit and debit issuers, announced the addition of key staff to its European team as part of the company’s international expansion plans. Read More: Manzil Partners With KOHO to Launch Halal Prepaid......
Xignite Reveals Results of Collaboration on Launch of SoFi Invest Trading Platform
Big Data Fintech Investment Services News Trading

Xignite Reveals Results of Collaboration on Launch of SoFi Invest Trading Platform

Fintech News Desk
by Fintech News Desk0
Personal finance platform’s work with market data solutions provider leads to thousands of new users and significantly higher client engagement(Xignite ) Xignite, a provider of market data distribution and management solutions for financial services and technology companies, revealed the results of a collaboration with leading digital personal finance company SoFi......
1