Search Results for: staff and clients

A Closer Look At Integrated Document Management And Accounts Payable Software
Business Featured Finance Fintech Primers Technology

A Closer Look At Integrated Document Management And Accounts Payable Software

Pooja Choudhary
What is AP, or accounts payable? The profitability and operations of your company’s operations are influenced by the accounts payable (AP) function, which is a vital business operation. Fundamentally speaking, it is the total sum that your company owes suppliers and vendors for the products and services that it has......
Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice
InsurTech News Risk Management

Guided Insurance Solutions Selects Total Expert to Surface New Opportunities and Grow Insurance Practice

Fintech News Desk
Rapidly growing insurance brokerage firm taps platform to modernize marketing and strengthen sales relationships with new and existing customers Guided Insurance Solutions, LLC, an indirect subsidiary of BRP Group, Inc., has decided to collaborate with Total Expert to deploy its customer engagement platform across its insurance operations. The platform will enable......
Banking Featured Fintech Fintech Primers

Benefits Of BaaS For Fintech And Non-fintech Companies 

Pooja Choudhary
One fintech innovation that has made it easier for banks and fintech to collaborate is banking as a service (BaaS). BaaS is greatly impacted by the technological change and mobile-first strategy that have emerged in recent years. Customers have the option to choose the essential financial products and services and......
B2B Markets News Technology

Abrigo Acquires DiCOM Software, Expanding Capabilities And Increasing Scale

Fintech News Desk
Abrigo, a leader in compliance, credit risk, and lending solutions for financial institutions, today announced the purchase of DiCOM Software, LLC, a leading provider of automated credit risk management software. The deal marks Abrigo’s third acquisition in five months and second in a month, continuing the execution of the company’s......
Locality Bank Opens Brick and Mortar Headquarters in Fort Lauderdale, Florida
Banking News

Locality Bank Opens Brick and Mortar Headquarters in Fort Lauderdale, Florida

Fintech News Desk
Locality Bank, the first community bank to open in South Florida in more than 10 years, has opened its 2,500 square-foot Fort Lauderdale headquarters (1400 South Andrews Avenue). A ribbon cutting ceremony is planned for February 9, 2023. Located in the South Andrews Avenue corridor of Fort Lauderdale, Florida, the newly renovated free-standing building was designed......
Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong
Banking News

Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong

Fintech News Desk
Dah Sing Bank, Limited and Sun Life Hong Kong Limited, a subsidiary of Sun Life Financial Inc., announced an exclusive 15-year bancassurance partnership in Hong Kong (“Bancassurance Partnership”). Under this Bancassurance Partnership, Sun Life will be the exclusive provider of life insurance solutions to Dah Sing Bank’s 570,000 retail banking customers......
Heritage Bank Expands into the Boise, Idaho, Market
Finance News

Heritage Bank Expands into the Boise, Idaho, Market

Fintech News Desk
Heritage Bank, a wholly-owned subsidiary of Heritage Financial Corporation, is pleased to announce its expansion into Boise, Idaho. The bank has also welcomed Mike Trueba, Senior Vice President Commercial Team Leader and Kara Aburusa Assistant Vice President Credit Analyst Senior, who will be located in a temporary branch set to open on January 10, 2023.......
Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations
Cloud Compliance management News

Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations

Fintech News Desk
Integrated solution for the professional and financial services industry improves visibility into potential conflicts at the firm and individual levels Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with ComplySci, a COMPLY company and the leading provider of regulatory......
Keyes Coverage Acquires Amsley Insurance and Parkland Insurance Marketing
InsurTech News

Keyes Coverage Acquires Amsley Insurance and Parkland Insurance Marketing

Fintech News Desk
Partnerships expand Keyes Coverage’s geographic reach across Florida Keyes Coverage, an innovative independent insurance agency specializing in providing solutions for complex insurance and risk mitigation needs for businesses and high net worth individuals in Florida, announced the strategic partnerships with Amsley Insurance and Parkland Insurance Marketing. Financial terms of the......
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