Search Results for: strategies

Planful and Acumatica Partner to Bring Modern, Cloud-Based FP&A to Customers
Business Fintech News

Planful and Acumatica Partner to Bring Modern, Cloud-Based FP&A to Customers

Fintech News Desk
Leader in Cloud Financial Planning and Analysis Becomes Top Planning Extension for Acumatica’s Cloud ERP Solution Planful Inc., the pioneer of financial planning and analysis (FP&A) cloud software, announced it has partnered with Acumatica to give users of both platforms an industry-leading solution for tightly integrated, cloud-based ERP (Enterprise Resource Planning)......
Confident in Managing Liquidity, Organizations Still Face Challenges Forecasting
Business Fintech News

Confident in Managing Liquidity, Organizations Still Face Challenges Forecasting

Fintech News Desk
Most responding C-suite and other executives (84.6%) feel confident in their organizations’ abilities to manage cash and liquidity, according to a Deloitte poll.  But as uncertainty persists, it’s important for organizations to continue to improve and strengthen their cash and liquidity management abilities so as not to provide a false sense......
BlockFi Names Lei Lei Director of Institutional Sales - Real Money Clients
Capital Markets Cryptocurrency Fintech InsurTech News

BlockFi Names Lei Lei Director of Institutional Sales – Real Money Clients

Fintech News Desk
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced that Lei Lei has joined the company as Director of Real Money Clients, Institutional Sales to cover endowments, pension funds, asset managers, insurance companies, corporate entities, and sovereign wealth......
HiFi Launches Fixed-rate Cryptocurrency Lending and Borrowing Application
Blockchain Cryptocurrency Fintech Investment Services News

HiFi Launches Fixed-rate Cryptocurrency Lending and Borrowing Application

Fintech News Desk
Enables Wrapped BTC collateral with USDC borrowing On the heels of its latest rebrand, HiFi (formerly Mainframe), today launched its fixed-rate cryptocurrency lending protocol, which enables anyone to create fungible debt obligations on the ethereum blockchain. Fixed-rate lending options give investors the opportunity to better map out finances and trading strategies. Additionally,......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
B2B Digital Fintech InsurTech News

iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors

Fintech News Desk
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
Titan Raises $12.5M Series A, Led by General Catalyst, Bringing Total Funding to $16M
Fintech Investment Services News

Titan Raises $12.5M Series A, Led by General Catalyst, Bringing Total Funding to $16M

Fintech News Desk
The company will use the capital to expand their investing platform and team. Titan, the New York-based technology company building the operating system for active investment management to rival giants Fidelity and BlackRock, announced today that it has raised a $12.5 million Series A funding round led by General Catalyst,......
Grayscale Investments® Expands Leadership Team with C-Suite Hires
Cryptocurrency Currency Exchange Digital Fintech Investment Services News

Grayscale Investments® Expands Leadership Team with C-Suite Hires

Fintech News Desk
The firm names a new Chief Operating Officer, Chief Compliance Officer, and Chief People Officer Grayscale Investments®, the world’s largest digital currency asset manager, announced the official appointment of three new C-suite hires: Hugh Ross as Chief Operating Officer, Benjamin Melnicki as Chief Compliance Officer, and Angela Romano Kuo as......
Total Expert Welcomes SaaS Veterans Ilene Vogt as Chief Revenue Officer and Rebecca Martin as Chief Marketing Officer
Artificial Intelligence Banking Business Fintech News

Total Expert Welcomes SaaS Veterans Ilene Vogt as Chief Revenue Officer and Rebecca Martin as Chief Marketing Officer

Fintech News Desk
Duo joins the executive team to empower banks and lenders, personalize engagement strategies, and build customer-centric relationships that fuel the company’s momentum Total Expert, the customer experience platform for banks and lenders, today welcomes two Software-as-a-Service (SaaS) veterans to its executive team, Chief Revenue Officer Ilene Vogt and Chief Marketing......
IDS buys William Stucky and Associates
Artificial Intelligence Fintech News

IDS buys William Stucky and Associates

Fintech News Desk
IDS, a leading provider of asset and equipment finance technology has completed the acquisition of William Stucky and Associates (WSA), the leading provider of ABL and factoring software. Read More: Worldline And Klarna Extend Collaboration Across Europe The combination of the two companies creates a powerful, cloud-based technology platform providing......
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