Search Results for: strategies

DolEx Streamlines Processes with Cloud-Based Deployment of Fiserv Anti-Money Laundering Technology
Banking Fintech News

DolEx Streamlines Processes with Cloud-Based Deployment of Fiserv Anti-Money Laundering Technology

Fintech News Desk
by Fintech News Desk0
Deployment Will Enhance Efficiency and Enable Seamless Customer Interactions Fiserv, Inc., a leading global provider of financial services technology solutions, announced that DolEx Dollar Express, Inc. and its affiliate, Europhil, will enhance their anti-money laundering (AML) processes with technology from Fiserv. DolEx, a provider of retail financial services in the......
Sidetrade and Hyman Capital Partnership to Provide AI Technology for Cashflow Generation in Private Equity Portfolio Companies
Artificial Intelligence Fintech News

Sidetrade and Solocal Sign AI partnership Deal

Fintech News Desk
by Fintech News Desk0
Sidetrade, the Artificial Intelligent platform dedicated to accelerating company revenue, and Solocal, the French digital marketing leader, have signed a four-year partnership agreement in the field of Artificial Intelligence (AI). Sidetrade’s machine learning algorithms will allow Solocal to digitalize and automate financial relations with their 399,000 clients, and optimize debt collection.......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Learn How to Improve Your Customer Experience for a Better ROI
Fintech News

Learn How to Improve Your Customer Experience for a Better ROI

Fintech News Desk
by Fintech News Desk0
Melissa Kivett, Chief Customer Experience & Marketing Officer, Individual Solutions Group, Prudential Financial, will be the headliner at Customer Experience Ecosystem: A Frost & Sullivan Executive MindXchange, debuting in New York City on February 25, 2020. The new one-day event, Unleash the Power of Organization-Wide Customer Centricity, will offer tools, insights and connections to help organizations design a winning......
AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts - Because You Never Know When The Next Bubble Will Burst
Banking Business News

AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts – Because You Never Know When The Next Bubble Will Burst

Fintech News Desk
by Fintech News Desk0
AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based dynamic asset allocation strategies, is excited to announce support for multiple accounts at multiple brokerages. Multiple Account Linking Get the complete picture of your financial health by linking multiple brokerage accounts. Use RiskMonkey to......
KuCoin's Futures Platform KuMEX Launches USDT Perpetual Contracts
Blockchain Cryptocurrency News

KuCoin’s Futures Platform KuMEX Launches a Lite Version

Fintech News Desk
by Fintech News Desk0
KuMEX, the Bitcoin futures platform developed by KuCoin, announced the launch of a Lite version, which not only focuses on core trading experience by simplifying the overall interface, but also provides analytic tools such as a long-short ratio and revenue calculator to help newcomers to the crypto futures market better predict......
LPL Acquires Fintech Firm Blaze Portfolio
Fintech Investment Services News

LPL Financial Further Enhances Technology Platform Through MoneyGuide Integration

Fintech News Desk
by Fintech News Desk0
A Leading Financial Planning Solution Is Newest Clientworks Connected Partner, Expanding Choice and Making It Easier for LPL Advisors to Deliver Personalized Advice LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Envestnet MoneyGuide is the newest technology solution integrated with ClientWorks Connected. Advisors who......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
OCC Promotes Carla Dawson to Chief Human Resources Officer
Investment Services News Trading

OCC Promotes Carla Dawson to Chief Human Resources Officer

Fintech News Desk
by Fintech News Desk0
OCC, one of the world’s largest equity derivatives clearing organization, announced that Carla Dawson, previously First Vice President, Talent Management, has been promoted to Senior Vice President and Chief Human Resources Officer. She reports to CEO John Davidson. Dawson previously was responsible for partnering with leaders across OCC to develop......
Greenspring Associates Raises $800 Million for Fourth Secondaries Fund
Banking Fintech News

Greenspring Associates Raises $800 Million for Fourth Secondaries Fund

Fintech News Desk
by Fintech News Desk0
Greenspring Associates, a venture capital investment platform with over $10 billion in assets under management, announced that it has raised $800 million for Greenspring Secondaries Fund IV, L.P. (“GSF IV”), the firm’s fourth secondary venture capital fund. The oversubscribed fund had strong participation from existing investors, as well as select......
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