Search Results for: tax professionals

Westbrook Builds Highly Customer Centric Service Platform for Bank ABC's New Digital, Mobile-Only Bank 'ila' on Salesforce Service Cloud
Banking Fintech News

Westbrook Builds Highly Customer Centric Service Platform for Bank ABC’s New Digital, Mobile-Only Bank ‘ila’ on Salesforce Service Cloud

Fintech News Desk
Westbrook develops highly customer centric CRM and service platform on Salesforce Service Cloud for Bank ABC’s digital, mobile-only bank – ‘ila’ to roll out from Bahrain across multi territories in MENA. Westbrook was engaged by Bank ABC to build out a highly customer centric platform on Salesforce Service Cloud to both act......
Cyber Defence Alliance (CDA) Partners With Anomali to Better Enable Sharing of Threat Intelligence Among Banking Members
Banking News

Cyber Defence Alliance Partners With Anomali to Better Enable Sharing of Threat Intelligence Among Banking Members

Fintech News Desk
The UK’s Cyber Defence Alliance, has formed a partnership with Anomali to enhance cybersecurity capabilities and automate the secure and meaningful sharing of threat intelligence with its banking members. The goal of the partnership is to strengthen member bank’s abilities to act against organised cyber-crime groups that carry out repeated attacks on......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
Resolute Investment Managers and OpenInvest Ink Collaboration Pact
Business Fintech News

Resolute Investment Managers and OpenInvest Ink Collaboration Pact

Fintech News Desk
Expands ESG Investing Options Via Strategic Investment in Leading Provider of Dynamic Custom Indexing for Tax-Sensitive SMAs Resolute Investment Managers, Inc. (“Resolute”) announced  that it has entered into an agreement with OpenInvest through which OpenInvest’s Dynamic Custom Indexing (DCI) platform will be made available across Resolute’s extensive distribution network of investment managers. Resolute......
Fintech News

Security, Efficiency to Drive Fintech Innovation in 2020, According to First American Real Estate Sentiment Index

Fintech News Desk
—Title Agents and Real Estate Professionals Believe Demand for Greater Security and Efficiency Will Be Key Drivers for Greater Fintech Adoption in 2020, Says Chief Economist Mark Fleming— First American Financial Corporation , a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, released......
SmartBiz Loans Named a Best Place to Work in Financial Technology 2020
Banking News

SmartBiz Loans Named a Best Place to Work in Financial Technology 2020

Fintech News Desk
Award reflects company-wide commitment to collaboration at every level Selective list named only 49 companies across entire FinTech landscape SmartBiz Loans has been named one of the 2020 Best Places to Work in Financial Technology. This is the 3rd year in a row SmartBiz Loans has earned this distinction. SmartBiz Loans is the......
Roc360 Launches First-of-Its-Kind Lead-Generation Platform Haus Lending
Business Fintech News

Roc360 Launches First-of-Its-Kind Lead-Generation Platform Haus Lending

Fintech News Desk
–The Machine Learning-Driven Startup Matches Real Estate Investors and Lenders– Roc360, a financial services platform for residential real estate investors, announced the launch of Haus Lending, a machine learning-driven startup that leverages data science to source real estate investor leads, directly match those leads with private lenders and aid lenders with......
With Prima P&C 9.6, Prima Solutions further enhances the functionality and technology of its policy and claims management platform
InsurTech News

Prima Solutions Unveils Its New Brand Identity

Fintech News Desk
This New Identity Comes Alongside Corporate Developments and Affirms the Group’s Commitment to Helping Insurance Companies Go Digital More Quickly. Prima Solutions, the leading French insurtech group for insurance and reinsurance professionals, unveiled its new brand identity. Home to a range of specialized solutions for insurance and reinsurance, the group......
LeaseQuery and RSM Take Lease Accounting Technology to New Heights
Fintech News

LeaseQuery and RSM Take Lease Accounting Technology to New Heights

Fintech News Desk
Expanded Alliance Will Further Assist Commercial and Governmental Entities in Achieving Compliance LeaseQuery, a leading provider of purpose-built lease accounting software, announced an extended partnership with RSM US LLP (RSM), leading provider of audit, tax and consulting services focused on the middle market. LeaseQuery and RSM will work with commercial......
Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses
Cryptocurrency

Blox and Origin Protocol Collaborate to Introduce Crypto Finance Tools for Decentralized Marketplace Businesses

Fintech News Desk
Origin Protocol and Origin Tokens (OGN) Are Now Integrated Into Blox’s Crypto Accounting and Asset Management Platform to Enable Automation and Access Professional Crypto Tools. Blox, an industry-leading platform for crypto accounting, tax and asset management, has collaborated with Origin Protocol to enable automated tools for helping marketplace operators, investors and finance......
1