Search Results for: transaction management

Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients
Fintech News

Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients

Fintech News Desk
by Fintech News Desk0
Trovata to support large scale platform deployments in European and LATAM markets Trovata, the leading fintech in automating cash workflows through multi-bank API data aggregation for corporate finance and treasury teams, announced today a global distribution agreement with Santander. Through the partnership, Santander will market & refer Trovata’s cash management......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Finance Investments News

HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund

Fintech News Desk
by Fintech News Desk0
HSBC Global Asset Management Limited manager of the HSBC Mutual Funds, announces proposed changes to the HSBC BRIC Equity Fund (the “Fund”). Latest Fintech News: FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
InComm Payments Selects BillingPlatform for its Proven Ability to Handle Complex Billing Scenarios and Large Volume of Transactions
Digital Payments News

InComm Payments Selects BillingPlatform for its Proven Ability to Handle Complex Billing Scenarios and Large Volume of Transactions

Fintech News Desk
by Fintech News Desk0
Global leader in payment technology solutions seeks secure, flexible billing solution to support diverse and growing business across retail, healthcare, transportation and other industries BillingPlatform, the enterprise monetization platform for innovative business models, announced that InComm Payments, a leading payments technology company, has selected BillingPlatform as its enterprise billing solution.......
B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition
Finance News

B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. a diversified financial services platform, today announced that Lingo Management, LLC (“Lingo”), a B. Riley Principal Investments portfolio company, has completed the acquisition of BullsEye Telecom Inc. (“BullsEye”). BullsEye follows B. Riley’s recent acquisition of Lingo in which the Company increased its ownership interest to 80% on May......
iCIMS, Vista Equity Partners and TA Associates Complete Transaction
Investments News

iCIMS, Vista Equity Partners and TA Associates Complete Transaction

Fintech News Desk
by Fintech News Desk0
The solidified partnership positions iCIMS for continued growth and innovation iCIMS, the talent cloud company, Vista Equity Partners (“Vista”), a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, and TA Associates (“TA”), a leading global growth private equity firm, today announced the close of TA’s investment in iCIMS. Vista......
Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform
Digital Payments Finance News

Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform

Fintech News Desk
by Fintech News Desk0
Addition of Defero’s Consumer-Focused Credit Scoring Platform Further Differentiates Axo as the Broker-of-Choice in the Nordics Axo AS (“Axo”), a leading distributor of personal finance products in the Nordic region and portfolio company of Corsair, a leading private equity firm targeting payments, software and business services investments in the financial......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
Eximbay Strengthens Cross-Border eCommerce Fraud Management with ACI Worldwide
Digital Payments News

Eximbay Strengthens Cross-Border eCommerce Fraud Management with ACI Worldwide

Fintech News Desk
by Fintech News Desk0
ACI Worldwide, the global leader in mission-critical, real-time payments software, announced that Eximbay, South Korea’s leading overseas payment services provider (PSP), has added ACI Fraud Management for Merchants real-time fraud prevention solution to its payment services capabilities. “ACI has helped us deliver more secure international business expansion for our merchant customers, as......
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