Search Results for: wealth management technology

EY Announced The Expansion Of Strategic Alliance With Service Now To Transform Finance And Tax Services For The Digital Economy
Finance Fintech News

EY Announced The Expansion Of Strategic Alliance With Service Now To Transform Finance And Tax Services For The Digital Economy

Fintech News Desk
by Fintech News Desk0
– Agreement expected to increase the business value of the relationship to US$1b by 2025 – EY tax teams will help deliver new managed services supported by the ServiceNow Platform to help companies be more agile and productive – Alliance will look to traditionally under-represented communities, specifically neurodivergent individuals, to......
Integrity Announces Strategic Investment From Silver Lake to Accelerate Growth As Omnichannel Insurtech Leader
Fintech InsurTech News

Integrity Announces Strategic Investment From Silver Lake to Accelerate Growth As Omnichannel Insurtech Leader

Fintech News Desk
by Fintech News Desk0
Transformational partnership with Silver Lake will expand Integrity’s offering of life, health and wealth solutions into the future and help more Americans prepare for the good days ahead Integrity Marketing Group, LLC (“Integrity” or “Company”), an omnichannel insurtech leader in life, health and wealth solutions, announced a new strategic investment......
Bank of America Takes Loyalty to New Levels With Expanded Preferred Rewards, New Premium Rewards Elite Credit Card and Partner Rewards Program
Banking Fintech News

Bank of America Takes Loyalty to New Levels With Expanded Preferred Rewards, New Premium Rewards Elite Credit Card and Partner Rewards Program

Fintech News Desk
by Fintech News Desk0
New and Expanded Programs and Solutions Reward Client Relationships through Exclusive Rewards and Personalized Experiences Bank of America announced enhancements to its rewards and loyalty programs, all designed to provide exclusive offers, experiences and perks for clients across their full relationship. The bank’s award-winning Preferred Rewards program, which has more......
OneConnect Recognized in World's Top Ten Fintech Companies In 2021 In Patent Quality List
Finance Fintech News

OneConnect Recognized in World’s Top Ten Fintech Companies In 2021 In Patent Quality List

Fintech News Desk
by Fintech News Desk0
OneConnect Financial Technology Co., Ltd., a key driver of fintech strategy for associate Ping An Insurance Group of China (“Ping An“), has helped the group to top the list of the World’s Top Ten Fintech Companies in 2021 in Patent Quality, followed by Ant Group and Alibaba. Latest Fintech Insights: Datavault Contracts With Agri-Fintech Company......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software
Fintech News

ComplySci And RIA In A Box Join Forces To Launch The Future Of Compliance Software

Fintech News Desk
by Fintech News Desk0
Transformational Acquisition Brings Together Two Industry-Leading SaaS Organizations to Create Next Generation Suite of Compliance Solutions for the Financial Services Industry RIA in a Box to Continue Operating Under Existing Brand and Leadership  ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, announced......
Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Cryptocurrency News

Eaglebrook Advisors Partners With Halbert Hargrove Global Advisors To Provide Clients With Access to Bitcoin and Crypto SMAs

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors (“Eaglebrook”), the largest separately managed account (“SMA”) platform in the crypto market, announced it has partnered with Halbert Hargrove Global Advisors, a fiduciary investment management and wealth advisory firm with approximately $2.7 billion assets under management, to broaden the selection of bitcoin and crypto investment strategies available to their......
Datavault Contracts With Agri-Fintech Company Tingo To Deliver Data Revenue To Its 10 Million International Members
Fintech News

Datavault Contracts With Agri-Fintech Company Tingo To Deliver Data Revenue To Its 10 Million International Members

Fintech News Desk
by Fintech News Desk0
Partnership will focus on the continent of Africa and data monetization strategies within the farming, agriculture, and finance sectors Data Vault Holdings, Inc., leading the way in tokenomics and metaverse data visualization, valuation, and monetization, announces that 10 million users will be added to the Datavault platform via its partnership with Tingo,......
Credem Group Invests In Artificial Intelligence Through A Silicon Valley Startup Incubator
Fintech News

Credem Group Invests In Artificial Intelligence Through A Silicon Valley Startup Incubator

Fintech News Desk
by Fintech News Desk0
– Euromobiliare Asset Management SGR has closed the first deal of the “Corporate Venture Capital” initiative launched by Credem Group; – the deal involves an investment and an industrial partnership agreement with a U.S. fintech startup Noonum; – the main goal for Credem Group is to acquire skills in the......
Global Retail Banking Innovation Awards 2021: Bank One Elite Banking Awarded “Best Mass Affluent Banking Offering” for its Cross-Border Services
Banking Fintech News

Global Retail Banking Innovation Awards 2021: Bank One Elite Banking Awarded “Best Mass Affluent Banking Offering” for its Cross-Border Services

Fintech News Desk
by Fintech News Desk0
The “Best Mass Affluent Banking Offering” title recognises the efforts of Bank One in serving mass affluent customers Bank One announced that it won the Best Mass Affluent Banking Offering award in the Service Innovations category at the Global Retail Banking Innovation Awards 2021 (GRB21) organised by the Digital Banker. Every......
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