Search Results for: wealth management technology

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Business Fintech News

Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals

Fintech News Desk
by Fintech News Desk0
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment. Read More: Voyager Digital Continues Servicing......
Fintech News

Service 1st Financial Announces New Leadership Hires

Fintech News Desk
by Fintech News Desk0
Service 1st Financial, LLC (“Service 1st“), a leading financial technology company serving the residential home services contracting industry, announced today three senior leadership hires to help scale its national platform. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Service 1st has successfully developed and launched......
Fintech News

SimpleNexus Taps Board Member Cathleen Schreiner Gates as President

Fintech News Desk
by Fintech News Desk0
SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the appointment of Board Member Cathleen Schreiner Gates as company president. Read More: Doxim Announces Omnichannel Loan Origination and Account Opening in Partnership with Mobetize Schreiner Gates is a career technologist who......
Bardin Hill Elevates Operations with SS&C Technologies
Fintech Investment Services News

Bardin Hill Elevates Operations with SS&C Technologies

Fintech News Desk
by Fintech News Desk0
Credit manager selects Eze OMS for trading, upgrades Geneva® for portfolio accounting SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Bardin Hill Investment Partners, a credit-focused investment management firm with more than $8.5 billion in assets under management, has chosen Eze OMS to manage its fixed income strategies. The firm also implemented the......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Artificial Intelligence Banking Featured Fintech

Changing Impact of AI in Fintech And Banking: Top Global AI-Powered Banking Tools

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence has acted as a cornerstone of success for many industries, and banking is one of them. There is no denying the extent of transformation led by Artificial Intelligence, especially in the banking sector. Fintech is changing how banks run their operations. From transferring money to investment assistance, credit......
PCI Pal Announces Partnership with Calabrio and Joins the Calabrio Marketplace
Fintech News

PCI Pal® Announces the Formation of the PCI Pal Advisory Committee and Its First Member, Neira Jones.

Fintech News Desk
by Fintech News Desk0
PCI Pal®, the global provider of cloud-based secure payment solutions, has announced the formation of the company’s first Advisory Committee. The objective of the PCI Pal Advisory Committee, and role of each member, is to provide additional market and product perspectives to the company as it seeks to capitalize on......
KPMG Launches "Elevate" to Help Companies Enhance Performance, Realize Savings and Build New Capabilities
Fintech Fintech Funding Investment Services News

VC Investment in Fintech Remains Robust as M&A Activity Stalls: KPMG Pulse of Fintech

Fintech News Desk
by Fintech News Desk0
While overall global fintech funding fell during the first half of 2020, with US$25.6 billion of investment globally across 1,221 deals, corporate deals are driving continued strength in VC activity, according to the Pulse of Fintech H1’20, a bi-annual report on global fintech investment trends from KPMG International. Read More: OpenUnit Raises $150,000 Pre-Seed......
1