Tag : risk management

Baker Hill Partners with FlashSpread, a BeSmartee Company, to Automate the Tax Return Spreading Process
Fintech News

Baker Hill Partners with FlashSpread, a BeSmartee Company, to Automate the Tax Return Spreading Process

Fintech News Desk
by Fintech News Desk0
Baker Hill, a leading financial technology provider in delivering solutions for loan origination, risk management and analytics, has partnered with FlashSpread, a BeSmartee company that provides cloud-based software solutions to automate the spreading process for tax returns. Through the partnership, financial institutions using Baker Hill NextGen® can leverage FlashSpread’s auto-spreading technology......
Zeevo Group Taps Risk and Compliance Expert to Ramp Up Finance Transformation Capabilities
Compliance management News Risk Management

Zeevo Group Taps Risk and Compliance Expert to Ramp Up Finance Transformation Capabilities

Fintech News Desk
by Fintech News Desk0
Jessica Cruz to Leverage Expertise in Contract Risk and Compliance Management to Support Clients’ Operational and Financial Control Initiatives Zeevo Group LLC, a business, finance, and information technology consulting services firm, announced at the onset of the Airfinance Journal Dublin 2023 conference that Jessica Cruz has joined the firm’s Finance Transformation......
Launch of the Global Institute of Credit Professionals
Fintech News

Launch of the Global Institute of Credit Professionals

Fintech News Desk
by Fintech News Desk0
The Global Institute of Credit Professionals (GICP) has launched with the aim of becoming the preeminent industry body for credit professionals. It will enhance professional skills for credit market participants through its new flagship professional qualification, the Global Credit Certificate. “The Global Credit Certificate aims to set a new global......
LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
Mastercard Names Devin Corr as Head of Investor Relations
Finance Investment Services News

Mastercard Names Devin Corr as Head of Investor Relations

Fintech News Desk
by Fintech News Desk0
Mastercard Incorporated appointed Devin Corr as executive vice president of investor relations, effective May 1, 2023. This appointment comes as Warren Kneeshaw announced he will retire from Mastercard. Kneeshaw joined Mastercard in 2016. Under his leadership, Mastercard’s investor relations program has been highly recognized, as he effectively managed investor interactions,......
Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies
Finance News

Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies

Fintech News Desk
by Fintech News Desk0
Frontier Asset Management and 55ip announced a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.” With this new partnership,......
Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations
Cloud Compliance management News

Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations

Fintech News Desk
by Fintech News Desk0
Integrated solution for the professional and financial services industry improves visibility into potential conflicts at the firm and individual levels Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with ComplySci, a COMPLY company and the leading provider of regulatory......
The New Questionnaire Killer Solution from Mirato Dramatically Accelerates the Completion and Validation of Third-Party Questionnaires
Machine Learning News Risk Management

The New Questionnaire Killer Solution from Mirato Dramatically Accelerates the Completion and Validation of Third-Party Questionnaires

Fintech News Desk
by Fintech News Desk0
Pre-answers Up to 93% of TPRM Questionnaires to Significantly Streamline the Assessment Process for Faster, Easier Due Diligence of Third Parties Mirato, provider of a revolutionary third-party risk management (TPRM) intelligence platform, announced the launch of a new product, the Mirato Questionnaire Killer (MQK). Specifically designed for the financial services industry,......
KPMG UK and Fusion Risk Management Form Strategic Alliance to Deliver Improved Business Continuity Service
News Risk Management

KPMG UK and Fusion Risk Management Form Strategic Alliance to Deliver Improved Business Continuity Service

Fintech News Desk
by Fintech News Desk0
The new alliance combines operational resilience expertise with best-in-class technology KPMG UK has announced an alliance with Fusion Risk Management, Inc., a leading provider of operational resilience, business continuity, and risk management software and services that help keep businesses operating securely. “Risk and resilience professionals understand access to real-time data......
WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management
Finance News

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation has completed the merger and brand conversion of Cypress Capital Management and West Capital Management and has renamed the combined entity Bryn Mawr Capital Management, LLC, effective January 1, 2023. Bryn Mawr Capital Management is registered as an investment advisor with the U.S. Securities and Exchange Commission......
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