Tag : engagement

Wolters Kluwer FRR Launches OneSumX for Risk Management in China
Fintech News

Wolters Kluwer Enhances Cloud-based CCH Axcess Knowledge Coach Solution with New Knowledge-based Audit Titles

Fintech News Desk
by Fintech News Desk0
New titles help auditors prepare for the eventual implementation of SAS 134 through SAS 137 and reflect AICPA guidance for addressing service organization engagements Wolters Kluwer Tax & Accounting announced the addition of new Knowledge-Based Audit Titles to its first CCH Axcess™ Knowledge Coach audit module on the award-winning CCH Axcess™ cloud-based tax preparation, compliance......
Hightower Launches 'Elevate,' a Virtual Business Enrichment Program
Fintech News

Hightower Launches ‘Elevate,’ a Virtual Business Enrichment Program

Fintech News Desk
by Fintech News Desk0
The virtual educational series is designed to help Hightower advisory businesses boost organic growth Hightower announced the launch of ‘Elevate,’ a 20-week virtual business enrichment program designed to help Hightower advisors master practical ways to propel their business forward through the current crisis and beyond. This online education series features......
New Research: While Mid-Size Banks Gain Efficiencies Through Scale, They Come up Short on Delivery of Digital and Automated Services
Banking Fintech News

New Research: While Mid-Size Banks Gain Efficiencies Through Scale, They Come up Short on Delivery of Digital and Automated Services

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors released the Cornerstone Performance Report for Banks 2019, the thirteenth in a series of benchmarking studies published by the firm. According to the report’s findings, despite a “relentless focus” on deposit growth among mid-size banks in 2019, this goal has proven elusive for many institutions. Thirty-two banks with median assets......
InsurTech Leader's Distribution and Compliance Management Solution Sees Rapid Adoption Among Carriers
Fintech News

InsurTech Leader’s Distribution and Compliance Management Solution Sees Rapid Adoption Among Carriers

Fintech News Desk
by Fintech News Desk0
Vertafore’s 2019 acquisition of Vue Software is simplifying insurance distribution Following its acquisition of Vue Software last spring, Vertafore announced a year of record growth for its distribution and compliance management (DCM) offerings for carriers, agencies and states. The company also introduced Steve Cox as the new general manager for its......
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