09/07/2016
First American Bank Goes Live on Innovest’s Trust and Wealth Management Platform
Innovest announced today that First American Bank has successfully implemented InnoTrust, Innovest’s flagship trust and wealth management platform.
09/07/2016
Innovest announced today that First American Bank has successfully implemented InnoTrust, Innovest’s flagship trust and wealth management platform.
09/06/2016
A recent study finds that smart home technology is becoming more important to buyers
09/06/2016
Client Data Consolidation Across Investment and Insurance Channels Improves Advisors' Business Development Capabilities
09/06/2016
Leveraging Capgemini's Global Enterprise Model4 and proven expertise in the media and entertainment sector, Wolters Kluwer will continue to benefit from enhanced business processes and standardization across multiple geographies, as well as increased
09/05/2016
The Blockchain technology is being promoted as the greatest remedy for any data-reliant industries such as finance, real estate and insurance.
09/05/2016
The project strengthens BME’s commitment to Latin American markets in their internationalisation drive.
09/02/2016
Six months after Temenos launches new growth strategy in North America, the company continues to expand presence
09/01/2016
No time for complacency for most banks offering mobile banking
09/01/2016
Many FAs understand the need to adapt their prospecting strategies to include younger, high-potential investors.
08/31/2016
New Report Guides Companies in Choosing Best Partners for Delivering Rich Media Content to Customers
08/31/2016
PAFA President and CEO. “SEI could not be a more ideal partner as we re-launch the Morris Gallery Exhibition Program, as SEI has demonstrated a long, visionary commitment to fostering innovation in contemporary art.”
08/31/2016
Only 1 percent of banks have yet to make the leap, WBR found.
08/31/2016
A new report from Strategic Treasurer identifies a host of ways other than technological innovation that the corporate treasurer’s role has evolved.
08/31/2016
MetLife is proud to be the first multinational insurer and 60th member to join the R3 group.
08/30/2016
The Banking operations are headed by BAC San José, a regulated bank, with subsidiaries active in securities, insurance and pensions.
08/29/2016
To analyze unstructured financial data
08/26/2016
The tool filters more than 1,500 multi-asset class portfolio solutions, using five questions, in order to help advisors address a variety of investment needs for end investors.
08/26/2016
FutureAdvisor's strategy is geared towards collaboration with major financial institutions.
08/26/2016
Everest Group’s PEAK Matrix™ Assessment 2016 Recognizes Capgemini’s Forward-Looking, Collaborative Approach
08/25/2016
Three years after moving to Kansas, the pair used their own savings to purchase the 124-year-old CBW Bank, Weir’s sole financial institution.