07/14/2020
The working partnership has a goal of rolling out a solution that increases automation, enhances integration and incorporates artificial intelligence into the world of financial management services
07/13/2020
AI makes it possible to use algorithms to build predictive scenarios to support the investment process.
07/13/2020
Robo-advisors are elegant tools that do their best to minimize investing costs and streamline their clients' financial lives.
07/12/2020
A multi-family office is different from a high-end wealth manager in that it caters to multi-generational families.
07/10/2020
Synergies in technology and investment strategy are cited as reasons behind the move.
07/10/2020
Discover provides a competitive benefits package to all of its employees including a flexible work environment, generous 401(k) match and paid time off package, tuition reimbursement, paid parental leave and commuter benefits.
07/09/2020
The judges were impressed with the “rich and comprehensive integrated functionality…It makes good use of technology
07/09/2020
Red Swan’s RiskON platform provides seamless aggregation of portfolio holdings data with security level risk and reference data using a unified data model.
07/08/2020
The bank will also use Finastra solutions including Fusion Phoenix core and Fusion Digital Banking to provide a seamless user experience and increase efficiencies.
07/07/2020
38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years
07/03/2020
As one of the top two platform-suppliers for the Americas Region, Technisys joins IBS Intelligence’s IBSI SLT Leadership Club.
07/03/2020
The phrases “master” and “slave” code or drive are used in some programming languages and computer hardware to describe one part of a device or process that controls another.
07/02/2020
Through the partnership, VoPay will be connected to Inverite’s network of more than 285 financial institutions, providing open banking EFT payments solution in Canada.
07/02/2020
The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app
07/01/2020
Regions recognizes customers need an exceptional service experience and to be able to manage their finances when, where and how they choose.
06/30/2020
By partnering with FICO, FIS is providing a leading-edge solution to automate routine tasks and reduce false positives that make AML compliance management so challenging, allowing employees to work more efficiently
06/30/2020
The combination will give Empower and Personal Capital the ability to offer retirement plan sponsors’ employees a singular view of their entire financial picture.
06/26/2020
Annual advisor conference is reimagined online
06/26/2020
This financing allows us to continue to expand the functionality of our comprehensive AtlasFive platform and to ensure our clients’ early success by delivering support through our implementation and client services.
06/26/2020
The tool then captures each client’s consent, logs it for record-keeping, and enrols the client in eDelivery, converting a previously paper-based and time-intensive task into a seamless online experience.