Financial Services - FinTecBuzz

Phoenix American Financial Services Announces New Client Partnership with LaSalle Investment Management

FTB News DeskJanuary 13, 20204 min

Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform, which combines advanced technology, a focus on customer service and decades of experience with the unique operational requirements of real estate funds and 1031 exchange funds. With the growing variety and sophistication...

Financial Software

The Financial Services Network Energizes Portfolio Team with Orion Tech

PRNewswireJanuary 9, 20208 min

The Financial Services Network (The Network) announced that they will be partnering with Orion Advisor Technology, LLC (“Orion”) to support the organization’s Portfolio Consulting services arm.

In-House Features

Compliance for Financial Services – Biggest Challenges

Ashish Y.January 8, 202012 min

Banking

ChoiceOne Financial Services, Inc. Announces Acquisition of Community Shores Bank Corporation

PRNewswireJanuary 8, 20209 min

ChoiceOne Financial Services, Inc. (OTC: COFS) (“ChoiceOne”), the parent company of ChoiceOne Bank and Lakestone Bank & Trust, and Community Shores Bank Corporation (OTC: CSHB) (“Community Shores”), the parent company of Community Shores Bank, jointly announced today the signing of a definitive merger agreement pursuant to which ChoiceOne will acquire Community Shores. The combination, a stock and cash transaction, will create an approximate $1.5 billion asset bank holding company with 33 offices in West and...

Banking

Umpqua Bank Named Oregon’s Most Admired Financial Services Company

PRNewswireDecember 12, 20197 min

Bank recognized by Oregon's business community for fifteenth year in a row

Business Tools

Bigtincan® Launches Integrated Platform for Financial Services

FTB News DeskNovember 15, 20195 min

Solution Provides Sales Enablement Automation with Next Generation Pitchbook, Client Reporting and Document Generation for Asset Management and Financial Services Firms

Insurance

Ohio National Financial Services Launches FireLight®

BusinessWireOctober 1, 20197 min

Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, announces Ohio National Financial Services (Ohio National), an insurance provider offering life and disability income insurance, has launched FireLight® e-Delivery to provide a comprehensive, secure and modernized digital communication and sales experience for its financial professionals. “We see FireLight e-Delivery as a win for our policy owners and our producers,” said Christopher J. Calabro, CLU, ChFC, Ohio...

Asset Management

Fenergo Wins Deloitte Financial Services Innovation Award

FTB News DeskSeptember 27, 20193 min

26 September 2019, Dublin – Fenergo, a leading provider of digital Client Lifecycle Management (CLM) solutions for financial institutions, has jointly won the RegTech category at the Deloitte Financial Services Innovation Awards. The award is in recognition of Fenergo’s track record in enabling financial institutions to transform client experiences while ensuring regulatory certainty. Conor Coughlan, Chief Marketing Officer, Fenergo, said: “Ireland has become a melting pot for regulatory technology innovation and this award reinforces Fenergo’s position as the market...

Insurance

Salesforce Expands Financial Services Cloud with New Insurance Innovation

PRNewswireSeptember 25, 201915 min

New insurance capabilities enable insurers to reach policyholders on the channels of their choice, intelligently prioritize tasks, and build deeper relationships through more personalized customer engagement

Blockchain

Huobi and Nervos Partner On A New Public Blockchain For Decentralized Financial Services

PRNewswireJuly 2, 201910 min

Huobi Group, a leading global blockchain services provider, today announced a partnership with layered blockchain network Nervos to develop a new public blockchain focused on decentralized financial (DeFi) services. The project, provisionally named Huobi Finance Chain, will be a regulator-friendly, high-performance financial blockchain that allows enterprises, financial institutions, and exchanges to deploy their own blockchains, tokenized assets, and DeFi services. Among other applications, the project will have the potential to host lending services, debit services, stablecoins, security token...

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