financial solutions - FinTecBuzz

Industry Veterans Launch Vantage

February 3, 20204 min

Led by Lex Fenwick, Arun Banerjee, and Brad Breslin, Vantage GRC Solutions LLC, a compliance risk management firm focused on BSA/AML compliance Led by Lex Fenwick, Arun Banerjee, and Brad Breslin, Vantage GRC Solutions LLC was formed following their acquisition of a majority share of GRC Solutions, LLC. In October 2019, the transaction closed and the new firm will market under the brand name of Vantage GRC Solutions. Originally established in the year 2012, GRC...

by PRNewswire

Real Estate Investment

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

February 3, 20204 min

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment funds. Based in Stamford, CT, One Wall Partners is a vertically integrated real estate...

by PRNewswire

Analytics/BI

Informa Financial Intelligence and Neuro-ID Partner to Remove Digital Friction in the Customer Journey

February 3, 20205 min

Neuro-ID's Friction Index® Scientifically Measures and Monitors Digital Friction to Improve Customer Experience

by PRNewswire

Financial Software

Pinnacle Financial Services Announces 2020 Sales Summit

February 1, 20204 min

Featuring the Largest and Most Respected Insurance Carriers

by Chandrima S.

In-House Features

Financial Analytics: Need of Today’s Business

January 31, 202012 min

by PRNewswire

ERP CRM PSA

Wealthbox CRM Announces Participation in Schwab OpenView Gateway®

January 24, 20203 min

Data integration will allow Wealthbox users seamless access to the Schwab Advisor Center® platform.

by BusinessWire

Financial Software

Applications Open for 2020 FIS Fintech Accelerator

January 23, 20206 min

Key facts Now in its fifth year, FIS Fintech Accelerator is a key initiative within FIS Ventures arm focused on driving disruptive fintech innovations. Ten startups will be selected to receive in-depth mentoring and feedback from FIS executive leadership along with a monetary investment. Past participants of the program have won numerous industry awards, secured additional capital funding and developed partnerships with leading financial institutions to bring their innovations to market. The deadline to apply...

by PRNewswire

Direct Lending – Consumer

BSI Financial Services Residential Mortgage Servicing Ratings Upgraded by Fitch Ratings

January 22, 20203 min

Firm cited for management depth and increased investments in technology and personnel.

by PRNewswire

Financial Software

CNO Financial Group Announces New Operating Model

January 16, 20208 min

Consolidating business units and reducing overhead; $22 million in gross annual run-rate savings expected

by BusinessWire

Risk Management

Baker Hill Announces New CRO Amidst Unprecedented Growth

January 14, 20207 min

FinTech leader wraps 2019 with robust year end market activity, expanded partnerships, multiple award recognitions, and incoming executive to continue growth trajectory.

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