Client Hub Adds Workflow Management Features

​Client Hub has announced the launch of new internal new workflow management capabilities. Now, cloud accounting professionals can leverage Client Hub’s streamlined all-in-one platform that combines internal workflow management with external client collaboration — saving time and reducing subscription costs. A key insight behind Client Hub is that a cloud […]

Major Global Banks Invest $20 Million in BioCatch and Join American Express Ventures on New Client Innovation Board

NEW YORK & TEL AVIV, Israel–(BUSINESS WIRE)–BioCatch, the global leader in behavioral biometrics, today announced that four major global banks – Barclays, Citi, HSBC and National Australia Bank (NAB) – have invested $20 million in the company, extending the company’s recent Series C fundraising round to a total of $168 […]

Advisor Group And SagePoint Financial Welcome Two Oregon Financial Professionals With $405 Million In Total Client Assets | News

PHOENIX, Oct. 6, 2020 /PRNewswire/ — Advisor Group, the nation’s largest network of independent wealth management firms, and network member firm SagePoint Financial today announced the successful recruitment of two independent financial professionals based in Oregon who share an office headquarters with a total of $405 million in client assets. […]

Wolters Kluwer Shares Expertise at Global FRR Client Conference Dedicated to Finance, Risk and Regulatory Reporting Trends

Classified in: Covid-19 virusSubjects: Conference, Webcast Wolters Kluwer’s Finance, Risk & Regulatory Reporting (FRR) business is holding its eagerly awaited annual FRR Client Conference this week. FRR Live 2020, as the virtual event is known this year, takes place October 7 – 8. The event brings together the company’s valued […]

Capco Announces Strategic Partnership with IGM Financial to Deliver Exceptional Client and Advisor Experiences

TORONTO–(BUSINESS WIRE)–Sep 30, 2020– Capco, the global management and technology consultancy, announces a strategic partnership with IGM Financial Inc. (IGM.TO), a leading wealth and asset management company. The partnership will enable IGM to deliver market-leading client and advisor experiences through end-to-end digitization and process automation. The centerpiece of this partnership […]

GLEIF Defines new Validation Agent Role for Banks & Financial Institutions to Simplify and Accelerate Client Lifecycle Management

BASEL, Switzerland–(BUSINESS WIRE)–The Global Legal Entity Identifier Foundation (GLEIF) has today announced that financial institutions (FIs) worldwide can realize a variety of cost, efficiency and customer experience benefits by assuming a new ‘Validation Agent’ role within the Global LEI System. FIs acting as Validation Agents simplify LEI issuance for their […]

Innovative Healthcare and Consumer Chief Marketer John Rindlaub Jr. to Foster Client Successes as a Member of Chief Outsiders

Rindlaub is skilled at implementing disruptive go-to-market strategies that gain market share and profits Rindlaub is skilled at implementing disruptive go-to-market strategies that gain market share and profits Rindlaub is skilled at implementing disruptive go-to-market strategies that gain market share and profits LOS ANGELES, CA, Sept. 22, 2020 (GLOBE NEWSWIRE) […]

A US Insurance Sector Client Achieves Huge Savings and Achieves Operational Excellence | Infiniti’s Recent Success With Custom Market Research Solutions

LONDON–(BUSINESS WIRE)–The US insurance sector is currently facing challenging times. With lower interest rates, shifting demographics, a sudden increase in the need for digitization, dynamic market trends, and customers’ changing demands, companies are struggling to keep pace with the market. Infiniti’s custom market research solutions help US insurance sector players […]

A Health Insurance Industry Client Successfully Expands into a New Market and Enhances Sales Substantially | Infiniti’s Recent Success with Market Intelligence Solutions

LONDON–(BUSINESS WIRE)–The US health insurance industry is facing various challenges, although it is witnessing positive growth. Industry challenges such as the uncertainty of the ACA, the transition to value-based care, controlling costs, and rising difficulty in retaining members are severely impacting players. Infiniti’s market intelligence solutions help companies identify ideal […]