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Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

Wealth Dynamix, a global leader in Client Lifecycle Management (CLM)  solutions, has extended its award-winning product suite with the launch of CLMi. Designed  specifically to meet the requirements and budgets of mid-tier discretionary fund and investment  managers CLMi helps relationship managers to prioritise daily work, meet regulatory obligations  through industry tested business processes, and facilitate focus on profitable outcomes for clients  and AuM growth for the firm.  

Tuesday, April 13, 2021 - 12:27
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Financial IT
Vylla Title Promotes Tom Huddleston to Executive Vice President

Complementing the continued growth and evolution of Vylla’s residential and commercial title business, as well as recognizing the ongoing enhancement of the customer experience, Tom Huddleston has been promoted to Executive Vice President of Vylla Title. In his enhanced role, Huddleston will continue to broadly develop corporate business growth, as well as facilitate the relationship between The Carrington Companies and our secondary markets.

Tuesday, April 13, 2021 - 11:37
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Financial IT
Quorsus, a rapidly expanding capital markets consulting firm, has hired a new director of business development.

Quorsus, providers of consultancy services to financial institutions, has today announced its appointment of Jon Pittal as Director of Business Development. In this role, Jon will assume multiple chief client office responsibilities, from enhancing the structure and organisation of the function, to strengthening existing client relationships.

Tuesday, April 13, 2021 - 11:31
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Financial IT
BlueShore Financial Expands Relationship with Temenos to Further its Digital Transformation

Temenos, the banking software company, today announced that BlueShore Financial, a boutique full service financial institution, is digitally transforming with Temenos. Powered by Temenos Infinity, the market-leading omnichannel digital banking product, BlueShore will extend its ‘HighTech-HighTouch’ experience to clients by leveraging explainable artificial intelligence (XAI).

Tuesday, April 13, 2021 - 10:47
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Financial IT
Fraudio and IXOPAY form a partnership.

Leading payment orchestration platform, IXOPAY has partnered with the pioneering
payment fraud experts Fraudio.
The strategic partnership of two companies that provide game changing and market leading
solutions will see users benefit from payment agnostic orchestration and state-of-the-art
fraud prevention software. IXOPAY and Fraudio will offer clients a payment solution that
enables them to have flexibility, independence, and fraud protection, allowing them to focus
on their core business.

Tuesday, April 13, 2021 - 10:40
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Financial IT
Planixs Selected as a Finalist in the US FinTech Awards 2021

Planixs, the leading provider of real-time cash, collateral and liquidity management solutions to global financial services firms, is thrilled to announce that it has been shortlisted as a finalist in the US FinTech Awards 2021.

Tuesday, April 13, 2021 - 10:34
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Financial IT
Icon Solutions Expands Services Strategy to Help Banks Accelerate Digital Transformation

Icon Solutions, the specialist provider of world-class payment solutions and technology consultancy services for banks and other financial services organisations, has today announced the appointment of Simon Barrows as Director of Services. Simon will lead Icon’s services offering across technology strategy, architecture and

Tuesday, April 13, 2021 - 10:22
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Financial IT
Twenty7Tec to Roll out APPLY Integration with TSB

Leading mortgage technology provider Twenty7Tec today announces that it has completed an APPLY integration with TSB, enabling users of CloudTwenty7 to seamlessly submit applications to TSB without the need for re-keying.

Tuesday, April 13, 2021 - 09:01
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Financial IT
HSBC Joins BIAN to Collaborate on IT Architecture Development

BIAN, the independent not-for-profit, and HSBC today announce that the global bank has joined the organisation to help develop its IT architecture through the use of common standards. By tapping into the industry collaboration offered by BIAN’s members, HSBC will be able to focus on priorities that will best serve its customers’ needs both now and in the future.  

Tuesday, April 13, 2021 - 08:53
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Financial IT
École Polytechnique's Award Winning Quant, Mathieu Rosenbaum Selects BMLL for Market Microstructure Research

BMLL, the leading, independent provider of harmonised, historical data and analytics, today announced a partnership with École Polytechnique to make its Data Lab available to their team of quantitative researchers. 

Tuesday, April 13, 2021 - 08:44
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Financial IT

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