fbpx
Без рубрики
14 May 2019

Third Party Risk Management & Oversight for Financial Services 2019, May 14-15

The 9th Edition: Third Party Risk Management & Oversight for Financial Services Conference will address best practices and advanced strategies leveraging in strengthening and maturing a robust third party risk…
> Read Article
Без рубрики
13 May 2019

Exchange Summit Americas 2019, May 13-15

E-Invoicing / E-Billing: Accelerator for Digitization. The Exchange Summit brings together decision makers of the global E-Invoicing industry.
> Read Article
Press Releases
6 May 2019

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

by INSART

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

Jemstep, a leading digital advice solutions provider, today announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace.
> Find Details
Без рубрики
19 June 2019

Digital Banking 2019, June 19-21

Digital Banking is the leading and largest digital banking event in the industry, covering innovation in financial services for consumer and commercial customers around mobile, digital, AI, payments, data, blockchain,…
> Read Article
Без рубрики
21 May 2019

Consortia 2019, May 21-22

Consortia 2019 is the first international conference bringing together the major consortiums pioneering blockchain and distributed ledger technology (DLT) for trade and receivables finance to the business and financial community.
> Read Article
WealthTech Events
12 June 2019

Blockchain for Business Summit 2019, June 12-13

Blockchain for Business Summit focuses on real world use cases from industries and business leaders who are reaping the rewards of blockchain right now.
> More Info
Без рубрики
09 May 2019

The FinTech & InsurTech Digital Congress 2019, May 9-10

The FinTech & InsurTech Digital Congress event is the key congress on the map of branch events. Digitalization, technological progress, anticipation of changing digital consumer demands, innovative business models, regulatory…
> Read Article
Press Releases
25 April 2019

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper

by INSART

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper

Docupace announced the integration of the Docupace platform with FundKeeper to enable advisors and back office staff who use the Docupace Platform to open and maintain mutual fund accounts from…
> Find Details
Press Releases
25 April 2019

Paul Martin Joins Facet Wealth as Tech Lead

by INSART

Paul Martin Joins Facet Wealth as Tech Lead

Facet Wealth welcomes Paul Martin as the firm’s new chief technology officer, guiding the evolution of Facet’s groundbreaking tech platform that enables its team of planners to deliver affordable and comprehensive financial…
> Find Details
Press Releases
11 April 2019

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

by INSART

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify…
> Find Details