Fintech News

JULY 24, 2024

Runacres has also worked in sales roles at SunGard Systems and Thomson Financial, gaining extensive experience in market development and client management across Hong Kong, Singapore, and Tokyo. His tenure at LSEG included integrating Refinitiv in Japan and expanding the company’s presence in the region.

APACS 123

APACS Client Management Innovation FinTech 123

Finextra

JULY 9, 2025

The firm works with a host of financial services giants and, within the investment sector, serves a direct network of clients managing around $70 trillion in assets. US-based Clarity AI uses artificial intelligence to provide data-driven environmental and social insights to investors, corporates, governments, and consumers.

AI 64

AI FinTech Cross-Border Payments Cross-Border 64

PYMNTS

AUGUST 7, 2020

Curtis Schuler , Unisys vice president of Client Management for the Americas, said the partnership would have benefits for customers. “As

Security 102

Security B2B Payer Payments 102

Fintech News

OCTOBER 13, 2024

Arta Finance, a digital wealth management platform, has officially launched internationally, using Singapore as its strategic hub. Licensed by the Monetary Authority of Singapore (MAS), the platform is now available to accredited investors in Singapore, as well as international clients managing their wealth through Singapore.

Finance 109

Finance Accreditation AI Advisors 109

Finextra

MARCH 12, 2025

Ridgeline, the industry cloud platform for investment management, has launched its new AI agent framework, introducing dedicated agents for client management and trade compliance, with several more in development.

AI 52

AI Client Management Compliance 52

Fintech Finance

JULY 25, 2024

“By offering cutting-edge technology in small blocks, Pismo simplifies how clients manage technology. Pismo offers more than 600 endpoints, what helps keep costs under control and give clients authonomy to be in charge of their infrastructure,” he concludes.

Card Issuer 96

Card Issuer Credit Cards Issuers Credit Limit 96

Fintech Finance

SEPTEMBER 2, 2024

Kerry Wale, Senior Client Manager at Women Who Count, who specialise in bookkeeping, payroll and accountancy, comments; “Thanks to the Modulr and Xero integration, we can efficiently set up payments in advance or immediately for payroll without needing access to clients’ online banking.

Payroll 98

Payroll Online and Mobile Banking Real Time Payments Embedded Payments 98

PYMNTS

SEPTEMBER 27, 2020

Anjali Shah , director of client management for online merchants at American Express , told PYMNTS that that kind of security, along with better efficiency and customer service, has been motivating companies to make the jump.

Product 75

Product Client Management B2B Checks 75

The Paypers

OCTOBER 4, 2023

KPMG in Canada has bought IMagosoft to help its clients manage their data and prevent unauthorised access to their networks.

Cybersecurity 45

Cybersecurity Client Management Acquirers 45

PYMNTS

JANUARY 23, 2019

” In another statement, JPMorgan Head of Client Management for Commercial Cards John Skinner said the integration will enable corporate users to gain deeper insight into their spend, control and security over payments, as well as increased efficiency in the reconciliation process.

Card Issuer 75

Card Issuer Issuers Reconciliation Commercial Card 75

PYMNTS

OCTOBER 18, 2017

Our clients manage an increasingly complex ecosystem,” the executive continued. Treasurers are challenged with maintaining oversight and managing daily operations using fragmented tools, leaving them with less time to focus on capital allocation and oversight. Hubert J.P.

API 71

API Advisors Client Management AI 71

The Fintech Times

FEBRUARY 27, 2025

Lockchain.ai , the AI-powered blockchain risk management platform, has closed its Series A funding. The nearly $5million round will be used to fuel additional development, adding features that improve speed and efficiency for clients managing cryptocurrency positions.

FinTech 59

FinTech Online and Mobile Banking Non-Bank Advisors 59

PYMNTS

FEBRUARY 14, 2017

Previously, Strappa was client management and strategy Head for Institutional Clients Group at Citi Latin America. She comes to Chase Merchant Services with background experience in retail and mortgage business management, consulting, strategy, lean manufacturing, operations, transformation and change management.

Online and Mobile Banking 67

Online and Mobile Banking ATM Client Management Consulting 67

PYMNTS

DECEMBER 30, 2020

“The B2B buyer is rapidly evolving and becoming more sophisticated, and, in turn, expectations are shifting [toward purchasing] with their payments of choice,” Anjali Shah , director of client management for online merchants at American Express, told PYMNTS in the February 2020 B2B eCommerce report , a collaboration with American Express.

B2B 121

B2B Embedded Finance Finance On-Demand 121

Stax

JUNE 23, 2025

Initiating, receiving, and tracking payments at scale will become a breeze—freeing up time for sales and client management. Your developers will use the ACH API to write software that will connect your business to the network and eliminate the need for manual payment requests.

ACH 88

ACH API Payment APIs and Integration ACH Network 88

PYMNTS

SEPTEMBER 26, 2018

. “Building on the enterprise blockchain technology, Visa B2B Connect is a new transaction platform designed for the exchange of high-value international payments between participating banks on behalf of their corporate clients. ” Visa began testing the B2B payments solution earlier this year with UnionBank in the Philippines.

Distributed Ledger Technology (DLT) 65

Distributed Ledger Technology (DLT) B2B Cross-Border Payments Cross-Border 65

The Paypers

JULY 6, 2023

Australia-based regtech LAB Group has delivered a new integration with DocuSign to augment digital client management for members of the LAB Network.

Client Management 36

Client Management 36

The Paypers

OCTOBER 26, 2023

US-based BNY Mellon has announced the launch of Universal FX, a foreign exchange (FX) platform that looks to help clients manage and centralise their portfolios.

Client Management 36

Client Management 36

PYMNTS

JUNE 12, 2020

Additionally, users can use an add-on with Enterprise Diamond that brings together some accounting features with the client management functions of Salesforce CRM. And assisted payroll helps with the handling of wages as well as the filing of payroll taxes.

Payroll 56

Payroll CRM Client Management Accounts 56

PYMNTS

MARCH 30, 2020

Gibbons was the head of the bank’s clearing, markets and client management division before he was named to the new position. “The Board conducted a comprehensive search process over a number of months, and we concluded he is the right person for the job,” said Chairman Joseph Echevarria.

Client Management 56

Client Management PayPal Visa Process 56

The Fintech Times

SEPTEMBER 2, 2024

Kerry Wale , senior client manager at Women Who Count , which specialises in bookkeeping, payroll and accountancy, also said: “Thanks to the Modulr and Xero integration, we can efficiently set up payments in advance or immediately for payroll without needing access to clients’ online banking.

Payroll 64

Payroll Online and Mobile Banking Real Time Payments Payee 64

PYMNTS

FEBRUARY 24, 2020

“The B2B buyer is rapidly evolving and becoming more sophisticated, and, in turn, expectations are shifting [toward purchasing] with their payments of choice,” Anjali Shah, director of client management for online merchants at American Express, told PYMNTS.

B2B 73

B2B Near Real-Time B2C Disputes 73

PYMNTS

NOVEMBER 25, 2019

By drawing on the experience and knowledge of our client management and product experts, coupled with our increased investment in technology, we’re striving to make a real difference for businesses in Luxembourg and across Western Europe.”.

Cross-Border 52

Cross-Border Client Management Cash Management Transactions 52

PYMNTS

SEPTEMBER 17, 2018

Lescaudron was found guilty in Geneva court earlier in the year for taking advantage of clients, including Bidzina Ivanishvili, a former prime minister of Georgia. FINMA said the manager violated the bank’s compliance regulations several times over the past few years.

Money Laundering 57

Money Laundering Process Regulations Governance 57

PYMNTS

FEBRUARY 6, 2020

KPMG’s Employment Tax Advisory group offers employment tax services to help clients manage compliance risks and reduce costs. He added that its alignment with KPMG “allows Thomson Reuters to match its market-leading software with the market leader providing FBT consulting services.”.

Small Business 52

Small Business Compliance Returns Automation 52

PYMNTS

SEPTEMBER 7, 2017

“Like Veem, we believe that financial managers should be spending their time creating value and building relationships with their clients, not mired in the clumsy, costly and often frustrating process of international wire transfer,” said Acuity COO Matthew May in a statement at the time.

Cross-Border 50

Cross-Border Wire Transfer B2B Payments 50

PYMNTS

JANUARY 29, 2020

Client management, payments options and minimizing irregular income are just a few issues the Joust app tackles. There are approximately 57 million freelancers in the U.S. and by 2027, more than 50 percent of the country’s workforce is anticipated to freelance in some manner, according to 2019 data by Upwork and the Freelancers Union.

Debit Card 52

Debit Card FDIC Direct Deposit P2P 52

Finovate

JULY 30, 2024

based Cable was founded in 2020 to offer a financial risk control platform with automated effectiveness testing and real-time alerts that help clients manage, track, and have full oversight of the controls. The company’s initial value proposition was to help firms manage financial crime. ” U.K.-based

Compliance 52

Compliance Risk Management Regulatory Compliance Financial Crimes 52

Finovate

AUGUST 28, 2024

The Pennsylvania-based company also offers fraud prevention and business intelligence tools, as well as a gift card platform to help clients manage, sell, and redeem gift cards.

Acquirers 59

Acquirers Point-of-Sale (POS) Fraud Prevention Contactless Payments 59

PYMNTS

MAY 3, 2017

CosmoLex, which provides software for the law practice industry, is introducing a new solution to help its clients manage cash and make payments. The company said Tuesday (May 2) that it has revamped its accounts payable solution after offering it in beta only months ago.

Legal 43

Legal Laws Client Management Settlement 43

The Paypers

JANUARY 17, 2017

(The Paypers) Tipalti has announced an integration with affiliate and advertising tracking solution LinkTrust to help their digital media network clients manage payments.

Client Management 28

Client Management Payments 28

Finovate

MAY 8, 2024

Expensify Travel will be built on top of New York-based Spotana’s cloud-based Travel-as-a-Service platform, which will help clients manage flight changes, cancellations, and unused ticket credits, as well as offer comprehensive travel management capabilities.

Debit Card 59

Debit Card Client Management Assessments Consulting 59

PYMNTS

AUGUST 5, 2019

Rochford helps its clients manage how treasury risks affect their balance sheets, cash and profitability. The company’s cloud-based treasury risk management platform features proprietary worldwide capital flow forecasting programs, as well as productivity-boosting workflow models.

Acquirers 43

Acquirers Multi-Currency Treasury Risk Management 43

PYMNTS

OCTOBER 20, 2017

“These two new products represent our commitment to our clients to deliver the best, industry-leading solutions for managing their liquidity needs.”. The ability to rapidly collect payments, effectively control outgoing funds, obtain critical data quickly and safeguard against fraud can help businesses push toward growth.”.

Cash Management 40

Cash Management Client Management Payments Tools Facilitators 40

PYMNTS

DECEMBER 13, 2017

Treasury Link has also integrated cash flow management, fraud and authentication capabilities, while its electronic payment service supports domestic and cross-border wire and ACH payments.

Cash Management 42

Cash Management Treasury Cross-Border Wire 42

PYMNTS

APRIL 11, 2017

earlier this month, Visa simultaneously revealed that it is working with Amazon Business to link its commercial cards within Amazon Business to help clients manage expenses and spending. When Amazon announced the launch of its B2B service, Amazon Business, in the U.K.

Commercial Card 40

Commercial Card Reconciliation B2B Audit 40

PYMNTS

APRIL 27, 2016

The company’s solutions are part of the Pitney Bowes Commerce Cloud, a commerce enabler that provides access to solutions, analytics and APIs and is designed to help clients manage a number of tasks, including identifying customers, locating opportunities, enabling communication, as well as managing shipping and the aforementioned payments.

Payment APIs and Integration 40

Payment APIs and Integration Client Management API Transactions 40