Maxim Group

Payments

CapIntel | January 25, 2022

CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, today announced a partnership with Equitable Life. Leading companies are constantly evaluating how to remain relevant and thrive as the world evolves, and this partnership demonstrates Equitable Life’s commitment to constantly push what best-practice looks like in the financial services industry. For more than 10...

Fintech

Broadridge | October 31, 2022

To better support European asset managers in meeting their compliance obligations for the upcoming Sustainable Finance Disclosure Regulation (SFDR), global Fintech leader Broadridge Financial Solutions (NYSE:BR) today announced the launch of its new end-to-end managed service solution. Starting January 1, 2023, SFDR requires asset managers to consider and disclose in a consistent manner how ESG factors are adopted in their decision-making processes. For Articles 8 and 9 funds, thi...

JPMorgan And Taulia | April 29, 2020

Silicon Valley working capital FinTech Taulia is partnering with J.P. Morgan to develop a new trade finance solution that will give businesses liquidity to strengthen their supply chain. “We’re always looking for impactful ways to enhance the client experience within wholesale payments,” Takis Georgakopoulos, global head of wholesale payments with J.P. Morgan, said in a statement on Monday (April 27). The alliance with Taulia gives the bank a greater ability to he...

Financial Management, Investment Management

Inscribe | September 15, 2022

Inscribe, the award-winning fraud detection and document automation platform, today announced that it has released new features to help the financial services industry meet demands for better risk management and faster customer approvals. Outdated and inefficient processes currently being utilized leave businesses waiting from one to six months to hear about loan applications, while millions of consumers without credit scores aren't able to access financial products at all. But forward-think...