February 19, 2021

A-LIGN Secures #24 Spot on 2021 Seminole 100 List

A-LIGN announced today that it has earned a spot on the Florida State University’s 2021 Seminole 100 list for the fourth consecutive year, ranking #24. The 100 fastest-growing FSU alumni-owned or alumni-led businesses were honored during a virtual celebration on Feb. 18 where each company’s numerical ranking was revealed.

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February 18, 2021

Docupace Welcomes New Sales Executives

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is happy to welcome three new members to the Sales Team. Tom Parr, Vice President Enterprise Business Solutions, Tim O’Rourke, Vice President Enterprise Business Solutions, and John De Ocampo, Lead Development Specialist, will round out a dynamic team that aims to take a consultative approach to the marketplace and work with customers on their digitization journey.

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February 18, 2021

OpenSesame announces exclusive partnership with Management Pocketbooks to convert its training books into online courses

OpenSesame, the elearning innovator, announced the addition of Management Pocketbooks to its popular OpenSesame Plus subscription to add accessible, micro-courses on a wide range of topics for managers, leaders and employees. Management Pocketbooks has published dozens of books on a wide range of topics including communication, people management, finance, teambuilding, sustainability, sales, professional development, coaching, managing change and many more subjects.

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February 18, 2021

Sunlight Financial Makes Donation in Honor of Matt Potere Being Named One of Charlotte’s Most Admired CEOs

Matt Potere, CEO of Sunlight Financial, a premier U.S. residential solar financing platform, has been named as one of Charlotte’s most admired CEOs by the Charlotte Business Journal. Sunlight Financial, co-headquartered in New York and Charlotte, will donate to the Special Olympics New York in honor of Matt’s recognition and Sunlight’s commitment to community engagement.

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February 10, 2021

OpenSesame announces partnership with EntrepreneurNOW to expand its business strategy library

OpenSesame, the elearning innovator, announced the addition of EntrepreneurNOW to its popular OpenSesame Plus subscription, expanding its offerings in business strategy for entrepreneurs, sales, and marketing professionals. These courses will enrich learner toolkits in sought-after skills to help launch, run, and grow a thriving business. EntrepreneurNOW’s presenter-style courses engage learners in specialized business-building topics like go-to-market strategy, customer acquisition strategy, pricing strategy, and understanding the market and competition.

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February 9, 2021

Agiloft Wins 2021 Business Intelligence Group Innovation Award for AI Core

Agiloft, the global standard in no-code contract and commerce lifecycle management, today announced it has been named a winner in the 2021 BIG Innovation Awards presented by the Business Intelligence Group. This annual awards program recognizes organizations, products, and people that are bringing new ideas to life. "2020 was a year of major developments in our AI Core, and we are very pleased to gain recognition with this Innovation Award," said Colin Earl, Agiloft CTO.

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February 9, 2021

ID.me and Sterling Announce Exclusive Partnership to Transform Background Screening with Innovative Identity Verification Solutions

The exclusive partnership between Sterling and ID.me advances identity verification, background screening, and hiring: • 40,000+ businesses and organizations rely on Sterling's tech-enabled services to conduct over 100 million background searches annually. • More than thirty-five million Americans have ID.me digital wallets and one million more are added every 13 days.

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February 9, 2021

Credorax Partners with Payrexx to Provide Quick Onboarding and Smart Acquiring Services, Streamline Payment Processes Across Europe

Today, smart payments provider and merchant acquiring bank, Credorax, and Swiss-based international online payment facilitator, Payrexx, announced a partnership to provide Payrexx merchants with Credorax's smart acquiring solution across Europe. The close collaboration will enable Payrexx to provide quick onboarding and best-in-class personalized acquiring services for Swiss merchants, while bolstering Credorax's presence in the Swiss region.

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February 4, 2021

Docupace CEO David Knoch explains why “document management” should really be considered “data management”

In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations. In this episode, we discuss: • How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA • David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest)

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