Tag: Banking and Finance

ATLANTA, Ga. -- White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, is an SEC-registered investment advisor (RIA) as of March 9, 2010. White Horse Advisors joins a growing number of financial advisory representatives nationwide that are registering independently of broker-dealers.

MANCHESTER, Vt. -- CONIX Systems, Inc. (CONIX), a leading international provider of payment processing solutions to the financial services industry and pioneer in the acceleration of exception processing and Data Support Systems (DSS), a leading provider of image-based back office payment processing solutions, have formed a partnership to accelerate exception processing across the banking industry.

ORANGE, Calif. -- Comergence Compliance Monitoring, a leading provider of third-party originator (TPO) monitoring and due diligence solutions, added five wholesale mortgage lenders to its client roster in May 2010.

KIRKLAND, Wash. -- Today Reverse Mortgage Direct, LLC (RMD), announces an online assessment tool that helps senior Americans determine whether a reverse mortgage can help with their financial challenges. The tool, 'Reverse Mortgage eGuide,' also lets seniors know if they qualify, and whether the financial instrument might be right for their situation.

MANCHESTER, Vt. -- Banks that focus on reducing the impact of exception items in their payment processing operations by moving Day 2 processes to Day 1 can achieve decreased costs, more effective risk management, and improvements in auditory compliance, according to CONIX Systems, Inc., which developed content for the upcoming June 8 BAI webinar entitled, Acceleration of Exception Payment Processing: 'The Next Big Thing.'

SALT LAKE CITY, Utah -- International Document Services (IDS), a mortgage document preparation vendor for closing documents, initial disclosures and reverse documents, now offers its mortgage lender customers e-signature options through its flagship idsDoc platform.

SAN DIEGO, Calif. -- Del Mar DataTrac, Inc., the leading provider of affordable end-to-end mortgage lending automation solutions, and an industry pioneer in business intelligence, document imaging and management, now offers a seamless integration developed by its document preparation partner Document Express enabling DataTrac users to order their initial disclosures, loan closing documents, and analysis without leaving the DataTrac screen.

MANCHESTER, Vt. -- An upcoming June 8 BAI webinar entitled, Acceleration of Exception Payment Processing: 'The Next Big Thing,' will feature commentary by noted attorney and bank payments expert Paul Carrubba, BB&T payments executive Tim Dillow, and Data Support Systems President and Founder Carl Bortol.

ORANGE, Calif. -- For mortgage professionals and lenders affected by the June 1 enforcement of regulations enacted to stem the spread of identity theft and reduce personal identity fraud, Comergence Compliance Monitoring, a leading provider of third-party originator (TPO) monitoring and due diligence solutions, is conducting a complimentary Red Flag Rules educational webinar on Friday, May 21 from 10 to 11 a.m. PDT.

MANCHESTER, Vt. -- CONIX Systems, Inc., a leading international provider of payment processing solutions to the financial services industry and a pioneer in the creation of post-Check 21 exception management tools, will host the BAI webinar entitled, 'Acceleration of Exception Payment Processing: 'The Next Big Thing,'' on June 8 at 1:00 p.m. CST/CDT.