Search Results for: client acquisition

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0381
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Truist Insurance Holdings Enhances Client Offerings With Acquisition of Benefitmall From Carlyle
InsurTech Investments News

Truist Insurance Holdings Enhances Client Offerings With Acquisition of Benefitmall From Carlyle

Fintech News Desk
by Fintech News Desk0417
Truist Insurance Holdings, Inc., a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage in the U.S., announced that it has signed a definitive agreement to acquire BenefitMall, the nation’s largest benefits wholesale general agency, from funds managed by global investment firm Carlyle. The transaction will add approximately $150 million of annual......
Fiserv to Accelerate Digital Banking Transformation for Clients with Acquisition of Finxact
Banking Fintech News

Fiserv to Accelerate Digital Banking Transformation for Clients with Acquisition of Finxact

Fintech News Desk
by Fintech News Desk0387
Finxact digital banking technology to accelerate innovation across the payment and financial services solutions spectrum for fintechs and financial institutions of all sizes Fiserv, Inc. , a leading global provider of payments and financial services technology, today announced it has signed a definitive agreement to acquire Finxact, Inc., developer of the......
Fintel Connect Joins Visa Fintech Partner Connect to Bring Scalable Customer Acquisition to Visa's Clients and Partners
Banking Fintech News

Fintel Connect Joins Visa Fintech Partner Connect to Bring Scalable Customer Acquisition to Visa’s Clients and Partners

Fintech News Desk
by Fintech News Desk0638
Fintel Connect, a performance marketing technology company that serves financial services and fintechs, today announced that it has joined Visa Fintech Partner Connect—a program designed to help Visa’s issuing clients quickly connect with a vetted and curated set of technology providers. Fintel Connect provides banks, financial services companies and fintechs across North......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0399
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0578
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
UPAY Inc. Strengthens Portfolio with AML GO (Pty) Ltd Acquisition
Finance Fintech News

UPAY Inc. Strengthens Portfolio with AML GO (Pty) Ltd Acquisition

PR Newswire
by PR Newswire0111
UPAY Inc., a leading fintech corporation, has acquired a controlling stake in AML GO (Pty) Ltd (“AML GO”), a prominent Anti-Money Laundering company based in South Africa. Following negotiations, UPAY signed a Shareholders Agreement with other stakeholders in AML GO, securing a 51% ownership in the company. This strategic move......
Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall
News Risk Management

Talos Accelerates Expansion of its Portfolio Management System with Acquisition of Cloudwall

PR Newswire
by PR Newswire0136
Acquisition Bolsters Talos’s Capabilities with Sophisticated Risk Management Technology Critical for Institutional Adoption of Digital Assets Talos, the premier provider of institutional technology for trading digital assets, announced its acquisition of Cloudwall, a developer of sophisticated digital asset risk technology. The technology and expertise of Cloudwall will enhance Talos’s existing......
Atlantic-Union-Bankshares-Corporation-Completes-Acquisition-of-American-National-Bankshares-Inc.
Finance Fintech News

Atlantic Union Bankshares Corporation Completes Acquisition of American National Bankshares Inc.

Business Wire
by Business Wire0149
This transaction strengthens Atlantic Union’s presence in Central, Western and Southern Virginia and provides a meaningful entry into North Carolina’s Piedmont Triad region and Raleigh. Atlantic Union Bankshares Corporation (“Atlantic Union”) announced today that it has completed its previously announced merger with American National Bankshares Inc. (“American National”), effective April......
GTCR Completes Acquisition of Cloudbreak Health
Investment Services News

GTCR Completes Acquisition of Cloudbreak Health

PR Newswire
by PR Newswire0146
Monroe and Barings provided debt financing support for the transaction. Kirkland & Ellis LLP provided legal counsel. Stifel and Moelis & Company served as financial advisors to GTCR. GTCR, a leading private equity firm, announced that it has closed the acquisition of Cloudbreak Health (“Cloudbreak” or “the Company”), a leading......
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