Search Results for: client experience

ConnectOne Bancorp, Inc. Strengthens Executive Leadership Through Key Appointments
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ConnectOne Bancorp, Inc. Strengthens Executive Leadership Through Key Appointments

Fintech News Desk
by Fintech News Desk0
ConnectOne Bancorp, Inc. (Nasdaq: CNOB) (the “Company” or “ConnectOne”), parent company of ConnectOne Bank (the “Bank”), today announced three key appointments at the Bank level. Elizabeth Magennis has been elevated to President, Michael O’Malley has been hired as Executive Vice President and Chief Risk Officer, and Siya Vansia has been......
Pico-Names-Brian-Pomraning-as-Chief-Revenue-Officer
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Pico Names Brian Pomraning As Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Pico, a leading provider of technology services for the global financial markets community, announces Brian Pomraning joins as Chief Revenue Officer (CRO). In his role, Pomraning will be responsible for developing, resourcing and executing on Pico’s sales strategy focused on delivering a superior client experience. “I’m delighted to welcome Brian to Pico and further strengthen......
eoStar Welcomes Chief Operating Officer, John Ross
Business Fintech News

eoStar Welcomes Chief Operating Officer, John Ross

Fintech News Desk
by Fintech News Desk0
eoStar, who offers a comprehensive ERP route accounting software for modern beverage distribution organizations around the globe, announced today that John Ross has joined the executive team as the new Chief Operating Officer. Read More:GlobalFintechSeries Interview with Perry Steinberg, Chief Product Officer at AbacusNext John is an accomplished executive with a proven......
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Business Fintech News

Double Win For Objectway WealthTech Suite At XCelent 2020 Awards

Fintech News Desk
by Fintech News Desk0
Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s October 2020 report, Front-to-Middle Office Platforms: EMEA Wealth Management Edition: 2020 XCelent Awards: Powered by VendorMatch. This report examined the leading vendors of Front-to-Middle Office platforms in EMEA, delivering a solution that......
Cambridge Global Payments Launches Its Latest Open API Platform
Fintech News Risk Management

Cambridge Global Payments Launches Its Latest Open API Platform

Fintech News Desk
by Fintech News Desk0
Cambridge Global Payments (“Cambridge”), a FLEETCOR company and a provider of integrated cross-border payments and currency risk management solutions, is pleased to announce it is launching an enhanced version of the Application Programming Interface (API) platform that will open it up for third-party and software developers around the world. Read......
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Advisor360° Names Cassie Warrington VP, Business Development

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, today announced that Cassie Warrington has joined the firm as Vice President, Business Development. A thought leader with a proven track record of leveraging her expertise in business planning, account development and third-party partnerships, Ms. Warrington’s hire represents......
Fenergo Reports Rapid Cloud Adoption in Financial Sector Digital Awakening
Fintech News

Fenergo Reports Rapid Cloud Adoption in Financial Sector Digital Awakening

Fintech News Desk
by Fintech News Desk0
67% of implementations are cloud based Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions (FIs), today announced rapid adoption of its Cloud Managed Service, Fen-Cloud, powered by Amazon Web Services (AWS). 67% of all deployments of Fenergo’s CLM solution within financial institutions in......
Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer
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Donna Peeples Joins Envestnet’s Executive Leadership Team as Chief Relationship Officer

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship management initiatives across all business lines for Wealth and Data & Analytics. Read More: GlobalFintechSeries Interview with Chen Amit, Co-founder and CEO at Tipalti “Donna......
ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership
Artificial Intelligence Fintech News

ForwardLane Makes AI Wealthtech Accessible to RIAs and Broker-Dealers with Bridge Financial Technology Partnership

Fintech News Desk
by Fintech News Desk0
Advisors can harness ForwardLane’s AI technology to deliver hyper-personalized service to clients and drive up to 50% more growth in AUM ForwardLane, the award-winning wealthtech provider of personalized client insights for wealth and asset managers, has entered into a strategic partnership with Bridge Financial Technology to provide access to artificial intelligence for......
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