Search Results for: Wealth management

RelPro Partners with Rivel, Enabling Banks & Credit Unions to Increase SMB Growth and Business Development Efficiency
Banking News

RelPro Partners with Rivel, Enabling Banks & Credit Unions to Increase SMB Growth and Business Development Efficiency

Fintech News Desk
by Fintech News Desk0
RelPro’s Business Development & Relationship Management platform combines with Rivel’s customer perception data, enabling Banks to focus SMB growth & go-to-market efficiency initiatives RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced its latest partnership with Rivel Inc., a Management Consulting firm that uses data......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
Taiwan’s Next Bank Launches on Temenos
Banking News

Taiwan’s Next Bank Launches on Temenos

Fintech News Desk
by Fintech News Desk0
New digital bank backed by Chunghwa Telecom launches on Temenos core banking platform to bring products to market fast and scale efficiently Temenos announced that Next Commercial Bank (Next Bank), a new digital bank backed by Chunghwa Telecom, Taiwan’s largest telecom operator, has gone live on Temenos core banking platform, opening to......
Fulton Bank Names Dara Bachman President of Fulton Private Bank
Banking News

Fulton Bank Names Dara Bachman President of Fulton Private Bank

Fintech News Desk
by Fintech News Desk0
Fulton Bank, a subsidiary of Fulton Financial Corporation, announced the promotion of Dara C. Bachman to the President of Fulton Private Bank. In this position, she will be responsible for leading a team of professionals charged with developing customized wealth management and banking solutions for high-net-worth clients. Dara joined the......
GoLogiq and GammaRey Sign Definitive Share Exchange Agreement for $320 Million Merger of the Two Fintech Companies
Fintech News

GoLogiq and GammaRey Sign Definitive Share Exchange Agreement for $320 Million Merger of the Two Fintech Companies

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a definitive share exchange agreement with GammaRey, Inc., a privately-held fintech ecosystem for the New World Digital Economy. Under the now definitive terms of the proposed agreement announced in December, GammaRey has merged with GoLogiq as a wholly......
Business Capital Markets News

Thomson Reuters Completes Acquisition Of SurePrep, LLC

Fintech News Desk
by Fintech News Desk0
Thomson Reuters Corporation announced it has closed on its previously announced acquisition of SurePrep, LLC (“SurePrep”), a US-based leader in 1040 tax automation software and services. On November 11, 2022, Thomson Reuters announced that it had reached a definitive agreement to acquire SurePrep for $500 million in cash. SurePrep is a California-based company that helps......
Fintech News

Japanese Fintech Leader Smartpay First To Launch The Next Phase Of Digital Consumer Finance Through Open Banking

Fintech News Desk
by Fintech News Desk0
Japan-based fintech Smartpay has launched Smartpay Bank Direct, the country’s first digital consumer finance service that allows customers to pay for online installment purchases straight from their bank accounts. Smartpay Bank Direct emphasizes user security while delivering convenience for the consumer, through a network of 67 partner banks across Japan[1]. Smartpay......
William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director
Banking Investment Services News

William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced that it has further expanded its investment banking team with the addition of William Kallop as a managing director in the firm’s consumer and retail group. Based in Chicago, Kallop will focus on clients......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
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