Search Results for: Advisory Board

Fintech Pioneer HouseCanary Adds Craig Phillips as Senior Advisor
Business Fintech News

Fintech Pioneer HouseCanary Adds Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Home valuation fintech pioneer HouseCanary, Inc. announced that Craig Phillips has joined as a Senior Advisor. Phillips most recently served as Counselor to Secretary Steven Mnuchin at the US Department of the Treasury. Craig Phillips will be working with CEO and Founder Jeremy Sicklick and the senior team as the lending......
Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing
Business News

Twenty Over Ten Launches Lead Pilot, the First Inbound Marketing Solution for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Fintech News Desk
by Fintech News Desk0
Unveiled at the T3 Advisor Conference, the New Product Offers Advisory Businesses Of All Sizes a Turnkey, AI-Powered Solution that Combines Personalization with Automation  Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over Ten made......
CardWorks Announces Acquisition by Ally Financial.
Banking Fintech Radar News

CardWorks Announces Acquisition by Ally Financial

Fintech News Desk
by Fintech News Desk0
Cardholder Management Services, Inc. (“CardWorks”), a leading non-prime credit card and consumer finance lender with a full-spectrum unsecured servicing platform and robust merchant services capabilities, announced that it has signed a definitive agreement to be acquired by Ally Financial Inc. in a transaction valued in excess of $2.65 billion, subject to......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech News

Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Fintech News Desk
by Fintech News Desk0
Orion’s Home Experience, Revealed at the T3 Advisor Conference, Marries the Best of App- and Dashboard-Based Technologies to Help Advisors Prioritize and Run Their Days More Productively. The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), the premier provider of financial advisor......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement
Banking Business News

WEX Signs Definitive Agreement to Acquire eNett and Optal

Fintech News Desk
by Fintech News Desk7
Aligns with WEX’s global growth strategy by extending the Company’s leadership position in the attractive Travel market Accelerates WEX’s revenue growth and is accretive to adjusted net income EPS in the first 12 months Provides significant global geographic diversification while reducing WEX’s exposure to macro-economic fluctuations Complements WEX’s technology and......
MTrac 2020 – An Improved Platform to Increase Compliance
Banking News

MTrac 2020 – An Improved Platform to Increase Compliance

Fintech News Desk
by Fintech News Desk8
Global Payout Inc. and its wholly owned subsidiary MTrac Tech Corporation (“MTrac”) are pleased to announce that the beta phase of the system improvements to MTrac 2020 has been completed. The platform was augmented to accommodate the growing demands of the regulatory agencies that oversee the financial industry. The MTrac team......
Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals
Banking Fintech News

Intuit ProConnect Expands Partnership Ecosystem to Accelerate Software Capabilities for Tax Professionals

Fintech News Desk
by Fintech News Desk0
Integrations With Trusted Partners Allow Tax Professionals and Their Clients to Grow and Prosper Intuit ProConnect is announcing plans to expand the capabilities in ProConnect Tax Online, Lacerte and ProSeries with new third-party integrations. The expanding partnership ecosystem will give tax professionals access to new tools to deliver on client......
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