Search Results for: client acquisition

SmartBank Selects nCino to Increase Speed and Simplify Commercial Loans
Banking Cloud News

SmartBank Selects nCino to Increase Speed and Simplify Commercial Loans

Fintech News Desk
by Fintech News Desk0
Community bank chooses nCino’s robust, single platform to best serve its community nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that $4 billion-asset sized SmartBank, a subsidiary of SmartFinancial, Inc. is moving to the nCino Bank Operating System. SmartBank will utilize......
Capital Bank Drives Clean Energy Initiatives with Montgomery County Green Bank Partnership
Banking News

Capital Bank Drives Clean Energy Initiatives with Montgomery County Green Bank Partnership

Fintech News Desk
by Fintech News Desk0
Capital Bank, N.A. has a long tradition of supporting the community in Montgomery County, Maryland. Its partnership with Montgomery County Green Bank is no exception. Today, Capital Bank announced a new relationship with Montgomery County Green Bank, a publicly-chartered nonprofit dedicated to driving clean energy for business owners in the region......
CaixaBank Group, D-Wave Collaborate on Innovative New Quantum Applications
Investment Services News

CaixaBank Group, D-Wave Collaborate on Innovative New Quantum Applications

Fintech News Desk
by Fintech News Desk0
Leading bank in Spain becomes the first in the world to apply quantum computing in investment portfolio hedging calculation in the insurance sector CaixaBank, the leading financial group in Spain, and D-Wave Systems Inc., a global leader in quantum computing systems, software, and services, and the only provider building both......
Small to Midsize Banks Benefit from Reduced Fraud with Award-Winning Fiserv Solution Leveraging FICO Analytics
Digital Payments Finance News

Small to Midsize Banks Benefit from Reduced Fraud with Award-Winning Fiserv Solution Leveraging FICO Analytics

Fintech News Desk
by Fintech News Desk0
Payments and financial technology leader wins FICO® Decisions Award for AI, machine learning & optimization, using advanced fraud technologies Fiserv, a leading global provider of payments and financial services technology solutions, has won a 2022 FICO Decisions Award for AI, machine learning & optimization. Fiserv developed a new fraud mitigation service that......
HC3 Acquires AutoMail to Expand Statement and Communication Automation for Community Banks and Credit Unions
Finance News

HC3 Acquires AutoMail to Expand Statement and Communication Automation

Fintech News Desk
by Fintech News Desk0
Acquisition doubles capacity to design, print, and mail critical customer communications for financial institutions and other industries nationwide HC3, a data-driven technology company delivering customer communications, has acquired Jonesboro, Ark.-based AutoMail and DOC (Document Output Center), positioning HC3 as the leading provider of statement and critical communications services for financial......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
LaSalle Investment Management Selects Technology Provider RealBlocks for $77B Global Business
Blockchain Investment Services News

LaSalle Investment Management Selects Technology Provider RealBlocks for $77B Global Business

Fintech News Desk
by Fintech News Desk0
RealBlocks, an alternative investments platform that enables global distribution capabilities for fund managers, announces that LaSalle Investment Management has selected RealBlocks to cover the firm’s $77 billion global real estate business. RealBlocks will be used to handle investor onboarding, KYC/AML, and eSigning of documents to facilitate a seamless, digital experience......
Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions
News Risk Management

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions

Fintech News Desk
by Fintech News Desk0
Opta provides data-driven insights and risk assessment solutions to insurance and financial services customers Leading global data analytics provider Verisk announced it has acquired Opta, Canada’s leading provider of property intelligence and innovative technology solutions. The acquisition further expands Verisk’s footprint in the Canadian market and supports Opta in reshaping......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
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