Search Results for: client acquisition

Pickering Energy Partners Launches Energy Transition Advisory Practice
Artificial Intelligence Fintech News

Pickering Energy Partners Launches Energy Transition Advisory Practice

Fintech News Desk
by Fintech News Desk0
New Practice to Support Companies Navigating the Energy Transition Pickering Energy Partners (PEP), a Houston-based energy financial services firm, recently launched its Energy Transition Advisory practice, which will build upon the momentum of PEP’s other offerings – including the growing market intelligence business (Insights), Consulting and Principal Investing practices –......
Deloitte Invests $750M In Converge By Deloitte To Accelerate Transformation Of Consumer, Financial Services and Health Care Industries
Finance Investments News

Deloitte Invests $750M In Converge By Deloitte To Accelerate Transformation Of Consumer, Financial Services and Health Care Industries

Fintech News Desk
by Fintech News Desk0
Building on the global success of ConvergeHEALTH, Converge by Deloitte will drive ethical and responsible transformation of industry through new Converge software platforms, ecosystem partnerships, and expanded hiring of data science, engineering and domain experts Deloitte announced Converge by Deloitte, an expansion of its ConvergeHEALTH business into the consumer and......
Everi to Acquire Financial Technology Provider - ecash Holdings Pty Ltd
Fintech News Technology

Everi to Acquire Financial Technology Provider – ecash Holdings Pty Ltd

Fintech News Desk
by Fintech News Desk0
Complementary acquisition will expand Everi’s FinTech reach into broad Australian gaming market for cash handling and payment solutions Everi Holdings Inc. (“Everi” or the “Company”), a premier provider of land-based and digital casino gaming content and products, financial technology and player loyalty solutions, announced that it has entered into an......
Stephens Strengthens Consumer Advisory Team With Anthony Donges and Meet Desai Hires
Fintech News

Stephens Strengthens Consumer Advisory Team With Anthony Donges and Meet Desai Hires

Fintech News Desk
by Fintech News Desk0
Stephens, an independent financial services firm, announced the addition of Anthony Donges and Meet Desai to its Consumer advisory practice in London. Messrs. Donges and Desai will assume the roles of Director and Associate Director, respectively. Latest Fintech Insights: FinancialForce Partners With Talent Works To Enhance Employer Brand And Grow Engineering......
Boston Financial Investment Management Announces New Chief Credit Officer
Investment Services News

Boston Financial Investment Management Announces New Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
Boston Financial Investment Management announced that the company’s Chief Credit Officer, Jim Dailey, will be retiring from the firm in June. Noreen Short will join the firm as Deputy Chief Credit Officer on February 7, 2022, and she will assume the Chief Credit Officer role upon Mr. Dailey’s departure. “Jim is admired......
Top Canadian Trading App Finally Embraces Crypto Fully
Cryptocurrency News

Top Canadian Trading App Finally Embraces Crypto Fully

Fintech News Desk
by Fintech News Desk0
Wealthsimple dipped its toes into crypto by offering Bitcoin and Ethereum trading. Now, the online investment platform is fully embracing crypto by including capabilities like hosted wallets and several other coin options to trade. Of course, Wealthsimple isn’t the first financial services company to embrace crypto, signaling that digital currencies are becoming......
TIAA Bank Announces Record Year In Commercial Real Estate Loan Originations
Banking Fintech News

TIAA Bank Announces Record Year In Commercial Real Estate Loan Originations

Fintech News Desk
by Fintech News Desk0
Much of the growth stems from customized financing solutions for multifamily, industrial, self-storage and retail sectors Commercial real estate realized an 83% overall increase in loan originations, which included refinancing and acquisitions – activity expected to continue in 2022 TIAA Bank announced that its Commercial Real Estate (CRE) business enjoyed......
ParkHub Secures Growth Investment From LLR Partners
Digital Payments Investment Services News

ParkHub Secures Growth Investment From LLR Partners

Fintech News Desk
by Fintech News Desk0
LLR and Executive Chairman, Jeff Shanahan, bring extensive software, financial technology, and payments experience to support continued growth of parking management software leader ParkHub, a leading provider of parking software and payments solutions, announced a growth investment from LLR Partners. The investment will support continued development of the Company’s parking......
Hub International Strengthens Hospitality And Entertainment Insurance Capabilities
InsurTech News

Hub International Strengthens Hospitality And Entertainment Insurance Capabilities

Fintech News Desk
by Fintech News Desk0
Hub International Limited (Hub), a leading global insurance brokerage, announced that it has acquired the assets of AVI Commercial Insurance Marketing, Inc. (AVI). Terms of the transaction were not disclosed. Latest Fintech Insights: Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors Located in San Clemente, California, AVI provides insurance services for the......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
by Fintech News Desk0
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
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