Search Results for: relationship management

ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities
Banking Digital News

ISG to Publish Report on Digital Banking Platforms

Business Wire
by Business Wire0
Upcoming ISG Provider Lens report will evaluate providers of technologies empowering banks to successfully innovate on products, business models and processes Information Services Group (ISG), a leading global technology research and advisory firm, has launched a research study examining providers of digital technologies that enable banks to adapt to rapidly......
Harris Williams Advises Unleashed Brands on its Strategic Partnership with Seidler Equity Partners
Investment Services News

Harris Williams Advises Unleashed Brands on its Strategic Partnership with Seidler Equity Partners

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Unleashed Brands, backed by founder Michael Browning, management, and a group of private investment firms, on its strategic partnership with Seidler Equity Partners (SEP). Unleashed Brands is the world’s first youth enrichment franchise platform that includes......
GOST Performance Milestone Finally Makes Perpetual KYC Possible for Enterprise Businesses and Financial Institutions
Machine Learning News Risk Management

GOST Performance Milestone Finally Makes Perpetual KYC Possible for Enterprise Businesses and Financial Institutions

Fintech News Desk
by Fintech News Desk0
Leveraging 2022 strategic investments, Giant Oak, Inc. announced that the GOST risk-screening platform has achieved operational milestones enabling efficient, affordable, and continuous adverse media screening at an historic rate of 1 analyst per 10 million entities screened Giant Oak, Inc., the only behavioral science-led machine learning company in the Know......
Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Nova Credit and American Express Expand Partnership
B2B Banking Digital News

American Express With Microsoft Drives Innovation In Business Travel Domain

Fintech Staff Writer
by Fintech Staff Writer0
According to a new American Express Expense Management Trendex survey¹, which polled business travelers and travel expense processors, the expense management process is a major pain point today that needs to be updated.American Express® is expanding its decades-long relationship with Microsoft to develop a suite of solutions built on Microsoft......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Lithuania-Based Alpha X Exchange Now Offers Innovative Products with a Focus on Individuals, Businesses and Ecosystems
Cryptocurrency Fintech News

Alpha X Exchange Now Offers Innovative Products with a Focus on Individuals, Businesses and Ecosystems

Fintech News Desk
by Fintech News Desk0
Alpha X Exchange UAB, founded and registered in Lithuania on the 20th of July 2022 with an objective of building an exchange for everyone who believes in cryptocurrencies to come together to interact and benefits from this ideology, be it individuals or businesses, connecting people all around the world, now......
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