Search Results for: investment planning

Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth
Fintech News

Finario, the Purpose-Built SaaS Solution for Capex, Appoints Robert Fitzgerald as Senior Vice President, Sales & Alliances to Help Support Its Rapid Growth

Fintech News Desk
by Fintech News Desk0
Veteran of EPM software, Fitzgerald has been aligned with several groundbreaking Industry success stories Finario, the first purpose-built SaaS solution for Capex, has announced the appointment of Bob Fitzgerald as Senior Vice President, Sales & Alliances. Fitzgerald brings more than 25 years of experience in the EPM/CPM marketplace, during which......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
First BanCorp. Completes Acquisition of Banco Santander Puerto Rico
Banking Fintech News

First BanCorp. Completes Acquisition of Banco Santander Puerto Rico

Fintech News Desk
by Fintech News Desk0
First BanCorp, the bank holding company for FirstBank Puerto Rico (“FirstBank”), announced the completion of its previously announced acquisition of Santander BanCorp (“Santander BanCorp”) and its wholly-owned subsidiary Banco Santander Puerto Rico (“Banco Santander”). In connection with the acquisition, Santander BanCorp and Banco Santander will be merged into FirstBank, with......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
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FICO Appoints New EVPs for Sales and Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Stephanie Covert will lead Sales and Marketing; Tab Bowers will lead Corporate Strategy HIGHLIGHTS: Stephanie Covert named executive vice president, Sales and Marketing, effective October 1 Tab Bowers named executive vice president, Corporate Strategy Covert replaces Wayne Huyard who is transitioning to a new part-time advisory position at FICO Read More: GlobalFintechSeries Interview......
CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System
Fintech News

CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System

Fintech News Desk
by Fintech News Desk0
Fast growing cybersecurity firm selects agile business platform to support strategic consulting and world-class managed services offering FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), today announced that CyberCX, a leading cybersecurity provider based in Australia, is integrating its business on a single platform powered by......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
New Research Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election
Fintech News

Research by OneStream Software Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election

Fintech News Desk
by Fintech News Desk0
Businesses will rely on upskilling and technology adoption to guide investments and business growth(OneStream Software) OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, announced the results of its “Enterprise Financial Decision-Making 2020 – North America” survey. The study, conducted by Hanover Research,......
WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
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