Search Results for: Operations Team

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
Versana Launches Digital Data Platform, Delivering the Modern Foundation to Transform the $5T Syndicated Loan Market
Banking Digital News

Versana Launches Digital Data Platform, Delivering the Modern Foundation to Transform the $5T Syndicated Loan Market

Fintech News Desk
by Fintech News Desk0
Versana announced the launch of its industry-backed syndicated loan platform, bringing to market a new centralized solution that digitally captures agent banks’ deal data on a real-time basis, providing the modern foundation for future market innovation and collaboration. Versana connects banks, institutional lenders and their service providers to deliver transparency, efficiency......
Primis Bank Launches on Savana's Digital Delivery Platform
Banking News

Primis Bank Launches on Savana’s Digital Delivery Platform

Fintech News Desk
by Fintech News Desk0
US Challenger Bank launches new digital offering with Savana’s core-to-customer platform Savana, an industry leader in financial software for banks and fintechs, announced that Primis Bank has successfully launched its new all-digital consumer offering leveraging the Savana platform to unify and orchestrate its technology ecosystem and automate processes between its......
Rev’s New Event-based Exegraphics Provide Powerful Timely Insights for Fueling B2B Sales
Artificial Intelligence B2B News

Rev’s New Event-based Exegraphics Provide Powerful Timely Insights for Fueling B2B Sales

Fintech News Desk
by Fintech News Desk0
Sales and RevOps teams now have a greater selling advantage with more transparency into prospects and existing customers Rev, the AI-powered Sales Development Platform that helps B2B companies find their next best customers, announced today a new category of exegraphics called EV lenses. Exegraphics are key data points that convey......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
nesto Raises $80 Million Series C Financing Round to Accelerate Canadian Expansion and Launch nesto Mortgage Cloud
Finance Mortgage News

nesto Raises $80 Million Series C Financing Round to Accelerate Canadian Expansion and Launch nesto Mortgage Cloud

Fintech News Desk
by Fintech News Desk0
nesto, Canada’s online mortgage lender, announced the closing of an oversubscribed $80 million Series C financing. The financing round was led by IGM Financial, Inc, with support from existing and new investors; Diagram Ventures, Portage, NAventures, National Bank of Canada’s corporate venture capital arm, BMO Capital Partners, as well as......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
Danske Bank Reaches Coordinated Resolutions With the US and Danish Authorities Regarding the Estonia Matter
Banking News

Danske Bank Reaches Coordinated Resolutions With the US and Danish Authorities Regarding the Estonia Matter

Fintech News Desk
by Fintech News Desk0
Danske Bank has reached final coordinated resolutions with the US Department of Justice (DoJ), the US Securities and Exchange Commission (SEC) and the Danish Special Crime Unit (SCU) following the investigations into failings and misconduct related to the non-resident portfolio at Danske Bank’s former Estonia branch Danske Bank has reached......
Finance Investments News

BitMart To List $CIX, Centurion Invest’s Native Token

Fintech News Desk
by Fintech News Desk0
BitMart, a premier global digital asset trading platform, will list Centurion Invest Token (CIX) on December 13, 2022, and the CIX/USDT trading pair will be available at 4:00 PM UTC. Centurion Invest’s CIEx platform is designed for simplicity and a user-friendly experience, accelerating the journey of global mass adoption into other Cryptocurrency emerging markets.......
B2B Markets News

Amex GBT Chief Revenue Officer To Step Down After 34-year Career

Fintech News Desk
by Fintech News Desk0
American Express Global Business Travel (Amex GBT), which is operated by Global Business Travel Group, Inc. (NYSE: GBTG), the world’s leading B2B travel platform, announced its Chief Revenue Officer Michael Qualantone is to retire after a 34-year career with American Express and Amex GBT. Qualantone will begin transitioning his role on......
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