Search Results for: digital management tools

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
REPAY Expands Integrated B2B Payment Offerings with Sage
Digital Payments News

REPAY Expands Integrated B2B Payment Offerings with Sage

Fintech News Desk
REPAY’s payment platform functionality is now integrated with Sage Intacct cloud financial management software to facilitate faster, more convenient invoice payments Repay Holdings Corporation a leading provider of vertically-integrated payment solutions, announced a technology integration with Sage Intacct, enabling small to midsize businesses to accept payments and further automate their......
Coinchange Financials Inc. Partners with TradeZing
Cryptocurrency Finance News

Coinchange Financials Inc. Partners with TradeZing

Fintech News Desk
Announced alongside the new NFT Landscape Report showcasing the digital asset’s evolution, this strategic partnership will provide educational tools for Coinchange and TradeZing users to learn more about cryptos, NFTs and applicable uses Coinchange Financials Inc., a leading company offering an automated crypto wealth management platform, and TradeZing, a live-streaming,......
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
StrikeTru Modernizes eCommerce for Versa Products Co., Inc.
E-commerce News

StrikeTru Modernizes eCommerce for Versa Products Co., Inc.

Fintech News Desk
StrikeTru, a commerce and data services firm, helped Versa Products Co., Inc. (VERSA), a world-class manufacturer of valve automation and fluid power, modernize its eCommerce environment by deploying a cloud-based and integrated PIM and DAM solution. StrikeTru, a commerce and data services firm, helped Versa Products Co., Inc. (VERSA), a world-class manufacturer......
TeamSnap Scores Partnership with Goalsetter
Finance News

TeamSnap Scores Partnership with Goalsetter

Fintech News Desk
New Initiative to Break Down Barriers to Sport Participation and Financial Literacy in Underserved Communities TeamSnap, the leading provider of team management software and online community for everything youth sports, today announced its partnership with Goalsetter, an award-winning and groundbreaking fintech platform dedicated to providing families and K-12 youth with......
Stash Unveils first Annual State of Money in America Findings, Looks at how Americans Understand and Approach Money
Banking News

Stash Unveils first Annual State of Money in America Findings, Looks at how Americans Understand and Approach Money

Fintech News Desk
Stash survey finds the majority of Americans want to build long-term wealth, while nearly half say they don’t know where to start Despite market volatility and sky-high inflation, majority of Americans are hopeful that next year will be better Stash, the investing and banking app with more than 2M customers and nearly $3B in assets......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
Studio Designer Maps Path for Growth with Investment from Serent Capital
Investments News

Studio Designer Maps Path for Growth with Investment from Serent Capital

Fintech News Desk
Studio Designer, a leading digital project management, product sourcing, and accounting platform for the interior design industry, has received an investment from Serent Capital, a growth-focused firm that invests in technology companies. The investment will allow Studio Designer to invest in developing new products and features and to scale key business......
InvoiceCloud Customer Ellington Mutual Achieves 7x Increase in AutoPay Adoption
Digital Payments News

InvoiceCloud Customer Ellington Mutual Achieves 7x Increase in AutoPay Adoption

Fintech News Desk
Ellington Mutual Insurance Company has leveraged InvoiceCloud, an EngageSmart solution for online bill payment services, to streamline payment processes and maximize operational efficiencies. Since implementing InvoiceCloud’s payment solution, Ellington Mutual has experienced a 7x increase in its AutoPay adoption and discovered new opportunities to increase customer satisfaction. “InvoiceCloud’s solution not only met our......
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