Search Results for: relationship management

KCD PR Strengthens Leadership Team with Addition of New Vice Presidents
Fintech News

KCD PR Strengthens Leadership Team with Addition of New Vice Presidents

Fintech News Desk
by Fintech News Desk0
Two Seasoned Communications Pros Will Help Better Serve and Grow KCD PR’s Portfolio of Clients in the Financial Services, Fintech, Tech, Blockchain and Web3 Ecosystems KCD PR, an award-winning integrated communications agency for the financial services, fintech and technology industries, today announced the addition of two new established communicators to......
WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution
Banking News

WeLab Bank Launches GoWealth and Becomes Asia’s 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Fintech News Desk
by Fintech News Desk0
WeLab Bank the virtual bank dedicated to curating intelligent banking experience, announced that it had become Asia’s 1st purely-digital bank independent of traditional banking groups in major Asian markets to launch digital wealth advisory solution1 as its GoWealth Digital Wealth Advisory (GoWealth) rolled out to market today. Over the two-month trial period, the innovative solution......
Capco Welcomes Russ Meyer as New Partner Within Its Energy Practice
Finance News

Capco Welcomes Russ Meyer as New Partner Within Its Energy Practice

Fintech News Desk
by Fintech News Desk0
Capco, a leading management and technology consultancy focused on the financial services and energy industries, has announced the appointment of Russ Meyer as a Partner in the firm’s Dallas office. Russ will be tasked with leading the firm’s Commodity Trading & Risk Management practice and contributing to the expansion of......
Oklahoma Bank Partners with Arkansas Fintech to Increase Efficiencies
Banking News

Oklahoma Bank Partners with Arkansas Fintech to Increase Efficiencies

Fintech News Desk
by Fintech News Desk0
FNB Community Bank launches Teslar Software to enhance lending operations, boost transparency FNB Community Bank and Teslar Software announced their partnership to streamline and automate lending processes. The community bank is leveraging Teslar’s exceptions tracking and loan management software to save time and increase operational efficiencies, freeing lenders to focus......
Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
by Fintech News Desk0
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
Customized Business Support Regions Bank Announces Commercial Corporate Finance Team
Banking News

Customized Business Support Regions Bank Announces Commercial Corporate Finance Team

Fintech News Desk
by Fintech News Desk0
Led by Coulter Warlick, this team supports Regions’ Commercial Banking clients with specialized resources designed to create long-term growth. Regions Bank on Wednesday formally announced the establishment and continued business growth of a Commercial Corporate Finance (CCF) team that is connecting business leaders with specialized resources, insights, and guidance on opportunities......
Spryker to Develop New Digital B2B Buying Experience for Leading Global Pump Manufacturer
B2B News

Spryker to Develop New Digital B2B Buying Experience for Leading Global Pump Manufacturer

Fintech News Desk
by Fintech News Desk0
Diva-e, a leading transactional experience partner, and Spryker will help build a state-of-the-art customer experience to help support the Wilo Group’s goal of a more sustainable future Spryker, a leading digital commerce platform for B2B, B2C, Enterprise Marketplaces and Unified Commerce, has announced that Wilo, one of the world’s leading......
Vickie Cohn Named Comerica Bank Central & South Texas Retail Regional Director
Banking News

Vickie Cohn Named Comerica Bank Central & South Texas Retail Regional Director

Fintech News Desk
by Fintech News Desk0
Comerica Bank has announced Vickie Cohn will lead its Central and South Texas retail team, replacing Theresa Bazan, who recently was promoted to National Sales Enablement Director for Consumer and Small Business Banking. Latest Fintech News: Gocardless to Acquire Open Banking Platform Nordigen, Combining Broad Open Banking Connectivity With Bank Payment Expertise In this senior vice......
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