Search Results for: client

Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles
Blockchain Digital Payments News

Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles

Fintech News Desk
by Fintech News Desk0
Bosonic, a layer-2 blockchain infrastructure (dFMI) provider for real-time digital assets clearing and settlement, has today announced the appointment of Julie Briand as Head of Client Success and Sarthak Jain as Regional Manager of Institutional Sales. Both roles will be based in London, UK. Latest Fintech News: Lincoln Financial Group Names James Reid Executive Vice......
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
by Fintech News Desk0
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial from CUNA Brokerage Services.......
Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services
Finance News

Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services

Fintech News Desk
by Fintech News Desk0
Kasisto’s digital banking assistant to be integrated within Moxo’s OneStop Interaction Client Hub Moxo, the industry’s leading client interaction workflow solution, announced a partnership with Kasisto, creators of KAI, the leading financial services digital experience platform, to offer digital assistant capabilities within Moxo’s OneStop Client Interaction Hub. Latest Fintech News: TradeStation Crypto......
Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning
Digital Payments News

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning

Fintech News Desk
by Fintech News Desk0
Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology explores how digital assets impact estate and succession planning and how organizations can manage in our immersive digital age Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker and recognized as one of the leading and original voices......
Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion
B2B News

Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion

Fintech News Desk
by Fintech News Desk0
Horizon Also Announces Acquisition of the Revenue Enablement Institute to Accelerate Green Thread’s Ability to Drive Client Results with Specialized Offerings Horizon Media, the largest U.S. media agency according to AdAge Data Center 2022, announced the launch of Green Thread, an independent business-to-business practice under the Horizon Media umbrella, designed to help......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
BEQUANT launches industry-first DeFi platform for institutional clients
DeFi News

BEQUANT launches industry-first DeFi Platform for Institutional Clients

Fintech News Desk
by Fintech News Desk0
BEQUANT’s prime brokerage clients now can access Uniswap’s DeFi marketplace through Fireblocks integration BEQUANT, the digital asset prime brokerage and exchange, is pleased to announce industry-first DeFi access for institutional clients, realized through its recent integration with Fireblocks. Latest Fintech News: Cordio Medical Raises $18 Million in Funding From Ceros and......
Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients
InsurTech News

Policygenius and Impact Announce Partnership to Simplify and Streamline Term Life Insurance for Impact Advisors and Clients

Fintech News Desk
by Fintech News Desk0
Impact Partnership plans to leverage Policygenius Pro to empower its member firms to dramatically reduce the time spent placing term life coverage and increase overall profitability Policygenius and Impact Partnership announced a joint partnership to bring term life fulfillment platform Policygenius Pro to Impact’s network of financial advisory and broker-dealer......
Cityfalcon, the Spotify of Financial Content, Raises $2Million From a Client, TBH, Holt, and Seedrs
Investment Services News

CityFALCON, the Spotify of Financial Content, Raises $2Million From a Client, TBH, Holt, and Seedrs

Fintech News Desk
by Fintech News Desk0
London and Malta based fintech CityFALCON closed an equity fundraising campaign on Seedrs of £1.65m ($2m) to scale up the business and bring even more insightful products to market faster. Latest Fintech News: Parallel Finance Continues Rapid Product Expansion With Launch of Omni: NFT Money Market On Seedrs, the leading UK private investment platform, CityFALCON has......
Pendella Technologies Brings Life & Disability Insurance Protection to Clients of Partners PEO
InsurTech News

Pendella Technologies Brings Life & Disability Insurance Protection to Clients of Partners PEO

Fintech News Desk
by Fintech News Desk0
Pendella Technologies, a fast-growing technology company on a mission to take the bias out of life insurance, will bring its white-labeled life and disability insurance platform to more small business employers through a new arrangement with Colorado-based Partners PEO. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as......
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