Search Results for: operations management

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.......
Report Finds CFOs and Treasurers Remain Optimistic; Focus on Reducing Inefficiencies and Streamlining Operations
News Risk Management

Report Finds CFOs and Treasurers Remain Optimistic; Focus on Reducing Inefficiencies and Streamlining Operations

Fintech News Desk
by Fintech News Desk0
Survey details challenges and ambitions as organizations navigate digital transformation initiatives amid economic uncertainty GTreasury, a treasury and risk management platform provider, and PNC Bank, one of the largest diversified financial services institutions in the U.S., today announced the release of a joint survey report entitled, Pressure Points, Payments & Plans for Automation:......
Treasury Management Services Outsourcing helps with Data to Optimize Business Performance, Says IBN Technologies
Finance News

Treasury Management Services Outsourcing Helps with Data to Optimize Business Performance, Says IBN Technologies

Fintech News Desk
by Fintech News Desk0
IBN Technologies is the go-to outsourcing partner for treasury management services for multiple clients that rely on the team’s expertise around cash management risk management, finance and treasury control The post pandemic times and a looming recession have pushed growing businesses to optimize their cash management efficiency while they focus......
Recurly Enables Fanatiz to Quickly Scale Operations, Improve Efficiency, and Adapt to Subscriber Needs
Digital Payments Fintech News

Recurly Enables Fanatiz to Quickly Scale Operations, Improve Efficiency, and Adapt to Subscriber Needs

Fintech News Desk
by Fintech News Desk0
Fanatiz, a sports streaming platform, selected Recurly, a leading subscription management and billing platform, to offer choices for their consumers, improve their payment gateway management, and increase revenue and productivity. “We are expanding globally, and we have found the ideal partner to execute our future plans. We have highly ambitious initiatives,......
Centralis Group launches Alternative Investment Fund AML Risk Management services
News Risk Management

Centralis Group launches Alternative Investment Fund AML Risk Management services

Fintech News Desk
by Fintech News Desk0
Centralis’ Governance, Risk and Compliance service line, launched earlier this year on the incorporation of Wheelhouse Advisors into the Group, continues to broaden its proposition to the alternative investment management sector following last month’s acquisition of Danesmead Limited Centralis Group announced the further expansion of its Governance, Risk and Compliance service......
LoanPro and MX Announce Partnership to Deliver Enhanced Financial Data for Loan Management Solutions
Lending News

LoanPro and MX Announce Partnership to Deliver Enhanced Financial Data for Loan Management Solutions

Fintech News Desk
by Fintech News Desk0
Partnership integrates LoanPro’s Loan Management Platform with MX data cleansing, categorization, and classification to deliver next-gen credit and rewards programs LoanPro, a modern loan servicing core platform, announced, a partnership with MX, an open finance leader, to deliver enriched financial data using MX’s Data Engine into LoanPro’s loan management platform.......
Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition
News Risk Management

Enable, Profectus Form Partnership and Announce Rebate Deal Management Platform Acquisition

Fintech News Desk
by Fintech News Desk0
Enable expands in Australia with acquisition of Profectus’ leading Rebate Deal Management (RDM) software platform; Profectus secures a stake in Enable while partnership facilitates global market entry Enable, the collaborative rebate management platform, has completed the acquisition of the Rebate Deal Management (RDM) arm of Profectus Group, a leading technology-driven services......
nChain Appoints Patrick Prinz as new Chief Operations Officer
Blockchain News

nChain Appoints Patrick Prinz as new Chief Operations Officer

Fintech News Desk
by Fintech News Desk0
nChain, a global leader in blockchain research and development and delivery of blockchain solutions for enterprises and governments, announces the appointment of Patrick Prinz as its new Chief Operations Officer (COO). nChain is committed to the adoption of the Bitcoin (BSV) Blockchain by users on a global scale and provides technical and development......
BankiFi Appoints Fred Dumas as Chairman of North American Operations
Banking Finance News

BankiFi Appoints Fred Dumas as Chairman of North American Operations

Fintech News Desk
by Fintech News Desk0
BankiFi, a leading provider of embedded banking solutions, has appointed Fred Dumas as the new Chairman of the Board for BankiFi Americas. As chairman, Dumas will be responsible for providing broad institutional guidance and oversight for the North American division. “BankiFi’s growth around the globe has been amazing to watch. Across......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
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