Search Results for: relationship management

Harris Williams Advises Bamboo Rose on its Strategic Investment from Rubicon Technology Partners
Investments News

Harris Williams Advises Bamboo Rose on its Strategic Investment from Rubicon Technology Partners

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised Bamboo Rose, a portfolio company of McCarthy Capital (McCarthy), on its strategic investment from Rubicon Technology Partners (Rubicon). Bamboo Rose is a leading unified product lifecycle and supply chain software platform for retailers, brands, and suppliers.......
Brad Scott Joins Copper Financial as National Sales Manager
Finance News

Brad Scott Joins Copper Financial as National Sales Manager

Fintech News Desk
by Fintech News Desk0
Copper Financial (“CuFi”) announced that Brad Scott has been welcomed to the organization as National Sales Manager. Scott will work with Copper Financial’s wealth advisors to help them better serve credit union members while helping the wealth advisors to develop and grow professionally. Latest Fintech News: Star Cluster Launches Intuitive, Comprehensive......
Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation in the Cloud
Finance News

Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation in the Cloud

Fintech News Desk
by Fintech News Desk0
Users benefit from rapidly deployed, cloud-hosted, Treasury as a Service Finastra announced a strategic partnership with ITC Infotech to deliver Finastra’s Fusion Kondor cloud-based Treasury as a Service solution to its growing customer base in Europe. Customers will benefit from increased automation of treasury services, an evergreen system that keeps pace......
FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share
Finance News

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share

Fintech News Desk
by Fintech News Desk0
New study explores how to increase existing client assets Research identified five unique personality types driving behavior Northern Trust Asset Management’s FlexShares Exchange Traded Funds announced the findings from its latest research on how financial advisors can grow wallet share with existing high-net-worth (HNW) clients. While current research suggests that......
CoinLoan partners with Blaze Information Security to bring a new standard of cybersecurity to their clients
Cryptocurrency News Security

CoinLoan Partners with Elliptic to Bring New Levels of Crypto Security to Customers

Fintech News Desk
by Fintech News Desk0
CoinLoan, the only EU-licensed provider of crypto-loan products, has announced a new partnership with Elliptic, the global leader in cryptoasset risk management. As adoption and investment into crypto continues to increase, so does the risk of cybercrime. The range of cryptoassets and currencies is growing daily and with cybercriminals becoming smarter......
Q2 Helps Axos Bank to Increase Direct Deposit Volume by 30 Percent for Q2 ClickSWITCH Accounts
Digital Payments News

Q2 Helps Axos Bank to Increase Direct Deposit Volume by 30 Percent for Q2 ClickSWITCH Accounts

Fintech News Desk
by Fintech News Desk0
Axos Bank boosts customer engagement and profitability with Q2 ClickSWITCH by enabling account holders to switch direct deposits and automatic payments quickly and securely Q2 Holdings, Inc a leading provider of digital transformation solutions for banking and lending, announced San Diego-based Axos Bank (“Axos”), a technology-driven financial services company, has......
Rafay Systems and AWS Streamline Kubernetes Operations and Accelerate Modern Application Delivery for MoneyGram
Fintech News

Rafay Systems and AWS Streamline Kubernetes Operations and Accelerate Modern Application Delivery for MoneyGram

Fintech News Desk
by Fintech News Desk0
MoneyGram will utilize the Rafay Kubernetes Operations Platform and Amazon EKS to speed digital transformation initiative Rafay Systems, a leading platform provider for Kubernetes Operations, announced that MoneyGram has selected the Rafay Kubernetes Operations Platform (KOP) as its Kubernetes provider and Amazon Web Services (AWS) as its global cloud provider. Through these relationships, MoneyGram is building......
Indagare Offers Luxury Travel Experiences to Bank of America Clients
Banking News

Indagare Offers Luxury Travel Experiences to Bank of America Clients

Fintech News Desk
by Fintech News Desk0
Expanded Loyalty Program Provides Ultra High-Net-Worth Clients Access to World-Renowned Locations Bank of America announced the availability of exclusive travel experiences for ultra-high-net-worth clients through Indagare, a members-only, boutique travel-planning company. The relationship offers clients, including Merrill and Private Bank clients, behind-the-scenes access to unforgettable locations, as well as unique......
Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services
News Security

Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services

Fintech Analyst
by Fintech Analyst0
Entreda’s All-In-One Monitoring and Protection Program To Enhance Network Security For Texas-Based RIA Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Houston, Texas-based Saxon Financial Group, which oversees $440 million in client assets, has elected Entreda to provide their 18......
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