Search Results for: client acquisition

Foreside Acquires ICSGroup
Banking Fintech Fintech Funding Investment Services News Risk Management

Foreside Acquires Capital Markets Compliance

Fintech News Desk
by Fintech News Desk0
Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today announced that it plans to acquire Capital Markets Compliance (CMC), a leading compliance, consulting, and FINOP practice. Read More: BitGo Announces $16 Billion......
Vox Financial Acquires Delv Global
Business Fintech News

Vox Financial Acquires Delv Global

Fintech News Desk
by Fintech News Desk0
Vox Financial Partners (“Vox”), a global consulting firm that supports financial institutions in the planning, resourcing, and delivery of complex regulatory change, announced it has acquired 100% of the equity of Delv Global (“Delv”), a business and technology change consultancy that specializes in data and financial project delivery. Terms of......
Paystone Closes $69 Million Financing Round
Fintech Fintech Funding News

Paystone Closes $69 Million Financing Round

Fintech News Desk
by Fintech News Desk0
Paystone, a leading payments and integrated software company, announces the closing of $69 million in strategic financing from Canadian Business Growth Fund (CBGF) and National Bank of Canada. The funds will be used to fuel growth in customer engagement services and electronic payment processing solutions. Read More: ‘Mobile Payments’ Mentions......
iCapital NetworkÒ Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors
Fintech Investment Services News

iCapital Network Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors

Fintech News Desk
by Fintech News Desk0
iCapital leverages AI Insight’s platform to offer independent advisors fund-specific research and credentialing  iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education......
Crown Agents Bank Names Finablr's Bhairav Trivedi as CEO Designate
Banking Fintech News

Crown Agents Bank Names Finablr’s Bhairav Trivedi as CEO Designate

Fintech News Desk
by Fintech News Desk0
Crown Agents Bank is pleased to announce the appointment of Bhairav Trivedi as CEO Designate. His appointment is subject to the usual regulatory confirmations in due course. Bhairav and current Group CEO Albert Maasland will jointly oversee the transition. Bhairav joins Crown Agents Bank as it completes its comprehensive modernisation......
IG-Group-and-tastytrade_-Inc.-Join-Together-in-_1-Billion-Landmark-Deal
Business Fintech News Trading

IG Group and Tastytrade, Inc. Join Together In $1 Billion Landmark Deal

Fintech News Desk
by Fintech News Desk0
IG Group Holdings Plc (“IG”), the global online trading platform and tastytrade, Inc. (“tastytrade”), the fast-growing online financial network advocating for and empowering the individual investor, announced today their intention to join forces in a landmark deal. IG is offering tastytrade a total purchase price of $1 billion which excludes......
DTCC-adds-new-features-to-fund-industry-information-network
Fintech Fintech Funding News

DTCC Adds New Features to Fund Industry Information Network

Fintech News Desk
by Fintech News Desk0
The Depository Trust & Clearing Corporation (DTCC), the premier post-trade market infrastructure for the global financial services industry, today announced that its MF Info Xchange service, the first offering of its kind to standardize communications for the mutual fund industry, has been recently enhanced with additional key capabilities to bring......
Connect FSS Announces Restructuring of Leadership Team
Fintech Mobile Banking News

Connect FSS Announces Restructuring of Leadership Team

Fintech News Desk
by Fintech News Desk0
New organizational structure better aligns the company to achieve its strategic goals. Connect Financial Software Solutions (“Connect”), a CUSO providing advanced enterprise digital banking services to credit unions, has announced a restructuring of the company’s leadership team in response to company growth and to better align with the company’s strategic......
Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa
Business Fintech News

Tier1 Acquires Compliance and Financial Crime Prevention Software Solution, Alessa

Fintech News Desk
by Fintech News Desk0
The acquisition expands Tier1’s portfolio of digital transformation solutions to optimize client engagement, increase operational efficiency and reduce regulatory compliance risk, and is in conjunction with President Jiro Okochi’s promotion to CEO of Tier1. Tier1 Financial Solutions, a leading provider of client relationship management (“CRM”) solutions, has acquired Alessa, a compliance and......
Morningstar-ships-market-monitoring-platform
Business Fintech Investment Services News

Morningstar Ships Market Monitoring Platform

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors. Read......
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