Search Results for: relationship management

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration
Banking News

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. the parent company of Community Bank, N.A. (“Community Bank”), and Jacobi Capital Management, LCC (“Jacobi”) announced today that they have entered into a strategic relationship agreement for Jacobi to provide investment advisory services to Community Bank commercial and high net worth clients in Pennsylvania. Jacobi and......
Leucadia Asset Management Announces Strategic Relationship with Pearlstone Alternative
Investment Services News

Leucadia Asset Management Announces Strategic Relationship with Pearlstone Alternative

Fintech News Desk
by Fintech News Desk0
Leucadia Asset Management, the asset management division of Jefferies Financial Group Inc.,  announced a strategic relationship with Pearlstone Alternative, a credit opportunities investment group headquartered in London. In connection with the transaction, Leucadia Asset Management will provide seed capital as well as distribution services to Pearlstone Alternative along with other......
Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships
Digital Asset Management News

Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships

Fintech News Desk
by Fintech News Desk0
Easterly Asset Management (“Easterly”), a multi-affiliate asset manager of high-performing boutique investment firms, announced the hiring of Michael Burke as Vice President of Intermediary Relationships. Latest Fintech Insights: FinancialForce Partners With Talent Works To Enhance Employer Brand And Grow Engineering Talent “He brings with him a wealth of relationships and experience......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
by Fintech News Desk0
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
KW Specialty Expands its Relationship with Sapiens, Choosing to Automate and Move its Reinsurance Management to the Cloud
Fintech InsurTech News

KW Specialty Expands its Relationship with Sapiens, Choosing to Automate and Move its Reinsurance Management to the Cloud

Fintech News Desk
by Fintech News Desk0
Sapiens ReinsurancePro will improve reinsurance management efficiency, expand capabilities for complex structures’ management and better serve its wholesale partners Sapiens International Corporation, a leading global provider of software solutions for the financial services industry, announced that KW Specialty (KWS), a leading surplus lines insurer based in Scottsdale, Arizona, has selected Sapiens ReinsurancePro to......
Futuregrowth Asset Management Expands Strategic Relationship with Confluence
Investments News Risk Management

Futuregrowth Asset Management Expands Strategic Relationship with Confluence

Fintech News Desk
by Fintech News Desk0
South African-based asset manager with $13B in AUM moves into Production with Confluence’s Delta solution Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider that helps the investment management industry solve complex investment data challenges, today announced it has expanded its relationship with Futuregrowth Asset Management (Pty) Ltd (“Futuregrowth”). Futuregrowth is......
HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products
Banking Fintech News

HighRadius Expands Relationship with Commerce Bank to Offer Full Suite of Integrated Receivables and Treasury Management Products

Fintech News Desk
by Fintech News Desk0
HighRadius, a fintech enterprise Software-as-a-Service (SaaS) company specializing in automating the order-to-cash and treasury management processes, today announced an expanded strategic relationship with Commerce Bank that furthers the financial institution’s digital transformation offering to their clients. Read More: GlobalFintechSeries Interview with Gerard Griffin, CEO at AnyDay “In this digital-first economy, AI......
Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships
Banking News

Inaugural Zoe Financial Sentiment Study Indicates Affluent Households Are Comfortable with Digital Wealth Management, Seek Long-Term Advisor Relationships

Fintech News Desk
by Fintech News Desk0
First-of-Its-Kind Study Suggests More than Two Million Wealthy Households Do Not Currently Have a Financial Advisor, Finds that More Than Half Would Choose an Advisor Online Zoe Financial, a technology-driven marketplace that empowers customers to make better financial decisions, released the results of its inaugural Zoe Wealth Planning Sentiment Study.......
Banking Digital Asset Management Digital Payments Featured Finance Fintech Security

How is New-age Fintech Transforming SMB Banking and Cash Flow Management?

Prajakta Ayade
by Prajakta Ayade0
FinTech is fundamentally transforming the way small and medium-sized businesses (SMBs) manage their banking and cash flow. Traditional banking systems often fall short in catering to the unique financial needs of SMBs, such as managing limited resources, fluctuating incomes, and navigating complex regional and regulatory requirements. FinTech companies, with their......
Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
1