Search Results for: business tools and solutions

Eltropy’s Video Banking Boosts Branch Efficiency During Labor Shortages
Banking News

Eltropy’s Video Banking Boosts Branch Efficiency During Labor Shortages

Fintech News Desk
by Fintech News Desk0
Digital communications platform leader shares 3 tips for credit unions and community financial institutions to thrive during current staffing shortages An unpredictable job landscape and staffing shortages are testing the entire financial industry, including credit unions and community financial institutions (CFIs). Eltropy Founder and CEO Ashish Garg offers 3 tips:......
Succession Link Accelerates Growth Plans with Merchant Partnership
Finance News

Succession Link Accelerates Growth Plans with Merchant Partnership

Fintech News Desk
by Fintech News Desk0
Partnership puts focus on providing new solutions, reinforcing commitment to connecting the RIA marketplace Succession Link, the leading networking and communication platform connecting financial professionals considering M&A, announced its partnership with Merchant – a move that will help strengthen Succession Link to offer more value and solutions to its strong and growing community......
B2B Cloud News

MadeMarket Selects CapLinked As Virtual Data Room Solution

Fintech News Desk
by Fintech News Desk0
CapLinked, Inc. a developer of cloud-based information control software, and MadeMarket, Inc. a provider of deal-management CRM, announced a new partnership that brings together two technology innovators. Under the partnership, MadeMarket will offer virtual data room (VDR) functionality powered by CapLinked, which will be directly integrated into MadeMarket’s deal management CRM software.......
CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology
Fintech Fintech Funding News

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Fintech News Desk
by Fintech News Desk0
Innovative financial advisor technology firm experiences triple-digit revenue growth; looks to expand U.S. presence by doubling their current headcount, garners industry recognition as one of the top fintech startups CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and......
Fintel Connect Raises Seed Funding Led by BankTech Ventures, Supported by Export Development Canada
Banking Fintech Startups News

Fintel Connect Raises Seed Funding Led by BankTech Ventures, Supported by Export Development Canada

Fintech News Desk
by Fintech News Desk0
Fintel Connect, a performance marketing intelligence solution that drives scalable growth for the financial industry, has raised seed funding. The funding round was led by strategic investment firm BankTech Ventures (BTV) in the US and supported by Canada’s export credit agency Export Development Canada (EDC). Using the capital raised, Fintel Connect plans to......
Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission
Finance News

Bread Financial Supports Junior Achievement of Central Ohio’s Financial Literacy Mission

Fintech News Desk
by Fintech News Desk0
$1.5 million gift invests in ongoing and expanded financial education programming for area youth Bread Financial Holdings, Inc., a tech-forward financial services company that provides simple, flexible payment, lending and saving solutions, announced a $1.5 million gift to Junior Achievement of Central Ohio (JA). JA inspires and prepares central Ohio......
Broadridge Appoints Martin Koopman as Chief Product Officer
Fintech News

Broadridge Appoints Martin Koopman as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, is pleased to announce the appointment of Martin Koopman as Chief Product Officer, effective January 1, 2023. In this role, Martin will lead the Product Management team working across all business units to collectively drive Broadridge’s delivery of world-class SaaS and other service offerings to......
Sunwest Bank Secures Multiyear Partnership with CRE FinTech Blooma
Fintech News

Sunwest Bank Secures Multiyear Partnership with CRE FinTech Blooma

Fintech News Desk
by Fintech News Desk0
In September, Sunwest Bank announced the renewal of its partnership with emergent FinTech, Blooma, as part of a larger digital transformation initiative. The multiyear contract represents a longstanding relationship between the two entities that began in 2021 with the adoption of Blooma to help automate and streamline the bank’s portfolio......
Principal Joins First Women’s Bank as Mission Partner
Lending News

Principal Joins First Women’s Bank as Mission Partner

Fintech News Desk
by Fintech News Desk0
Financial services company’s commitment demonstrates support for gender equality while building an inclusive business community Principal Financial Group is proud to announce its support today for First Women’s Bank (FWB) as a Mission Partner, providing capital to fuel growth for women-owned businesses. “Principal is committed to putting financial security within reach of more......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
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