Search Results for: relationship management

Fiserv Enables Holistic Liquidity Management for Financial Institutions
Digital Payments News

Fiserv Enables Holistic Liquidity Management for Financial Institutions

Fintech News Desk
by Fintech News Desk0
The emergence of real-time payments and the current inflationary environment have increased the importance of liquidity management and cash flow visibility Financial institutions can better manage liquidity in a rapidly changing market with the launch of a new set of capabilities from Fiserv, Inc., a leading global provider of payments and......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
GridPoint Closes $75M Strategic Investment From Goldman Sachs Asset Management and Shell Ventures
Digital Asset Management Investments News

GridPoint Closes $75M Strategic Investment From Goldman Sachs Asset Management and Shell Ventures

Fintech News Desk
by Fintech News Desk0
New investment will accelerate deployment of GridPoint’s advanced technology solutions for commercial building decarbonization, sustainability and resiliency -GridPoint, a leader in building energy management and optimization technology that decarbonizes commercial buildings and drives grid modernization, announced it has closed a $75 million strategic capital raise led by the Sustainable Investing......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
Cetera Announces Strategic Relationship with Abound Credit Union
Investment Services News

Cetera Announces Strategic Relationship with Abound Credit Union

Fintech News Desk
by Fintech News Desk0
Firms to collaborate delivering expanded investment services and driving growth for Abound Retirement & Investment Services Cetera Financial Group, one of America’s largest networks of financial professionals, announced a strategic relationship with Abound Credit Union that will expand investment services and enhance the member experience. Cetera Investment Services – Cetera’s......
PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay
Digital Payments Fintech News

PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay

Fintech News Desk
by Fintech News Desk0
PNC EarnedIt Offers Real-Time Access to Pay PNC Treasury Management  announced a groundbreaking new on-demand pay solution, PNC EarnedIt. Powered by DailyPay Marketplace, PNC EarnedIt offers pay on-demand – a highly sought-after employee-benefit – to its clients allowing them to provide their employees access to earned pay – throughout any......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business
Business Digital Asset Management News

DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business

Fintech News Desk
by Fintech News Desk0
DL Holdings Group Limited (“DL Holdings” or the “Company” and its subsidiaries (together, the “Group”), Stock Code: 1709) announced that it will engage in a comprehensive partnership with YF Life in the next three years. YF Life Innovation Strategic Partnership Conference was held in Hong Kong, which explored new opportunities and laid......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
KlariVis Announces New Relationship With FNCB Bank
Analytics Banking News

KlariVis Announces New Relationship With FNCB Bank

Fintech News Desk
by Fintech News Desk0
KlariVis, a fast-growing enterprise dashboard and analytics solution for the financial services industry, announced its new relationship with FNCB Bank as a key analytics tool for the bank’s future. KlariVis compiles and aggregates high-value, actionable data into an intuitive, user-friendly enterprise dashboard. The KlariVis platform provides financial institutions of all sizes......
1