Search Results for: Year Award

Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
by Fintech News Desk0
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
Kount Adds to Executive Team and Bolsters Product and Solution Momentum With New Vice President
Fintech News

Kount Adds to Executive Team and Bolsters Product and Solution Momentum With New Vice President

Fintech News Desk
by Fintech News Desk0
Vikram Dhawan brings depth of fraud prevention and risk management experience to accelerate Kount’s products and solutions in eCommerce fraud and account takeover protection Kount, the leader in identity trust and fraud prevention, announced Vikram Dhawan has been appointed as the Vice President of Product. With 15 years of experience......
Upgrade, Inc. Named a 2020 'Best Place to Work in the Bay Area'
Fintech Mobile Banking News

Upgrade, Inc. Named a 2020 ‘Best Place to Work in the Bay Area’

Fintech News Desk
by Fintech News Desk0
Neobank Recognized for Outstanding Employee Satisfaction Upgrade, a neobank that offers affordable and responsible credit to mainstream consumers, announced that it has been named a “Best Place to Work in the Bay Area” by the San Francisco Business Times and Silicon Valley Business Journal. This is Upgrade’s third year in......
Redd Announces New Vision, Rebrand as a Source of Global Change for Good
Fintech News

Rob Snow of Morgan Stanley Recognized as a Lifetime Achiever in the Field of Financial Planning

Fintech News Desk
by Fintech News Desk0
Rob Snow, a Certified Financial Planner with Morgan Stanley, has been honored with a Lifetime Achiever Award from Credit Appraisals, an executive review firm for the finance industry. Rob’s tireless work for his clients’ best interests has brought him to the top of his game. His innovative and sound approach to financial......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Openinvest Closes $10.5 Million Series a1 Strategic Financing Round
Fintech Investment Services News Uncategorized

Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
by Fintech News Desk0
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
Midwest BankCentre Honored as Celent’s Model Bank 2020 for Community Banking Transformation
Banking Fintech News

Midwest BankCentre Honored as Celent’s Model Bank 2020 for Community Banking Transformation

Fintech News Desk
by Fintech News Desk0
Rising Bank Raised Over $130 Million in 2019 Deposits with MANTL-Powered Tool After just a year of operating its digital-only banking brand, Midwest BankCentre has been named Celent’s Model Bank 2020 for Community Banking Transformation. Founded in 1906, Midwest BankCentre is St. Louis’ second largest locally owned bank with assets exceeding $2 billion......
Banking Software Developer DCI Acquires Vetter From AFT Analytics
Banking Fintech News

Banking Software Developer DCI Acquires Vetter From AFT Analytics

Fintech News Desk
by Fintech News Desk0
Data Center Inc (DCI), the privately-owned developer of the iCore360® bank management software and related technologies for community financial institutions, announced today their acquisition of the Vetter technology suite, a product offering of AFT Analytics Inc., in New York, NY. The terms of the transaction were not disclosed. Read More: Analyticom Introduces......
Business Fintech News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Fintech News Desk
by Fintech News Desk0
Award-winning software created by financial planners provides comprehensive tax planning tool, announces new “Solve for Max” feature No matter what happens with the pandemic and the markets, taxes will be due this year, next year, every year. Providing insights on tax strategies could be especially helpful for financial planners and......
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