Search Results for: relationship management

American Public Life Expands Relationship With FINEOS
Fintech News

American Public Life Expands Relationship With FINEOS

Fintech News Desk
by Fintech News Desk0
The FINEOS Engage Smart Connectors empower and simplify the digital transformation of data, reducing manual effort and errors while dramatically increasing operational efficiencies -FINEOS Corporation announced that American Public Life Insurance Company (APL), a leading provider of supplemental worksite benefits, has invested again in the FINEOS Platform by licensing FINEOS Engage Smart Connectors......
Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion
Fintech News

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion

Fintech News Desk
by Fintech News Desk0
David McIntosh, with Over Ten Years of Financial Services Experience, to Head-Up Firm’s Presence in Idaho Capital Move is Consistent with Fast-Growing RIA’s Strategy of Becoming the Leading Wealth Manager Across the Broader Northwest Coldstream Wealth Management (“Coldstream”) announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously......
Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time
Investments News Stock Market

Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time

Fintech News Desk
by Fintech News Desk0
Invesco has listed its first Exchange-Traded Funds (ETFs) on the Tel Aviv Stock Exchange . The move reflects the growing demand for ETFs in Israel and the popularity of Invesco’s product suite. The direct listing will simplify access for investors and support Invesco’s ambition for further market share in a key......
Kuvare Insurance Services Launches Third-Party Asset Management Business
InsurTech News

Kuvare Insurance Services Launches Third-Party Asset Management Business

Fintech News Desk
by Fintech News Desk0
Kuvare Insurance Services (KIS), a boutique asset manager that oversees approximately $19 billion in assets for various insurance operating companies owned by or affiliated with Kuvare US Holdings (Kuvare), announced the launch of its third-party asset management business. “The launch of the third-party asset management platform and these new appointments......
Boston Financial Investment Management Announces New Chief Credit Officer
Investment Services News

Boston Financial Investment Management Announces New Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
Boston Financial Investment Management announced that the company’s Chief Credit Officer, Jim Dailey, will be retiring from the firm in June. Noreen Short will join the firm as Deputy Chief Credit Officer on February 7, 2022, and she will assume the Chief Credit Officer role upon Mr. Dailey’s departure. “Jim is admired......
Button Finance Appoints Amanda Niswonger as Senior Account Manager; Continues Expansion of Mortgage Broker Relationships
Finance Mortgage News

Button Finance Appoints Amanda Niswonger as Senior Account Manager; Continues Expansion of Mortgage Broker Relationships

Fintech News Desk
by Fintech News Desk0
Sales Leader Will Continue Expanding Button Finance’s Mortgage Broker Relationships Button Finance, Inc., a fintech mortgage lender focused on home equity, announced the appointment of Amanda Niswonger as Senior Account Manager, focusing on developing and nurturing institutional mortgage broker relationships. Amanda will report to CEO Jason Harris. Latest Fintech Insights: Morningstar......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
by Fintech News Desk0
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Kaleyra Provides Innovative Banking Video Communications For Banca Sella's New Wealth Management Platform
Banking News

Kaleyra Provides Innovative Banking Video Communications For Banca Sella’s New Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Kaleyra, Inc. (“Kaleyra” or the “Company”), a rapidly growing cloud communications software provider delivering a secure system of application programming interfaces (APIs) and connectivity solutions in the API/Communications Platform as a Service (CPaaS) market, has partnered with Banca Sella, a leading Italian bank, to provide an innovative video communication solution for the......
Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division
Fintech News

Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division

Fintech News Desk
by Fintech News Desk0
Tenet Fintech Group Inc. (“Tenet” or the “Company”), an innovative Fintech and AI service provider and manager of the Business Hub, announced that the Company’s Cubeler subsidiary has appointed Mr. Evrard D. Nkwemi as its Financial Institution Relationship Manager and Credit Analyst. Latest Fintech Insights: Moglix Raises $250 Million At $2.6......
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