Search Results for: relationship management

ClientCircle to Help Financial Advisors Grow Business
Fintech News

ClientCircle to Help Financial Advisors Grow Business

Fintech News Desk
by Fintech News Desk0
A new product from Rocket Referrals will bring innovative marketing, communications and relationship-building tools to the financial services industry. ClientCircle, a new communications, relationship-building and business growth software for financial advisors, is coming to the financial services industry. Top Globalfintechseries.com Insights: Paddle Integrates Alipay, Google Pay and iDeal, Empowering Software Businesses to Sell......
EVO Payments and Oracle Expand Global Partnership to Include Xstore POS, Simphony POS and Opera, Enhancing Checkout Experience for Hospitality and Retail Merchants
Fintech News

EVO Payments and Oracle Expand Global Partnership to Include Xstore POS, Simphony POS and Opera, Enhancing Checkout Experience for Hospitality and Retail Merchants

Fintech News Desk
by Fintech News Desk0
EVO Payments, Inc., a leading global provider of payment technology integrations and acquiring solutions, announced a global agreement with Oracle in which EVO will be able to enable Oracle’s enterprise payment solutions to EVO’s hospitality and retail merchants and offer acquiring services to existing Oracle software customers. Top Globalfintechseries.com Insights: Paddle Integrates Alipay,......
Bank of America Names Al McRae President of Atlanta
Banking News

Bank of America Names Al McRae President of Atlanta

Fintech News Desk
by Fintech News Desk0
Bank of America has named Al McRae as president of Bank of America Atlanta. McRae succeeds Wendy Stewart, who was recently named a member of the company’s senior management team and the president of Global Commercial Banking. Top Globalfintechseries.com Insights: DECOM Launches BANITY, the First NFT Collection of Vanity Wallets Stewart will continue to be active......
Fintech News

FNB Receives Bank On Certification for eStyle Checking Account

Fintech News Desk
by Fintech News Desk0
National Certification for Safe, Affordable Accounts Affirms FNB’s Commitment to Strengthening Vulnerable Communities F.N.B. Corporation announced that its eStyle no-overdraft checking account has received national Bank On certification from the Cities for Financial Empowerment Fund (CFE Fund) for its affordability, high functionality and focus on consumer safety. Top Globalfintechseries.com Insights: Blockchain Intelligence Group......
BRG Launches AI-Based Index to Provide Quarterly Forecast of Bank Health
Banking News

BRG Launches AI-Based Index to Provide Quarterly Forecast of Bank Health

Fintech News Desk
by Fintech News Desk0
Machine-learning model developed jointly by artificial intelligence and banking teams analyzes factors including publicly available data since 2000 Berkeley Research Group (BRG) announced the launch of its Bank Health Index (BHI), which provides an ongoing method to identify issues in the banking sector at an individual bank level. The BHI is......
Automobile Acceptance Corporation Goes Live with Scienaptic’s AI-Powered Credit Decisioning Platform
Fintech News

Automobile Acceptance Corporation Goes Live with Scienaptic’s AI-Powered Credit Decisioning Platform

Fintech News Desk
by Fintech News Desk0
AAC taps Scienaptic to make smarter credit decisions to empower automobile dealers in selling more vehicles to clients with limited or no credit history –Scienaptic, a leading AI-powered credit decision platform provider, announced Automobile Acceptance Corporation (AAC) has deployed its solution, positioning AAC to streamline its lending processes while helping dealers approve......
Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Finance News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News

SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors

Fintech News Desk
by Fintech News Desk0
Portfolio Intelligence and Analytics Solution Enhances Offering to Investment Teams SEI  announced the acquisition of Novus Partners (Novus), a global portfolio intelligence platform company, designed to expand SEI’s capabilities for both the institutional investor and investment management markets. Top Globalfintechseries.com Insights: Detroit Pistons and Zelle Partner to Elevate Financial Fitness in Local Community......
Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Fintech News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
Forte Closes Additional $725 Million in Funding to Extend Its Lead in Building a Compliant, Interoperable Blockchain Gaming Platform
Blockchain News

Forte Closes Additional $725 Million in Funding to Extend Its Lead in Building a Compliant, Interoperable Blockchain Gaming Platform

Fintech News Desk
by Fintech News Desk0
The blockchain company plans to use the funds to expand its suite of products and services, accelerate the onboarding of the world’s largest and emerging game and content publishers Forte, a leading provider of blockchain solutions for game publishers, announced today that it has secured an additional $725 million in financing,......
1