Search Results for: financial success

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
New Coupa Treasury Innovations Help Businesses Reduce Financial Risks
Banking Finance News

New Coupa Treasury Innovations Help Businesses Reduce Financial Risks

PR Newswire
by PR Newswire0
With automated, real-time visibility into upcoming payments, treasurers improve cash forecasting to ensure business continuity Volatile macroeconomic environments have exposed vulnerabilities in the banking industry, requiring businesses to have greater visibility into liquidity and mitigate risks more quickly. New innovations announced today from Coupa Software, the leader in Business Spend Management......
Dragonfly Financial Technologies Launches New Composable Digital Business Banking Solutions to Modernize the Customer Experience
Banking Fintech News

Dragonfly Financial Technologies Launches New Composable Digital Business Banking Solutions to Modernize the Customer Experience

PR Newswire
by PR Newswire0
Banking-as-a-Service solutions empower banks of all sizes to provide a superior customer experience, quickly introduce new services and help banks compete with FinTechs Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, announced new deployment options for its Universal Online Banker platform to help banks quickly and efficiently deliver......
WBI and CyborgTech Introduce "Portfolios On Demand": A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors
Fintech Investment Services News

WBI and CyborgTech Introduce “Portfolios On Demand”: A Groundbreaking SaaS Model Portfolio Workstation for Financial Advisors

Business Wire
by Business Wire0
A New Era in Financial Advisory Begins, Streamlining and Personalizing Portfolio Construction WBI, a foremost provider of investment management solutions, and its software affiliate CyborgTech, a vanguard in advanced financial technology, proudly unveil “Portfolios On Demand”, an innovative SaaS model portfolio workstation. This game-changing offering is poised to revolutionize the......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
Ninos Sarkis Joins Bloomreach as Chief Financial Officer
Commerce News

Ninos Sarkis Joins Bloomreach as Chief Financial Officer

PR Newswire
by PR Newswire0
Bloomreach, the world’s #1 Commerce Experience Cloud, announced it has appointed Ninos Sarkis as Chief Financial Officer. With more than 20 years of financial experience in the technology sector, Ninos will focus on long-term value creation at Bloomreach as the company embarks on its next phase of growth. Ninos previously served......
Line Financial Revolutionizes Financial Inclusion with AI-Driven Approach
Fintech News Risk Management

Line Financial Revolutionizes Financial Inclusion with AI-Driven Approach

PR Newswire
by PR Newswire0
Line Financial Creator of Americas #1 Smart Wallet AppTM, expands its AI capabilities to capture $10 Trillion in Annual Spending Power at the Bottom of the Pyramid in the US Line Financial, a public benefit corporation and developer of America’s #1 Smart Wallet AppTM, announced it is expanding the AI......
Williston Financial Group Acquires West Coast Local Retail Title Operations from Doma
Finance InsurTech News

Williston Financial Group Acquires West Coast Local Retail Title Operations from Doma

Business Wire
by Business Wire0
Transaction helps drive Doma’s new singular strategy and refined focus on its core technology and underwriting business, and supports WFG’s growth initiative by significantly expanding the company’s operational presence in the vital Northern and Central California regions Doma Holdings, Inc., a leading force for disruptive change in the real estate......
Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity
Finance News

Cross River Provides Grant Contribution and Pledges Financial Advisory Services to Montana Nonprofit Loads of Dignity

Business Wire
by Business Wire0
Deepens Company’s commitment to small business growth and community impact across the country and around the globe Cross River Bank, a technology infrastructure provider that offers embedded financial solutions, announced a $15,000 grant contribution and financial advisory commitment to Hamilton, MT-based nonprofit Loads of Dignity, a 501(c)(3) organization that provides......
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