Search Results for: advisor marketing

Striveworks Raises $33 Million in First Institutional Round led by Centana Growth Partners
Fintech News

Striveworks Raises $33 Million in First Institutional Round led by Centana Growth Partners

Business Wire
Striveworks, a leading provider of machine learning operations (MLOps) for enterprise data science and analytics teams, announced the successful closure of their first institutional fundraising round of $33 million. The all-equity round was led by Centana Growth Partners, a specialized growth equity firm that invests in fintech and related enterprise......
Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation
Banking News

Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation

GlobeNewswire
A new report from Smart Communications and Salesforce of 430 global executives highlights the importance of digital investment and hyper-personalized customer experience in rebuilding trust and succeeding in the future Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, in partnership with Salesforce,......
Temenos Recognized as a Leader in the Omdia Digital Banking Platforms Report
Banking News

Temenos Recognized as a Leader in the Omdia Digital Banking Platforms Report

GlobeNewswire
Temenos was named as the vendor with the strongest market presence, with 850 digital banking clients of every size, across geographies Temenos announced Omdia, a leading technology analyst and consulting firm, recognized Temenos as a market leader in the report “Omdia Universe: Digital Banking Platforms, 2023”. Temenos achieved leadership status......
Capco Expands U.S. Community Banking Practice
Banking News

Capco Expands U.S. Community Banking Practice

Business Wire
Capco, the global technology and management consultancy, is expanding its community banking practice to enhance support for US community banks and credit unions. This expansion will assist institutions as they adapt to changing customer expectations and compete with the technology-driven innovations offered by larger banks. Latest Fintech Interview: Global Fintech Interview with......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
Blockchain Digital Asset Management News

Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets

PR Newswire
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
Caliber Announces Expansion of Capital Markets Initiatives
Capital Markets Investment Services News

Caliber Announces Expansion of Capital Markets Initiatives

Business Wire
Hires Skyway Capital Markets for Managing Dealer Services CaliberCos Inc., a leading vertically integrated alternative asset manager,  announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal wholesale team to the......
Attorney General James Secures $4.3 Million from Cryptocurrency Company for Defrauding Investors
Cryptocurrency News

Attorney General James Secures $4.3 Million from Cryptocurrency Company for Defrauding Investors

Fintech News Desk
Under Agreement with AG James, Coin Cafe will Pay Full Restitution to New Yorkers and All U.S. Investors Who Were Deceived by Misleading Fees New York Attorney General Letitia James secured $4.3 million from a Brooklyn-based cryptocurrency company, Coin Cafe, for defrauding investors. Coin Cafe is a cryptocurrency trading platform......
Alchemy Pay: Bridging the Global Economies of Fiat and Cryptocurrencies
Cryptocurrency Digital Payments News

Alchemy Pay: Bridging the Global Economies of Fiat and Cryptocurrencies

GlobeNewswire
On April 20th, The European Parliament approved the first comprehensive crypto regulation EU-wide, the Markets in Crypto-Assets (MiCA). In the same day, a separate law, the Transfer of Funds regulation, was passed, requiring crypto operators to confirm the identity of their customers in order to halt money laundering transactions. While......
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