Search Results for: relationship management

B. Riley Financial Names Martin Bernstein Head of Private Investments
Finance Fintech Investments News

B. Riley Financial Names Martin Bernstein Head of Private Investments

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc., a leading provider of business advisory and financial services, announced that Martin Bernstein has joined B. Riley Principal Investments as Head of Private Investments. In this newly created role, Bernstein is responsible for sourcing, underwriting, and managing investments with private companies in addition to leading distribution to......
Medallion Financial Announces Second Fintech Strategic Partnership at Medallion Bank
Finance Fintech Risk Management

Medallion Financial Announces Second Fintech Strategic Partnership at Medallion Bank

Fintech News Desk
by Fintech News Desk0
Medallion Financial Corp. announced that Medallion Bank has entered into a definitive agreement with ClearGage, LLC to provide loan origination services. ClearGage operates a technology platform which allows merchants or providers to offer a point-of-sale consumer finance program and ongoing loan servicing for their customers with a focus on the......
Next Insurance Signs Agreement to Acquire AP Intego Creating an Integrated Digital Insurance Powerhouse Delivering Unmatched Value for Small Businesses
Digital InsurTech News

Next Insurance Signs Agreement to Acquire AP Intego Creating an Integrated Digital Insurance Powerhouse Delivering Unmatched Value for Small Businesses

Fintech News Desk
by Fintech News Desk0
Deal doubles the size of Next Insurance’s business and adds 160 team members, over 75,000 small business customers and a leading partner network with access to over 10 million small businesses Next Insurance, the leading digital insurtech company transforming small business insurance, has signed a definitive agreement to acquire AP Intego,......
ABA Bank Selects Alessa for AML Compliance
Banking Digital News Risk Management

ABA Bank Selects Alessa for AML Compliance

Fintech News Desk
by Fintech News Desk0
Cambodia’s leading private financial institution chooses compliance solution from Tier1 Financial Solutions to strengthen its anti-money laundering and fraud prevention missions Tier1 Financial Solutions, a leading provider of client relationship management, compliance and fraud prevention solutions, has announced that the ABA Bank has selected Alessa to fulfill its transaction monitoring,......
Equifax Brings Power of Cloud to New Lost Sales Analysis Solution for Mortgage and Home Equity Lenders
Investment Services News Risk Management

Equifax Brings Power of Cloud to New Lost Sales Analysis Solution for Mortgage and Home Equity Lenders

Fintech News Desk
by Fintech News Desk0
Enhanced Offering Brings Lenders the Differentiated Data Assets They Need to Adjust Strategy, Terms and Offers to Attract Borrowers in Today’s Competitive Marketplace Equifax®  is addressing the needs of mortgage and home equity lenders in a competitive marketplace. The new Equifax Ignite® Lost Sales Analysis solution leverages the power of the......
FinTech Collateral Velocity Closes Investment Round
Fintech Investment Services News

FinTech Collateral Velocity Closes Investment Round

Fintech News Desk
by Fintech News Desk0
 Partners with Hospital Revenue Cycle Leader PMMC Collateral Velocity, Inc., a fintech that provides certain and immediate low-cost liquidity for healthcare organizations while improving banking relationships, revenues and relevance, announced it has closed an investment round and partnered with PMMC. “The collaboration with PMMC accelerates our provider payment funding capabilities......
Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Fintech News Risk Management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment

Fintech News Desk
by Fintech News Desk0
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
Newly Formed Digital Business Unit To Lead Transformative Tech-Led Strategy For Beazley
Artificial Intelligence Banking Fintech InsurTech Investment Services News Risk Management

Newly Formed Digital Business Unit To Lead Transformative Tech-Led Strategy For Beazley

Fintech News Desk
by Fintech News Desk0
Ian Fantozzi to lead unit dedicated to underwriting and developing digital insurance solutions Specialist insurer Beazley has unveiled a new digital business unit to spearhead a transformative approach to how the company develops, underwrites and delivers seamless, intuitive digital insurance solutions for clients and brokers. Read More: GlobalFintechSeries Interview with Carey......
Moven Wins Contract With Japan's Kyushu Financial Group
Artificial Intelligence Digital Fintech Investment Services Mobile Banking News

Moven Wins Contract With Japan’s Kyushu Financial Group

Fintech News Desk
by Fintech News Desk0
Nihon Unisys will start a joint project with Kyushu Financial Group (KFG) to adapt the U.S. neobankservice “Moven” for KFG’s smartphone app to be provided to the region’s customers centered on digital natives. Through the provision of Moven, Nihon Unisys will support KFG’s creation of new services and valuesusing digital......
STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn
Business Fintech Investment Services News

STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn

Fintech News Desk
by Fintech News Desk0
STP Investment Services, an industry-leading fintech and global investment operations firm that provides complete front, middle, and back office solutions, announced that it formed a strategic outsourcing partnership with Cramer Rosenthal McGlynn, LLC (CRM), a leading value equity manager with a focus on the U.S. small and mid-cap space. In this......
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