Search Results for: relationship management

AssetMark-Brings-CIBC-Private-Wealth-High-Net-Worth-Solution-to-AssetMark-Platform
Business Fintech News

AssetMark Brings CIBC Private Wealth High-Net-Worth Solution To AssetMark Platform

Fintech News Desk
by Fintech News Desk0
AssetMark (NYSE: AMK) today announced it will offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients. Read More:  insightsoftware Announces Intent to Acquire IDL Group CIBC Custom Portfolios offer tailored......
Katapult Announces Rolando De Gracia as Chief Commercial Officer
Business Fintech News

Katapult Announces Rolando De Gracia as Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Katapult, the leading omnichannel payment platform providing alternative purchase solutions for retailers, today announced that Rolando De Gracia has joined the organization as Chief Commercial Officer. Beginning December 1, 2020, De Gracia will lead teams that support core business functions and serve as the internal strategist for driving current and future growth. Read......
MetaBank appoints Catherine McGlown as Vice President of ESG and Community Impact
Fintech News

MetaBank appoints Catherine McGlown as Vice President of ESG and Community Impact

Fintech News Desk
by Fintech News Desk0
MetaBank, N.A., an industry leading financial enablement provider, announced the appointment of Catherine McGlown to the newly created role of Vice President of Environmental, Social and Governance (“ESG”) and Community Impact. Effective November 16, Catherine reports to Anthony Sharett, Chief Legal & Compliance Officer, Corporate Secretary. Read More: Paysafe Appoints......
Citizens Financial Group, Inc. Appoints Christopher J. Swift and Lee Alexander to Board of Directors
Banking Fintech News

Citizens Announces Radha Suvarna As Head of Enterprise Payments Innovation and Strategy

Fintech News Desk
by Fintech News Desk0
Citizens Financial Group, Inc. (NYSE: CFG) today announced the appointment of Radha Suvarna as Head of Enterprise Payments Innovation and Strategy, effective Feb. 4, 2021. A 22-year Citibank veteran, Suvarna will lead Citizens’ payments strategy with a focus on delivering a best-in-class customer experience by accelerating the bank’s enterprise-wide payments......
Vertafore Scores Top Honors for Innovation, Insurtech Solutions and Culture
Business Fintech InsurTech News

Assuredpartners Selects Vertafore’s Insurtech Solutions, Customer-first Approach & Vision For Modernization As Foundation For Next Phase Of Growth

Fintech News Desk
by Fintech News Desk0
Vertafore announced it has been selected by Florida-based AssuredPartners as the InsurTech provider for its Project Fusion. With offices in 38 states and two countries, the project will bring the AssuredPartners’ operations onto a single platform to provide a fully integrated, enterprise-wide InsurTech solution. Read More: Treasury Intelligence Solutions: Miltenyi Biotec Standardizes Corporate Payments and Bank......
Buckle Selects Sapiens Digital Financial Solutions for Gateway Insurance Company
Fintech InsurTech News

Buckle Selects Sapiens Digital Financial Solutions for Gateway Insurance Company

Fintech News Desk
by Fintech News Desk0
Gateway, a licensed carrier across 47-states owned by Buckle, selects Sapiens integrated financial solutions to further streamline and automate insurance processes Buckle, a tech-enabled financial services company, announced its licensed carrier, the Gateway Insurance Company, has selected Sapiens Americas, a wholly owned subsidiary of Sapiens International Corporation, (NASDAQ: SNPS) (TASE: SPNS), a leading......
ConnexPay Raises Additional Funding to Propel Adoption of Payments Technology
Fintech Fintech Funding News

ConnexPay Raises Additional Funding to Propel Adoption of Payments Technology

Fintech News Desk
by Fintech News Desk0
ConnexPay, a payment technology company that enables marketplace businesses to collect and safeguard consumer funds while automating the distribution of payments to suppliers has secured additional funding from existing investors and from new investor F-Prime Capital, the global venture capital firm affiliated with FMR LLC, the parent company of Fidelity......
Queen City Angels Closes Investment in Emerging RegTech Company, Joot
Business Fintech Investment Services News

Queen City Angels Closes Investment in Emerging RegTech Company, Joot

Fintech News Desk
by Fintech News Desk0
Queen City Angels (QCA) today announced an investment in Joot, a regulation technology (RegTech) company with headquarters in Cincinnati, Ohio. Joot was co-founded by CEO Bo Howell, a securities lawyer and former chief compliance officer, who previously worked at the U.S. Securities and Exchange Commission; and Alec Cheung, a B2B......
Life-Settlement-Pioneer-Launches-PolicyAppraisal.com-for-Financial-Advisors
Business Fintech Investment Services News

Life Settlement Pioneer Launches PolicyAppraisal.com For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Life insurance settlement industry pioneer Wm. Scott Page recently announced the launch of PolicyAppraisal.com, a website that uses custom algorithms to enable financial advisors and life insurance agents to determine the existing value of life insurance policies. Using its proprietary software know as Value Finder™, PolicyAppraisal.com’s team uses analytics to quickly identify if......
BLOCKCHAINS ACQUIRES CAMBRIDGE BLOCKCHAIN
Blockchain Fintech News

BLOCKCHAINS Acquires Cambridge Blockchain

Fintech News Desk
by Fintech News Desk0
Blockchains Management, Inc., an affiliate of Blockchains, LLC  (collectively, “Blockchains”), a blockchain software development company committed to protecting and empowering individuals, today announced its acquisition of Cambridge Blockchain, Inc., a blockchain-based identity management and compliance software solutions provider. Read More: Danske Bank Ranks High On IPO and Share Emissions Cambridge......
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