Search Results for: relationship management

Wells Fargo Finances Columbia Threadneedle’s Project Victoria Acquisition
Fintech Investment Services News

Wells Fargo Finances Columbia Threadneedle’s Project Victoria Acquisition

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company announced that its subsidiary, Wells Fargo Bank N.A. (London Branch), has provided debt financing to Columbia Threadneedle Investments (Columbia Threadneedle), part of Ameriprise Financial. The senior term loan of £163.5 million funded Columbia Threadneedle’s acquisition of the Project Victoria portfolio, a group of property assets purchased from......
Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage
Fintech InsurTech News Uncategorized

Concerned about their businesses, middle market customers are reassessing their insurance needs; but struggle understanding their coverage

Fintech News Desk
by Fintech News Desk0
Agent Authority: Middle Market Business Owners seek personalized counsel they can rely on Nearly 8 in 10 middle market business owners are concerned about making it through the economic downturn, and they’re reassessing their businesses’ insurance needs as a result, according to new Agent Authority research from Nationwide*. Although owners......
LendingUSA™ Receives New $200 Million Investment Commitment From Atalaya
Fintech Investment Services News

LendingUSA™ Receives New $200 Million Investment Commitment From Atalaya

Fintech News Desk
by Fintech News Desk0
This investment from Atalaya Capital Management comes as LendingUSA continues to see success amidst the ongoing pandemic. LendingUSA, a leading point-of-sale financing provider, has announced that it closed a new credit facility and received a total financing package of up to $200 Million from Atalaya Capital Management, a privately held investment advisory firm......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
KlariVis Successfully Completes SOC 2 Type II Audit
Banking Fintech News

KlariVis Successfully Completes SOC 2 Type II Audit

Fintech News Desk
by Fintech News Desk0
Data analytics firm achieves the “Gold Standard” for Security Controls for a Technology Company KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced today that it successfully completed the System and Organization Controls (SOC) 2 Type II audit for confidentiality and security. KlariVis takes the protection......
Fintech News

Basware Further Expands Global Partner Network with excelerateds2p, a Complete S2P Transformation Provider

Fintech News Desk
by Fintech News Desk0
Basware (Nasdaq: BAS1V), the global leader in networked source-to-pay solutions, E-invoicing and innovative financing services, announced today that excelerateds2p, a global consulting and implementation expert specialized in best-in-class procurement and accounts payable functions with a historically strong focus on SAP and SAP Ariba users, joined its burgeoning global partner network.......
Sterling National Bank and Cashfac Announce Strategic Business Alliance for Launch of New Escrow Account Platform
Banking Business Fintech News

Sterling National Bank and Cashfac Announce Strategic Business Alliance for Launch of New Escrow Account Platform

Fintech News Desk
by Fintech News Desk0
Cashfac, a global provider of back-office cash management software, and Sterling National Bank (“Sterling”), the wholly-owned operating bank subsidiary of Sterling Bancorp, announced a strategic agreement to expand Sterling’s Escrow account origination and servicing capabilities. The partnership will deploy Cashfac’s flagship Virtual Bank Technology (VBT) platform, delivered remotely via the......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Fundamental Income Selects Moody’s Analytics RiskCalcTM and CreditLensTM Solutions
Banking Fintech News Risk Management

Moody’s Analytics and Shanghai Rural Commercial Bank Win Asian Banker Award

Fintech News Desk
by Fintech News Desk0
Moody’s Analytics and Shanghai Rural Commercial Bank (SRCB) have won Compliance Risk Technology Implementation of the Year in the 2020 Asian Banker Risk Management Awards. SRCB, which has a long-standing relationship with Moody’s Analytics, recently implemented new solutions to meet the IFRS 9 accounting standard. Read More: Millennium Bank Chooses HC3......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News Risk Management

RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group

Fintech News Desk
by Fintech News Desk0
RSA, a globally trusted partner for some of the world’s largest and most risk sensitive organizations, announced today that it has begun operating as an independent company. RSA is one of the largest pure-play cybersecurity and risk management organizations, delivering critical solutions for risk, security and fraud teams and hosting......
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