Search Results for: relationship management

Business News

Fusion Financial Partners Upgrades Offering with Launch of Technology Solution Department

Fintech News Desk
by Fintech News Desk0
Partnership with Mirador, creation of launch and technology ScoreCard and addition of two dedicated professionals allows delivery of bespoke tech solutions to RIAs Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador,......
Altamaha Drives Future of Banking with Citrix
Banking Fintech News

Altamaha Drives Future of Banking with Citrix

Fintech News Desk
by Fintech News Desk0
Community bank and trust uses digital workspace solutions to connect employees and customers across channels, deliver superior experience The move toward digital banking has been on for years. But banking is a business of relationships, and to build and maintain them, institutions must still connect in personal ways. The COVID-19......
Linedata and Meridian Partnership Strengthens
Business Fintech News

Linedata and Meridian Partnership Strengthens

Fintech News Desk
by Fintech News Desk0
COVID-19 Pandemic Reinforces the Importance of Digital Transformation by Utilizing Linedata’s Lending & Leasing Solutions Linedata, global provider of credit and asset management technology, data and services, helps to ensure resilience for Canada’s second largest credit union, Meridian, despite industry challenges presented by the COVID-19 pandemic. Read More: Thimble Launches......
Fintech Mobile Banking News

Elite Former Snapchat Engineers Launch Meemo – A Social Finance App That Rewards & Informs Based on Your Transaction and Purchase Activity

Fintech News Desk
by Fintech News Desk0
Meemo, the social financial application, is announcing they are emerging from a year-long stealth period in the Bay Area after successfully raising $10MM in funding. Institutional investors include Saama Capital, Greycroft, monashees and Sierra Ventures. In addition, Amit Singhal, Hans Tung of GGV capital, and several serial entrepreneurs including past......
Capital Markets Fintech News

Wells Fargo Names Mike Santomassimo as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company (NYSE: WFC) announced today that Mike Santomassimo will join the company in fall 2020 as Chief Financial Officer. Santomassimo will report to CEO Charlie Scharf and serve on the company’s Operating Committee. He will succeed John Shrewsberry, who has announced plans to retire following a successful......
Business News Trading

WeTrade Group provides better solutions for 100 million micro-business users in China

Fintech News Desk
by Fintech News Desk0
WeTrade Group INC (OTC: WETG) (“WeTrade” or “the Company”) provides technical services and solutions based on membership-based social e-commerce. Through big-data, social recommendation relationships, multi-channel App data statistics, etc., the Company independently developed a social e-commerce revenue management system, WeTrade System. Read More: Banks Are Experiencing a Kodak Moment: Lessons Learned from a Fallen Giant The main......
Banking Fintech News

Boenning & Scattergood Deepens Commitment to Bank and Thrift Sector with Addition of Joseph Plevelich, CFA®, Director and Senior Research Analyst

Fintech News Desk
by Fintech News Desk0
Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce Joseph Plevelich, CFA®, has joined its Equity Research team as Director and Senior Research Analyst covering banks and thrifts at its headquarters in West Conshohocken, PA. This addition broadens the firm’s domain......
Sapiens Acquires Delphi Technology to Accelerate its North American Expansion in the Medical Professional Liability Market
Capital Markets Fintech News

Sapiens Acquires Delphi Technology to Accelerate its North American Expansion in the Medical Professional Liability Market

Fintech News Desk
by Fintech News Desk0
Advances growth position of Sapiens CoreSuite for Property & Casualty Sapiens International Corporation, a leading global provider of software solutions for the insurance industry, announced that it has entered into a definitive agreement to acquire Delphi Technology Inc. (Delphi), a leading vendor of software solutions for property & casualty (P&C) carriers,......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Fintech Investment Services News

Investor Preferences Undergo Lasting Transformation from Covid-19 Pandemic, Reveals Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Changes in how investors and financial advisors collaborate, at first caused by Covid-19, are likely to remain long after the pandemic, according to a new survey from Broadridge Financial Solutions, a global Fintech leader. Over half (57%) of investors surveyed said communications with their advisor had changed in some way in......
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