Search Results for: wealth management

Staley Credit Union Delivers on 24/7 Automated Support With Engaging, Personalized Solution From SilverCloud
Fintech News

Staley Credit Union Delivers on 24/7 Automated Support With Engaging, Personalized Solution From SilverCloud

Fintech News Desk
by Fintech News Desk0
After a quick implementation, credit union now delivers better support, better member experience SilverCloud, the only support solution built exclusively for the financial services industry, announced that Decatur, Illinois-based Staley Credit Union successfully launched the company’s automated Consumer Support platform, providing its members a more intuitive, engaging self-service support experience.......
Zimbabwe's CBZ Holdings Unveils New Board of Directors to Steer Transformation and Growth
Banking Fintech News

Zimbabwe’s CBZ Holdings Unveils New Board of Directors to Steer Transformation and Growth

Fintech News Desk
by Fintech News Desk0
Board plans to increase market share, integrate businesses and enhance role of digital services Zimbabwe’s largest financial institution, CBZ Holdings, announced the appointment of a new Board of Directors to oversee the bank’s transformation strategy. The new directors bring a wealth of experience from a diverse range of disciplines to......
Fintech Fintech Funding News

Resolute Capital Partners Announces Investment in PLUM® Lending through its Technology Fund

Fintech News Desk
by Fintech News Desk0
Investors in Financial Services-, Healthcare- and Regulatory-Focused Technology Companies Resolute Capital Partners (“RCP”), announced today the company has joined Elliott Management, a hedge fund manager, and Soft Bank, a  high-tech funding firm, by investing alongside them in PLUM® Lending (“PLUM”). Earlier this month, RCP completed a $2 million equity investment in PLUM......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, has retooled its business model to help advisors survive and thrive amidst the current pandemic. “Advisors are facing significant challenges, in terms of Read More: GloveBox Platform Update Allows Access Via Web Application reduced revenue and the......
Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News Risk Management

CCG IQ Expands Underwriting Services Through Strategic Acquisitions

Fintech News Desk
by Fintech News Desk0
JMI Reports, The UIS Group, and Cox & Smith Risk Management join CCG IQ to enhance loss prevention services  CCG IQ, a leader in tech-enabled insurance services, continues to gain momentum and a national presence in the underwriting space through the recent acquisitions of JMI Reports, The UIS Group, and......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Fintech News

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help With Volatile Markets

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with Covisum, a financial technology company enabling thousands of advisors to provide better answers for retirees and pre-retirees. Covisum will leverage FinMason’s robust analytical engine to calculate and deliver their heavy-tailed......
Coronavirus Pandemic: How Deutsche Bank Is Able to Be Part of the Solution in India
Featured Fintech Fintech Radar

7 Effects of Covid-19 on the Chinese Fintech Market

Paroma Sen
by Paroma Sen0
Believed to have originated in the Chinese province of Wuhan toward the end of 2019, COVID-19 was officially identified and named on February 11, 2020, by the World Health Organization. As of March 6, the coronavirus has spread to over 80 countries around the globe, including the UK and the......
Future FinTech Announces Shanchun Huang as New CEO
Blockchain Investment Services News

Future FinTech Announces Shanchun Huang as New CEO

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc., a company that engages in blockchain based e-commerce, announced that its board of directors appointed Mr. Shanchun Huang (also known as Shawn Shanchun Huang) as the Company’s Chief Executive Officer and a director of the Board, effective March 4, 2020. Mr. Yongke Xue resigned as the Chief Executive Officer of the Company......
Finix Extends Series B to $75 Million to Help SaaS Companies Build Better Digital Payments Experiences
Banking Fintech Fintech Funding News

Former U.S. Secretary of Commerce, Penny Pritzker, Doubles Down on Payments Infrastructure Pioneer Finix

Fintech News Desk
by Fintech News Desk0
Penny Pritzker, former U.S. Secretary of Commerce, Founding Partner of Inspired Capital, and Founder and Chairman of PSP Partners, has invested additional capital into fast-growing payments infrastructure provider, Finix, and has joined the company’s board of directors. Finix, a leader in embedded payments infrastructure, announced today that Penny Pritzker, former......
FinMason Expands Sales Team
Investment Services News

FinMason Expands Sales Team

Fintech News Desk
by Fintech News Desk0
FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced the addition of two industry veterans to their senior sales staff: Elizabeth Lewis and Wes Graves. They will be responsible for identifying business opportunities, managing client accounts and relationships, and recognizing pain points that FinMason can ease......
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