Search Results for: finance management

Blake Bamford joins Needham Bank as Senior Vice President Structured Finance Relationship Manager
Banking News

Blake Bamford joins Needham Bank as Senior Vice President Structured Finance Relationship Manager

Fintech News Desk
Needham Bank announced that Blake Bamford has joined the Commercial & Industrial (C&I) Lending group as Senior Vice President Structured Finance Relationship Manager. Mr. Bamford has over 13 years of experience in financial services, with expertise in C&I lending and customer relationship management. “Latest Fintech News: ABNB Federal Credit Union Launches BioCatch on......
Climate First Bank Increases Access to Eco-Friendly Finance with New Hires
Banking News

Climate First Bank Increases Access to Eco-Friendly Finance with New Hires

Fintech News Desk
Values-based bank announces 12 new hires, including HR director, branch managers and additions to the residential mortgage and commercial lending teams Climate First Bank, the world’s first community bank founded to fight the climate crisis, welcomes 12 employees to its growing Florida team, bringing the de novo’s total employee count......
Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients
Fintech News

Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients

Fintech News Desk
Trovata to support large scale platform deployments in European and LATAM markets Trovata, the leading fintech in automating cash workflows through multi-bank API data aggregation for corporate finance and treasury teams, announced today a global distribution agreement with Santander. Through the partnership, Santander will market & refer Trovata’s cash management......
insightsoftware Integrates CXO and Longview Solutions, Delivering Deeper Business Intelligence for Finance and Tax Teams
Finance News

insightsoftware Integrates CXO and Longview Solutions, Delivering Deeper Business Intelligence for Finance and Tax Teams

Fintech News Desk
Integration will help finance professionals understand their data and make critical business decisions insightsoftware, a global provider of reporting, analytics, and performance management solutions, announced the integration of its CXO EPM reporting solution and the suite of Longview solutions. The pairing of CXO’s purpose-built, web-based Enterprise Performance Management (EPM) reporting and Longview’s......
Trustmark Announces New Equipment Finance Line of Business
Banking News

Trustmark Announces New Equipment Finance Line of Business

Fintech News Desk
Trustmark National Bank, a wholly-owned subsidiary of Trustmark Corporation announced the introduction of a new line of business, Equipment Finance, in its Specialty Banking division that is based in Atlanta, GA. Latest Fintech News: Panacea Financial Announces Partnership with American Academy of Periodontology (AAP) “We are pleased to add equipment financing......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund
Finance Investments News

HSBC Asset Management Announces Proposed Changes to the HSBC BRIC Equity Fund

Fintech News Desk
HSBC Global Asset Management Limited manager of the HSBC Mutual Funds, announces proposed changes to the HSBC BRIC Equity Fund (the “Fund”). Latest Fintech News: FELABAN and ACAMS Partner to Strengthen Anti-Financial Crime Compliance in Latin America Subject to unitholder approval, AMCA proposes to change the investment objectives of the Fund......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
Blockchain Association for Finance Announces New Board
Finance News

Blockchain Association for Finance Announces New Board

Fintech News Desk
The Blockchain Association for Finance (BAF) announces the election of three new members to its Board of Directors. The newly elected Directors are Michael Chaille, Sébastien Capt and Pascal Schmohl. As at the date hereof, the Board of Directors of the Association comprises Mr. Michael Chaille, Chairman (Alpha FMC), Mr.......
HJ Sims Expands Investment Banking and Education Finance Team with Introduction of New Members
Banking Investments News

HJ Sims Expands Investment Banking and Education Finance Team with Introduction of New Members

Fintech News Desk
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of four investment bankers, expanding its education finance team, which provides comprehensive capital planning, structure and execution for charter schools, public and private education systems and institutions. Latest Fintech News: C2FO......
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