Search Results for: manage clients

Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management
Banking News

Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management

Fintech News Desk
by Fintech News Desk0
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview Jennifer Hawley has been promoted to the role of banking officer with Alpine Bank Wealth Management, where she will oversee client accounts in Ouray, Ridgway, Montrose and Delta. Jennifer joined the organization in 2019 and is based......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration
Banking News

Community Bank System, Inc. and Jacobi Capital Management, LLC Announce Strategic Relationship and Collaboration

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. the parent company of Community Bank, N.A. (“Community Bank”), and Jacobi Capital Management, LCC (“Jacobi”) announced today that they have entered into a strategic relationship agreement for Jacobi to provide investment advisory services to Community Bank commercial and high net worth clients in Pennsylvania. Jacobi and......
CLPS Incorporation Announces New Generation of Loan Management System Development to Facilitate Digital Transformation for Banks
Banking News

CLPS Incorporation Announces New Generation of Loan Management System Development to Facilitate Digital Transformation for Banks

Fintech News Desk
by Fintech News Desk0
CLPS Incorporation announced the development of a new generation of loan management system a product intended for small and medium-sized banking institutions. CLPS plans to launch the loan management system in Hong Kong and Southeast Asia region in 2023. Latest Fintech News: Wingsure Partners with AICIL to Provide Curated Insurance Products and Digital Management......
Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion
B2B News

Horizon Media Launches New B2B Growth Practice Green Thread to Help Clients Establish Advanced Systems for Revenue Expansion

Fintech News Desk
by Fintech News Desk0
Horizon Also Announces Acquisition of the Revenue Enablement Institute to Accelerate Green Thread’s Ability to Drive Client Results with Specialized Offerings Horizon Media, the largest U.S. media agency according to AdAge Data Center 2022, announced the launch of Green Thread, an independent business-to-business practice under the Horizon Media umbrella, designed to help......
Crescent Raises $5Million Pre-Seed Round, Launches Platform to Help Companies Improve Cash Management
Cryptocurrency News

Crescent Raises $5Million Pre-Seed Round, Launches Platform to Help Companies Improve Cash Management

Fintech News Desk
by Fintech News Desk0
Crescent, a fintech best known for crypto-backed high yields, has announced it raised a $5M pre-seed round from strategic angels and tech founders including Anchorage Digital CEO Nathan McCauley launches platform to help companies improve cash management. Spend management and sustainable growth are amongst the hottest topics in Silicon Valley right now. Tech......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services
Finance News

FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services

Fintech News Desk
by Fintech News Desk0
Firm Specializes in Serving Leading Investment Management Firms Including Hedge Fund, Private Equity, Venture Capital, and Family Offices FFL Partners (“FFL”), a private equity firm focused on growth investments in tech-enabled business services and healthcare companies, today announced that it has completed a strategic growth investment in Abacus Group (“Abacus,”......
GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions
Investment Services News

GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions

Fintech News Desk
by Fintech News Desk0
Bloomberg announced that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise. The suite provides GAM with the ability to seamlessly manage market risk exposure and liquidity and investment risk, notably with......
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