Search Results for: Business Advisory

Wipfli announces two business units of Sheshunoff Consulting + Solutions will join firm
Lending News Risk Management

Wipfli Announces Two Business Units Of Sheshunoff Consulting + Solutions Will Join Firm

PR Newswire
Wipfli LLP (Wipfli), a top 20 advisory and accounting firm, announced it has acquired Sheshunoff Consulting + Solutions’ risk management and loan review services divisions. Latest Fintech Interview : Global Fintech Interview with Olivier Thierry “OT”, CRO at HungerRush The transaction adds over 70 new members to Wipfli’s existing risk......
Bayview Launches Insurance Asset Management Business
Investment Services Mortgage News

Bayview Launches Insurance Asset Management Business

Business Wire
New Division to Benefit from Seasoned Leadership and Unique Resources of Bayview Bayview Asset Management (“Bayview”), a leading investment management firm with a 30-year history investing in mortgage and consumer credit, announced the launch of an Insurance Asset Management business. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO......
Fusion Risk Management Introduces AI-powered Assistant to Help Businesses Build Resilience
Cloud News Risk Management

Fusion Risk Management Introduces AI-powered Assistant to Help Businesses Build Resilience

Business Wire
Fusion Resilience Copilot will offer customers resilience and continuity guidance at their fingertips based on Fusion’s best-practice insights, customer program context, and public information Fusion Risk Management, (“Fusion”), a leading provider of cloud-based operational resilience, business continuity, and risk management solutions, unveiled Resilience Copilot, a generative AI-powered assistant. As part......
Velocity Risk Underwriters Implemented Guidewire InsuranceNow to Launch New Products for Business Growth
InsurTech News

Velocity Risk Underwriters Implemented Guidewire InsuranceNow to Launch New Products for Business Growth

Business Wire
Managing general agency leveraging core operations in the cloud Guidewire announced that Velocity Risk Underwriters (Velocity Risk), a catastrophe-focused property insurance hybrid managing general agency (MGA) and AM Best A- (Excellent) rated excess and surplus (E&S) insurer licensed in all 50 states, implemented Guidewire InsuranceNow to quickly launch new products to meet changing......
Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses
Business News

Salesforce Launches Starter Suite, Simplifying CRM for Small Businesses

Fintech News Desk
Starter brings sales, service, and marketing capabilities together in a simple, out-of-the-box experience to help SMBs find, win, and keep customers Salesforce announced general availability of Starter, a simple all-in-one CRM app bringing sales, service, and marketing capabilities together to help small and growing businesses manage customer relationships, centralize key data, and grow......
TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank
Banking Finance News

TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank

PR Newswire
Company retains a board seat and a non-controlling ownership stake in the bank, which will continue to serve TIAA retirement participants. Achieving an important milestone in its strategic plan to refocus on the company’s core retirement, wealth and asset management businesses, TIAA has completed the sale of TIAA Bank to......
RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners
Investment Services News

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners

PR Newswire
The strategic capital will further RFG’s commitment to fueling the success of its independent advisor community. RFG Advisory, an innovative and fast-growing platform for independent advisors, announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial......
eCurrency Launches Consulting and Advisory Services
Currency Exchange News

eCurrency Launches Consulting and Advisory Services

PR Newswire
eCurrency Mint Inc announces the launch of Consulting and Advisory Services for the feasibility, design, plan and implementation of Central Bank Digital Currency (CBDC). The service provides access to senior-level career central bankers, world renowned economists and recognized thought leaders with real-world experiences in the design, implementation and operationalization of......
Credit Union Industry Veteran Steve Langley Joins Sievewright & Associates, an SRM Company, as Managing Director, Strategic Advisory Services
Fintech News

Credit Union Industry Veteran Steve Langley Joins Sievewright & Associates, an SRM Company, as Managing Director, Strategic Advisory Services

Business Wire
Sievewright and Associates, an SRM Company, announced the hiring of Steve Langley as Managing Director, Strategic Advisory Services. Latest Fintech Interview: Global Fintech Interview with Marc Kuzak, Vice President of Legal at Yapily “It’s thrilling to share that Steve Langley is now part of my team” In this new role,......
Celent Report Finds Personetics Is the Top Banking Solution for Small Business Banking in North America
Banking Fintech News

Celent Report Finds Personetics Is the Top Banking Solution for Small Business Banking in North America

Business Wire
Celent evaluated eight fintech providers across data analytics and insights, product recommendations, and workflow digitization Personetics, the global leader in financial data-driven personalization and customer engagement, announced that Celent recognized its platform as superior to other fintech solutions in enabling banks to become “challengers” in small business (SMB) banking. Celent,......
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