Search Results for: client experience

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals
Digital Asset Management Fintech News

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals

Fintech News Desk
by Fintech News Desk0
SIMON’s centralized platform for wealth managers gears up to launch digital assets portal designed to meet the industry’s evolving education and access needs SIMON Markets LLC (SIMON), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, announced a new partnership with NYDIG—a leading......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Calamos To Expand Sustainable Investing Capabilities, Hires Seasoned ESG Management Team
Investments News

Calamos To Expand Sustainable Investing Capabilities, Hires Seasoned ESG Management Team

Fintech News Desk
by Fintech News Desk0
Calamos Investments, a global investment management firm managing over $40 billion in AUM, announced that it has hired Environmental, Social, and Governance investing pioneers Anthony (Tony) Tursich and James (Jim) Madden to lead the development of focused sustainable investment products. Tursich and Madden helped set industry standards for ESG focused investing at Portfolio 21 where......
SVB Leerink Accelerates Growth with Opening of New Office in Nashville
Banking Investments News

SVB Leerink Accelerates Growth with Opening of New Office in Nashville

Fintech News Desk
by Fintech News Desk0
SVB Leerink, a leading investment bank specializing in healthcare and life sciences, is opening a new office in Nashville, Tennessee, to accommodate their rapid growth in Healthcare Services & Technology investment banking. “2020 was a record-breaking year for IPOs, with the healthcare and technology sectors driving deal volume and fundraising,” said Barry......
GoDocs Attracts Investment From M33 Growth and Adds Industry Veteran Steve Butler as CEO
Lending News Security

GoDocs Attracts Investment From M33 Growth and Adds Industry Veteran Steve Butler as CEO

Fintech News Desk
by Fintech News Desk0
The Investment and Added Leadership Will Accelerate Growth for the Document Preparation Software Provider by Scaling Sales and Marketing Resources, Broadening the Product Offering to All Types of Commercial Lending, and Expanding Integrations to Banking Systems. GoDocs, the leading provider of web-based legal document generation solutions for commercial lending, announced......
Fintech Pioneer Phos Secures €2 Million in Funding
Fintech Mobile Banking News Security

Fintech Pioneer Phos Secures €2 Million in Funding

Fintech News Desk
by Fintech News Desk0
CM.com among investors in latest round to spur international expansion and hiring Phos, the fintech behind the leading software-only Point of Sale system (SoftPoS), has secured €2 million in funding as it plots a course to a Series A round later in the year. Led by global leader in cloud......
Selecta Group and Fiserv to Roll Out Cashless Payments Across Europe
Digital Payments Mobile Banking News

Selecta Group and Fiserv to Roll Out Cashless Payments Across Europe

Fintech News Desk
by Fintech News Desk0
Selecta Serves More Than 10 Million People Every Day Selecta Group, Europe’s leading route-based self-service retailer offering coffee and convenience food solutions in the workplace and in public spaces, is partnering with Fiserv, Inc.,, a leading global provider of payments and financial services technology solutions, to commence the enhancement and streamlining of......
Hamilton Reserve Bank Completes Temenos End-to-End Digital Transformation
Banking News

Hamilton Reserve Bank Completes Temenos End-to-End Digital Transformation

Fintech News Desk
by Fintech News Desk0
Hamilton Reserve Bank implements Temenos technology to add one million new customers Hamilton Reserve Bank chose Temenos’ cloud-native core banking, payments, and digital banking technology to accelerate growth, automation, elastically scale and enhance efficiency Temenos, the banking software company, announced that Hamilton Reserve Bank, a leading global bank with a......
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