Search Results for: advisor marketing

Versapay Bolsters Executive Team With Hiring Of Senior Industry Leaders For Continued Rapid Growth In North America And Globally
Digital Payments Fintech News

Versapay Bolsters Executive Team With Hiring Of Senior Industry Leaders For Continued Rapid Growth In North America And Globally

Fintech News Desk
by Fintech News Desk0
Versapay, a leading provider of cloud-based payments and accounts receivable (AR) automation solutions, announced the addition of three new members to its Executive Leadership Team. Ward Schultz joins as Chief Financial Officer (CFO), Nancy Sansom joins as Chief Marketing Officer (CMO), and Alex Hoffmann joins as Executive Vice President of Payments. Latest Fintech Insights: Lyft And......
Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training
Fintech News

Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training

Fintech News Desk
by Fintech News Desk0
Cannon set to offer both in person and online training in collaboration with Broadridge Cannon Financial Institute, a leading professional development firm specializing in financial services, announced their alliance with Broadridge Financial Solutions, a global Fintech leader. The two firms come together to bring the Fi360 Accredited Investment Fiduciary® (AIF®) instruction......
Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office
Artificial Intelligence Fintech News

Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office

Fintech News Desk
by Fintech News Desk0
Product Partnership Brings JIFFY.ai’s Integrated Intelligent Automation to the Docupace Platform Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, and JIFFY.ai, the innovative provider of true end-to-end intelligent automation applications, announce the companies are jointly developing the wealth management industry’s most powerful suite of automation......
Ridgeway Partners Announces Hari Krishnaswami as Managing Director
Finance News

Ridgeway Partners Announces Hari Krishnaswami as Managing Director

Fintech News Desk
by Fintech News Desk0
Ridgeway Partners announced that Hari Krishnaswami has joined the firm as a Managing Director in the New York Office. He will focus on supporting initiatives across Asset and Wealth Management, Financial Services and Financial Technology. Mr. Krishnaswami joins Ridgeway Partners from ISS Market Intelligence. ISS Market Intelligence is a leading provider......
SamsonVT Secures $5.1 Million In Seed Round Funding to Enable Rapid Growth
Fintech Investment Services News

SamsonVT Secures $5.1 Million In Seed Round Funding to Enable Rapid Growth

Fintech News Desk
by Fintech News Desk0
The investment, led by Par Equity with Blumberg Capital, will fund product development and expansion into new markets Manchester-based technology start-up, SamsonVT, announced that it has received $5.1M in seed funding with investment led by Par Equity, with participation from US-based Blumberg Capital. Latest Fintech Insights: Payrailz Passes PCI Data Security Standards Audit,......
Buckle Beefs Up Corporate Leadership with 3 Key Appointments
Finance News

Buckle Beefs Up Corporate Leadership with 3 Key Appointments

Fintech News Desk
by Fintech News Desk0
Buckle adds new Chief Credit Officer, Chief Marketing Officer, and SVP of Sales and Underwriting as company elevates service to gig rideshare and delivery drivers Buckle, the inclusive tech-enabled financial services company, has appointed Pedram Afshar as the company’s new Chief Credit Officer. Pedram was previously Chief Digital and Operating Officer of......
Plum Life and London Underwriters Jointly Announce New Distribution Agreement
InsurTech News

Plum Life and London Underwriters Jointly Announce New Distribution Agreement

Fintech News Desk
by Fintech News Desk0
New Agreement will give over 8,000 wholesale Property and Casualty agents access to the Plum Life Insurance Selling Platform Plum Life Inc. and London Underwriters jointly announced a new distribution agreement that will give London Underwriters’ 8000 agents access to Plum Life’s 100% digital selling platform. Plum Life’s friction-free experience......
Savvymoney Announces $45 Million Growth Investment Led By Spectrum Equity
Fintech Investment Services News

SavvyMoney Announces $45 Million Growth Investment Led By Spectrum Equity

Fintech News Desk
by Fintech News Desk0
SavvyMoney, a fintech innovator in the consumer credit score space serving 796 financial institutions, announced it has raised $45 million from Spectrum Equity, a leading growth equity firm. TransUnion, an existing investor and strategic partner, also participated in the round. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets and Corporates,......
Sellvia Gives an Opportunity to Start an Ecommerce Business for Free
Business E-commerce News

Sellvia Gives an Opportunity to Start an Ecommerce Business for Free

Fintech News Desk
by Fintech News Desk0
Sellvia, a full-scale ecommerce ecosystem for online entrepreneurs, has created a new opportunity for everyone who wishes to launch their own business. Sellvia builds a free online store and gives full access to the company’s resources to anyone wishing to try ecommerce. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets and......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
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