Search Results for: advisor marketing

Uniphore Expands its Executive Leadership Team with a Global Chief Revenue Officer
Business News

Uniphore Expands its Executive Leadership Team with a Global Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
Ritesh Idnani joins Uniphore to lead global sales, business systems and partnerships and alliances teams Uniphore, a leader in Conversational Automation, announced that Ritesh Idnani has joined the company as its Chief Revenue Officer (CRO). A seasoned executive with more than 25 years of experience in technology, business services customer......
SpotOn Raises $300 Million in Series E Funding Led by Andreessen Horowitz; Transaction Values Company at $3.15 Billion
Commerce News

SpotOn Raises $300 Million in Series E Funding Led by Andreessen Horowitz; Transaction Values Company at $3.15 Billion

Fintech News Desk
by Fintech News Desk0
SpotOn also announces the acquisition of Appetize, extending its coverage to include small, midsize, and enterprise retail, restaurant, sports, entertainment and hospitality businesses in the United States Appetize will go to market as SpotOn and will be sharply focused on serving and growing its enterprise client base, such as Live......
Elinphant Celebrates Fifth Anniversary of Providing Specialized Compliance Solutions to Wide Range of Financial Services Companies
Fintech News

Elinphant Celebrates Fifth Anniversary of Providing Specialized Compliance Solutions to Wide Range of Financial Services Companies

Fintech News Desk
by Fintech News Desk0
Industry Veterans Virginia Harnisch, Glen Garofalo join Elinphant’s team of compliance experts CEO Elin Cherry credits Elinphant workers’ determination for firm’s successful growth during the pandemic Elinphant, the woman-owned international financial compliance consulting firm, marked its fifth anniversary, celebrating its growth from a one-person shop to a full-service operation providing......
Thorstarter Launches Its First IDO for Skyrim Finance on its ‘Decentralized VC’ Launchpad
Cryptocurrency DeFi News

Thorstarter Launches Its First IDO for Skyrim Finance on its ‘Decentralized VC’ Launchpad

Fintech News Desk
by Fintech News Desk0
Thorstarter is a launchpad platform that offers small projects liquidity grants, customized launch structures, cross-chain liquidity, and swapping capabilities with bigger cryptocurrencies Thorstarter, the decentralized blockchain-based launchpad platform for cryptocurrency projects, funds and launches its first initial decentralized exchange offering (IDO) for Skyrim Finance, the first multichain decentralized marketplace that blends......
Centre Consortium Introduces Team Members Who Will Continue to Drive Global Adoption of Digital Currencies and Blockchain-Based Financial Services
Cryptocurrency Digital Digital Asset Management Fintech News

Centre Consortium Introduces Team Members Who Will Continue to Drive Global Adoption of Digital Currencies and Blockchain-Based Financial Services

Fintech News Desk
by Fintech News Desk0
World’s First Standards and Governance Consortium for Stablecoins Will Raise the Bar for Trust and Compliance During Period of Rapid Adoption Centre, the consortium founded by Circle and Coinbase to provide standards governance for USD Coin (USDC), which has become the world’s fastest growing dollar digital currency, introduced the team......
Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, COO and president of Global Banking and Markets
Fintech News

Bank of America Announces Retirement of Anne Finucane, Vice Chairman and Thomas Montag, COO and president of Global Banking and Markets

Fintech News Desk
by Fintech News Desk0
Bank of America announced the retirement of Anne Finucane, Vice Chairman, and Thomas Montag, Chief Operating Officer and president of Global Banking and Markets, after many years of distinguished service. Both executives are members of the company’s executive management team and report to Chairman and Chief Executive Officer Brian Moynihan.......
ComplySci Appoints Widely-Respected Finance And Accounting Executive Wendy Fraulo As New CFO
Fintech Investments News

ComplySci Appoints Widely-Respected Finance And Accounting Executive Wendy Fraulo As New CFO

Fintech News Desk
by Fintech News Desk0
Veteran Leader’s Experience in High-Tech and Private Equity-Backed Enterprises Positions Leading Financial Services Sector RegTech Provider for Continued Growth, Expansion  ComplySci, the leading provider of regulatory technology and compliance solutions for the financial services sector, announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than......
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......
FICO Research: Digital Literacy vs. Financial Literacy, Digital Preferences Vary by Generation
Banking Fintech Mortgage News

FICO Research: Digital Literacy vs. Financial Literacy, Digital Preferences Vary by Generation

Fintech News Desk
by Fintech News Desk0
Digital literacy does not equate to financial literacy as nearly one third of Gen Z prefer to open bank accounts over phone or by mail, showing a surprising digital divide when compared with those more senior to them HIGHLIGHTS: FICO released new research looking at the impact of COVID-19 on......
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