Search Results for: relationship management

AIA Thailand Partners with Vymo to Strengthen its Partner Distribution Channel
Business Fintech News

AIA Thailand Partners with Vymo to Strengthen its Partner Distribution Channel

Fintech News Desk
by Fintech News Desk0
– With Vymo’s Partner Relation Management platform, the AIA Bancassurance team, is able to closely support their National Sales Heads and Business Development Managers to optimise engagement activities with their bank partner. Today, Vymo (www.getvymo.com), the Distribution Excellence Cloud for Financial Services, announced that it has partnered with AIA Thailand to improve......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Business Fintech News

Tegra118 Expands Front Office Digital Solutions Powered by Finantix

Fintech News Desk
by Fintech News Desk0
Tegra118 further elevates its wealth advisor front office experience that enables advisors to deliver more personalized, informed advice to investors Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced its expansion of new front office capabilities to strengthen its robust wealth tech platform......
Quadpay Reimagines ‘Buy Now, Pay Later’ Shopping Experience with Quadpay for Chrome
Business Fintech News

QuadPay Appoints Payment Technology Veterans to Leadership Team Ahead of Unprecedented Growth Phase

Fintech News Desk
by Fintech News Desk0
Former PayPal and Big Commerce Executives to Spearhead Strategic Partnerships and Enterprise Sales QuadPay, a pioneer in the Buy Now, Pay Later (“BNPL”) market, and recently merging with Zip Co, announced the appointment of global sales leader and former PayPal executive, Laura Kane as senior vice president of enterprise sales. In......
Cloud-based Platform for Corporate Payments TIS and TIPCO Announce Strategic Partnership
Business Fintech News Risk Management

Cloud-based Platform for Corporate Payments TIS and TIPCO Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Corporate payment provider TIS (Treasury Intelligence Solutions GmbH) and treasury experts TIPCO formalize their collaboration to best serve their clients’ needs TIS, a leading cloud-based platform for corporate payments, and TIPCO, a best-in-class treasury solutions provider announced that they have formalized their long-standing cooperation through a strategic partnership agreement. Read......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
Silicon Valley Bank Hires Sunita Patel as Head of Business Development, Technology and Healthcare
Business Fintech Investment Services News

Silicon Valley Bank Hires Sunita Patel as Head of Business Development, Technology and Healthcare

Fintech News Desk
by Fintech News Desk0
SVB Capital Builds Life Science & Healthcare Investment Team Led by Jennifer Friel Goldstein Silicon Valley Bank (SVB), the bank of the world’s most innovative companies and their investors, announced the appointment of Sunita Patel as Head of Business Development for its Technology and Healthcare practice. Sunita will succeed Jennifer Friel Goldstein, who......
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FICO Appoints New EVPs for Sales and Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Stephanie Covert will lead Sales and Marketing; Tab Bowers will lead Corporate Strategy HIGHLIGHTS: Stephanie Covert named executive vice president, Sales and Marketing, effective October 1 Tab Bowers named executive vice president, Corporate Strategy Covert replaces Wayne Huyard who is transitioning to a new part-time advisory position at FICO Read More: GlobalFintechSeries Interview......
Growers Edge Appoints Proven Ag Finance Expert to Build New Lending Operations
Fintech News

Growers Edge Appoints Proven Ag Finance Expert to Build New Lending Operations

Fintech News Desk
by Fintech News Desk0
Hollie Bunn Joins as Vice President of Lending Operations to Solve Financing Challenges and Bring Innovations to More Farms  Growers Edge, a provider of data-backed financial technology solutions for the agricultural industry, announced the appointment of Hollie Bunn as vice president of lending operations to expand the company’s offerings into......
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