Search Results for: staff and clients

Tokio Marine Kiln Selects Pega Platform to Improve Operational Efficiency
Banking Business Fintech News

Pega Launches Small Business Lending Reference App to Help Banks Speed Processing of COVID-19 Emergency Loans

Fintech News Desk
by Fintech News Desk0
Crisis solution available today for Pega clients and configures in just days  Pegasystems, the software company empowering digital transformation at the world’s leading enterprises, announced the launch of a Crisis Small Business Lending reference application which helps financial institutions manage the thousands of emergency loan applications pouring in from small businesses......
New Kasasa Offering Facilitates Online Account Opening Anywhere, Anytime
Banking Fintech News

Kasasa Announces Quick-Setup PPP SBA Loan Application Interface

Fintech News Desk
by Fintech News Desk0
New digital application for SBA stimulus loan helps community financial institutions by easing burdens on staff, fully accessible online In the wake of the COVID-19 crisis, Kasasa, an award-winning financial technology and marketing provider, has developed a four-step online Paycheck Protection Program (PPP) SBA loan application for community banks and credit unions......
AccuFund Announces Top Performing Resellers for 2019
Fintech News

AccuFund Announces Top Performing Resellers for 2019

Fintech News Desk
by Fintech News Desk0
Awards Presented During AccuFund’s Virtual Reseller Meeting. Focus on Past Success and Future Assistance to Clients During COVID-19 Crisis. AccuFund, provider of accounting and financial management software for nonprofit, local municipal and government organizations, announced the recipients of its annual Partner Leadership Awards for sales and marketing success in the......
InvestCloud Appoints Balthazar to Lead Singapore Expansion
Fintech News

InvestCloud Appoints Balthazar to Lead Singapore Expansion

Fintech News Desk
by Fintech News Desk0
FinTech firm appoints Taryn Balthazar to lead presence in Singapore as demand for digital wealth management solutions increases across APAC Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC. Read More: Analyticom......
Lyle Weintraub, CFP Joins Bleakley Financial
Fintech News

Lyle Weintraub, CFP Joins Bleakley Financial

Fintech News Desk
by Fintech News Desk0
Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP, CLU, ChFC as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Read More: Remitly......
AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM
Business Fintech News

AdvisorTouch Announces the Integration of Their Workflow System Into Wealthbox CRM

Fintech News Desk
by Fintech News Desk0
Formerly Fox Financial Planning Network AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM.  The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships......
KlariVis Successfully Completes SOC 2 Type II Audit
Banking News

KlariVis Continues to Build Momentum

Fintech News Desk
by Fintech News Desk0
Former bankers provide data analytics platform that breaks down barriers, revealing transformative, actionable data KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, announced from the Independent Community Bankers of America’s ® (ICBA) 2020 National Convention, ICBA LIVE that Touchstone Bank, $468 million in assets; FVCbank,......
Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning
Banking Business Fintech News

Centage Introduces New Services Offerings to Guide Customers Towards Intelligent Planning

Fintech News Desk
by Fintech News Desk0
Centage Corporation,the leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced a set of new planning services to provide customers a guided turn-key experience. The new services pair a certified Planning Maestro consultant from Centage with customers through the entire implementation, setup, go-live......
Fintainium Adds Top Executive Talent To Fuel Growth
Business Fintech News

Fintainium Adds Top Executive Talent To Fuel Growth

Fintech News Desk
by Fintech News Desk0
Fintainium, the next generation B2B payments solution provider, announces the appointment of three industry executives to fuel expansive company growth. The new team members, appointed as President, General Manager, and Senior Vice President of Business Development, were hand-picked based on skillset, expertise, and performance in the marketplace and will bring......
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