Search Results for: Administration

Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice
Fintech News

Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice

Fintech News Desk
Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Better Business Planning, Inc., an insurance agency specializing in employee benefits solutions. Terms of the deal were not announced. Read More About Fintech News : Valour Inc., DeFi Technologies’ Wholly Owned Subsidiary, Reaches Record......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor

Fintech News Desk
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP®. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
O2 Investment Partners Announces Appointment of Mark Heneman
B2B Investment Services News

O2 Investment Partners Announces Appointment of Mark Heneman

Fintech News Desk
O2 Investment Partners is excited to announce the appointment of Mark Heneman as the firm’s newest Associate. Luke Plumpton announced the addition, “O2 is delighted to have Mark join the team. He has a tremendous background, and we believe he can have an immediate impact on our continued portfolio expansion and......
The Central Trust Bank Chooses Autobooks To Elevate Small Business Digital Banking
Banking Digital Digital Payments Fintech Mobile Banking News

The Central Trust Bank Chooses Autobooks To Elevate Small Business Digital Banking

Fintech News Desk
— Embedded fintech for digital invoicing, online payment acceptance, and accounting services into existing banking channels — Helping small businesses send invoices and accept online payments has become a necessity for financial institutions Autobooks, the emerging leader in embedded invoicing and payment acceptance for financial institutions, announced that the Central......
Centricity and After, Inc. Partner to Provide Enhanced Warranty Solutions in Expanding E-Commerce Market
E-commerce Investments News

Centricity and After, Inc. Partner to Provide Enhanced Warranty Solutions in Expanding E-Commerce Market

Fintech News Desk
Centricity, the service and protection powerhouse, announced a partnership with After, Inc., the warranty technology pioneer, to bolster the companies’ combined abilities to provide unique, seamless solutions in the rapidly expanding e-commerce market. “Centricity sees After, Inc. as a key partner in addressing the needs of the accelerating e-commerce space,” said......
Gordian Capital Chooses SS&C to Support Leading Alternatives Platform
Fintech Funding News Risk Management

Gordian Capital Chooses SS&C to Support Leading Alternatives Platform

Fintech News Desk
SS&C’s integrated solution powers operations in Singapore and Japan SS&C Technologies Holdings, Inc announced Gordian Capital, Asia’s leading institutional fund management platform, with AUM USD7bn, has expanded its relationship with SS&C in Singapore and Japan. The platform, which leverages SS&C GlobeOp for fund administration, has added the Eze Investment Suite to its stack to support trading, portfolio......
nCino and Accenture Help Judo Bank Transform its SME Business Banking Platform
Banking Cloud Fintech Mobile Banking

nCino and Accenture Help Judo Bank Transform its SME Business Banking Platform

Fintech News Desk
Judo Bank is now live on the nCino Bank Operating System platform, providing a single digital engagement experience for its customers and employees  nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, and Accenture, a global consulting firm with leading capabilities in......
SoftServe Appoints Alfredo Rubina as VP Financial Services Domain Solutions and Consulting
Banking Fintech News

SoftServe Appoints Alfredo Rubina as VP Financial Services Domain Solutions and Consulting

Fintech News Desk
FinTech expert with over twenty years of success in enterprise technology and software sales to help expand SoftServe’s financial services vertical in EMEA SoftServe, a leading digital authority and consulting company, has appointed Alfredo Rubina as Vice President Financial Services Domain Solutions and Consulting, effective immediately. Rubina has 25 years of international......
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