Search Results for: tax expert

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services
Investment Services Investments News

BNY Mellon Selected by Charles Schwab Investment Management to Provide Transfer Agency Services

Fintech News Desk
BNY Mellon has secured a mandate from global investment manager, Charles Schwab Investment Management, Inc., to deliver transfer agency services. BNY Mellon was selected based on its long-term commitment to the transfer agency business, as well as its experience delivering a leading client service model, technology platform and operational services.......
Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger
Fintech News

Bancorpsouth Bank And Cadence Bancorporation To Combine In Transformational Merger

Fintech News Desk
Creates a Premier Regional Banking Franchise across Texas and the Southeast Merger creates the 5th largest bank with headquarters in nine-state footprint Financially compelling transaction for both companies’ shareholders BancorpSouth Bank and Cadence Bancorporation, the parent company of Cadence Bank, N.A., jointly announced today that they have entered into a......
SAP Forms Strategic Partnership for Financial Services Industries
Banking Featured Fintech Investments News

SAP Forms Strategic Partnership for Financial Services Industries

Fintech News Desk
SAP SE and investment company Dediq GmbH today announced that they have agreed to enter into a partnership in the area of financial services. To better serve the rapidly changing banking and insurance industry, the two companies will jointly expand SAP’s financial services portfolio with a significant investment in new solutions. These......
Spreedly Launches New Professional Services Offerings for Payments Orchestration
Digital Payments News

Spreedly Launches New Professional Services Offerings for Payments Orchestration

Fintech News Desk
Helping to Meet the Industry’s Required Needs in Implementation, Migration, Integration and Education Spreedly, the provider of a secure, agnostic, and flexible platform that welcomes all payments participants, today announced it has launched a new professional services organization. This group is devoted to supporting customers and partners via payments solutions,......
Buckle Adds 2 Top Insurance and Banking Industry Executives
Banking Digital Fintech News

Buckle Adds 2 Top Insurance and Banking Industry Executives

Fintech News Desk
Adam Landau brings 20+ years of financial services and insurance experience; Paul Lautenshlager comes from 23 years at USAA to support gig economy drivers Buckle, a tech-enabled financial services company, has announced Adam Landau as its new Chief Information Officer. Adam comes from PURE Insurance where he spent four years in senior......
Vena Powers FP&A and CPM for Banking With Best Practice Pre-Configured Solution
Finance Fintech News

Vena Powers FP&A and CPM for Banking With Best Practice Pre-Configured Solution

Fintech News Desk
Vena for Banking and Credit Unions streamlines net interest margin planning, detailed profitability analysis and more with process automation, data integration and a native Excel interface to help banks scale growth amid evolving market conditions  Vena, the Complete Planning platform loved by finance and trusted by business, announced the release......
Digital Bank Oxygen Announces SVP, Head of Finance & Corporate Development
Banking Fintech News

Digital Bank Oxygen Announces SVP, Head of Finance & Corporate Development

Fintech News Desk
Airende Ojeomogha has joined the Oxygen leadership team as SVP, Head of Finance & Corporate Development to help build out the function at a pivotal point in the company’s rise, bringing with him a wealth of experience gained from a number of roles in global finance spanning fintech, consulting, investing......
SLB Capital Advisors Launched By Team Of Veteran Investment Banking, Real Estate Professionals
Fintech Investment Services Investments News

SLB Capital Advisors Launched By Team Of Veteran Investment Banking, Real Estate Professionals

Fintech News Desk
The Firm Focuses on Sale Leaseback Transactions for Private Equity Firms and Corporate Real Estate Owners Leveraging Investment Banking Experience and Corporate Finance Expertise to Unlock Capital, Strengthen Corporate Balance Sheets and Enhance Private Equity Returns A team of experienced investment bankers, real estate and M&A professionals has formed SLB Capital......
Amalto
Artificial Intelligence Featured

Sidetrade Acquires Major Order-to-Cash Player In North America, Amalto for $16 Million

Sudipto Ghosh
Sidetrade, publisher of an AI-powered platform, dedicated to the management of the Order-to-Cash (O2C) cycle – has announced today conclusion of a firm acquisition agreement covering 100% of the capital and the voting rights of Amalto, one of the main players in the dematerialization of inter-company financial transactions in North......
MarketSpark Secures $7 Million Series B Financing Round Led by IDT Corporation
Digital News

MarketSpark Secures $7 Million Series B Financing Round Led by IDT Corporation

Fintech News Desk
Industry Leading Provider of Managed Wireless Services to Aggressively Scale Sales, Marketing and Platform Development MarketSpark, the industry leading provider of managed wireless services for POTS (Plain Old Telephone Service) replacement today announced it has completed a $7 million Series B round of financing to accelerate growth and rapidly scale its sales, marketing......
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