Search Results for: client experience

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Capital Markets Fintech News

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management (PWM) announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS. The team collectively manages over $3 billion in client assets. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium “We believe we have the strongest platform for......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Artificial Intelligence Business Fintech InsurTech News

Safebuilt Insurance Services (SIS Insure) Partners with AF Group to Expand Insurance Programs for Contractors

Fintech News Desk
by Fintech News Desk0
Partnership Extends Capacity of A-Rated General Liability Contractor Insurance Programs Offered through Proprietary, Online Platform Safebuilt Insurance Services, LLC (“SIS Insure” or “The Company”), a licensed program manager, has announced its partnership with AF Group, a premier provider of innovative insurance solutions. SIS Insure is a subsidiary of Integrated Specialty......
Fintech News

Gable Tax Group CEO Dena Oberst Announces Appointment of Lindsay Sisk as VP, Operations for International Sales Tax Practice

Fintech News Desk
by Fintech News Desk0
Dena Oberst, founder and CEO of Gable Tax Group, today announced the appointment of Lindsay Sisk as Vice President of Operations to head the firm’s expansion at a time of unprecedented growth. Known as the “Sales Tax Gurus,” Gable Tax Group provides multi-state sales and use tax consulting and tax compliance services to businesses across......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Banking Blockchain Cryptocurrency Fintech News

FamaCash™ Announces Partnership with Stably

Fintech News Desk
by Fintech News Desk0
FamaCash, one of the fastest growing digital financial service (DFS) networks in the world, today announced that it has partnered with the blockchain technology experts at Stably Corporation to provide development support for Fama’s growing portfolio of financial service platforms. Read More: Lincoln Financial Group Elects Reginald E. Davis to Serve on......
Wipro Selected as Strategic Partner by Metro Bank to Drive IT Transformation
Business Fintech News

Wipro and Quaternion Partner to Launch Standard Initial Margin Model (SIMM) Solution

Fintech News Desk
by Fintech News Desk0
Wipro Limited, a leading global information technology, consulting and business process services company, today announced a partnership with industry-leading Standard Initial Margin Model (SIMM) vendor, Quaternion Risk Management. As part of the collaboration, Wipro will offer SIMM-in-a-box to financial institutions covered under Uncleared Margin Rules (UMR). Read More: Cardtronics takes over......
Clearwater Analytics Announces New Investment From Leading Growth Investors Permira, Warburg Pincus, Dragoneer and Durable Capital
Banking Fintech News

Alphonse Valbrune Joins Clearwater as Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Clearwater Analytics announced today that Alphonse Valbrune has joined the company as Chief Legal Officer. Clearwater is the leading SaaS solution for investment data aggregation, reconciliation, accounting, and reporting. Clearwater reports on more than $4 trillion in investments daily for many of the world’s largest insurers, investment managers, corporations, pension......
Afterpay Offers In-Store Payment Solution Across U.S.
Fintech News

Afterpay Expands Into Europe

Fintech News Desk
by Fintech News Desk0
Acquisition Expedites Market Entry in Spain, Italy and France Afterpay, the leader in “Buy Now, Pay Later” payments, today announced that it has entered into an agreement with NBQ Corporate SLU (NBQ) to acquire Pagantis SAU and PMT Technology SLU. Pagantis is a European company that offers payment services for......
Banking Fintech Fintech Startups News

Ondot Hires Key Executives to Drive Growth of Digital Payments Technology Throughout EMEA

Fintech News Desk
by Fintech News Desk0
Offers first purpose-built app for managing and using digital payments cards Ondot Systems, a digital card services platform for credit and debit issuers, announced the addition of key staff to its European team as part of the company’s international expansion plans. Read More: Manzil Partners With KOHO to Launch Halal Prepaid......
Mercurity Fintech Holding Inc. Announced Appointment of Independent Director
Fintech News

Mercurity Fintech Holding Inc. Announces Appointment of Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Mercurity Fintech Holding Inc. today announced that Mr. Erez Simha has been appointed as chief financial officer of the Company, effective August 24, 2020. Concurrently, Mr. Frank Zhigang Zhao has resigned as the chief financial officer of the Company for personal reasons. Read More: HSBC Bank Launches Digital Application Experience for International Clients Mr. Erez Simha brings to the......
AssetMark Launches eService Team and Expands Digital Servicing Tools
Fintech News

AssetMark Launches eService Team and Expands Digital Servicing Tools

Fintech News Desk
by Fintech News Desk0
Latest Evolution in Long-standing Culture of Service Helps Financial Advisors Respond Faster in New Era for Remote Investor Servicing(AssetMark)  AssetMark announced its new dedicated eService team to help financial advisors meet the increasing demand for digital servicing during the pandemic while reinforcing the firm’s commitment to fostering deep relationships with its......
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