Search Results for: Partners

Intapp Partners with BoardEx to Accelerate Business Development Efforts with Actionable Relationship Intelligence
Cloud Investment Services News

Intapp Partners with BoardEx to Accelerate Business Development Efforts with Actionable Relationship Intelligence

GlobeNewswire
New partnership enables professional and financial services firms to map relationship paths to 1.7 million executives worldwide from within the DealCloud platform Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with BoardEx, an Altrata company, to help private capital,......
Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services
Finance News

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services

Business Wire
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Red River Credit Union (RRCU), a premier financial institution with more than $1.3 billion in assets, to......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
TreviPay and Ingram Micro Team to Bring Trade Credit Solution to Channel Partners
Digital Payments News

TreviPay and Ingram Micro Team to Bring Trade Credit Solution to Channel Partners

Fintech News Desk
New alliance provides Ingram Micro’s channel partners with access to flexible net terms to help bolster B2B sales and build customer loyalty TreviPay, the global B2B payments and invoicing network, has been selected by global technology distributor Ingram Micro to enable channel partners with trade credit. Through the strategic alliance, Ingram......
WGU Labs Partners with Savi to Explore Impact of Student Loan Debt on College Students
Finance News

WGU Labs Partners with Savi to Explore Impact of Student Loan Debt on College Students

Fintech News Desk
The relationship will explore the impact of student loan debt on borrowers and gauge interests of borrowers in furthering their education with WGU WGU Labs, an affiliate of Western Governors University, has invested in a recent round of funding for Savi, a social impact technology startup, to explore the student debt......
nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services
Banking Cloud News

nCino and Zest AI Create Strategic Partnership to Bring More Efficiency to Financial Services

GlobeNewswire
Partnership seeks to harness the power of artificial intelligence (AI) to produce faster and more equitable lending decisions with better risk assessment for financial institutions of all sizes nCino, Inc., a pioneer in cloud banking for the global financial services industry, announced a strategic partnership with Zest AI, the leader......
Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features
Banking Mobile Banking News

Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features

Business Wire
Credit union implements digital platform to offer enhanced banking services, enable member self-service functionality Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, announced that Harrisonburg, Va.-based Park View Federal Credit Union (‘Park View’ – $350M in assets) is live on its enhanced thoughtful banking platform.......
CUSO Financial Announces Partnership with Harvard University Employees Credit Union
Finance Fintech News

CUSO Financial Announces Partnership with Harvard University Employees Credit Union

PR Newswire
$1 billion university credit union chooses wealth management firm for its significant experience with start-up programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce a multi-year agreement with Harvard University Employees Credit Union (HUECU) to provide wealth management services to their members. HUECU exclusively serves the Harvard community,......
MetaWorks Partners With MetaKeep to Launch New Web3 Tap to Pay Digital Wallet
Blockchain Digital Wallet News

MetaWorks Partners With MetaKeep to Launch New Web3 Tap to Pay Digital Wallet

GlobeNewswire
MetaWorks Platforms, Inc., an award-winning Web3 company that owns and operates blockchain platforms in the entertainment & technology space, announced that it has partnered with Industry leading blockchain security protocol provider MetaKeep to integrate its multi-patented technology into its new Web3 Wallet product WalletFX. MetaKeep co-founder Naga Samineni has agreed......
Nuvo Partners with Creditsafe to Turn Trade Credit into a Competitive Advantage
B2B Digital Payments News

Nuvo Partners with Creditsafe to Turn Trade Credit into a Competitive Advantage

Business Wire
Nuvo, the fastest trade credit management platform for B2B sellers, has partnered with Creditsafe, the world’s most used supplier of online business credit reports. Through this partnership, businesses can access Creditsafe’s comprehensive credit risk data through Nuvo’s credit management platform. “With Creditsafe’s comprehensive credit data integrated into our platform, finance teams......
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