Search Results for: client experience

Wells Fargo Invests in Six Black-Owned Bank
Fintech Investment Services News

Barry Sommers Named Wells Fargo Wealth & Investment Management CEO

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company announced that Barry Sommers will join the company as CEO of Wealth & Investment Management (WIM) on June 22, reporting to CEO Charlie Scharf. Sommers will have responsibility for the company’s delivery of wealth management, investment, and retirement products and services to clients through its U.S.-based......
Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services
Fintech Investment Services News

Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services

Fintech News Desk
by Fintech News Desk0
Enfusion, a leading global provider of investment management technology solutions and services, announced it has appointed Nancy Dornbush as Executive Vice President, Global Head of Managed Services. Dornbush will oversee Enfusion’s global network of Managed Services clients and work alongside the organization’s Product Management, Client Services and Technology teams to expand......
Alissia Pope Named to North Bay “Women in Business” List
Business Fintech News

Alissia Pope Named to North Bay “Women in Business” List

Fintech News Desk
by Fintech News Desk0
BPM’s Commitment to Female Leaders Gains Further Recognition BPM, one of the 50 largest public accounting and advisory firms in the country, announced that Alissia Pope, Director of Tax, has been selected as one of the North Bay Business Journal’s 2020 “Women in Business,” which recognizes 17 of the most outstanding female......
Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey
Economy Fintech News

Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey

Fintech News Desk
by Fintech News Desk0
Establishing an emergency fund is the most important step Americans can take to prepare for a potential sharp economic downturn with over half (57 percent) of CPA financial planners identifying it as the top priority, and 84 percent including it in their top three. This according to the AICPAs Personal......
BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors
Banking Business Fintech News

BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors

Fintech News Desk
by Fintech News Desk0
InfiniteIQ Consulting, a nationally recognized technology and data management consulting firm, and BlueVenn, the leading Customer Data Platform (CDP) vendor, have today announced a new strategic technology partnership focussed on helping healthcare, financial services, insurance and retail organizations make better sense of their customer data, and improve their omnichannel personalization......
Strong Adoption of i2c Solutions Drives Expansion Across Americas
Banking Fintech News

Strong Adoption of i2c Solutions Drives Expansion Across Americas

Fintech News Desk
by Fintech News Desk0
Banking-as-a-Service Industry Veteran Kevin Fox Joins i2c As EVP of Americas Sales i2c Inc., a leading provider of digital payment and open banking technology today announced an expansion of its business in both North and South America as demand continued to accelerate for its innovative solutions. i2c has signed 17......
iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform
Fintech Investment Services News

iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform

Fintech News Desk
by Fintech News Desk0
 iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has entered into an agreement to acquire the alternative investments feeder fund platform from Wells Fargo’s Global Alternative Investments (GAI) division. As a part of the transaction,......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
Cegid's Customer Satisfaction Rises Nearly 10% Using Genesys Cloud
Business Fintech News

Cegid’s Customer Satisfaction Rises Nearly 10% Using Genesys Cloud

Fintech News Desk
by Fintech News Desk0
With hundreds of thousands of customers across 75 countries, Cegid is a leader in business management solutions for accounting, finance and tax, payroll and human resources, Enterprise Resource Planning (ERP) and retail. The company is the third ranked software as a service provider in France and has earned a reputation as an......
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