Search Results for: client experience

GBank Financial Holdings Inc. Appoints New Chief Information & Technology Officer
Fintech News

GBank Financial Holdings Appoints New Chief Information & Technology Officer

Fintech News Desk
by Fintech News Desk0
GBank Financial Holdings Inc., the parent company for Bank of George, announced that Shouvik Ray has been appointed Executive Vice President and Chief Information & Technology Officer (CIO/CTO) of Bank of George, effective March 22, 2022. Mr. Ray has over 20 years of extensive cross-functional Banking experience with demonstrated thought leadership in Technology, Cybersecurity, Risk......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
by Fintech News Desk0
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
Fundmore.ai Inc. and Filogix Announce Strategic Partnership Interface
Mortgage News

Fundmore.ai and Filogix Announce Strategic Partnership Interface

Fintech News Desk
by Fintech News Desk0
FundMore.ai Inc and Filogix partner to create a better digital mortgage experience Fundmore.ai Inc., an award-winning mortgage underwriting software company, is pleased to announce that it has partnered with Filogix, a Finastra company, to offer an advanced software suite of products for the Canadian mortgage lending industry. Fundmore.ai™ a comprehensive......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
Book Salon Raises €3 Miilion In Funding To Bring Its All-in-one Payment Processing And Booking Platform To European Beauty And Wellness Salons
Digital Payments News

Book Salon Raises €3 Miilion In Funding To Bring Its All-in-one Payment Processing And Booking Platform To European Beauty And Wellness Salons

Fintech News Desk
by Fintech News Desk0
Just six months after raising its previous seed round, €75,000 MRR in March 2022, an NPS score of 79 and a churn rate of less than 1%, this Finnish startup wants to help hundreds of thousands of European salons with no digital systems in place. Book Salon, a Finnish payment and......
Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey
Investment Services News

Pinnacle Secures $200 Million Team from VALIC, Expanding Business in New Jersey

Fintech News Desk
by Fintech News Desk0
Pinnacle Investments, LLC, a 25-year-old investment firm headquartered in Syracuse, expanded their business in Morristown, New Jersey with the procurement of three reps formerly affiliated with The Variable Annuity Life Insurance Company (VALIC). Andrea Coladarci, Adam DeSimone, and Adam Gartside, now doing business as Prime Wealth Group, each left VALIC Friday after 11, 3, and 2 years......
Budget Insight Raises $35 Million in Funding From PSG Equity to Become One of Europe’s Open Finance Leaders
Fintech News

Budget Insight Raises $35 Million in Funding From PSG Equity to Become One of Europe’s Open Finance Leaders

Fintech News Desk
by Fintech News Desk0
The management team and Crédit Mutuel Arkéa will remain shareholders alongside PSG Equity Budget Insight, the leading aggregator of banking and financial data in France and a pioneer of Open Finance1 in Europe, is pleased to announce $35m (€31m) in funding from PSG Equity (“PSG”), a leading growth equity firm partnering......
FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements
Compliance management News

FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements

Fintech News Desk
by Fintech News Desk0
The two Toronto-based innovative WealthTech solution providers partner to combine FutureVault’s secure document Vault with PureFacts’ financial data capabilities to improve compliance and streamline back-office administrative functions FutureVault Inc., an industry-leading provider of secure document exchange and Digital Vault solutions purposely built for the wealth management and financial services industry, and......
Prudential Financial Completes Sale to Fortitude Re of $31B Block of Traditional Variable Annuities
Digital Asset Management Fintech News

Prudential Financial Completes Sale to Fortitude Re of $31B Block of Traditional Variable Annuities

Fintech News Desk
by Fintech News Desk0
Marks key step in executing on Prudential’s strategy, while maintaining consistent experience for customers and deepening focus on protected outcome solutions like FlexGuard and FlexGuard Income Demonstrates Fortitude Re’s leadership and expertise in managing a broad array of long-dated insurance liabilities Prudential Financial, Inc. and Fortitude Group Holdings, LLC, the......
Smart and Natixis Investment Managers Announce Strategic Investment to Deliver Leading Workplace Pension Solutions
Banking News

Natixis CIB Partners With nCino to Expand Its Digital Capabilities in Its Financing Activities

Fintech News Desk
by Fintech News Desk0
nCino, Inc., a pioneer in cloud banking and digital transformation solutions for the global financial services industry, and Natixis Corporate & Investment Banking announce their partnership to streamline and automate several of Natixis CIB’s processes. Natixis CIB, part of Groupe BPCE, the second largest banking group in France through the......
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