Search Results for: client acquisition

WPP Partners With Stripe to Expand Commerce and Payments Solutions for Brands
Commerce Digital Payments News

WPP Partners With Stripe to Expand Commerce and Payments Solutions for Brands

Fintech News Desk
by Fintech News Desk0
The new partnership addresses changing client needs and increasing customer expectations around experience-led commerce WPP announced it has partnered with Stripe to develop new commerce and payments solutions on behalf of joint clients. With this announcement WPP is now a Consulting Partner within the Stripe Partner Ecosystem (SPE), a program......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Customers Bank Introduces Loan Syndications Banking Solutions
Banking News

Customers Bank Introduces Loan Syndications Banking Solutions

Business Wire
by Business Wire0
Customers Bank, a digital and fintech-forward super-community bank with a growing number of operations across the nation and the bank subsidiary of Customers Bancorp, Inc., announced the launch of a new Loan Syndications Banking Team, expanding the bank’s lending services for middle market businesses and lead deals to support the......
Orion Portfolio Solutions Selects Docupace for Workflow Automation
Fintech News

Orion Portfolio Solutions Selects Docupace for Workflow Automation

Fintech News Desk
by Fintech News Desk0
Fast-growing TAMP consolidating and streamlining operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions has selected the Docupace Platform to automate workflows for its wealth management platform. Orion Portfolio Solutions Selects Docupace for Workflow Automation. Fast-growing TAMP streamlining operations......
Cutting Edge Secures $100 Million in New Financing From a Consortium of Banks Led by Pinnacle Financial Partners
Finance Investment Services News

Cutting Edge Secures $100 Million in New Financing From a Consortium of Banks Led by Pinnacle Financial Partners

Fintech News Desk
by Fintech News Desk0
Cutting Edge Media Music (CEMM) announced that it has secured $100 million in new financing from a consortium of banks led by Pinnacle Financial Partners. Cutting Edge Secures $100 Million in New Financing from a Consortium of Banks Led by Pinnacle Financial Partners CEMM, a division of the Cutting Edge......
Cryptocurrency Digital Markets News

Bakkt To Enhance Focus On Scalable Business-to-Business-to-Consumer Solutions And Sunset Consumer App

Fintech News Desk
by Fintech News Desk0
Bakkt Holdings, Inc. announced today that it is furthering its focus on providing scalable business-to-business technology solutions and will be sunsetting its consumer-facing app. Bakkt will continue its core focus of providing businesses with crypto and loyalty experiences for their customers through SaaS and API solutions on a secure and......
XiFin Unveils New Corporate Identity to Reflect Company’s Broader Mission of Healthcare Financial Stability
Finance News

XiFin Unveils New Corporate Identity to Reflect Company’s Broader Mission of Healthcare Financial Stability

Fintech News Desk
by Fintech News Desk0
Continued Momentum in Pharmacy, Medical Device, and Radiology Segments Helped Drive 28% Increase in Annual Revenue With a 37% Revenue CAGR From 2019 to 2022 XiFin, Inc. unveiled new corporate branding to reflect the company’s industry leadership in providing solutions and services that improve financial performance, operational efficiencies, provide interoperability between......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Stenson Tamaddon Acquires Research and Development Tax Services Firm
Finance News

Stenson Tamaddon Acquires Research and Development Tax Services Firm

Fintech News Desk
by Fintech News Desk0
Specialty Tax Firm Announces New Managing Director of R&D, Ilija Huljev with Acquisition of Huljev & Associates Partners Stenson Tamaddon, a specialty tax firm, is excited to announce the acquisition of Ilija Huljev and Huljev & Associates as it expands its efforts in the research and development tax space. Ilija......
FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms
Finance News

FICO Score Open Access Program Promotes Credit Transparency by Enabling Financial Services Firms

Fintech News Desk
by Fintech News Desk0
Parachute, a leading start-up lender, becomes the first organization in Canada to use FICO Score 10 and take part in the FICO Score Open Access program Today, global analytics software firm, FICO announced that Parachute, a leading start-up dedicated to making financial well-being accessible for all Canadians, is the first organization......
1