Search Results for: client acquisition

CG Infinity Uses IgniteConnex Integration Platform to Meet Growth Initiatives at a Community Bank
Banking News

CG Infinity Uses IgniteConnex Integration Platform to Meet Growth Initiatives at a Community Bank

Fintech News Desk
by Fintech News Desk0
A commercial real estate focused East Texas bank needed to integrate their core banking system with their CRM solution to drive operational efficiencies and lay the foundation for future enhancements while continuing their aggressive growth. However, like many banks, they faced a skills gap and resource constraints that meant they needed......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Cohen & Company Capital Markets Continues Strong Growth Despite Tumultuous Capital Market Environment
Banking Capital Markets News

Cohen & Company Capital Markets Continues Strong Growth Despite Tumultuous Capital Market Environment

Fintech News Desk
by Fintech News Desk0
Leading M&A, Capital Markets, and SPAC Advisory Firm Promotes Five Senior Talents Cohen & Company Capital Markets, a leading full-service boutique investment bank with a focus on mergers and acquisitions (M&A), capital markets, and SPAC advisory, closed out a strong 2022. CCM announced or closed transactions that represent over $18 billion in......
Principal Doubles Direct Lending Committed Capital In 2022
Lending News

Principal Doubles Direct Lending Committed Capital In 2022

Fintech News Desk
by Fintech News Desk0
Principal Asset Management doubled its direct lending committed capital in 2022, increasing its foothold in the middle market. The direct lending team, now in its third year of business, has closed on 85 transactions since inception, representing $1.6 billion of committed capital. “The Best Places to Work in Money Management” “Current market......
Flaunt, the World's First Enterprise-Level Web3 Brand Loyalty Platform, Launches Out of High Alpha
Digital Asset Management News

Flaunt, the World’s First Enterprise-Level Web3 Brand Loyalty Platform, Launches Out of High Alpha

Fintech News Desk
by Fintech News Desk0
The company is the first official Salesforce Partner offering web3-powered loyalty solutions to help enterprise brands create, manage and integrate user-friendly loyalty programs Flaunt is announcing its launch out of High Alpha. The platform creates a path for brands to get started in the web3 loyalty space and even build on......
Avenu Acquires Government Payment Solution Provider, Interware Development Company
Digital Payments News

Avenu Acquires Government Payment Solution Provider, Interware Development Company

Fintech News Desk
by Fintech News Desk0
Connecting Citizens with Their State & Local Governments Through More Efficient Technology Avenu Insights & Analytics, the global leader in revenue enhancement and administration solutions for state and local governments, announced the acquisition of Interware Development Company Inc., a leading provider of cloud-based payment solutions for local governments. “Governments are......
Hardbacon Launches Bacon Creative, a New Content Creation Agency Powered by AI
Artificial Intelligence Finance News

Hardbacon Launches Bacon Creative, a New Content Creation Agency Powered by AI

Fintech News Desk
by Fintech News Desk0
The Canadian fintech relies on technologies such as ChatGPT to help clients replicate its SEO success Hardbacon, a personal finance app and site reaching more than 250,000 unique visitors per month, has launched a new creative content agency powered by artificial intelligence. Bacon Creative, Hardbacon’s new service agency, aims to......
VTEX and Nuvei Partner Amid Global Expansion Drive
Commerce Fintech News

VTEX and Nuvei Partner Amid Global Expansion Drive

Fintech News Desk
by Fintech News Desk0
eCommerce payments collaboration helps retailers accelerate their growth and profitability Nuvei Corporation, the Canadian fintech company and VTEX, the global enterprise digital commerce platform for premier brands and retailers, announced a global partnership that will provide greater flexibility and customization for retailers as VTEX expands deeper into Latin America and......
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