Search Results for: client acquisition

City National Bank Launches National Lending Initiative to Support Entrepreneurs and Potential Homebuyers in Underserved Communities
Lending News

City National Bank Launches National Lending Initiative to Support Entrepreneurs and Potential Homebuyers in Underserved Communities

Fintech News Desk
by Fintech News Desk0
New Special Purpose Credit Programs (SPCPs) will help entrepreneurs and potential homebuyers access capital City National Bank announced that it will launch an expansive new lending initiative in underserved communities nationwide. City National has a strong history of supporting and lending to small businesses, dating back to its founding by......
Options Announces Partnership with Tools for Brokers Following Successful Integration with ACTIV API
Capital Markets Finance News

Options Announces Partnership with Tools for Brokers Following Successful Integration with ACTIV API

Fintech News Desk
by Fintech News Desk0
Options Technology, the leading Capital Markets services provider, announced its partnership with Tools for Brokers (TFB) following a successful integration with ACTIV API. “We are excited to partner with Options to provide a comprehensive solution to retail brokers for seamless streaming of real-time and delayed market data. Now clients will have......
Heritage Bank Expands into the Boise, Idaho, Market
Finance News

Heritage Bank Expands into the Boise, Idaho, Market

Fintech News Desk
by Fintech News Desk0
Heritage Bank, a wholly-owned subsidiary of Heritage Financial Corporation, is pleased to announce its expansion into Boise, Idaho. The bank has also welcomed Mike Trueba, Senior Vice President Commercial Team Leader and Kara Aburusa Assistant Vice President Credit Analyst Senior, who will be located in a temporary branch set to open on January 10, 2023.......
Commerce Investments News Technology

Fidelity Investments® Acquires Shoobx®, Bolstering Commitment To Equity Plan Capabilities For Private Companies

Fintech News Desk
by Fintech News Desk0
Fidelity Investments® announced it is furthering its commitment to the private market with the acquisition of Shoobx®, a leading provider of automated equity management operations and financing software for private companies at all growth stages, up to and including an initial public offering (IPO). Financial terms of the acquisition are not being......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
AdsPostX Secures CitrusAd Partnership
Commerce News

AdsPostX Secures CitrusAd Partnership

Fintech News Desk
by Fintech News Desk0
CitrusAd and AdsPostX announced a global retail media partnership that empowers retailers to provide relevant ads through a customer’s complete shopping experience, to the confirmation page after they checkout. AdsPostX launched their post transaction ad platform to bring optionality, controls and flexibility to a space currently led by Rokt. “We......
Synechron Completes Integration of Payments Services and Solutions Provider Attra
Digital Payments News

Synechron Completes Integration of Payments Services and Solutions Provider Attra

Fintech News Desk
by Fintech News Desk0
Attra will operate under the Synechron brand as Synechron Payments, following full integration within Synechron Synechron, Inc., a leading global digital transformation consulting firm, announces that it has now fully integrated its subsidiary, Attra, a payments technology services and solutions provider headquartered in Melbourne, Australia, into the larger Synechron brand. Attra,......
Burnout Hitting Consumer Confidence, Finds KeyBank Survey
Banking Mobile Banking News

Burnout Hitting Consumer Confidence, Finds KeyBank Survey

Fintech News Desk
by Fintech News Desk0
Millennials or younger are experiencing the most burnout amid growing demand for digital products and financial guidance The KeyBank 2023 Financial Mobility Survey, released today, finds Americans are in a difficult financial position as 55% faced financial challenges over the last year, a substantial increase from the year prior (37%), with......
RelPro Partners with Rivel, Enabling Banks & Credit Unions to Increase SMB Growth and Business Development Efficiency
Banking News

RelPro Partners with Rivel, Enabling Banks & Credit Unions to Increase SMB Growth and Business Development Efficiency

Fintech News Desk
by Fintech News Desk0
RelPro’s Business Development & Relationship Management platform combines with Rivel’s customer perception data, enabling Banks to focus SMB growth & go-to-market efficiency initiatives RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced its latest partnership with Rivel Inc., a Management Consulting firm that uses data......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
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