Search Results for: client experience

NinjaTrader Acquires Tradovate
News Trading

NinjaTrader Acquires Tradovate

Fintech News Desk
Acquisition of Cloud-Based Trading Infrastructure Further Strengthens Leadership Position in Retail Futures Industry NinjaTrader Group, LLC, a leading provider of trading software and brokerage services to active traders, announced that it has acquired Tradovate Holdings, LLC, a leading online futures brokerage firm and trading technology provider, for $115 million. Founded......
Westland Insurance Expands Partnership with Blackstone Credit, Bringing Aggregate Investment to $1.2 Billion
Investment Services News

Westland Insurance Expands Partnership with Blackstone Credit, Bringing Aggregate Investment to $1.2 Billion

Fintech News Desk
Blackstone Credit provides an additional $250 million commitment to support Westland’s growth strategy Westland Insurance Group Ltd., one of the largest and fastest-growing independent property and casualty insurance brokers in Canada and a family-owned company, announced it has expanded its partnership with Blackstone Credit. Building on its initial investment in......
Purcell Promoted to Chief Strategy and Administration Officer
Banking News

Purcell Promoted to Chief Strategy and Administration Officer

Fintech News Desk
The Banner Bank board of directors announced that Cynthia “Cindy” Purcell has been promoted to Executive Vice President, Chief Strategy and Administration Officer. Previously, she held the position of Executive Vice President, Retail Banking and Administration. Latest Fintech Insights: NSAV Announces Partnership With Metaverse Network To Launch Pioneer NFT Token “This......
New MeridianLink Engage Functionality Enables Financial Institutions to Drive Growth through More Personalized End-to-End Consumer Lending Campaigns
Lending News

New MeridianLink Engage Functionality Enables Financial Institutions to Drive Growth through More Personalized End-to-End Consumer Lending Campaigns

Fintech News Desk
Enhanced offering combines Saylent and MeridianLink capabilities to streamline prescreened lending campaigns and consumer loan opening for financial marketers and lenders MeridianLink, Inc., a leading provider of modern software platforms for financial institutions and consumer reporting agencies, announced the general availability of its enhanced MeridianLink Engage platform. Originally launched by......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Regions Bank Equipment Finance Builds Technology Solutions Platform, Hires Veteran Banking Team
Banking News

Regions Bank Equipment Finance Builds Technology Solutions Platform, Hires Veteran Banking Team

Fintech News Desk
Jay Cannon, Mark Moro, and Riley Thompson bring decades of technology finance and leasing experience to serve Regions’ business clients Regions Bank on Thursday announced the Regions Equipment Finance Corporation (REFCO), a subsidiary of Regions Bank, is expanding its specialty capabilities to include a new Technology Solutions platform and team. The platform will......
Parthenon Capital To Acquire RSM’s Wealth Management Practice
Capital Markets Digital Payments News

Parthenon Capital To Acquire RSM’s Wealth Management Practice

Fintech News Desk
Parthenon to prioritize investments in firm’s client service, people and growth RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced they have entered into an agreement for Parthenon to......
Rocket Companies Makes Leadership Changes Across Several Businesses, Increasing Connectivity Throughout the Platform
Fintech Mortgage News

Rocket Companies Makes Leadership Changes Across Several Businesses, Increasing Connectivity Throughout the Platform

Fintech News Desk
Rocket Companies Vice Chairman and CEO, Jay Farner, assuming role of CEO for Rocket Central, Bob Walters named CEO of Rocket Mortgage and Tim Birkmeier now President of Rocket Mortgage – as of January 1, 2022. Rocket Companies, the Detroit-based FinTech platform company consisting of tech-driven real estate, mortgage and......
Regions Financial Closes On Its Acquisition Of Clearsight Advisors
Banking Fintech News

Regions Financial Closes On Its Acquisition Of Clearsight Advisors

Fintech News Desk
Acquisition further enhances Regions’ specialty capabilities for business clients. Regions Financial Corp., the parent company of Regions Bank, on Tuesday announced it has completed its acquisition of Clearsight Advisors, Inc. The acquisition expands Regions’ mergers-and-acquisitions (M&A) advisory capabilities into the technology industry. Latest Fintech Insights: CellPoint Digital Secures $25 Million Investment To Boost......
De Novo Cypress Bank & Trust Selects CSI’s NuPoint® Core Platform to Provide Tech Foundation for Integrated Banking Services
Banking Fintech News

De Novo Cypress Bank & Trust Selects CSI’s NuPoint Core Platform To Provide Tech Foundation For Integrated Banking Services

Fintech News Desk
Palm Beach, Florida-based Cypress Bank & Trust, a de novo bank serving markets across Florida, has selected Computer Services, Inc.’s NuPoint core platform as the backbone of its integrated banking services. The bank selected CSI, a provider of end-to-end fintech and regtech solutions, for its shared commitment to service and ability to integrate with......
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