Search Results for: advisor marketing

Cube Boosts Executive Leadership Team With Addition Of Chief Revenue Officer, Scott Samios
Fintech News

Cube Boosts Executive Leadership Team With Addition Of Chief Revenue Officer, Scott Samios

Fintech News Desk
by Fintech News Desk0
Cube Boosts Executive Leadership Team With Addition Of Chief Revenue Officer, Scott Samios Cube, the next generation Financial Planning & Analysis (FP&A) platform for Finance teams, announced the addition of Scott Samios as Chief Revenue Officer to the team. Scott brings extensive experience scaling and optimizing the sales and marketing functions......
tZERO Appoints Former Nasdaq EVP John Jacobs to its Board of Directors
Fintech News

tZERO Appoints Former Nasdaq EVP John Jacobs to its Board of Directors

Fintech News Desk
by Fintech News Desk0
tZERO, a leader in financial innovation and liquidity for private companies, announced that former Executive Vice President (EVP) and Chief Marketing Officer (CMO) of Nasdaq, John Jacobs, has joined tZERO’s Board of Directors as its newest member. Jacobs is known for his business success and expertise in working with institutional......
Purewrist Launches Purewrist GO, an Affordable Mass Market Wearable Empowering Contactless Transactions with the Tap of a Wrist
Fintech News

Purewrist Launches Purewrist GO, an Affordable Mass Market Wearable Empowering Contactless Transactions with the Tap of a Wrist

Fintech News Desk
by Fintech News Desk0
Load money onto your Purewrist bracelet, then tap & go to make simple and secure contactless payments for public transit, coffee, groceries, and more – without ever touching cash or cards Purewrist, a provider of end-to-end contactless transaction solutions as a prepaid card program manager and wearable technology developer, today......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Business Fintech News

Former Marqeta COO Eric Bachman Joins Qolo as Board Member

Fintech News Desk
by Fintech News Desk0
Fintech and Technology Veteran to Leverage Payments and Payment Technology Expertise Furthering Qolo’s Momentum Qolo, the B2B payments hub for the New Economy, today announced that Eric Bachman, former Chief Operating Officer of Marqeta has joined Qolo’s Board of Directors. Bachman is an institutional payments veteran with over 30 years......
KlariVis Joins the Jack Henry Banking Vendor Integration Program
Banking Fintech News

KlariVis Joins the Jack Henry Banking Vendor Integration Program

Fintech News Desk
by Fintech News Desk0
VIP enables KlariVis to integrate with Jack Henry Banking SilverLake System platform KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, today announced that it has joined the Jack Henry Banking® Vendor Integration Program (VIP). Participation in the program will provide KlariVis with access to Jack......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
by Fintech News Desk0
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
Fintech Fintech Funding News

AppFolio Announces Sale of MyCase to Funds Advised by Apax Partners

Fintech News Desk
by Fintech News Desk0
AppFolio, Inc. (NASDAQ: APPF) (“AppFolio” or the “Company”), a leading provider of cloud-based business software solutions, services and data analytics, today announced that it has entered into a definitive agreement to sell 100% of the equity interest of its wholly-owned subsidiary, MyCase, Inc., which provides legal practice and case management......
Plastiq and Tipalti Partner to Increase Working Capital and Automate Bill Pay for Commercial Businesses
Banking Fintech News

Tipalti Adds New Partnerships with Burkland, Klear, and SCS Cloud

Fintech News Desk
by Fintech News Desk0
Global payables automation provider expands strategic partner portfolio to help expand the modernization of organizations’ financial operations Tipalti, the leading global payables automation platform, today announced three new strategic partnerships to further streamline finance operations for growing companies. The partners include Burkland, a CFO, accounting and tax services company; Klear, an influencer marketing......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
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