Search Results for: client acquisition

Risk Strategies Acquires Statewide Condominium Insurance
InsurTech News Risk Management

Risk Strategies Acquires Statewide Condominium Insurance

Fintech News Desk
by Fintech News Desk0
Condominium Specialty Broker Adds to Florida Real Estate Capabilities Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced its acquisition of Statewide Condominium Insurance, a retail broker focused on the condominium and apartment complex risk sectors. Terms of the deal were not announced. Based in Vero......
EY Announces Alliance with TaxBit to Support Tax Reporting Requirements for Digital Assets
Digital Asset Management News

EY Announces Alliance with TaxBit to Support Tax Reporting Requirements for Digital Assets

Fintech News Desk
by Fintech News Desk0
The EY organization announces an alliance between TaxBit, an industry-leading tax and accounting technology provider for cryptocurrency and other digital assets (e.g., non-fungible tokens (NFTs)), and Ernst & Young LLP (EY US) to help organizations meet tax reporting requirements for digital assets. Regulators are starting to demand more formal reporting practices as......
ZRG Raises New Growth Capital
Investment Services News

ZRG Raises New Growth Capital

Fintech News Desk
by Fintech News Desk0
ZRG closes significant investment from new and existing shareholders to accelerate growth of global talent advisory platform ZRG, a global talent advisory firm and portfolio company of RFE Investment Partners, announced that it has secured a new secondary equity investment from a consortium of new and existing institutional investors led......
United Fintech Acquires Cobalt To Strengthen FX & Digital Assets Trading Capabilities
Banking Fintech News

United Fintech Acquires Cobalt To Strengthen FX & Digital Assets Trading Capabilities

Fintech News Desk
by Fintech News Desk0
United Fintech, the end-to-end solution for banking technology, announces the 100 percent acquisition of Cobalt, the provider of critical risk and data services to the FX and digital asset markets. The acquisition elevates United Fintech’s position as the leading end-to-end solution connecting financial institutions with innovative fintechs to accelerate digital transformation.......
The BGL Consumer Insider - eCommerce: Omni-Channel Strategies Rewarded with Loyalty and Value Creation
E-commerce News

The BGL Consumer Insider – eCommerce: Omni-Channel Strategies Rewarded with Loyalty and Value Creation

Fintech News Desk
by Fintech News Desk0
Customer needs and expectations are continuing to evolve, and so are the omni-channel strategies driving consumer engagement and building brand loyalty, according to an industry report released by the eCommerce investment banking team from Brown Gibbons Lang & Company (BGL). Omni-channel strategies are expected, should be seamless across channels, and must provide a cohesive and......
B2B Fintech News

Euroclear To Acquire Goji, A Leading Private Funds Fintech

Fintech News Desk
by Fintech News Desk0
Euroclear is pleased to announce its acquisition of Goji, a leading London-based provider of digital access and technology-enabled solutions to private markets, subject to regulatory approvals. Private market assets are currently valued at $9.8 trillion and are expected to grow to $14.4 trillion by 2025. This increasing demand is driving......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
German Banks Respond to Big Changes With Transformation
Banking News

German Banks Respond to Big Changes With Transformation

Fintech News Desk
by Fintech News Desk0
Traditional banks are modernizing systems and business models as new competitors and products disrupt the industry, ISG Provider Lens report says Most banks in Germany are digitally transforming themselves as new competitors, regulations and consumer expectations trigger historic changes in the country’s banking industry, according to a new research report published......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Galileo Launches Direct Deposit Switch Powered by Atomic
Fintech News

Galileo Launches Direct Deposit Switch Powered by Atomic

Fintech News Desk
by Fintech News Desk0
New financial feature boosts customer lifetime value for banks and fintech firms while expanding financial access and control for consumers Galileo Financial Technologies, LLC, a leading financial technology company owned and operated independently by SoFi Technologies, Inc., announced the launch of Galileo Direct Deposit Switch. Powered by Atomic, the infrastructure......
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