Search Results for: Investment Management

DFIN is Digital-First Product Launch Recognized with Industry Innovation Award
Business Fintech Investment Services News

DFIN Re-imagines Digital Content Delivery with ArcDigital

Fintech News Desk
by Fintech News Desk0
Donnelley Financial Solutions, a leading global risk and compliance company, announced the launch of ArcDigital, a web-based application that enables marketing and sales teams to manage content and communications with ease, through a single integrated digital storefront. Read More: Kreditech Rebrands to Monedo as It Steps Up Growth in International Lending......
Brex Announces $150M Capital Raise
Capital Markets Fintech Investment Services News

Brex Announces $150M Capital Raise

Fintech News Desk
by Fintech News Desk0
Lone Pine Capital Joins Existing Investors Led by DST Brex, the financial technology company reimagining financial systems for growing companies, announced that an investment group including Lone Pine Capital as well as a group of existing investors led by DST has invested an additional $150 million in the company. The......
Philip Lerma Appointed Senior Vice President & Chief Risk Officer at Green Dot Corporation
Fintech News Risk Management

Philip Lerma Appointed Senior Vice President & Chief Risk Officer at Green Dot Corporation

Fintech News Desk
by Fintech News Desk0
Green Dot Corporation announced that payments industry executive, Philip Lerma, has been appointed Senior Vice President & Chief Risk Officer. In this role, Mr. Lerma will be responsible for setting the Company’s risk management priorities, policies, and procedures. He will report directly to Green Dot President and Chief Executive Officer,......
Arcus Expands Cash-to-Digital Solution Network to include 65,000 Points of Sale
Banking Fintech News

Arcus Expands Cash-to-Digital Solution Network to include 65,000 Points of Sale

Fintech News Desk
by Fintech News Desk0
Leading fintech now provides largest cash-in network in Mexico, providing cash-paying consumers greater access to fintech services Arcus, the platform making fintech possible for everyone, announced the expansion of their Cash-to-Digital solution, helping to bring banking services to Latin America’s underbanked population. With 65,000 participating retailers, Arcus now provides the......
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
by Fintech News Desk0
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Bithumb Names Back Young Heo as New CEO
Cryptocurrency Fintech News

Bithumb Names Back Young Heo as New CEO

Fintech News Desk
by Fintech News Desk0
Bithumb Korea (Bithumb), a South Korean cryptocurrency exchange, announced Back Young Heo’s appointment as CEO. “With the upcoming regulation coming into effect in 2021, management has been preparing well in advance to be fully compliant. In addition, we are relentless at investing in the security of our customers’ assets and ensuring......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement
Business Economy Fintech Investment Services News

OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement

Fintech News Desk
by Fintech News Desk0
OCO Global, a leading specialist trade and investment advisory firm has announced the opening of its new office in Shanghai, China, and a new partnership with the market entry specialist Aventura. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “We are very excited to......
New Majesco Report Assesses the Digital and No Code / Low Code Insurance Platform Current and Future State and the Path to Digital Maturity
Fintech InsurTech News

Majesco Draws Record High Attendance at Its Virtual Spring Product Council Meeting

Fintech News Desk
by Fintech News Desk0
Over 175 P&C customers joined Majesco to exchange information and strategize upcoming product plans that will help enable the future of insurance Majesco, a global provider of cloud insurance platform software, announced the successful completion of its 13th spring product council meeting that brought together Majesco’s P&C customers to discuss......
New Solution Finder Service Helps Financial Institutions and Businesses Find Qualified Payments Solution Providers
Banking Fintech Mobile Banking News

New Solution Finder Service Helps Financial Institutions and Businesses Find Qualified Payments Solution Providers

Fintech News Desk
by Fintech News Desk0
Launching this week, the new and improved Solution Finder is designed to help financial institutions, businesses and governmental agencies easily and efficiently find payments solutions which can meet and exceed requirements. In this time of social distancing where the traditional process of solution provider research and selection (tradeshows, conferences and......
1