Search Results for: Advisory Board

Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
by Fintech News Desk0
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
Beth Boettcher Finke and Glenn Weinstein Elected to Britecore's Board of Directors
Fintech News

Beth Boettcher Finke and Glenn Weinstein Elected to Britecore’s Board of Directors

Fintech News Desk
by Fintech News Desk0
BriteCore, the leading provider of next-generation core software solutions for insurers, is pleased to announce Beth Boettcher Finke and Glenn Weinstein have been elected to BriteCore’s Board of Directors. Read More: GlobalFintechSeries Interview with Raymond Wyand, CEO & Co-founder at gini Beth Boettcher Finke is the Senior Vice President of North America Applications Consulting at Oracle,......
Zoe Financial Welcomes Charles Schwab Investment Management's Former President and CEO, Marie Chandoha to Advisory Committee
Banking Fintech News

Zoe Financial Welcomes Charles Schwab Investment Management’s Former President and CEO, Marie Chandoha to Advisory Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, today announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee Zoe Financial, Inc.  announced Marie Chandoha, Board Director of State Street and former CEO of Charles Schwab Investment Management,......
Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards
Business Fintech News

Outlier Raises $22.1M in Series B Funding to Oust Business Intelligence Dashboards

Fintech News Desk
by Fintech News Desk0
Outlier, the Leader in Automated Business Analysis Category, Is Growing 4x Year Over Year The adoption of AI-based and augmented analysis tools is on every business priority list in 2020. To maximize on the market opportunity, Outlier announced the close of its $22.1M Series B round of funding led by Emergence, with participation from......
Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors
Banking News

Finxact Appoints Craig Phillips, Former Top US Treasury Department Official, to Board of Directors

Fintech News Desk
by Fintech News Desk9
Deep Knowledge of Banking, Regulatory Environment and Financial Markets Will Bring Critical Value to Finxact as It Continues Its Rapid Growth Finxact, the emerging leader in Core-as-a-Service banking, announced that it has appointed Craig Phillips, former Counselor to the United States Secretary of the Treasury, to its Board of Directors. In this......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
Brex Names Sibongile Ngako as Chief Compliance Officer
Compliance management News

Brex Names Sibongile Ngako as Chief Compliance Officer

PR Newswire
by PR Newswire0
Brex, the AI-powered spend platform, announced that Sibongile Ngako has joined the company as its Chief Compliance Officer. Sibongile brings over 20 years of experience as a compliance and risk management executive and joins most recently from Affirm, a leading payments company, where she served as Vice President of Compliance.......
Capstack Technologies Acquires Edge Tradeworks to Offer Whole Loans and Participation Trading on One Platform
Lending News Trading

Capstack Technologies Acquires Edge Tradeworks to Offer Whole Loans and Participation Trading on One Platform

Business Wire
by Business Wire0
The combined platform allows financial institutions of all sizes around the country to access liquidity by trading whole loans and participations in one place for the first time Capstack Technologies Inc. (“Capstack”), the leading loan trading platform for financial institutions, today announced the acquisition of Edge Tradeworks Inc. (“Edge”), an institutional-grade......
BoundlessPay Announces Multi-Launchpad Listings: Revolutionizing Digital Banking for a Global Audience
Banking Digital Payments News

BoundlessPay Announces Multi-Launchpad Listings: Revolutionizing Digital Banking for a Global Audience

EIN Presswire
by EIN Presswire0
BoundlessPay, a futuristic digital banking platform, is making waves in the global financial market with its unique approach to integrating traditional finance and cryptocurrency. Founded by a team of seasoned professionals and backed by a robust advisory board, BoundlessPay is poised to become a major player in the digital banking......
1