Search Results for: Advisory Board

SEON Partners With Creditstar to Bolster Fraud Detection for the Lenders
Digital Payments Fintech News

Felix Pago Improves Trust in Cross-Border Payments by Leveraging SEON

Fintech News Desk
SEON has partnered with digital remittance leader, Felix Pago, to improve trust in the world of cross-border payments. Felix Pago, a US fintech that specializes in remittance payments, utilized SEON’s powerful phone and email lookup tool to cut its fraud rates to almost 0% while delivering a 100% improvement in......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
SatSure Partners with Rabo Partnerships to Revolutionize Cash Flow-based Lending for Smallholder Farmers
Fintech Lending News

SatSure Partners with Rabo Partnerships to Revolutionize Cash Flow-based Lending for Smallholder Farmers

PR Newswire
SatSure, a global leader in EO space data applications, is pleased to announce its partnership with Rabo Partnerships. This strategic collaboration aims to drive the access to cash-flow based lending for smallholder farmers globally. By leveraging SatSure’s cutting-edge technology and Rabo Partnerships’ expertise in financial services, this partnership will tackle the challenges banks......
Global Survey Shows Wealth Management Ecosystem at Inflection Point
Investment Services News

Global Survey Shows Wealth Management Ecosystem at Inflection Point

Business Wire
Uncertainties about the outlook for global growth driving change Client experience and Digital delivery remains top priority Regulatory environment remains top challenge for industry Preference for outsourcing technology development New research from Citi Business Advisory Services, in partnership with Citi Securities Services, released highlights the need to transform business and......
GoLogiq Appoints Company Director, e-Commerce Innovator and Wall Street Veteran, Granger Whitelaw, as CEO
E-commerce Fintech News

GoLogiq Appoints Company Director, Granger Whitelaw, as CEO

GlobeNewswire
Whitelaw to Lead Company Global Growth Through Technology-Driven Innovations and Strategic Acquisitions GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has appointed company director, Granger Whitelaw, as chief executive officer. He succeeds interim CEO Brent Suen who will remain chairman of the board. Whitelaw will continue......
Grant Thornton Survey: Global Sanctions Continue to Pose Significant Challenges for Financial Institutions
Compliance management News

Grant Thornton Survey: Global Sanctions Continue to Pose Significant Challenges for Financial Institutions

Business Wire
76% of financial institutions are experiencing enhanced regulatory scrutiny related to sanctions Grant Thornton LLP, one of America’s largest audit, tax and advisory firms, has released its first-ever Global Sanctions Compliance survey. The survey canvassed decision makers at nearly 300 financial institutions around the world to understand how they are responding......
Jirav Announces $20 Million Series B Round Led By Cota Capital
Finance News

Jirav Announces $20 Million Series B Round Led By Cota Capital

Business Wire
Funding follows period of record growth as company empowers SMBs and mid-market companies with financial insights to navigate the uncertain economic landscape Jirav, an all-in-one financial planning and analysis (FP&A) solution, and the preferred budgeting and forecasting partner of CPA.com, announced $20M in Series B funding led by Cota Capital.......
Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets
Finance News

Introducing Collected Strategies, a Strategic Communications Firm for Today’s Dynamic Markets

Business Wire
Six founding partners have advised clients and broken news on the highest profile M&A, shareholder activism and crisis matters of the last 20 years Collected Strategies LLC, an independent advisory firm, launches to provide a new alternative for clients who demand leading financial communications, media relations and stakeholder engagement strategies.......
Paychex Named a Leader in HCM Technology by NelsonHall
Fintech News

Paychex Named a Leader in HCM Technology by NelsonHall

Business Wire
NelsonHall, a global analyst and research firm, has once again identified Paychex, a leading provider of integrated human capital management (HCM) software solutions for human resources, employee benefits, insurance services, and payroll, as a “Leader” in its 2023 NelsonHall Vendor Evaluation and Assessment Tool (NEAT) for Next Generation HCM Technology. The......
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