Search Results for: Customer Relationship Management

New Consumer Banking Report Offers Insights Into Rapidly Evolving Customer Behaviors Since The Pandemic
Banking Cryptocurrency Fintech News

New Consumer Banking Report Offers Insights Into Rapidly Evolving Customer Behaviors Since The Pandemic

Fintech News Desk
Key findings of the EPAM Continuum report reveal the rate of transformation across the financial landscape, and the need for traditional banks, fintechs and neobanks to offer more personalized advice and services Knowing what a customer wants—and what they need—is difficult in the best of times. With the current landscape......
Jacobi Asset Management Receives Approval to Launch the World's First Tier One Bitcoin ETF
Banking Fintech News

Jacobi Asset Management Receives Approval to Launch the World’s First Tier One Bitcoin ETF

Fintech News Desk
– Custody provided by Fidelity Digital Assets – Authorised by the Guernsey Financial Services Commission (GFSC) – Administrators: Sigma Asset Management (Guernsey) Limited – Fund Architecture/Consultancy: Midshore Consulting Limited  Jacobi Asset Management  has received approval to launch the world’s first tier one Bitcoin ETF. The Jacobi Bitcoin ETF is a......
Financial Institutions Can Grow Small Business Relationships with Fintech-Powered Lending Offering from Fiserv
Fintech News

Financial Institutions Can Grow Small Business Relationships with Fintech-Powered Lending Offering from Fiserv

Fintech News Desk
Cloud-based lending and credit platform enables financial institutions to enhance the small business experience with a fintech connection Fiserv, Inc., a leading global provider of payments and financial services technology solutions, is enabling financial institutions to build their small and midsize business (SMB) programs through the launch of a cloud-based,......
Vectra Bank Welcomes New Municipal Finance Relationship Manager
Banking News

Vectra Bank Welcomes New Municipal Finance Relationship Manager

Fintech News Desk
Vectra Bank Colorado is pleased to welcome Ryan Morrill to the municipal finance team. Morrill will be filling the role of Municipal Finance Relationship Manager, serving Vectra Bank’s footprint across Colorado and New Mexico. Morrill will collaborate with governmental entities, municipal advisers, bond attorneys, trustees and governmental associations to identify, structure and fund tax-exempt and......
Acorns Hires First Chief Investment Officer To Empower Customers To Evolve From Passive Investors to Active Participants
Fintech News

Acorns Hires First Chief Investment Officer To Empower Customers To Evolve From Passive Investors to Active Participants

Fintech News Desk
Acorns Grow Incorporated (“Acorns”), the investing app that has helped its customers invest more than $9.6 billion, has appointed seasoned investment manager, Seth Wunder, CFA, as its first Chief Investment Officer (CIO) ahead of its expected public listing. Wunder joins Acorns with a proven track record as an entrepreneur and established portfolio......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
Domuso Expands Executive Management Team
B2B Finance News

Domuso Expands Executive Management Team

Fintech News Desk
Multifamily digital payment innovator makes key hires in anticipation of accelerated growth Domuso announced the expansion of its management team with the appointments of Bryan Babineau as chief financial officer, Jose Godinez as chief technology officer and Julian Morgan as chief marketing officer. Michael Lightfoot, Domuso CEO said “Our trajectory as......
Asset Management Veteran Robert Nestor Named Global Senior Advisor for Qraft Technologies
Fintech News

Asset Management Veteran Robert Nestor Named Global Senior Advisor for Qraft Technologies

Fintech News Desk
Former BlackRock and Vanguard Executive Joins Artificial-Intelligence-Driven ETF and Financial Technology Firm AI-enabled fintech company Qraft Technologies (“Qraft”) announced that Robert Nestor, CFA, will join the firm as a Global Senior Advisor. Nestor brings over 30 years of industry experience and will guide the Qraft team in matters related to business strategy......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
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