Search Results for: Financial Advisor

Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Banking Fintech Investment Services News

Paragon Data Labs Secures Angel Investment and Forms Strategic Advisory Council

Fintech News Desk
Paragon Data Labs (PDL), the creators of Compliance Administration & Tracking (CAT), a cloud-based enterprise compliance platform, is pleased to announce its first round of angel investors and the formation of its strategic advisory council, comprised of fintech pioneers and distinguished industry leaders. “With the immense support of the members......
FIREDAO Launches a New DeFi Protocol for Financial Independence
Business Capital Markets Economy News

FIREDAO Launches a New DeFi Protocol for Financial Independence

Fintech News Desk
FIREDAO, a famous community-run platform in crypto industry, has launched a new DeFi protocol for financial independence. WallStreetbets movement’s recent squeeze on Wall Street and the following response by stock trading apps proved that the current financial infrastructure serves much better the privileged financial establishment rather than retail investors, who......
Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
Business Fintech News

AdvicePeriod Welcomes New Partner Advisor In California

Fintech News Desk
AdvicePeriod, a nationwide network of experienced, like-minded advisors, is pleased to announce the addition of Jeff Harley as a Partner Advisor in Ventura, California. As a veteran of the software & technology industry, Jeff has extensive first-hand experience with the complex world of equity compensation. Having navigated the waters from......
B2B Banking Featured Fintech

Wealth Management Apps that are Making a Difference in the Financial Management Market

Fintech News Desk
Wealth or money managements apps are applications built with software that helps users track spending, stay updated and view their bank balance and analyse spending habits. These apps also help users make difficult banking decisions based on the data gathered from bank accounts. Users can use these apps remotely from......
SECU Enhances Digital Banking Experience with New Virtual Financial Center
Banking Business Fintech News

SECU Enhances Digital Banking Experience with New Virtual Financial Center

Fintech News Desk
SECU, Maryland’s largest state chartered credit union, announced that it has recently launched a new Virtual Financial Center, an enhanced digital banking experience designed to further meet the evolving expectations and financial needs of members, businesses and the community. The Virtual Financial Center elevates the traditional mobile or online banking experience by......
New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Business Fintech News

New FinTech App from AskMyAdvisor to Revolutionize How Advisors Trigger Around-The-Clock Referrals

Fintech News Desk
The SaaS FinTech company AskMyAdvisor today announced the official launch of a new disruptive App that automatically sends client referrals to their advisors. This App is exclusively available for advisors who are accountants, attorneys, financial advisors or realtors. The development of the App represents more than 20,000+ hours of R&D.......
ACI Worldwide to Appoint Two New Independent Directors to the Company’s Board of Directors
Fintech Mobile Banking News Risk Management

ACI Worldwide’s Amanda Mickleburgh Appointed to Merchant Risk Council European Advisory Board

Fintech News Desk
ACI Worldwide, a leading global provider of real-time digital payment software and solutions, has announced that Amanda Mickleburgh, product director for Merchant Fraud, has been appointed to the European Advisory Board of the Merchant Risk Council, a global membership organization connecting eCommerce fraud and payments professionals. Read More: NYMBUS Introduces Industry......
TCU Financial Group Digitizes Business Lending with nCino and Deloitte Canada
Artificial Intelligence Banking Fintech Mobile Banking News

TCU Financial Group Digitizes Business Lending with nCino and Deloitte Canada

Fintech News Desk
Rapid, iterative delivery design enables credit union to quickly go-live on nCino nCino, a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that Saskatchewan-based TCU Financial Group has digitally upgraded its business lending processes utilizing the nCino Bank Operating System®. The credit union worked with Deloitte to......
K2 Integrity Bolsters Financial Investigations and Forensic Accounting Services
Banking Fintech Investment Services News Risk Management

K2 Integrity Bolsters Financial Investigations and Forensic Accounting Services

Fintech News Desk
Today, K2 Integrity announced Thomas Pannell has joined the firm as a Managing Director and Timothy Hedley as a Senior Advisor in its Investigations and Risk Advisory practice. The addition of Mr. Pannell’s and Dr. Hedley’s deep expertise will strengthen the firm’s financial investigations and forensic services offerings to meet......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
Business Digital Fintech News

Skience Expands Sales and Marketing Team to Meet Surging Demand for Customized Financial Services-Focused Digital Solutions and Tools

Fintech News Desk
Fast-Growing Fintech Leader Adds Professionals with Extensive Financial Services, Wealth Management, Digital Marketing and Business Development Experience Skience, a leading financial services digital enablement solution and consulting provider, today announced the expansion of its national sales and marketing team to accelerate the company’s business development efforts. The new hires follow......
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