Search Results for: Financial Advisor

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Blockchain Fintech Start-Up, PAYMYNT Financial, Acquires Award-Winning Cryptocurrency Paytech Firm

Fintech News Desk
by Fintech News Desk0
Boston-based fintech start-up, PAYMYNT Financial, acquires LettucePay, an award-winning, payment technology firm specializing in cryptocurrency payments. Effective immediately, the acquisition makes it possible for PAYMYNT Financial to integrate cryptocurrencies, such as Bitcoin, as a form of payment at top retail locations. Read More:  DeFi Platform OIN Finance Integrates With Frontier......
Quontic Bank Hires Felix Todd As Chief Technology Officer
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Steve Thomas Joins Quontic Bank CDFI Advisory Board

Fintech News Desk
by Fintech News Desk0
Quontic, the adaptive digital bank, announced today that it has appointed Steve Thomas as a member to Quontic’s CDFI Advisory Board. As an accomplished industry veteran with over twenty-five years of housing finance experience, Thomas will join Quontic’s CDFI Advisory Board to advise the Bank regarding Quontic’s activities associated with......
Innovative Payment Solutions, Inc. Adds Richard Rosenblum to Advisory Board
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Innovative Payment Solutions, Inc. Adds Richard Rosenblum to Advisory Board

Fintech News Desk
by Fintech News Desk0
Innovative Payment Solutions, a U.S.-based fintech company focused on building a 21st century digital payment solution, IPSIPay, is pleased to announce the addition of Richard Rosenblum to an Advisory Board. Read More: Antier Solutions launches White Label Crypto Margin Trading & Derivatives Exchange Platforms Richard is a business veteran and......
Franklin Templeton Partners with Vestwell to Deliver Advisor Managed Account Offering in a Modern Recordkeeping Construct
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Franklin Templeton Partners with Vestwell to Deliver Advisor Managed Account Offering in a Modern Recordkeeping Construct

Fintech News Desk
by Fintech News Desk0
Thousands of financial advisors can now leverage Franklin Templeton’s Goals Optimization Engine (GOE) to provide personalized advice for their retirement plan clients Franklin Templeton has partnered with digital recordkeeping platform Vestwell to build an advisor managed account experience that will reset the bar on how advisors engage with clients. The new offering combines......
LendingClub's Tips for a Financially Healthier 2021
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LendingClub’s Tips for a Financially Healthier 2021

Fintech News Desk
by Fintech News Desk0
LendingClub Corporation, America’s leading online lending marketplace connecting borrowers and investors, released tips for staying financially healthier in 2021. Eleven years after the Great Recession technically ended, many Americans are still struggling financially and the COVID-19 pandemic has only made things worse. According to the Financial Health Network, in 2020,......
Innovative Payment Solutions, Inc. Adds Finance Veteran Peter N. Christos to Advisory Board
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Innovative Payment Solutions, Inc. Adds Finance Veteran Peter N. Christos to Advisory Board

Fintech News Desk
by Fintech News Desk0
Innovative Payment Solutions, Inc. (“Innovative” or the “Company”) (OTCQB: IPSI), a U.S.-based fintech company focused on building a 21st century digital payment solution, IPSIPay, announces the addition of Peter N. Christos as an Advisory Board member. Mr. Christos is a Wall Street Corporate Finance veteran who brings several decades of experience working......
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Covr Financial Technologies and The Financial Architects Partners, LLC Launch Digital Partnership for Advanced Insurance Design for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Covr Financial Technologies (Covr) and The Financial Architect Partners, LLC (FinArch) announced today they have formed a partnership to bring a holistic, technology-driven solution to financial institutions for life insurance.  This new platform offers a single solution for financial institutions – including wealth planning groups, wirehouses, independent broker-dealers, banks, credit unions, RIA......
First Financial Bank Partners with 360 View to Elevate Customer Relationships
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First Financial Bank Partners with 360 View to Elevate Customer Relationships

Fintech News Desk
by Fintech News Desk0
360 View, a trusted provider of customer relationship management software designed specifically for banks and credits unions, announced that First Financial Bank will be implementing its CRM growth platform in efforts to bring customer interactions to a new level. Read More: NOW Insurance Closes $2.5 Million Seed Round, Enhances AI-Enabled......
Fluence Celebrates a Breakout 2020 in Financial Consolidation Software
Fintech News

Fluence Celebrates a Breakout 2020 in Financial Consolidation Software

Fintech News Desk
by Fintech News Desk0
Recognition, new product release, more customers and significant funding among milestones for financial consolidation software firm focused on mid-sized companies It’s been a breakout year for Fluence Technologies, the only financial consolidation software company focused on the needs of mid-sized companies. In spite of COVID-related challenges the company exceeded all expectations,......
Nasdaq’s Annual Global Compliance Survey 2020: Accelerating Surveillance Technology Demand From Financial Firms During COVID-19
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Nasdaq’s Annual Global Compliance Survey 2020: Accelerating Surveillance Technology Demand From Financial Firms During COVID-19

Fintech News Desk
by Fintech News Desk0
Nasdaq launched its 6th annual Global Compliance Survey produced in collaboration with Greenwich Associates. The survey gathers qualitative and quantitative feedback from more than 200 compliance professionals and executives in the financial industry worldwide, representing sell- and buy-side firms and market infrastructure organizations. Unique to the latest edition of the Global Compliance Survey, respondents cite......
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