Search Results for: Financial Advisor
LiquidityBook Adds Duet Group to Client Roster
SaaS-based POEMS provider selected by global investment holding company to support additional lines of business LiquidityBook announced that Duet Group, a global investment holding company, has implemented the SaaS-based LBX Buy Side as its POEMS (portfolio, order and execution management system). LiquidityBook’s platform provides a full range of order, execution......
Bankers Confident about Future but Signal Fintech Fear
New Payment/Money Transfer Platforms Viewed by Many as a Serious Threat to Sector’s Overall Profitability. Banking leaders are increasingly confident about their future.  Promontory Interfinancial Network’s proprietary Bank Confidence Index reached its highest point since it debuted five years ago, according to its fourth quarter Bank Executive Business Outlook survey released......
Payment and Open Banking Technology Provider i2c Appoints Jim McCarthy as President
One of the major providers of open banking and payment technology, i2c Inc. recently announced that the firm had appointed Jim McCarthy as its President. Jim will operate from the company’s headquarters in Silicon Valley. He will be responsible for i2c teams working with partners, prospects, and clients, and will......
Jim McCarthy Joins i2c as President
Veteran Payments Executive and Fintech Advisor to Support Rapid Global Growth of i2c i2c Inc., a leading provider of payment and open banking technology, announced the appointment of Jim McCarthy as President of the company. Reporting to i2c CEO and founder Amir Wain, McCarthy is responsible for i2c teams working......
Platform Banking Provider Agora Services is Securing $2 Million in Funding and Opens Headquarters in Atlanta
Agora selected Atlanta based on talent pool and strong network of local fintech firms Agora Services, the leading provider of digital platform banking solutions, selected Atlanta as the location for the company’s new headquarters. Outside of the financial services footprint, Atlanta, which has become the FinTech Payment Hub, is a......
iGrafx and CFGI Announce Strategic Partnership
Combines Core Capabilities from Transformation Software Provider iGrafx, and Leading Advisory Firm, CFGI iGrafx and CFGI have formalized a partnership that helps the largest and most complex enterprises find and manage risk, successfully implement robotic process automation (RPA) and achieve operational excellence from financial transformation initiatives. The combined solution leverages......
Jitterbit and Navint Partner to Accelerate Recurring Revenue Billing Systems Implementation
API Integration Technology and Lead-to-Revenue Expertise Combine to Create Pre-Built Templates  Jitterbit, the API transformation company, and Navint Partners, an advisory and technology firm that helps enterprise organizations drive growth and operational efficiency, announced their partnership to deliver fast solutions that connect Salesforce CPQ & Billing to enterprise resource planning (ERP)......
The George Washington University and Trilogy Education Launch FinTech Boot Camp in Washington, D.C.
GW Now Offering FinTech, Coding, Data Analytics, Cybersecurity, and UX/UI Boot Camps in D.C. and Arlington to Meet Demand for Tech Talent The George Washington University (GW) announced the launch of an intensive fintech training program in partnership with Trilogy Education, a 2U, Inc. brand and leading workforce accelerator. The GW FinTech......
Lendified Makes Private Placement Offering Available to All Investors
First Ever Company to Utilize Dealsquare and Frontfundr for Pre-Go-Public Private Placement Lendified Holdings Inc. (“Lendified”), a FinTech company operating a lending platform for small businesses and a SaaS technology platform providing AI-enabled credit origination and analytics to financial institutions, previously launched a $4 million private placement and today made......