Search Results for: Financial Advisor

TransUnion Enhances Consumer Insights with Agreement to Acquire Verisk Financial Services
Analytics News

TransUnion Enhances Consumer Insights with Agreement to Acquire Verisk Financial Services

Fintech News Desk
by Fintech News Desk0
Verisk Financial’s leading business, Argus Information & Advisory Services, focuses on credit and debit card accounts and demand deposit account behaviors that complement TransUnion’s core consumer credit business TransUnion has signed a definitive agreement to acquire Verisk Financial Services, the financial services business unit of Verisk. Verisk Financial is relied......
SEBA Bank Secures Financial Services Permission from Abu Dhabi Global Market
Banking Digital Asset Management News

SEBA Bank Secures Financial Services Permission from Abu Dhabi Global Market

Fintech News Desk
by Fintech News Desk0
The Financial Services Permission (FSP) enables institutional clients to benefit from SEBA Bank’s digital asset banking services, including credit and custody solutions, investment advisory, and management SEBA Bank, a fully integrated, FINMA licensed digital assets banking platform, announced that it has secured a Financial Services Permission (FSP) from Abu Dhabi......
Principal Financial Group Announces New Compliance and Investor Relations Leadership
Finance News

Principal Financial Group Announces New Compliance and Investor Relations Leadership

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced two new leadership hires within compliance and investor relations. Noreen Fierro joins Principal as senior vice president, chief compliance officer, effective February 21, overseeing all regulatory compliance operations for the global company. Fierro previously served as chief ethics and compliance officer at Guardian Life (2016-2021), where she was......
MoneyLion Completes Acquisition of Even Financial, the Category Leading Embedded Finance Marketplace
Digital Finance News

MoneyLion Completes Acquisition of Even Financial, the Category Leading Embedded Finance Marketplace

Fintech News Desk
by Fintech News Desk0
Acquisition Expands MoneyLion’s Distribution Network, Accelerating MoneyLion’s Mission of Providing Financial Access and Advice to Hard-working Americans MoneyLion Inc., the award-winning digital financial platform, has completed its acquisition of Even Financial Inc. (“Even”), the category-leading embedded finance marketplace. The acquisition strengthens MoneyLion’s platform by improving consumers’ abilities to find and access the......
Bounteous Hires Raju Patel as Managing Director
Digital Finance News

Bounteous Hires Raju Patel as Managing Director; Expands Expertise in Key Financial Services Vertical

Fintech News Desk
by Fintech News Desk0
Bounteous, the digital innovation partner of the world’s most ambitious brands, announced Raju Patel has joined as Managing Director. In his new role, Patel will focus on driving more strategic relationships with Bounteous’ financial, industrial, and technology clients as the company expands its investment in industry expertise and innovative solutions......
62% of Financial Services Leaders Expect Their Cloud Investments to Increase Revenue Over Next Two Years
Capital Markets Cloud News

62% of Financial Services Leaders Expect Their Cloud Investments to Increase Revenue Over Next Two Years

Fintech News Desk
by Fintech News Desk0
Capco and Wipro FullStride Cloud Services global study finds financial services companies’ cloud goals are focused on business and revenue growth Financial services leaders cite increased future revenues (62%) and improved future profitability (52%) as leading reasons to deploy cloud technologies, according to a new financial services study by Capco,......
Thoroughbred Financial Services Adopts Arcons Technology's Billing Platform
Finance News

Thoroughbred Financial Services Adopts Arcons Technology’s Billing Platform

Fintech News Desk
by Fintech News Desk0
Arcons’ billPort client billing & revenue sharing solution enhances Thoroughbred’s workflow Arcons Technology announced that Thoroughbred Financial Services, headquartered in Brentwood, TN and managing over $2.7 Billion in assets, has adopted its billing platform ‘billPort’ for their revenue management. Daniel Kelly, Thoroughbred’s Vice President of Operations said, “Our billing system was being decommissioned and......
D.A. Davidson Survey Finds Connection Between Setting Financial New Year’s Resolutions and Achieving Financial Goals
Finance News

D.A. Davidson Survey Finds Connection Between Setting Financial New Year’s Resolutions and Achieving Financial Goals

Fintech News Desk
by Fintech News Desk0
Working with a financial advisor improves understanding of inflation, likelihood to consider refinancing debt -D.A. Davidson & Co. announced survey results revealing that two-thirds (67%) of individuals with debt are not planning to refinance or consolidate their debt in the next year, possibly missing an important financial savings opportunity amidst......
Pickering Energy Partners Launches Energy Transition Advisory Practice
Artificial Intelligence Fintech News

Pickering Energy Partners Launches Energy Transition Advisory Practice

Fintech News Desk
by Fintech News Desk0
New Practice to Support Companies Navigating the Energy Transition Pickering Energy Partners (PEP), a Houston-based energy financial services firm, recently launched its Energy Transition Advisory practice, which will build upon the momentum of PEP’s other offerings – including the growing market intelligence business (Insights), Consulting and Principal Investing practices –......
Introhive partners with OpenFin to drive productivity for Financial Services Customers
Fintech News

Introhive Names Eric Goldwater Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
 Introhive, the fastest-growing AI-powered sales and revenue acceleration platform, announced Eric Goldwater has been named Chief Financial Officer. Having served in senior-level finance and operating positions within multiple companies, including Microsoft, Applied Predictive Technologies (“APT”) and SKDK, Goldwater brings extensive experience in large and small companies, public and private, corporate finance,......
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