Search Results for: Financial Industry

Sutton Bank Appoints Industry Veteran Darryl Clukey to lead Payments Division
Digital Payments News

Sutton Bank Appoints Industry Veteran Darryl Clukey to lead Payments Division

Business Wire
by Business Wire0
Sutton Bank announced that Darryl Clukey has joined the Bank and Sutton Payments as SVP, Chief Payments Officer. Darryl will provide strategy, direction and growth initiatives to Sutton Bank’s existing Payments business lines as the Bank continues to expand its products and services to the market. Latest Fintech Interview :......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
William Tessar Launches CV3 Financial Services
Finance News

William Tessar Launches CV3 Financial Services

PR Newswire
by PR Newswire0
CV3 Financial Services, LLC, announced the official launch of the company, a private lender, providing financing for fix-and-flip and rental properties to real estate investors in more than 20 states. The company was founded by William J. Tessar, former President of CIVIC Financial Services. Mr. Tessar is joined by an......
Research & Ranking Launches India's AI-Driven Financial Mentors Vasu and Vidya
Finance News

Research & Ranking Launches India’s AI-Driven Financial Mentors Vasu and Vidya

Fintech News Desk
by Fintech News Desk0
Research & Ranking, the equity investment advisory brand and a part of Equentis Wealth Advisory Services Private Limited, with Teacher’s Day around the brand has launched India’s AI-driven financial Mentors Vasu and Vidya. Designed to empower individuals with comprehensive financial insights through engaging and visually appealing snackable content. Vasu and Vidya are......
Smith Financial Corporation Acquires Home Capital Group
Fintech News

Smith Financial Corporation Acquires Home Capital Group

Business Wire
by Business Wire0
Smith Financial Corporation (“Smith Financial”) announced the completion of its plan of arrangement under the Business Corporations Act (Ontario) (the “Arrangement”). Pursuant to the terms of the Arrangement, a wholly-owned subsidiary of Smith Financial Corporation acquired all the issued and outstanding shares of Home Capital Group Inc. (“Home Capital” or......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
CrossCountry Consulting Appoints National Financial Services Partner
Banking Capital Markets News

CrossCountry Consulting Appoints National Financial Services Partner

Business Wire
by Business Wire0
Mike Pugliese to help lead the expansion of the firm’s banking and capital markets solutions CrossCountry Consulting, a leading business advisory firm, announced that Mike Pugliese has been appointed Partner in the national Business Transformation practice and will lead the expansion of the firm’s Banking and Capital Markets solutions. Based......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
Strongpoint Partners Announces Partnership with Pension Financial Services
Finance Fintech News

Strongpoint Partners Announces Partnership with Pension Financial Services

Business Wire
by Business Wire0
With the addition of PFS, Strongpoint has 4,000+ plans under administration, clients in over 40 states, and more than $7B in total assets under administration Strongpoint Partners, a tech-enabled financial services platform focused on third-party administration of retirement plans, recordkeeping, payroll and HR solutions for SMBs, announced a new partnership......
AmTrust Financial Services Selects One Inc’s PremiumPay for a Robust Digital Infrastructure
Digital Payments News

AmTrust Financial Services Selects One Inc’s PremiumPay for a Robust Digital Infrastructure

Business Wire
by Business Wire0
Insurer Eyes Superior Policyholder Experience Through Digital Payments One Inc, the leading digital payments network for the insurance industry, announced that AmTrust Financial Services, Inc., a global specialty property and casualty insurer and the nation’s third-largest provider of workers’ compensation insurance, has selected One Inc’s inbound payments platform and best-in-class......
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