Search Results for: Financial Professionals

GreenSky Names New Chief Financial Officer
Capital Markets Fintech News

GreenSky Names New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
GreenSky, a leading financial technology company Powering Commerce at the Point of Sale, is pleased to announce the appointment of Andrew Kang as Executive Vice President and Chief Financial Officer, effective September 14, 2020, reporting to David Zalik, GreenSky Chairman and CEO. He succeeds Robert Partlow who will transition into......
Fintech News

Greenwich Associates Finds Amid COVID-19 Crisis, More Than Half of Financial Advisors Globally Are Increasing Their Presence on Top Social Media Platforms

Fintech News Desk
by Fintech News Desk0
Financial advisors are dramatically stepping up their use of social media platforms like LinkedIn and Twitter. With the COVID-19 crisis keeping markets volatile, clients jittery and most professionals cooped up at home, financial advisors are adopting social media as a way of keeping themselves informed and in touch with clients......
Fintech News Risk Management

PRGX E-books Help Procurement Professionals Reduce Supplier Spend, Ensure Compliance and Minimize Risk

Fintech News Desk
by Fintech News Desk0
PRGX Global, Inc. (Nasdaq: PRGX), a global leader in recovery audit and spend analytics services, announced two new e-books are now available for download. Now more than ever, technology is becoming a critical component of contract compliance professionals’ job. While the work to perform contract compliance reviews has traditionally focused......
CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System
Fintech News

CyberCX Selects FinancialForce to Consolidate 15 Business Units and Bring Core Business Data onto a Single System

Fintech News Desk
by Fintech News Desk0
Fast growing cybersecurity firm selects agile business platform to support strategic consulting and world-class managed services offering FinancialForce, provider of the only modern ERP suite and the #1 professional services automation (PSA), today announced that CyberCX, a leading cybersecurity provider based in Australia, is integrating its business on a single platform powered by......
Volterra Achieves PCI DSS Certification
Fintech News

Unique Real Estate Tech Developer ‘Terrakan’ Announces Official Web Launch – Signature Platform Helps Homeowners and Realtors Generate Reports, Perform Comprehensive Listing Research and Network with Industry Professionals

Fintech News Desk
by Fintech News Desk0
Terrakan recently announced its official launch, with the unveiling of an all-inclusive portal that brings together the protean and often equivocal world of real estate in one place. For the first time, homeowners can find and speak with professionals, ask for advice, take advantage of concierge services, read detailed property......
Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Economy Fintech InsurTech News

Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform

Fintech News Desk
by Fintech News Desk0
 Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets.  Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......
Fintech News

Springbrook Software Selects Tableau to Deliver Advanced Cloud-Based Financial Data Sharing, Visualization and Reporting Tools to Local Governments

Fintech News Desk
by Fintech News Desk0
Springbrook Software, local government’s leading cloud-based financial platform, will be making Tableau’s industry leading suite of government specific visualization and reporting tools available to all current and future Springbrook Cloud customers. These tools enable fast, customized, easy to develop and interpret visualizations supporting virtually any local government data reporting need. Read More: Curb......
Fintech News

TruChoice Financial Group, LLC Appoints Jim Maietta Chief Distribution Officer

Fintech News Desk
by Fintech News Desk0
Strategic Role Will Implement Single Sales Philosophy, Strategy, and Culture TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of financial services products in the insurance industry, today announced the appointment of Jim Maietta as Head of Sales/Chief Distribution Officer (CDO), effective Aug. 16, 2020. Read More: Curb Debuts Taxi PaaS Solution with......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
QRails' Brian Brinkley Named Top 25 Financial Technology CTO
Fintech News

QRails’ Brian Brinkley Named Top 25 Financial Technology CTO

Fintech News Desk
by Fintech News Desk0
QRails, a cloud-based, API driven issuer processor enabling clients in the US, Latin America, Europe and Australia to deliver innovative digital payment solutions, announced that Chief Technology Officer Brian Brinkley has been named as a Top 25 Financial Technology CTO by The Financial Technology Report. Read More: Banks Are Experiencing......
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