Search Results for: Full-Service experience

Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Redwood Credit Union Welcomes New Vice President of Mortgage Lending
Mortgage News

Redwood Credit Union Welcomes New Vice President of Mortgage Lending

Cision PRWeb
by Cision PRWeb0
Brian Kreitzer is responsible for overseeing and leading all mortgage lending activities Redwood Credit Union has hired Brian Kreitzer as vice president of mortgage lending. In his new role, Kreitzer is responsible for overseeing and leading all mortgage lending activities. This includes strategically expanding mortgage offerings to members while ensuring exceptional......
Heffernan Insurance Brokers Expands Partnership with TrustLayer to Automate Insurance Verification for Customers
Artificial Intelligence InsurTech News

Heffernan Insurance Brokers Expands Partnership with TrustLayer to Automate Insurance Verification for Customers

PR Newswire
by PR Newswire0
Heffernan Insurance Brokers, one of the largest full-service, independent insurance brokerage firms in the United States announced a partnership with TrustLayer, to allow customers to access TrustLayer’s artificial intelligence (AI)-powered collaborative risk management platform. TrustLayer will enable faster and more efficient proof of insurance verification and help Heffernan customers better manage......
Jenius Bank Launches Inaugural Product, Personal Loans
Banking News

Jenius Bank Launches Inaugural Product, Personal Loans

Business Wire
by Business Wire0
Offering marks bank’s first consumer product in a roster of upcoming new services Jenius Bank, the digital banking division of Manufacturers Bank, a California state chartered commercial bank that is a wholly-owned subsidiary of SMBC Americas Holdings, Inc., a member of SMBC Group, announced the launch of personal loans, its......
VersiFi Announces Seed Funding and Partnership with Hunting Hill Group
Digital Asset Management News

VersiFi Announces Seed Funding and Partnership with Hunting Hill Group

PR Newswire
by PR Newswire0
Digital Currency Ecosystem Investment Firm Provides Seed Capital, Strategic Guidance to Prime Services Platform for Digital Assets VersiFi, a partner-powered prime services platform for digital assets, announced its partnership with The Hunting Hill Group, a digital-asset focused investment firm whose founders have extensive experience as participants and advisors in the......
Exchange Bank Announces Charlotte Radmilovic, Senior Vice President, Chief Financial Officer
Banking Finance News

Exchange Bank Announces Charlotte Radmilovic, Senior Vice President, Chief Financial Officer

Business Wire
by Business Wire0
Exchange Bank welcomes Charlotte Radmilovic, senior vice president and chief financial officer, reporting to Troy Sanderson, president and chief executive officer. Charlotte will work closely with all areas of the Bank, overseeing all financial activities and initiatives. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at......
Coastal Community Bank is Making its First Move towards the Metaverse with 3D Game and Marketplace
Banking News

Coastal Community Bank is Making its First Move towards the Metaverse with 3D Game and Marketplace

GlobeNewswire
by GlobeNewswire0
Coastal Financial Corporation, the Bank holding company for Coastal Community Bank, is making its first move towards the Metaverse. The Bank Holding Company revealed Coastal World, an immersive 3D web platform that promotes, educates, and informs visitors about digital banking solutions that best fit their lifestyle, values, or specific financial......
Banking Featured Fintech Fintech Primers Technology

The Fintech Revolution: Accelerating Bank Performance In The Dynamic Landscape Of 2023

Pooja Choudhary
by Pooja Choudhary0
“Banks can partner with fintech to build an ecosystem where the size of the pie grows for the banks and third parties.” – Mike Henry, Scotiabank Banks need to heavily invest in fintech solutions and implement digital strategies to keep up with the ever-changing competitive landscape. This blog has highlighted that......
VoPay and Parvis Invest Bring Payment Solutions to Canadian Investors in $7.82T Real Estate Market
Digital Payments News

VoPay and Parvis Invest Bring Payment Solutions to Canadian Investors in $7.82T Real Estate Market

Business Wire
by Business Wire0
With the value of the real estate market reaching US$7.82tn this year, the leading provider of embedded financial technology solutions VoPay, joins forces with Parvis Invest Inc. to offer real estate investors a simpler, faster and more secure payment method than cheques or wire transfers. “Integrating EFTs can be complex, and working with a team......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
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