Search Results for: Investment Advisory

Kevin Bryla Joins SpotOn as Part of Growing Team
Fintech Fintech Funding News

SpotOn Raises $50 Million in Series B Funding from Former Twitter Executives

Fintech News Desk
by Fintech News Desk0
The payments and software company will increase investment in product development to continue building end-to-end vertical solutions and accelerating hiring across all functions SpotOn Transact, Inc, an innovative payments and software company, announced $50 million in Series B funding. The round includes 01 Advisors, an investment and advisory firm founded......
Leading Asset Management Consultant Joins Bay Street Advisors
Banking Capital Markets News

Leading Asset Management Consultant Joins Bay Street Advisors

Fintech News Desk
by Fintech News Desk0
Bay Street Advisors is pleased to announce the appointment of Patricia Muller as Partner to build and lead the firm’s Asset Management Practice. Bay Street Advisors, a leading advisory and executive recruiting firm specializing in financial services, is pleased to announce the appointment of Patricia Muller as Partner and Head of the......
Bankers Confident about Future but Signal Fintech Fear
Banking News

Bankers Confident about Future but Signal Fintech Fear

Fintech News Desk
by Fintech News Desk0
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......
CardWorks Announces Acquisition by Ally Financial.
Banking Fintech Radar News

CardWorks Announces Acquisition by Ally Financial

Fintech News Desk
by Fintech News Desk0
Cardholder Management Services, Inc. (“CardWorks”), a leading non-prime credit card and consumer finance lender with a full-spectrum unsecured servicing platform and robust merchant services capabilities, announced that it has signed a definitive agreement to be acquired by Ally Financial Inc. in a transaction valued in excess of $2.65 billion, subject to......
RightCapital Introduces RightPay
Banking Business Fintech News

RightCapital Introduces RightPay

Fintech News Desk
by Fintech News Desk0
An Innovative Payment Solution Integrated With the RightCapital Platform Helps Advisors Collect Periodic or One-Time Payments for Financial Planning Service RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect......
Centage Corporation Taps Nate Burnes as Vice President of Customer Success
Business Fintech News

Centage Corporation Taps Nate Burnes as Vice President of Customer Success

Fintech News Desk
by Fintech News Desk0
Centage Corporation, leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report, announced that it has promoted Nate Burnes into the newly created role of Vice President of Customer Success, reporting directly to the CEO of Centage. In his new role, Burnes will oversee Centage’s......
Accenture to Acquire Mudano, Enhancing Its Analytics and Data Transformation Services to Financial Services Firms in the UK
Business Fintech News

Accenture to Acquire Mudano, Enhancing Its Analytics and Data Transformation Services to Financial Services Firms in the UK

Fintech News Desk
by Fintech News Desk17
Accenture  has agreed to acquire Mudano, a strategic data consultancy to UK financial services firms, further enhancing its analytics, data and artificial intelligence (AI) transformation capabilities. Terms of the transaction were not disclosed. Mudano’s team of industry-focused data professionals will join Accenture Applied Intelligence, which employs more than 20,000 professionals worldwide......
Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities
Fintech News

Advyzon Revamps Platform with New BI, CRM, Data Integration Capabilities

Fintech News Desk
by Fintech News Desk0
Investment Advisors Can Now Spend More Time on What Matters: Helping Clients Advyzon announces a significant update to its all-in-one, cloud-based financial advisor platform. The new version includes tools that make it easier for investment advisors to manage and grow their businesses while improving service to their clients. Advyzon is demonstrating......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Brylianze AI Platform Announcement
Artificial Intelligence Fintech News

Brylianze AI Platform Announcement

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence for the Insurance Industry. Insurance focused IT services company, Brylianze, announces the development of an insurance Artificial Intelligence platform. “Artificial Intelligence will be a major thrust for insurance companies in the near future”, says Steve Addair, CEO of Brylianze. Addair continues: “AI will be a dominant software platform for insurance......
1