Search Results for: Portfolio Management

BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans
Fintech Mortgage News

BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans

Business Wire
Deal enables BSI Financial to grow fast in current market cycle with operational precision and cost control Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, announced a seven-year partnership extension with BSI Financial Services to continue powering its enterprise mortgage servicing ecosystem. As BSI Financial......
Eastern Bank Provides Financing For Raycon Construction, Conversion To An Employee-Owned Company
Banking News

Eastern Bank Provides Financing For Raycon Construction, Conversion To An Employee-Owned Company

Business Wire
Eastern Bank is pleased to announce it has provided the financing to facilitate Raycon Construction, LLC’s sale of 100% of its stock to a newly formed Employee Stock Ownership Plan (ESOP). Founded in 2007, Raycon Construction is one of the largest privately-owned concrete construction contractors in the Northeast. Eastern Bank is......
Trebellar Secures Funding to Bring ‘Actionable AI’ to Workplace and Building Operations
Investment Services Machine Learning News

Trebellar Secures Funding to Bring ‘Actionable AI’ to Workplace and Building Operations

Business Wire
Software provider uses machine learning and AI to help automate facilities operations, surface actionable insights across real estate, space efficiency, well-being, and ESG climate goals Trebellar, a company founded by software-engineering veterans with extensive experience at Google, Salesforce, Waymo, and CERN, has announced the successful completion of its seed funding......
73 Strings Announces Series A Funding Led by Blackstone and Fidelity International Strategic Ventures
Investment Services News

73 Strings Announces Series A Funding Led by Blackstone and Fidelity International Strategic Ventures

Business Wire
With existing clients totaling $2 trillion in AUM, 73 Strings will continue to fuel geographic expansion and product innovation 73 Strings, the pioneering provider of valuation and portfolio monitoring solutions for the private capital industry, has completed its Series A funding round. The investment was led by Blackstone Innovations Investments, Blackstone’s......
BTIG Investment Banking Expands Financial Institutions Group with Tosh Chandra
Banking Investment Services News

BTIG Investment Banking Expands Financial Institutions Group with Tosh Chandra

Business Wire
BTIG announced that Tosh Chandra has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Mr. Chandra will play a strategic role in driving the firm’s continued growth and success in the financial sector by identifying and executing innovative and value-creating solutions for clients. Latest Fintech......
Aspen Power Completes Initial Closing on Credit Facilities Totaling $90 Million with Top Global Financial Institutions
Finance News

Aspen Power Completes Initial Closing on Credit Facilities Totaling $90 Million with Top Global Financial Institutions

Business Wire
Financing secured through J.P. Morgan and First Citizens Bank will support Aspen Power’s continued growth and development in key markets. Aspen Power, a distributed generation platform with the mission of accelerating and democratizing decarbonization, announced that it completed the initial closing on a $70 million credit facility with J.P. Morgan......
Customers Bank Onboards Former Signature Venture Banking Team
Banking Finance News

Customers Bank Onboards Former Signature Venture Banking Team

Business Wire
Customers Bank, the $21 billion asset subsidiary of Customers Bancorp, announced it has completed the onboarding of a nearly 30-member venture banking team formerly employed by Signature Bank. Initially, this team will handle the transfer and servicing of about 150 loans in Customers Bank’s recently acquired $631 million venture banking......
Extraco Banks Partners with Teslar Software to Modernize Commercial Lending
Lending News

Extraco Banks Partners with Teslar Software to Modernize Commercial Lending

Fintech News Desk
Texas-based bank selects fintech to better support local businesses Extraco Banks and Teslar Software announced their partnership to streamline the bank’s commercial lending process and more effectively balance their portfolio. Extraco Banks is the largest and most comprehensive independent financial institution headquartered in central Texas with more than $2 billion in assets. They’ve recently set a......
SRM Key Moments Platform Offers Enhanced Rewards and Loyalty Experiences
Digital Payments Finance News

SRM Key Moments Platform Offers Enhanced Rewards and Loyalty Experiences

Business Wire
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across North America and Europe, announced the availability of Key Moments, an engagement and retention platform enabling financial institutions to own the payment moment and enhance the overall in-app experience for bank customers and credit union members. “SRM has......
Praxis Tech Gears Up Towards Major Growth with Recurring Payments Upgrade
Digital Payments News

Praxis Tech Gears Up Towards Major Growth with Recurring Payments Upgrade

PR Newswire
Praxis Tech, a payment orchestration company whose products and services have been primarily focused on iGaming and Forex industries, is opening up towards new verticals with a major upgrade of its recurring payments feature. Announced earlier this year by the Company’s CTO Guy Karsenti and released this week, recurring payments with advanced......
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