Search Results for: Program Management

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners
Fintech News

Third Tier Wealth Management Announces Agreement With Buckingham Strategic Partners

Fintech News Desk
by Fintech News Desk0
New Jersey-based RIA Company’s Association With National Firm Will Increase Services & Product Offerings Through A True Team Approach Third Tier Wealth Management, offering financial planning & investment management, announced that they have entered into an agreement to work with Buckingham Strategic Partners (BSP), a national financial services firm with their......
Prizeout Joins the Jack Henry Vendor Integration Program
Finance News

Prizeout Joins the Jack Henry Vendor Integration Program

Fintech News Desk
by Fintech News Desk0
VIP enables Prizeout to integrate with Symitar Prizeout Corp announced that it has joined the Jack Henry Vendor Integration Program (VIP). Participation in the program will provide Prizeout with access to Jack Henry’s technical resources to enable Prizeout to integrate with Symitar. The Vendor Integration Program is designed to help ensure......
Blue Ridge Bank Implements Sabbatical Leave Program and Increases Minimum Hourly Pay
Banking News

Blue Ridge Bank Implements Sabbatical Leave Program and Increases Minimum Hourly Pay

Fintech News Desk
by Fintech News Desk0
Blue Ridge Bank, the wholly-owned subsidiary of Blue Ridge Bankshares, Inc., is pleased to announce the launch of its sabbatical leave program and an increase in its minimum hourly pay to $18.00 per hour. “We believe in the power of disconnecting and prioritizing time away from work,” said Brian K. Plum, Chief Executive......
Avalara AvaTax, Returns, and Exemption Certificate Management Achieve SOC 2 Type 2 Compliance
Compliance management News

Avalara AvaTax, Returns, and Exemption Certificate Management Achieve SOC 2 Type 2 Compliance

Fintech News Desk
by Fintech News Desk0
Avalara, Inc., a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced its Avalara AvaTax, Avalara Managed Returns, Avalara Returns for Accountants, Avalara Managed Returns for Accountants, and Avalara Exemption Certificate Management solutions have successfully completed the Service Organization Control (SOC) 2 Type 2 examination. The audit process affirms Avalara’s information......
Capital Markets Digital Asset Management Fintech News

Theta Capital Management launches Theta Blockchain Ventures III to capitalise on crypto bear-market

Fintech News Desk
by Fintech News Desk0
Theta Capital Management, the Amsterdam based specialist in hedge funds and crypto-native venture capital, has launched its third Theta Blockchain Ventures vehicle to invest in the core blockchain infrastructure at the earliest stages. Theta Blockchain Ventures III is a continuation of Theta’s Fund of Funds programme investing in crypto-native VCs.......
Guaranteed Rate Bolsters Extensive Spanish-Language Mortgage Program for American Homebuyers Using TransPerfect's GlobalLink Technology
Mortgage News

Guaranteed Rate Bolsters Extensive Spanish-Language Mortgage Program for American Homebuyers Using TransPerfect’s GlobalLink Technology

Fintech News Desk
by Fintech News Desk0
TransPerfect, the world’s largest provider of language and technology solutions for global business, announced a major contract renewal for Guaranteed Rate. Building off Guaranteed Rate’s September 2022 launch leveraging TransPerfect’s GlobalLink platform, this collaboration will support Guaranteed Rate’s multi-channel communications campaign for Spanish-speaking consumers in the US. Guaranteed Rate specializes in providing easy,......
Guaranteed Rate to Expedite Rollout of Special Purpose Credit Program
Mortgage News

Guaranteed Rate to Expedite Rollout of Special Purpose Credit Program

Fintech News Desk
by Fintech News Desk0
Underserved Homebuyers in Six US Markets Can Access Funds to Offset Primary Barriers to Entry Guaranteed Rate, a cutting-edge mortgage lender driven to be the nation’s top Fintech company announces the roll out and management of the company’s Special Purpose Credit Program. This new initiative aims to make homeownership more accessible......
Desjardins Selects Fiserv to Enhance Credit Card Program
Digital Payments News

Desjardins, Canada’s Largest Financial Cooperative, Selects Fiserv to Enhance Credit Card Program

Fintech News Desk
by Fintech News Desk0
Unified credit processing platform with robust APIs will create efficiencies and increase speed-to-market of new solutions Desjardins Group, the largest financial cooperative in North America, will transition its credit card processing to Fiserv, Inc., a leading global provider of payments and financial services technology solutions. By streamlining management of consumer card,......
SOSV Announces the Spin-Out of WEB3 Startup Program dlab as a Standalone Fund
Blockchain News

SOSV Announces the Spin-Out of WEB3 Startup Program dlab as a Standalone Fund

Fintech News Desk
by Fintech News Desk0
The new fund, led by founding general partners Shawn Broderick and Nick Plante, will continue to invest in startups exploring new frontiers in decentralization and blockchain technology The global, multi-stage venture capital firm SOSV announced the spin-out of dlab, its startup program focused on decentralization and blockchain technologies, as a standalone fund, effective January 1, 2023.......
Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Banking Investment Services News

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that a four-person team led by Eric Yamin and Keith Caparelli has joined First Republic Investment Management. Yamin and Caparelli were each named Managing Director and Wealth Manager. Based in Florida and New York, the team will provide......
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