Search Results for: Wealth Management industry

Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors
Business Fintech News

Financial Services Technology Leader Skience Announces Appointment of Doug Trott to Board of Directors

Fintech News Desk
by Fintech News Desk0
Skience, the leading financial services solution and consulting provider, announced that Doug Trott, former CEO and Board Chairman of PriceMetrix, has been elected to Skience’s board of directors. Mr. Trott brings to the Skience board more than 35 years of executive experience in the financial services industry, as well as......
Visual Lease Appoints Joe Fitzgerald SVP, Lease Market Strategy
Fintech News

Visual Lease Appoints Joe Fitzgerald SVP, Lease Market Strategy

Fintech News Desk
by Fintech News Desk0
Lease accounting and management consulting expert to inform product innovation and support GTM thought leadership Visual Lease, the leader in lease accounting and management software, today announced the appointment of Joe Fitzgerald as SVP, Lease Market Strategy. In his role, Fitzgerald will be responsible for informing product innovation, deepening strategic......
Future Fintech and Spondula Signed Term Sheet for Potential Acquisition
Fintech News

Future Fintech and Spondula Signed Term Sheet for Potential Acquisition

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. (NASDAQ: FTFT) (hereinafter referred to as “Future Fintech”, “FTFT” or “Company” “) a leading blockchain e-commerce company and a service provider for financial technology, today announced it has signed a term sheet (“Term Sheet”) with Spondula, a company incorporated in the United Kingdom (UK) and the selling shareholder of Spondula on September......
EPAM Continuum Releases 2020 Consumer Banking Report Offering Insights Into Evolving Customer Behaviors, Expectations & Motivations
Banking Fintech News

EPAM Continuum Releases 2020 Consumer Banking Report Offering Insights Into Evolving Customer Behaviors, Expectations & Motivations

Fintech News Desk
by Fintech News Desk0
Key findings from surveys in Hong Kong, Singapore, the U.S., and UK reveal opportunities, challenges, and inevitable changes ahead for traditional financial institutions, fintech and neobanks EPAM Continuum, the integrated business, technology, and experience consulting practice of EPAM Systems, Inc. (NYSE: EPAM), today announced the release of its Consumer Banking Report 2020.......
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech News

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award
Banking Fintech News

Amerant Recognized in Mastercard’s Annual Community Institution Segment Awards with Innovation Award

Fintech News Desk
by Fintech News Desk0
Bank Credited for its Creativity and Impactful Use of Technology Amerant Bank, one of the largest community banks headquartered in Florida, is proud to announce it has been recognized by Mastercard in its annual Community Institution Segment Awards with an Innovation Award. The awards program recognizes those Community Institutions who......
William D. Green Joins Advisor360° Board of Directors
Business Fintech News

William D. Green Joins Advisor360° Board of Directors

Fintech News Desk
by Fintech News Desk0
The former Chairman and CEO of Accenture brings long-term enterprise knowledge and relationships to the WealthTech company’s board Advisor360°, provider of a unified, integrated software suite for advisors, clients, and Broker-Dealers/Rollup-RIAs today announced that seasoned enterprise IT industry veteran William (Bill) D. Green has joined the company’s board of directors. Read More: The......
Nagoya Mercantile Exchange (NGMEX) Wins Three International Awards for Best Corporate Governance
Fintech News

Nagoya Mercantile Exchange (NGMEX) Wins Three International Awards for Best Corporate Governance

Fintech News Desk
by Fintech News Desk0
The awards were given in recognition of NGMEX’s exemplary best practice on corporate governance as well as online annual report structure NGMEX, a full-service commodity and multi asset exchange that incorporates the complete workflow of a trading venue and also provides on-line commodity futures and option trading, is pleased to......
Fintech News

Service 1st Financial Announces New Leadership Hires

Fintech News Desk
by Fintech News Desk0
Service 1st Financial, LLC (“Service 1st“), a leading financial technology company serving the residential home services contracting industry, announced today three senior leadership hires to help scale its national platform. Read More: The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders Service 1st has successfully developed and launched......
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