Search Results for: Wealth Management industry

Fintech News

SimpleNexus Taps Board Member Cathleen Schreiner Gates as President

Fintech News Desk
by Fintech News Desk0
SimpleNexus, developer of the leading digital mortgage platform for loan officers, borrowers, real estate agents and settlement agents, today announced the appointment of Board Member Cathleen Schreiner Gates as company president. Read More: Doxim Announces Omnichannel Loan Origination and Account Opening in Partnership with Mobetize Schreiner Gates is a career technologist who......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Clara Shih, CEO and Founder at Hearsay Systems

Paroma Sen
by Paroma Sen0
Today’s customers want the speed and convenience of digital services combined with the empathy and trust of their finance or bank relationship manager. Now especially during the pandemic, financial services customers are demanding more authentic engagement with their financial advisors, bankers, and mortgage consultants. How can fintechs and FIs keep......
Artificial Intelligence Banking Featured Fintech

Changing Impact of AI in Fintech And Banking: Top Global AI-Powered Banking Tools

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence has acted as a cornerstone of success for many industries, and banking is one of them. There is no denying the extent of transformation led by Artificial Intelligence, especially in the banking sector. Fintech is changing how banks run their operations. From transferring money to investment assistance, credit......
PCI Pal Announces Partnership with Calabrio and Joins the Calabrio Marketplace
Fintech News

PCI Pal® Announces the Formation of the PCI Pal Advisory Committee and Its First Member, Neira Jones.

Fintech News Desk
by Fintech News Desk0
PCI Pal®, the global provider of cloud-based secure payment solutions, has announced the formation of the company’s first Advisory Committee. The objective of the PCI Pal Advisory Committee, and role of each member, is to provide additional market and product perspectives to the company as it seeks to capitalize on......
MainStreet Bank Appoints New Chief Operating Officer
Banking Fintech InsurTech News

MainStreet Bank Appoints New Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
MainStreet Bancshares, Inc., (Nasdaq: MNSB), parent company of MainStreet Bank, announce the promotion of Lisa Kilgour to Executive Vice-President and Chief Operating Officer. Ms. Kilgour has an impressive 36-year career in community banking. She joined MainStreet Bank in 2017 and prior to that she served as Senior Vice-President of Operations for Middleburg......
TruSight Appoints Jonathan Pressman as CEO
Fintech News Risk Management

TruSight Appoints Jonathan Pressman as CEO

Fintech News Desk
by Fintech News Desk0
Pressman’s Leadership Comes as the Financial Services Industry Accelerates Adoption of TruSight TruSight, the financial industry’s leading third-party risk utility, announced the appointment of Jonathan Pressman as its CEO. Pressman’s appointment comes at a pivotal moment for the company, which has been rapidly expanding in the third-party risk space as key......
Blockchain News

EMURGO Traceability Solution Ushered Into New Stage of Growth Through Joint Venture with Blackbird

Fintech News Desk
by Fintech News Desk0
EMURGO, a global blockchain solutions provider & a founding entity of the Cardano protocol, has entered into a strategic partnership agreement with Israel-based Blackbird Ventures to establish Brandmark – a new joint venture and blockchain solution aimed at leveraging EMURGO’s tailored blockchain solutions suite and Blackbird’s expansive network to provide real world,......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
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Consulting Leader Skience Joins the MuleSoft Partner Program

Fintech News Desk
by Fintech News Desk0
Skience to help financial services organizations connect data from any system with Anypoint Platform to deliver connected customer experiences, faster Skience today announced its partnership with MuleSoft to provide consulting services for MuleSoft’s Anypoint Platform™, the world’s #1 integration and API platform. Anypoint Platform unlocks the power of API-led connectivity, enabling......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
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