Search Results for: Wealth management

Zilliant Introduces Real-Time Pricing Engine to Deliver Dynamic Pricing Capabilities Needed in the Digital Age
B2B Commerce News

Zilliant Introduces Real-Time Pricing Engine to Deliver Dynamic Pricing Capabilities Needed in the Digital Age

Fintech News Desk
Provides a pricing system of record that can execute critical pricing logic to calculate and deliver prices in real-time to any commercial application Zilliant, the industry leader in intelligent B2B price optimization, price management and sales guidance software, introduced the Real-Time Pricing Engine, a new product that enables business-to-business (B2B)......
First Republic Bank Declares Dividends on Five Series of Perpetual Preferred Stock
Banking News Stock Market

First Republic Bank Declares Dividends on Five Series Of Perpetual Preferred Stock

Fintech News Desk
First Republic Bank , a leading private bank and wealth management company, announced that it has declared cash dividends on the following outstanding series of its perpetual preferred stock. A quarterly cash dividend of $11.75 per share was declared on its Noncumulative Perpetual Series J Preferred Stock. This dividend equals......
Bank of Marin Bancorp to Webcast Q4 Earnings on Monday, January 24 at 8:30 a.m. PT
Banking Fintech News

Bank of Marin Bancorp To Webcast Q4 Earnings on Monday, January 24

Fintech News Desk
Bank of Marin Bancorp will present its fourth quarter earnings call via webcast on Monday, January 24, 2022 at 8:30 a.m. PT/11:30 a.m. ET. Latest Fintech Insights: MaiCoin Group Launches Taiwan’s First Carbon Credit-Backed NFTs on Its New Social Impact NFT Platform, the Common Wealth All interested parties are invited to......
LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
Synovus to Offer a New Mobile Virtual Visa Commercial Credit Card Solution
Digital Payments News

Synovus to Offer a New Mobile Virtual Visa Commercial Credit Card Solution

Fintech News Desk
Synovus announced a collaboration with Visa to offer a mobile virtual commercial credit card solution. The new solution enables businesses to instantly generate and send virtual Visa credit cards to employees, vendors, and contractors through a mobile app and leverages Visa Commercial Pay, a suite of business-to-business payment solutions designed......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
Cetera Attracts Nearly $50 Billion In 2021
Finance News

Cetera Attracts Nearly $50 Billion In 2021

Fintech News Desk
Results rank Cetera among top broker dealers in 2021 business development; Female financial professionals joining Cetera in record numbers, aligned with focus on recruiting diverse talent Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it attracted approximately $50 billion through its business development efforts in 2021,......
Putting a Twist on Tech Marketing: 4 Non-Traditional Fintech Campaigns Showcasing their Values and Creativity
Finance Fintech News

Putting a Twist on Tech Marketing: 4 Non-Traditional Fintech Campaigns Showcasing their Values and Creativity

Fintech News Desk
The ingenuity of Fintechs goes beyond creating innovative financial products, as they continuously display a strong creative muscle with next-level marketing campaigns Fintech innovation, once reserved for the design and delivery of financial services, is now being turned toward unique projects and forward-thinking sponsorships. Four fintechs—ConnectPay, Nubank, CashApp, and Abeg—have......
Atmosphere Raises $100 Million in Funding to Accelerate Global Expansion
Fintech Funding News

Atmosphere Raises $100 Million in Funding to Accelerate Global Expansion

Fintech News Desk
The revolutionary TV-for-business platform will use the funds to accelerate growth, by increasing its distribution and to continue building its content, marketing, and ad sales teams Atmosphere, the worldwide leader in streaming TV entertainment for businesses, announced a new $80 million Series C funding round, led by Sageview Capital with......
Wishpond Completes Acquisition of Winback
E-commerce News

Wishpond Completes Acquisition of Winback – Adding SMS Marketing Solutions to its Platform

Fintech News Desk
Winback offers SMS eCommerce marketing solutions for small-medium sized businesses with a specialization in providing cart abandonment technology to Shopify merchants Wishpond Technologies Ltd., a provider of marketing-focused online business solutions, is pleased to announce that it has completed its previously announced acquisition of certain assets and specific liabilities from......
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