Search Results for: Wealth management

Informa's Zephyr Announces Salesforce Cloud Integration Via AppCrown
Finance News

Informa’s Zephyr Announces Salesforce Cloud Integration Via AppCrown

Fintech News Desk
by Fintech News Desk0
Powerful AppCrown technology makes integration seamless, without code, no manual input and within 24 hours Zephyr, a subsidiary of Informa plc, and a recognized leader in providing data, insight and analysis to investment professionals and financial advisors via their Zephyr financial services platform, has partnered with AppCrown, making it possible......
Buy Now, Pay Later Trends Can Hurt Your Financial Health
Digital Payments Featured Guest Posts

Buy Now, Pay Later Trends Can Hurt Your Financial Health

Christian Joseph
by Christian Joseph0
As the majority of purchases move to digital, we are seeing multiple new buy now, pay later (BNPL) platforms gain popularity, especially among younger shoppers. Millennials and Gen Z are enticed by the BNPL trend because they believe that by paying for a bigger purchase over time, rather than utilizing......
NextPlay Technologies Appoints Terry Gardner and Farooq Moosa to Board of Directors
Business Digital News

NextPlay Technologies Appoints Terry Gardner and Farooq Moosa to Board of Directors

Fintech News Desk
by Fintech News Desk0
NextPlay Technologies, Inc., a technology solutions company building a digital business ecosystem for digital advertisers, consumers, video gamers and travelers, has appointed two independent directors, Edward “Terry” Gardner, Jr., and Farooq Moosa, to its board of directors. Following the appointments, the board is now composed of 10 members. “We welcome Terry and Farooq to......
EY Announced The Expansion Of Strategic Alliance With Service Now To Transform Finance And Tax Services For The Digital Economy
Finance Fintech News

EY Announced The Expansion Of Strategic Alliance With Service Now To Transform Finance And Tax Services For The Digital Economy

Fintech News Desk
by Fintech News Desk0
– Agreement expected to increase the business value of the relationship to US$1b by 2025 – EY tax teams will help deliver new managed services supported by the ServiceNow Platform to help companies be more agile and productive – Alliance will look to traditionally under-represented communities, specifically neurodivergent individuals, to......
SVB Financial Group Acquires Technology Equity Research Firm MoffettNathanson LLC
Fintech News

SVB Financial Group Acquires Technology Equity Research Firm MoffettNathanson LLC

Fintech News Desk
by Fintech News Desk0
Acquisition expands SVB’s Tech Investment Banking Capabilities SVB Financial Group, the parent of Silicon Valley Bank, announced its continued expansion into technology investment banking with the acquisition of MoffettNathanson LLC, a New York-based independent sell-side research firm known for its coverage of high-growth, disruptive companies in the Media, Communications and Technology sectors. The acquisition enables SVB’s......
OnPoint Community Credit Union Named Among Oregon's Most Admired Financial Services Companies in 2021
Fintech News

OnPoint Community Credit Union Named Among Oregon’s Most Admired Financial Services Companies in 2021

Fintech News Desk
by Fintech News Desk0
Portland Business Journal ranked Oregon’s largest credit union in the top two among banks and wealth management firms The Portland Business Journal yesterday named OnPoint Community Credit Union one of Oregon’s “Most Admired Companies,” ranking second in the financial services category. This honor marks OnPoint’s 14th consecutive year as one of the state’s most admirable credit......
The Mauritius Commercial Bank (MCB) Upgrades Its Dubai Presence to Build Stronger Bridges Between Africa and Global Markets
Banking Fintech News

The Mauritius Commercial Bank (MCB) Upgrades Its Dubai Presence to Build Stronger Bridges Between Africa and Global Markets

Fintech News Desk
by Fintech News Desk0
This expansion of the MCB’s scope to the Middle Eastern region is aligned with its mandate to further facilitate transactions to and from Africa The Mauritius Commercial Bank (MCB) announces that it has been licensed by the Dubai Financial Services Authority to provide Advising and Arranging services. Mr Sebastian Graewert has......
Generational Equity Advises RJS Trading International in its Sale to Private Investor
News Trading

Generational Equity Advises RJS Trading International in its Sale to Private Investor

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client RJS Trading International, LTD to a Private Investor. The transaction closed November 15, 2021. Located in Richmond, British Columbia, RJS Trading International (dba Alamode Home) is a home textile wholesaler. The......
Integrity Announces Strategic Investment From Silver Lake to Accelerate Growth As Omnichannel Insurtech Leader
Fintech InsurTech News

Integrity Announces Strategic Investment From Silver Lake to Accelerate Growth As Omnichannel Insurtech Leader

Fintech News Desk
by Fintech News Desk0
Transformational partnership with Silver Lake will expand Integrity’s offering of life, health and wealth solutions into the future and help more Americans prepare for the good days ahead Integrity Marketing Group, LLC (“Integrity” or “Company”), an omnichannel insurtech leader in life, health and wealth solutions, announced a new strategic investment......
Bank of America Takes Loyalty to New Levels With Expanded Preferred Rewards, New Premium Rewards Elite Credit Card and Partner Rewards Program
Banking Fintech News

Bank of America Takes Loyalty to New Levels With Expanded Preferred Rewards, New Premium Rewards Elite Credit Card and Partner Rewards Program

Fintech News Desk
by Fintech News Desk0
New and Expanded Programs and Solutions Reward Client Relationships through Exclusive Rewards and Personalized Experiences Bank of America announced enhancements to its rewards and loyalty programs, all designed to provide exclusive offers, experiences and perks for clients across their full relationship. The bank’s award-winning Preferred Rewards program, which has more......
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