Search Results for: advisor marketing
HUB Announces Highly Successful Debt Refinancing and Sizable Increase to Revolving Credit Facility
Transaction increases HUB’s liquidity to fuel acquisitions and strategic initiatives that drive organic growth Hub International Limited (HUB), a leading global insurance brokerage, announced the recent completion of a $6.9 billion debt raise to refinance the company’s $6.4 billion term loan debt that was coming due in 2025, extending the maturity of the......
Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition The machine learning technology that powers global Fintech leader Broadridge Financial Solutions‘ ability to provide financial advisors with engagement predicting scores and other valuable insights on securities based lending (SBL) borrowers has been granted a patent......
Striveworks Raises $33 Million in First Institutional Round led by Centana Growth Partners
Striveworks, a leading provider of machine learning operations (MLOps) for enterprise data science and analytics teams, announced the successful closure of their first institutional fundraising round of $33 million. The all-equity round was led by Centana Growth Partners, a specialized growth equity firm that invests in fintech and related enterprise......
Banks and Lenders See Opportunity to Rebuild Customer Trust Amid Crisis Through Digital Transformation
A new report from Smart Communications and Salesforce of 430 global executives highlights the importance of digital investment and hyper-personalized customer experience in rebuilding trust and succeeding in the future Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, in partnership with Salesforce,......
Temenos Recognized as a Leader in the Omdia Digital Banking Platforms Report
Temenos was named as the vendor with the strongest market presence, with 850 digital banking clients of every size, across geographies Temenos announced Omdia, a leading technology analyst and consulting firm, recognized Temenos as a market leader in the report “Omdia Universe: Digital Banking Platforms, 2023”. Temenos achieved leadership status......
Capco Expands U.S. Community Banking Practice
Capco, the global technology and management consultancy, is expanding its community banking practice to enhance support for US community banks and credit unions. This expansion will assist institutions as they adapt to changing customer expectations and compete with the technology-driven innovations offered by larger banks. Latest Fintech Interview: Global Fintech Interview with......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
Tide Commits to Helping 200,000 Women Launch New Businesses
Fintech makes it easier for women to start and run their own businesses at scale Tide ‘Women in Business’ content series to inspire, inform and champion female members Members will be directed to Mastercard’s Strive UK programme for free access to training and advice on tackling business challenges Tide, the......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......