Search Results for: advisor marketing

Santa Cruz County Bank Announces Promotion of Mary Anne Carson
Banking News

Santa Cruz County Bank Announces Promotion of Mary Anne Carson

Fintech News Desk
by Fintech News Desk0
Santa Cruz County Bank, with assets of $1.70 billion, is a top-rated community bank headquartered in Santa Cruz County. The Bank is pleased to announce the promotion of Mary Anne Carson from Senior Vice President to Executive Vice President. Under her new title, Mary Anne will continue and expand her leadership as the Bank’s Chief Marketing......
Cambridge Savings Bank Empowers Development of Local Small Businesses Through Financial Education Courses
Business Finance News

Cambridge Savings Bank Empowers Development of Local Small Businesses Through Financial Education Courses

Fintech News Desk
by Fintech News Desk0
Cambridge Savings Bank (CSB), a full-service mutual bank with a customer-first approach and more than $5 billion in assets, announced the launch of its Small Business Financial Education Program. Led by CSB’s Financial Education Manager, Philip Mustone, the program will provide small businesses with information on best practices related to marketing, cash......
FinTech Universe Revolves Around Planet Wealth, Memphis
Fintech News

FinTech Universe Revolves Around Planet Wealth, Memphis

Fintech News Desk
by Fintech News Desk0
Local business leaders celebrate Memphis startup and its mission to close wealth gap Planet Wealth, Inc. and its hometown of Memphis were the focus of the financial technology industry as local shareholders gathered in support of the company’s populist approach to personal wealth creation. In a packed house, current and prospective investors received a......
Braze for Commerce Empowers Retailers to Create Dynamic Engagements Powered by First-Party Data
E-commerce News

Braze for Commerce Empowers Retailers to Create Dynamic Engagements Powered by First-Party Data

Fintech News Desk
by Fintech News Desk0
New product Braze Catalogs help marketers build more personalized campaigns Braze, the comprehensive customer engagement platform that powers interactions between consumers and the brands they love, announced a series of new products and enhancements called Braze for Commerce, aimed at allowing retail and eCommerce marketers to increase sales through highly personalized......
Novo Hires Daniel Cronyn as EVP of Growth
Business Fintech News

Novo Hires Daniel Cronyn as EVP of Growth

Fintech News Desk
by Fintech News Desk0
Novo, the powerfully simple small business checking account and financial technology platform,  announced that the company has hired Daniel Cronyn as EVP of Growth. “As someone who has both owned a small business and advised countless others, Daniel is passionate about growing the adoption for products that truly serve small......
Fasanara Makes Key Hires As It Looks To Expand Across Products And Geographies
Fintech News

Fasanara Makes Key Hires As It Looks To Expand Across Products And Geographies

Fintech News Desk
by Fintech News Desk0
Encouraged by the increasing interest in its suite of Fintech Investment Products, Fasanara Capital has made two significant additions to the team to strengthen deal origination and support the launch of its new Fintech-focused Venture Capital Fund. The first addition is Raj Dutta, appointed as Chief Commercial Officer. Raj joins......
‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity
Fintech News

‘Customer Intelligence’ from Total Expert Helps Financial Brands Connect with Customers at Key Moments of Opportunity

Fintech News Desk
by Fintech News Desk0
Platform combines key customer insights with industry-leading intelligent automation to deliver the perfect customer journey in modern financial services Total Expert, the only CRM and customer engagement platform purpose-built for modern financial institutions, launched ‘Customer Intelligence.’ This is the first fintech platform to bring customer insights directly into automated sales......
TrustToken Bolsters Executive Suite with Addition of Wall Street and Product Veterans
DeFi Lending News

TrustToken Bolsters Executive Suite with Addition of Wall Street and Product Veterans

Fintech News Desk
by Fintech News Desk0
New hires bring decades’ worth of tech, finance, and marketplace technology experience to TrustToken’s leadership as the company scales up its DeFi lending protocol, TrueFi TrustToken, the core team responsible for building the leading unsecured lending protocol TrueFi, as well as popular stablecoins including TrueUSD, expands its C-suite with two new......
Oaktree and 17Capital Announce Strategic Partnership
Finance News

Oaktree and 17Capital Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Oaktree and 17Capital are pleased to announce an agreement for Oaktree to acquire a majority stake in 17Capital. 17Capital specializes in providing non-dilutive capital to high-quality private equity management companies, funds and institutional investors that are seeking to finance value creation and portfolio management initiatives. Oaktree is a leader among......
Consumer Genius Launches jugglingdebt.ca to Aid Canadians in Lowering and Consolidating Their Debts
debt collection Fintech News

Consumer Genius Launches jugglingdebt.ca to Aid Canadians in Lowering and Consolidating Their Debts

Fintech News Desk
by Fintech News Desk0
Consumer Genius Inc. Canada’s Fastest Growing Fintech Company has announced the launch of a platform strictly focused on helping Canadian consumers manage their debt loads, www.jugglingdebt.ca. A recent study shows the average Canadian household debt remains near record high levels with the average Canadian owing close to $1.78 for every dollar earned. To put......
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