Search Results for: advisor marketing

GlobalFintechSeries Interview with Amit Mathradas, President and COO at Avalara
Banking Business Fintech Interviews

Global Fintech Interview with Amit Mathradas, President and COO at Avalara

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
London Stock Exchange Investor Joins DeFi Protocol YOP Seed Round
Business Fintech News

London Stock Exchange Investor Joins DeFi Protocol YOP Seed Round

Fintech News Desk
by Fintech News Desk0
YOP secures funding from London Stock Exchange-listed next-generation technology investment company, Pires Investments Plc. YOP is a yield optimization platform for DeFi (decentralized finance). The platform and protocol make it easier for everyone to access decentralized financial products such as token deposit accounts, giving the user custody, insights, and flexibility directly in......
BAC Community Bank Adds to its Digital Banking Solutions through Partnership with ZSuite Technologies
Business Fintech Mobile Banking News

BAC Community Bank Adds to its Digital Banking Solutions through Partnership with ZSuite Technologies

Fintech News Desk
by Fintech News Desk0
Community financial institution to offer ZRent and ZDeposit ZSuite Technologies, a financial technology company offering digital tools that help small businesses and individuals automate collection of recurring payments and manage security deposits, has partnered with California-based BAC Community Bank (BAC). This relationship enables the bank to expand its digital offerings to include......
Amount Announces $81M in Series C Funding Led by Goldman Sachs
Fintech Fintech Funding News

Amount Announces $81M in Series C Funding Led by Goldman Sachs

Fintech News Desk
by Fintech News Desk0
– Round brings Amount 2020 capital raise to $140M; will help scale sales and marketing while accelerating platform research and development investments Amount, a leading technology provider for financial institutions, announced it has secured an $81 million Series C investment led by Goldman Sachs Growth with participation from existing investors including August......
Kofax Transforms Accounts Payable Workflows with Intelligent Automation
Business Fintech News

Kofax Transforms Accounts Payable Workflows with Intelligent Automation

Fintech News Desk
by Fintech News Desk0
Portfolio of Solutions Accelerate Organizations’ Ability to Automate Invoice and Accounts Payable Processes to Digitally Transform Those Workflows Kofax®, a leading supplier of Intelligent Automation software for digital workflow transformation, today announces continuing innovations across its portfolio of invoice and accounts payable solutions — further improving organizations’ ability to rapidly......
Xero’s COVID-19 Reports Provide Unique Insights About Impact to Global Small Business
Business Fintech News

Xero Appoints Faye Pang As Canada Country Manager

Fintech News Desk
by Fintech News Desk0
Xero, the global small business platform, today announced Faye Pang as its new Canada Country Manager. In this role, Pang will oversee the planning and execution of Xero’s go-to-market strategy in Canada, help increase market share, and advance Xero’s position as a leading cloud accounting software provider. Read More: Mazooma Partners......
MackeyRMS Expands Leadership Team with Appointment of VP, Customer Success
Fintech Investment Services News

MackeyRMS Expands Leadership Team with Appointment of VP, Customer Success

Fintech News Desk
by Fintech News Desk0
Sheryl Hawk to Lead Expansion of Group Dedicated to Maximizing Individual, Team, and Enterprise Value for the Firm’s Rapidly Growing Global Asset Manager Client Base MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real......
Queen City Angels Closes Investment in Emerging RegTech Company, Joot
Business Fintech Investment Services News

Queen City Angels Closes Investment in Emerging RegTech Company, Joot

Fintech News Desk
by Fintech News Desk0
Queen City Angels (QCA) today announced an investment in Joot, a regulation technology (RegTech) company with headquarters in Cincinnati, Ohio. Joot was co-founded by CEO Bo Howell, a securities lawyer and former chief compliance officer, who previously worked at the U.S. Securities and Exchange Commission; and Alec Cheung, a B2B......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Business Fintech Fintech Funding Investment Services News

Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

Fintech News Desk
by Fintech News Desk0
Key hire cements company commitment to supporting growth of education savings programs across the country Pursuing an enormous opportunity to guide investors to achieve better outcomes, Orion Advisor Solutions, an established service provider in the 529 industry, signals its redoubled expansion into this space by welcoming Rob Percival, a veteran Ascensus College......
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