Search Results for: advisor marketing

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......
GlobalFintechSeries Interview with Arad Levertov, Founder & CEO at Sunbit
Artificial Intelligence Business Fintech Interviews

Global Fintech Interview with Arad Levertov, Founder & CEO at Sunbit

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase!...
Gateway Funnel Pros Launches a ClickFunnels Support Program That Can Reduce Stripe Chargeback Disputes Before They Happen and Automate Merchant Responses
Fintech News

Gateway Funnel Pros Launches a ClickFunnels Support Program That Can Reduce Stripe Chargeback Disputes Before They Happen and Automate Merchant Responses

Fintech News Desk
by Fintech News Desk0
Gateway Funnel Pros, a USA-based payment services and software provider focused on assisting ClickFunnels businesses, is doing something rarely seen in the payment-processing world – helping businesses maintain their merchant accounts, even when those merchant accounts are through a competitor. Read More: GlobalFintechSeries Interview with Malcolm Tan, Advisor at KingSwap Alex......
GlobalFintechSeries Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.
Business Fintech Fintech Startups Interviews

Global Fintech Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase!...
Increased Use of Digital Accounts During COVID but New Customers Remain Concerned About Privacy and Security
Fintech News

Increased Use of Digital Accounts During COVID but New Customers Remain Concerned About Privacy and Security

Fintech News Desk
by Fintech News Desk0
Onfido survey shows spike in digital account usage but concerns about security and privacy remain paramount with 43% of respondents abandoning new account setup Onfido, the global identity verification and authentication provider, announced the results of its survey “Customer attitudes to digital identity: meet the expectations of tomorrow”* which evaluated......
Personalization: The Gen Z Banking Imperative
Banking Fintech Guest Posts

Personalization: The Gen Z Banking Imperative

Meenaz Sunderji
by Meenaz Sunderji0
Generation Z, the next generation of bank customers, represents a sizeable market segment. This generational cohort, born after 1996, makes up about 20% of the U.S. population according to Statista and data from Business Insider indicates that Gen Z wields purchasing power of more than $143 billion. Purchasing power that is projected by......
The European Central Bank Chooses SIA and Colt to Connect to Eurosystem Market infastructures
Banking Fintech News

The European Central Bank Chooses SIA and Colt to Connect to Eurosystem Market infastructures

Fintech News Desk
by Fintech News Desk0
The two companies will provide the ECB with connectivity services to the payments (TARGET2 and TIPS) and securities (TARGET2-Securities) settlement platforms and the ECMS via a single access interface – the Eurosystem Single Market Infrastructure Gateway (ESMIG). The European Central Bank (ECB) has chosen SIA, in partnership with Colt Technology Services,......
Credit Card Processing Tips for Merchants: What to Keep in Mind
Banking Business Fintech Guest Posts

Credit Card Processing Tips for Merchants: What to Keep in Mind

Irwin Grossman
by Irwin Grossman0
Think of all the people in your life. Between family, friends, co-workers and acquaintances, I can guarantee that within this large circle of people, almost all of them own a credit card. This comes as no surprise considering credit card networks such as VISA and Mastercard make it incredibly easy......
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