Search Results for: advisor marketing
Collective Launches With $8.65 Million in Funding To Empower Businesses-of-One With First All-in-One Back Office Platform
Online Platform Pairs User-Friendly Dashboard With Concierge Service from Trusted Advisors and Community-Building Features Collective, the first online back office platform designed for businesses-of-one, launched today and announced $8.65 million in funding to empower, support and connect the self-employed community that comprises 36% of the American workforce. Collective’s technology and......
According to Study by Bill.com – Cash Is Still King Amid Pandemic, Fueling Investment in AP and AR Automation
Bill.com, a leading provider of cloud-based software that simplifies, digitizes and automates complex back-office financial operations for small and midsize businesses (SMBs), today announced the findings of a study in collaboration with CFO Research, the research arm of CFO.com, that identifies cash flow management as the top driver of finance......
Cube Boosts Executive Leadership Team With Addition Of Chief Revenue Officer, Scott Samios
Cube Boosts Executive Leadership Team With Addition Of Chief Revenue Officer, Scott Samios Cube, the next generation Financial Planning & Analysis (FP&A) platform for Finance teams, announced the addition of Scott Samios as Chief Revenue Officer to the team. Scott brings extensive experience scaling and optimizing the sales and marketing functions......
tZERO Appoints Former Nasdaq EVP John Jacobs to its Board of Directors
tZERO, a leader in financial innovation and liquidity for private companies, announced that former Executive Vice President (EVP) and Chief Marketing Officer (CMO) of Nasdaq, John Jacobs, has joined tZERO’s Board of Directors as its newest member. Jacobs is known for his business success and expertise in working with institutional......
Purewrist Launches Purewrist GO, an Affordable Mass Market Wearable Empowering Contactless Transactions with the Tap of a Wrist
Load money onto your Purewrist bracelet, then tap & go to make simple and secure contactless payments for public transit, coffee, groceries, and more – without ever touching cash or cards Purewrist, a provider of end-to-end contactless transaction solutions as a prepaid card program manager and wearable technology developer, today......
Former Marqeta COO Eric Bachman Joins Qolo as Board Member
Fintech and Technology Veteran to Leverage Payments and Payment Technology Expertise Furthering Qolo’s Momentum Qolo, the B2B payments hub for the New Economy, today announced that Eric Bachman, former Chief Operating Officer of Marqeta has joined Qolo’s Board of Directors. Bachman is an institutional payments veteran with over 30 years......
KlariVis Joins the Jack Henry Banking Vendor Integration Program
VIP enables KlariVis to integrate with Jack Henry Banking SilverLake System platform KlariVis, a unique and proprietary data analytics software platform developed by bankers for bankers, today announced that it has joined the Jack Henry Banking® Vendor Integration Program (VIP). Participation in the program will provide KlariVis with access to Jack......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
Global Fintech Interview with Eran Haggaig, Co-Founder and Executive Chairman at Clear
The Impact of Blockchain on FinTech ...