Search Results for: advisor marketing

Coupa Acquires Treasury Management Leader BELLIN Group
Fintech News

Clermont Partners Expands Senior Leadership with the Addition of Jim Koppa as Director of Research

Fintech News Desk
by Fintech News Desk0
Clermont Partners, one of the nation’s largest women-owned financial communications firms, announced today it has expanded its senior management team with the addition of Jim Koppa as Director of Research. For more than 15 years, Mr. Koppa has utilized his deep knowledge of the investment community, leveraging advanced data analytics......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Symetra Joins Platform

Fintech News Desk
by Fintech News Desk0
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......
Temenos Named a Leader in the Dow Jones Sustainability World and Europe Indices
Fintech News

LendingHome Names Stephanie Casper to Lead Sales Division

Fintech News Desk
by Fintech News Desk0
LendingHome, one of the nation’s largest financial lenders to real estate investors, today announced that Stephanie Casper is the company’s new Vice President of Sales. As a member of LendingHome’s executive team, Casper reports to Michael Bourque, LendingHome’s Chief Operating and Financial Officer. In this role, Casper leads a team......
Jayme Fishman Joins Avalara as Executive Vice President of Corporate Development
Business Fintech News

Jayme Fishman Joins Avalara as Executive Vice President of Corporate Development

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced the appointment of tax technology and consulting veteran Jayme Fishman as its new executive vice president of corporate development. His responsibilities include overseeing the company’s mergers and acquisitions (M&A) strategy and managing the acquisitions process......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech News

Grow Capital, Inc Acquires Second FinTech Company: Public Employee Retirement Assistance

Fintech News Desk
by Fintech News Desk0
Public Employee Retirement Assistance utilizes technology to pair public employees with retirement specialists Grow Capital, Inc (OTCPK:GRWCD) (GRWCD) today announced that it has executed a stock exchange agreement to acquire Public Employee Retirement Assistance, LLC (PERA). GRWCD will acquire 100 percent of the ownership interests of PERA, a third-party marketing......
Fintech News

Tom Piercy Named President, Enterprise Business Development, Incenter

Fintech News Desk
by Fintech News Desk0
Move positions Incenter to become transformational force in lending and specialty finance Incenter, a Blackstone Portfolio Company that helps mortgage lenders and specialty finance providers lead their markets, announces the appointment of Tom Piercy as President, Enterprise Business Development. Mr. Piercy, who also remains Managing Director of Incenter Mortgage Advisors,......
GoHealth's Encompass Platform Drives Value-Based Care Engagement to Improve Health Outcomes
Fintech InsurTech News

GoHealth’s Encompass Platform Drives Value-Based Care Engagement to Improve Health Outcomes

Fintech News Desk
by Fintech News Desk0
GoHealth, a leading health insurance marketplace, announced its proprietary Encompass Platform will double down on the value-based care model as a key component in the future of Medicare Advantage care delivery. GoHealth’s Encompass Platform is a digital health solution that connects consumer insights and essential functions across the customer journey......
PFS & EML Payments Primed to Assist Governments & NGOs With Coronavirus Payment Disbursement Requirements
Business News

Ascensus Launches READYSAVE™ Retirement Mobile App

Fintech News Desk
by Fintech News Desk0
New App Will Leverage Behavioral Prompts and Situational Guidance to Help Drive Better Retirement Outcomes  Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has launched READYSAVE™, its retirement mobile application. READYSAVE was developed on Ascensus’ proprietary technology platform for use across the firm’s various institutional partners......
BlackLine Reveals CEO Succession Plan
Fintech News Robotic Process Automation

BlackLine Reveals CEO Succession Plan

Fintech News Desk
by Fintech News Desk0
President & COO Marc Huffman appointed CEO as of Jan. 1st, 2021; Founder Therese Tucker to serve as executive chair(BlackLine ) Accounting automation software leader BlackLine, announced that the board of directors has elected Marc Huffman as chief executive officer, effective January 1st, 2021.  Mr. Huffman currently serves as president and chief operating officer.  Therese Tucker,......
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