Search Results for: business planning

Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
Featured Fintech Fintech Startups

3 Quick Sales and Marketing Tips for FinTechs and FinTech Startups

Paroma Sen
by Paroma Sen0
Sales and marketing is crucial to any company, fintech focused sales and marketing activities are those that are dovetailed to enable better outcomes for finance technologies and fintech companies. The better the sales and marketing arms of these companies, the easier it will be for these teams to deliver their......
Haven Cyber Technologies Group Secures €5.7 Million Investment From C5 Capital
Capital Markets Fintech Investment Services News

Haven Cyber Technologies Group Secures €5.7 Million Investment From C5 Capital

Fintech News Desk
by Fintech News Desk0
 Haven Cyber Technologies Group (Haven Group), announced a further investment of €5.7 million from C5 Capital, the specialist investment firm investing in the secure data ecosystem. In addition, the Haven Group announced Andrew Miller had been appointed as Group Chief Financial Officer, and James Armstrong had been appointed Finance Director of ITC Secure, one of......
Cegid's Customer Satisfaction Rises Nearly 10% Using Genesys Cloud
Business Fintech News

Cegid’s Customer Satisfaction Rises Nearly 10% Using Genesys Cloud

Fintech News Desk
by Fintech News Desk0
With hundreds of thousands of customers across 75 countries, Cegid is a leader in business management solutions for accounting, finance and tax, payroll and human resources, Enterprise Resource Planning (ERP) and retail. The company is the third ranked software as a service provider in France and has earned a reputation as an......
Grant Thornton and OneStream Software Team to Help Companies Digitally Transform Finance Functions
Fintech News

Grant Thornton and OneStream Software Team to Help Companies Digitally Transform Finance Functions

Fintech News Desk
by Fintech News Desk0
Grant Thornton to provide OneStream customers with implementation services and consulting know how OneStream Software, a leading provider of corporate performance management (CPM) solutions for mid-sized to very large enterprises, has entered into an alliance with Grant Thornton LLP, one of America’s largest accounting and consulting firms. Read More: smartTrade’s Solution......
Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper
Banking Fintech News Risk Management

Banks Encouraged to View Basel IV as Catalyst for Greater Productivity in Wolters Kluwer White Paper

Fintech News Desk
by Fintech News Desk0
Banks that take a wait and see approach to Basel IV are likely to face higher costs and added travails in implementation, as well as fewer commercial benefits in the years ahead. That’s according to a new white paper from Wolters Kluwer’s Finance, Risk & Reporting (FRR) business that reveals how banks......
Wells Fargo Launches WellsOne® Virtual Card Payments Service
Business Fintech Fintech Funding News

Wells Fargo Foundation Expands Free Virtual Financial Coaching to Help with COVID-19 Hardships

Fintech News Desk
by Fintech News Desk0
With record numbers of U.S. adults filing for unemployment, and many people facing a lower income amid COVID-19, the Wells Fargo Foundation is supporting national nonprofits in expanding virtual financial coaching services, cost-free, to help the public adapt in these challenging times. These efforts are part of the Wells Foundation’s $175 million commitment to......
Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust
Banking Fintech Fintech Funding Investment Services News

Ameriprise Financial Institutions Group Welcomes ESSA Bank & Trust

Fintech News Desk
by Fintech News Desk0
ESSA Selects Ameriprise Financial Services, LLC as its new broker-dealer to expand its investment services program Ameriprise Financial announced that ESSA Bank & Trust has transitioned its investment management program, ESSA Investment Services, to Ameriprise Financial Institutions Group (AFIG). ESSA joins AFIG from Cetera. The Stroudsburg, PA-based bank employs three......
Apple Growth Partners Adds Female Executives to Leadership Team
Fintech News

Apple Growth Partners Adds Female Executives to Leadership Team

Fintech News Desk
by Fintech News Desk0
Apple Growth Partners (AGP), award-winning accounting and business advisory firm, has announced two recent appointments to the leadership team. Susan Burnoski, CPA, and Christine Waltjen, CPA, have joined the firm’s Executive Committee. @apple_growth announces two female leaders joining executive committee Susan Burnoski, CPA, is a principal and director of audit......
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