Search Results for: client acquisition

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Truist Insurance Holdings Enhances Client Offerings With Acquisition of Benefitmall From Carlyle
InsurTech Investments News

Truist Insurance Holdings Enhances Client Offerings With Acquisition of Benefitmall From Carlyle

Fintech News Desk
by Fintech News Desk0
Truist Insurance Holdings, Inc., a subsidiary of Truist Financial Corporation and the sixth-largest insurance brokerage in the U.S., announced that it has signed a definitive agreement to acquire BenefitMall, the nation’s largest benefits wholesale general agency, from funds managed by global investment firm Carlyle. The transaction will add approximately $150 million of annual......
Fiserv to Accelerate Digital Banking Transformation for Clients with Acquisition of Finxact
Banking Fintech News

Fiserv to Accelerate Digital Banking Transformation for Clients with Acquisition of Finxact

Fintech News Desk
by Fintech News Desk0
Finxact digital banking technology to accelerate innovation across the payment and financial services solutions spectrum for fintechs and financial institutions of all sizes Fiserv, Inc. , a leading global provider of payments and financial services technology, today announced it has signed a definitive agreement to acquire Finxact, Inc., developer of the......
Fintel Connect Joins Visa Fintech Partner Connect to Bring Scalable Customer Acquisition to Visa's Clients and Partners
Banking Fintech News

Fintel Connect Joins Visa Fintech Partner Connect to Bring Scalable Customer Acquisition to Visa’s Clients and Partners

Fintech News Desk
by Fintech News Desk0
Fintel Connect, a performance marketing technology company that serves financial services and fintechs, today announced that it has joined Visa Fintech Partner Connect—a program designed to help Visa’s issuing clients quickly connect with a vetted and curated set of technology providers. Fintel Connect provides banks, financial services companies and fintechs across North......
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs
Digital Finance Fintech News

Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs

Fintech News Desk
by Fintech News Desk0
– Technologies to Power a New Intelligently Connected Client Portal Experience – MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning Envestnet announced it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial......
Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience
Banking Fintech News

Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Fintech News Desk
by Fintech News Desk0
Enhancements to the Advizr Platform Empower Advisors to Seamlessly Connect Financial Goals With Investment Performance, Better Protect Their Clients From Cyber Threats, and Ultimately Grow Their Businesses Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and the premier provider of financial advisor technology and enhanced investment solutions, announced......
Lesaka Completes the Acquisition of Adumo, Cementing Its Position as the Leading Independent Fintech in Southern Africa
Digital Payments Fintech News

Lesaka Completes the Acquisition of Adumo, Cementing Its Position as the Leading Independent Fintech in Southern Africa

GlobeNewswire
by GlobeNewswire0
Lesaka Technologies, announced it has completed its acquisition of Adumo RF (Pty) Ltd (“Adumo”). The transaction was settled through the issuance of 17,279,803 shares of Lesaka’s common stock and a cash payment ZAR 232.2 million ($13.4 million), implying a total purchase consideration of ZAR 1.67 billion ($96.2 million) using Lesaka’s......
Grid Dynamics Expands Global Footprint with JUXT Acquisition, Strengthening Expertise in Banking and Financial Services
Banking Finance Fintech News

Grid Dynamics Expands Global Footprint with JUXT Acquisition, Strengthening Expertise in Banking and Financial Services

Business Wire
by Business Wire0
The acquisition of JUXT accelerates Grid Dynamics’ growth in the banking and financial services industries, particularly within the European market. JUXT’s expertise as a full life cycle developer and operator of mission-critical information systems reinforces Grid Dynamics’ go-to-market offering within financial services. The deal expands Grid Dynamics’ portfolio of enterprise......
Kort Payments Announces Acquisition of Barnet Technologies
Digital Payments E-commerce Investment Services News

Kort Payments Announces Acquisition of Barnet Technologies

PR Newswire
by PR Newswire0
Acquisition adds payment processing functionality to Barnet’s best-in-class software, leading to streamlined operations, accelerated growth and economies of scale KORT Payments (KORT), a leader in specialized omnichannel payments, has taken a major step in expanding its technological capabilities with the acquisition of Barnet Technologies (Barnet), a renowned Canadian software company......
Mastercard Invests in Continued Defense of Global Digital Economy With Acquisition of Recorded Future
Artificial Intelligence Finance Fintech News

Mastercard Invests in Continued Defense of Global Digital Economy With Acquisition of Recorded Future

Business Wire
by Business Wire0
Global threat intelligence capabilities complement Mastercard’s existing suite of services delivering cyber resilience and trust Mastercard today expanded its cybersecurity services with an agreement to acquire global threat intelligence company Recorded Future from Insight Partners for $2.65 billion. The acquisition bolsters the insights and intelligence used to secure today’s digital......
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