Search Results for: client acquisition

FormFree Taps Jocelyn Crum Brooks, AMP, as National Account Manager
Fintech News

FormFree Taps Jocelyn Crum Brooks, AMP, as National Account Manager

Fintech News Desk
by Fintech News Desk0
FormFree has appointed Jocelyn Crum Brooks, AMP, as national account manager. Brooks will leverage her two decades’ experience supporting lender relationships with the Federal Home Loan Mortgage Corporation (Freddie Mac) to build new customer relationships and strengthen existing customer engagement with FormFree’s flagship products, AccountChek® and AccountChek Plus™. Read More: GIACT Donates......
Business News

MeetElise, Real Estate’s Leading A.I. Leasing Agent SaaS That Streamlines Communications for Over 250,000 Apartment Homes, Raises Series A Financing led by Navitas Capital

Fintech News Desk
by Fintech News Desk0
MeetElise, the leading artificial intelligence-powered leasing agent software that now streamlines leasing processes for over 250,000 multifamily communities nationwide, today announced their $6.5M Series A financing led by Navitas Capital. This investment brings the total amount of funding raised by MeetElise to $8.5M. MeetElise, founded by Minna Song (MIT) and......
Mastercard Collaborates With Microsoft to Accelerate Innovation Across Digital Commerce and Startup Ecosystems
Artificial Intelligence Business Fintech News

Mastercard Collaborates With Microsoft to Accelerate Innovation Across Digital Commerce and Startup Ecosystems

Fintech News Desk
by Fintech News Desk0
Collaboration will build pathways to financial security and provide tools for sustainable growth Mastercard and Microsoft Corp. announced a collaboration to shape the future of digital commerce, drive startup innovation and enable financial inclusion. The collaboration will accelerate Mastercard Labs’ cloud native research and development activities, enabled by Azure and......
ComplyAdvantage Closes US$50M Series C to Fuel Growth and Expansion in Fight Against Financial Crime
Fintech Fintech Funding Investment Services News

ComplyAdvantage Closes US$50M Series C to Fuel Growth and Expansion in Fight Against Financial Crime

Fintech News Desk
by Fintech News Desk0
World Leader in Financial Crime Detection Technology Backed by Funding from Ontario Teachers’ Pension Plan Board, Index Ventures, and Balderton Capital ComplyAdvantage, a global technology company transforming financial crime detection, has announced the close of a US$50 million Series C funding round, bringing the total investment to date to US$88M.......
Investment Services News

Waller Helms Advisors Appoints James Anderson As Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Waller Helms Advisors (“WHA”), an industry leading specialist investment bank focused on the insurance, healthcare, investment, and financial technology sectors, today announced that it has appointed James Anderson as Chief Executive Officer. Anderson joins WHA from CNA Financial, one of the largest commercial P&C carriers in the United States, where......
Fintech News

Coronavirus Impact Drops Americans’ Financial Satisfaction to 2015 Levels: AICPA index

Fintech News Desk
by Fintech News Desk0
As Americans continue to endure the economic impact of the COVID-19 pandemic, financial satisfaction continues to fall from its recent all-time high. The AICPA’s Q2 2020 Personal Financial Satisfaction index (PFSi) measures 15.2, a 55 percent (18.5 point) decrease from the previous quarter. This is the PFSi’s largest quarterly drop in......
Fintech News Trading

BTIG Adds Foreign Exchange Specialist and Managing Director Brian Ager

Fintech News Desk
by Fintech News Desk0
BTIG announced today that Brian Ager has joined the firm’s Foreign Exchange (FX) Trading unit as a Managing Director. Mr. Ager will be based out of the firm’s New York office, and report directly into Anton LeRoy, President of BTIG. Read More: A Quick Review on Some of The Biggest Global Fintech Mergers &......
Banking Fintech News

Boenning & Scattergood Deepens Commitment to Bank and Thrift Sector with Addition of Joseph Plevelich, CFA®, Director and Senior Research Analyst

Fintech News Desk
by Fintech News Desk0
Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce Joseph Plevelich, CFA®, has joined its Equity Research team as Director and Senior Research Analyst covering banks and thrifts at its headquarters in West Conshohocken, PA. This addition broadens the firm’s domain......
Business Fintech InsurTech Mobile Banking

The Helper Bees Secures $6M Series A Funding Round, Partners with Insurance Carriers to Create a Better Model for Home Care

Fintech News Desk
by Fintech News Desk0
The Helper Bees, a company creating a better model for home care, has secured $6 million in Series A funding led by Silverton Partners. Additional investors in the round include Austin Impact Capital, Techstars and strategic angel investors. The Helper Bees (THB) has deployed a combination of skilled professionals and......
GTCR Announces Sale of Optimal Blue to Black Knight
Capital Markets Fintech News

GTCR Announces Sale of Optimal Blue to Black Knight

Fintech News Desk
by Fintech News Desk0
GTCR, a leading private equity firm, announced today that it has signed a definitive agreement to sell Optimal Blue (“Optimal Blue” or the “Company”) to Black Knight for an enterprise value of $1.8 billion, payable in cash. Read More: GlobalFintechSeries Interview with Chuck Klein, Chief Executive Officer & Founder at IMM Founded......
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