Search Results for: client acquisition

Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
NovoPayment and Forrester Research Finds Small Banks and Credit Unions Filling Tech Stack and Talent Gaps with BaaS Partnerships
Banking Digital Payments News

NovoPayment and Forrester Research Finds Small Banks and Credit Unions Filling Tech Stack and Talent Gaps with BaaS Partnerships

PR Newswire
by PR Newswire0
71% of digital transformation decision-makers said their customers seek capabilities that can’t be built into existing infrastructures NovoPayment, in collaboration with Forrester Consulting, released a new research report that reveals what’s slowing digitization efforts at smaller banks and credit unions, and signals a rise in leaders embracing banking-as-a-service (BaaS) partnerships to......
VizyPay Amplifies Customer Experience and Ease of Use with Overhaul to VizyPOS
Analytics Digital Payments Finance News

Payments: Network International Achieved 24% Revenue Growth, 40% Profit Growth, And Solid Cashflows In 2022.

Fintech Staff Writer
by Fintech Staff Writer0
Today, Network International, the top platform for enabling digital trade in Africa and the Middle East, released its preliminary financial results for the fiscal year that ended on December 31, 2022. The company recorded overall revenue of USD 438.4 million, an increase of 24.5% over the prior year, driven primarily......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite
Finance Investment Services News

Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite

Business Wire
by Business Wire0
With the introduction of Real-Time Approval and the expansion of MoneyGuard Market Advantage, Lincoln highlights its continued commitment to the MoneyGuard suite, its clients and their loved ones Lincoln Financial Group continues to strengthen its MoneyGuard suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage into California.......
Corebridge Financial Enhances Advanced Outcomes Annuity with Milliman FRM Structured Funds Sub-Advised by Capital Group
Finance Investment Services News

Corebridge Financial Enhances Advanced Outcomes Annuity with Milliman FRM Structured Funds Sub-Advised by Capital Group

Business Wire
by Business Wire0
Advanced Outcomes Annuity’s New Hedged Equity Funds Create Structured Outcome Investments with an Active Approach Corebridge Financial announced that its Advanced Outcomes Annuity, a variable annuity featuring structured outcome investments, now includes hedged equity funds managed by Milliman Financial Risk Management (Milliman FRM) and sub-advised by Capital Group, home of......
Stay Secure and Social with TEZRO: The Ultimate Crypto App
Cryptocurrency News

Stay Secure and Social with TEZRO: The Ultimate Crypto App

GlobeNewswire
by GlobeNewswire0
Tezro, a game changer in the crypto space, is designed to provide crypto holders the willingness to securely and privately communicate with friends and business associates, as well as a store for your digital currencies and a convenient payment method. Tezro makes it simple due to integrating numerous chat apps,......
Clave Partners with Santander Consumer on Digital Loan Origination and Servicing
Fintech News

Clave Partners with Santander Consumer on Digital Loan Origination and Servicing

PR Newswire
by PR Newswire0
Collaboration supports Clave’s 2023 growth plans and accelerates Santander Consumer’s lending in Latin America Clave Créditos S.A., an affiliate of Latin America focused fintech Clave, and Santander Consumer S.A., a Santander Group company, announce an agreement for Clave to digitally originate and service consumer loans in Argentina. The partnership pairs Clave’s leading technology......
Papaya Global Launches First and Only Embedded Payments Platform Built for Global Workforce Payroll Payments
Digital Payments News

Papaya Global Launches First and Only Embedded Payments Platform Built for Global Workforce Payroll Payments

Business Wire
by Business Wire0
This new product is the only one in the industry to automate all processes, reduce the mistakes and uncertainty that continue to plague companies, and allows clients to pay all employees around the globe accurately and timely, all in one click Papaya Global, the SaaS fintech company providing global payroll......
Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development
Fintech Funding News

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development

PR Newswire
by PR Newswire0
The round was co-led by Pivot Investment Partners and UBS Droit, a technology firm at the forefront of computational law and regulation, announced it has closed a $23 million Series B investment in its latest funding round. The round was led by Pivot Investment Partners and UBS, the leading global wealth......
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