Search Results for: client acquisition

Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients
Business News Technology

Solomon Partners Forms Technology Investment Banking Group With Joseph Watson

Fintech Staff Writer
by Fintech Staff Writer0
Solomon Partners, a renowned financial advice business, announces Joseph Watson has joined the firm as a Managing Director in its Technology Group, the firm’s newest specialty. In order to strategically grow and diversify the firm’s platform, Solomon’s eleventh vertical was developed and built up. Craig Muir, who will join the......
SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate
Banking News

SVB Securities Continues Build Out of Technology Investment Banking Platform with Addition of Scott Silverglate

PR Newswire
by PR Newswire0
The firm has grown its team to over 70 Technology Investment Banking professionals in the last 18 months. Silverglate marks the franchise’s 16th Senior Managing Director hire SVB Securities, a leading investment bank serving the innovation economy, announced the addition of Scott Silverglate as Senior Managing Director of the firm’s Technology......
Medical Properties Trust Sells $105 Million of Its Interest in Steward’s Syndicated Asset-backed Credit Facility
Finance News

Viper Partners Launches New Loan and Real Estate Division for Doctors and Medical Practice Owners

PR Newswire
by PR Newswire0
Newly rebranded Viper Equity Partners, now Viper Partners, has launched a new division offering equipment, expansion and acquisition loans to doctors and medical business owners nationwide. As the MSO and DSO markets continue to enjoy massive growth, Viper recognizes that many doctors are not ready to sell. A newly launched......
Chartwell Joins Ankura to Bolster Global Banking and Fintech Compliance Advisory Services
Compliance management Fintech News

Chartwell Joins Ankura to Bolster Global Banking and Fintech Compliance Advisory Services

PR Newswire
by PR Newswire0
Acquisition further enhances Ankura’s Global anti-financial crime offering to help banking and Fintech clients navigate the full spectrum of BSA/AML challenges Ankura Consulting Group, LLC, a leading global expert services and advisory firm, announced that it has acquired Chartwell Compliance (“Chartwell”), a leading global regulatory compliance and risk management firm that......
BankProv Joins the MaxMyInterest Platform to Offer Premium High-Yield Savings Account
Banking News

BankProv Joins the MaxMyInterest Platform to Offer Premium High-Yield Savings Account

PR Newswire
by PR Newswire0
New offering enables depositors to open high-yield savings accounts at BankProv in less than one minute BankProv, a future-ready commercial bank that offers technology-driven banking solutions to its clients, is pleased to announce its nationwide partnership with MaxMyInterest (Max), an intelligent cash management platform for individual investors and financial advisors. Through this......
Western Union and 7-Eleven México Announce Strategic Alliance to Send and Receive Money Cross-Border
Digital Payments Finance News

Western Union and 7-Eleven México Announce Strategic Alliance to Send and Receive Money Cross-Border

Business Wire
by Business Wire0
Western Union Money Transfer Service Now Available at more than 1,800 7-Eleven locations in 14 states Across Mexico Western Union, a leader in cross-border, cross-currency money movement and payments, and 7-Eleven Mexico, the world’s largest convenience store chain, announced a strategic alliance to help facilitate cross-border money transfer capabilities in......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Artificial Intelligence Investment Services News

Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments

Business Wire
by Business Wire0
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
SRM’s DigitalMAP Helps Credit Unions Excel in Today’s Digital Ecosystem
Fintech News

SRM’s DigitalMAP Helps Credit Unions Excel in Today’s Digital Ecosystem

Business Wire
by Business Wire0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, announced that through the acquisition of Sievewright & Associates, its DigitalMAP is available to credit union leadership teams. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder at......
Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
LawPay Announces Launch of LawPay Pro, New Legal Billing Software Solution
Digital Payments News

LawPay Announces Launch of LawPay Pro, New Legal Billing Software Solution

Business Wire
by Business Wire0
Trusted Leader in Legal Payments Brings Further Innovation to Legaltech Industry, Transforming the Way Professionals Work LawPay, the leading online payment solution for legal professionals, has announced the launch of LawPay Pro, a legal billing software solution that offers streamlined time-tracking, invoicing and payment operations. LawPay Pro bridges the gap......
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