Search Results for: client experience

Atlantic Union Bankshares Corporation Appoints Heather Cox to Board of Directors
Banking News

Atlantic Union Bankshares Corporation Appoints Heather Cox to Board of Directors

Fintech News Desk
by Fintech News Desk0
Atlantic Union Bankshares Corporation announced that Heather Cox has been appointed to its Board of Directors, effective immediately. Latest Fintech News: Flexia Launches InstaPlay Registration and Integrated Onboarding Module of Its Cashless Gaming Solution “Heather’s extensive background in technology and banking will be a great addition to our Board,” said Ronald......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
Radius Launches In-House Mortgage Brokerage in California
Mortgage News

Radius Launches In-House Mortgage Brokerage in California

Fintech News Desk
by Fintech News Desk0
New mortgage arm further integrates offerings for Radius agents and clients across California, with plans to enter additional markets as brokerage expands Radius, the tech-enabled brokerage, announced it has launched a mortgage brokerage in California. The mortgage launch comes on the heels of the company’s $14 million Series A fundraise and recent expansion......
LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
LevelField Financial Selects AlgoTrader's pOEMS for Digital Asset Trading and Orchestration
Digital Asset Management News

LevelField Financial Selects AlgoTrader’s pOEMS for Digital Asset Trading and Orchestration

Fintech News Desk
by Fintech News Desk0
AlgoTrader Enables LevelField Financial To Expand Its Digital Asset Trading Services and Scale Its Digital Asset Business Across All Customer Segments LevelField Financial (LevelField), the U.S. financial services firm focused on uniting digital assets and traditional banking services in one trusted platform, announced today that it has selected AlgoTrader, the......
IGM Financial selects CGI to Operate and Modernize its Transfer Agency Platform
Fintech Funding News

IGM Financial selects CGI to Operate and Modernize its Transfer Agency Platform

Fintech News Desk
by Fintech News Desk0
CGI and IGM Financial Inc. (IGM) have signed a strategic agreement to deliver the next generation of mutual fund transfer agency (TA) platforms in Canada. Latest Fintech News: Home Data and Services Platform PunchListUSA Secures $39Million Series A Funding Led By Sweetwater Private Equity and Morpheus Ventures The IGM and CGI......
Future Proof Announces Inaugural FintechX Demo Finalists
Fintech News

Future Proof Announces Inaugural FintechX Demo Finalists

Fintech News Desk
by Fintech News Desk0
10 cutting edge fintechs have been awarded the opportunity to demo their innovations live to thousands of financial professionals and industry leaders Advisor Circle, a product and content studio for the financial services industry, in partnership with Ritholtz Wealth Management, is pleased to announce an elite group of finalist presenters for the......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Banking News

FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together

Fintech News Desk
by Fintech News Desk0
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg. New Access’ award-winning private banking digital solutions and talent will further enhance FNZ’s transformational full service, end-to-end wealth management platform. FNZ, the global wealth management......
Gen II Fund Services Appoints Anne-Claire Berg as Chief People & Impact Officer
Fintech Funding News

Gen II Fund Services Appoints Anne-Claire Berg as Chief People & Impact Officer

Fintech News Desk
by Fintech News Desk0
Accomplished executive brings significant experience in talent acquisition, leadership development and organizational impact Gen II Fund Services, LLC (“Gen II”), a leading independent private capital fund administrator, announced Anne-Claire Berg will join the firm as Chief People & Impact Officer. Latest Fintech News: Sphere 3D Corp. Provides Bitcoin Production and Mining Updates......
1