Search Results for: client experience

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
SmartCard Marketing Systems Inc (OTC:SMKG) Enters Definitive Deal to Acquire The Portfolio of Chat Bot AI to Accelerate Digital Transformation In Fintech and PayTech Segments
Banking Blockchain Digital Fintech News

SmartCard Marketing Systems Inc Enters Definitive Deal to Acquire The Portfolio of Chat Bot AI to Accelerate Digital Transformation In Fintech and PayTech Segments

Fintech News Desk
by Fintech News Desk0
SmartCard Marketing Systems Inc: The company recently entered a Letter of Intent to acquire the Intellectual Property of Chat Bot AI to further accelerate and complement client acquisition and conversions and now finalized the agreed purchase terms. Note: Executive management is excited about this addition to its portfolio of intellectual......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board
Business Digital Fintech News

Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board

Fintech News Desk
by Fintech News Desk0
Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board. As a Board member, Phillips will offer her insights throughout the year on emerging and hot-button topics concerning the intersection of finance and technology. This appointment adds to Phillips’ list of......
CEC Bank Accelerates Digitalization Using Low-Code Platform From Aurachain
Banking Business Fintech News

CEC Bank Accelerates Digitalization Using Low-Code Platform From Aurachain

Fintech News Desk
by Fintech News Desk0
CEC Bank accelerates digitalization and modernization. CEC Bank will use low-code platform developed by Aurachain to automatize part of the bank activities, in a fast and cost efficient manner. Read More: Atreyu Announces The FLIRT API: Connecting Co-located And Cloud Based Trading Applications To The US Trading Markets Low-code technology allows the development of......
STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn
Business Fintech Investment Services News

STP Investment Services Chosen as Preferred Outsourcing Provider of Cloud-Based Investment Operations for Cramer Rosenthal McGlynn

Fintech News Desk
by Fintech News Desk0
STP Investment Services, an industry-leading fintech and global investment operations firm that provides complete front, middle, and back office solutions, announced that it formed a strategic outsourcing partnership with Cramer Rosenthal McGlynn, LLC (CRM), a leading value equity manager with a focus on the U.S. small and mid-cap space. In this......
Sterling National Bank Collaborates with Google Pay to Expand Digital Banking Capabilities
Banking Business Digital Fintech News

Sterling National Bank Collaborates with Google Pay to Expand Digital Banking Capabilities

Fintech News Desk
by Fintech News Desk0
Collaboration creates an innovative banking solution and broadens access to a large market of consumers seeking a complete digital solution Sterling National Bank, the wholly-owned operating bank subsidiary of Sterling Bancorp, today announced that it is working with Google to offer digital checking and savings accounts through the Google Pay......
Rob Swanson Joins MUFG Union Bank as Northern California Market President for Commercial Banking
Business Digital Fintech Investment Services News

Altruist Names Pete Dorsey as Chief Strategy & Revenue Officer

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform for RIAs, appoints Pete Dorsey, former National Managing Director at TD Ameritrade Institutional, to its executive team as Chief Strategy and Revenue Officer. Mr. Dorsey joins the Altruist team with over two decades of experience in the RIA business, working with the country’s largest......
Fenergo Bolsters APAC Presence amid Rising Demand for RegTech Amongst Financial Institutions
Digital Fintech News

Fenergo Bolsters APAC Presence amid Rising Demand for RegTech Amongst Financial Institutions

Fintech News Desk
by Fintech News Desk0
Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions, today announces the appointment of Gary Brookes, Head of Sales in Asia. Gary will spearhead growth and execute Fenergo’s cloud strategy across the Asian continent. Read More: Reggie Hedgebeth Joins Capital Group as Chief Legal Officer Brookes......
Elifinty and Fair Money Advice Partner To Disrupt Debt Advice Space
Business Digital Fintech News

Elifinty and Fair Money Advice Partner To Disrupt Debt Advice Space

Fintech News Desk
by Fintech News Desk0
Elifinty, a London-based fintech tech start-up, and Fair Money Advice, a London-based debt advice charity, announce a game changing partnership to help deliver better financial services and debt advice for people in the UK. The collaboration comes on the back of Elifinty’s recent participation in the ‘FCA & City of......
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