Search Results for: client lifecycle management

ClassWallet Closes $95 Million Funding Round to Continue Reshaping the Way State and Local Government Agencies Do Business
Investment Services News

ClassWallet Closes $95 Million Funding Round to Continue Reshaping the Way State

Business Wire
ClassWallet, the leading digital wallet-based purchasing and reimbursement platform for public funds, announced it closed its first institutional growth capital funding round of $95 million. Guidepost Growth Equity led the raise which included Education Growth Partners (EGP) and Lazard Family Office Partners. The investment builds on ClassWallet’s rapid growth and supports its continued efforts......
WaterStone Bank Upgrading to the nCino Cloud Banking Platform Across All In-house Lending
Banking Lending News

WaterStone Bank Upgrading to the nCino Cloud Banking Platform Across All In-house Lending

GlobeNewswire
nCino to provide WaterStone with a single, end-to-end solution for all lending activities nCino, Inc., a pioneer in cloud banking for the global financial services industry, announced that WaterStone Bank will be upgrading its technology stack and migrating its commercial, consumer, and residential lending activities to the nCino Cloud Banking......
Cetera Welcomes A+ Federal Credit Union
Investment Services News

Cetera Welcomes A+ Federal Credit Union

PR Newswire
Cetera Announces Strategic Partnership with A+ Federal Credit and its Investment Programs with approximately $214 million in Assets Under Administration Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that A+ Federal Credit Union is converting its retail investment program to the Cetera Financial Institutions (CFI) community. This full-service credit union’s investment......
Automotive Financing Provider GoFi Selects Provenir’s Data and Decisioning Platform
Finance News

Automotive Financing Provider GoFi Selects Provenir’s Data and Decisioning Platform

Business Wire
GoFi will benefit from Provenir’s powerful platform to support immediate responsiveness and the best customer experience Provenir, a global leader in risk decisioning software, announced that GoFi, LLC, a leading U.S. consumer automotive financing provider, has selected and implemented Provenir’s Data and Decisioning Platform to assess applicant credit risk quickly for......
American Trucking and Transportation Insurance Company Selects Gradient AI to Improve Trucking Claims Outcomes
Artificial Intelligence InsurTech News

American Trucking and Transportation Insurance Company Selects Gradient AI to Improve Trucking Claims Outcomes

Business Wire
Enhances Claims Management and Facilitates Better Outcomes Through an Integrated Solution with Origami Risk Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry, announced that American Trucking and Transportation Insurance Company, a Risk Retention Group (ATTIC, RRG) selected Gradient AI’s claims management solution......
BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans
Fintech Mortgage News

BSI Financial Extends Sagent Software Partnership 7 Years to Speed Growth to 1 Million Loans

Business Wire
Deal enables BSI Financial to grow fast in current market cycle with operational precision and cost control Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, announced a seven-year partnership extension with BSI Financial Services to continue powering its enterprise mortgage servicing ecosystem. As BSI Financial......
Suffolk Technologies Closes $110 Million Inaugural Venture Capital Fund for Game Changing Built World Technology Innovations
Investment Services News

Suffolk Technologies Closes $110 Million Inaugural Venture Capital Fund for Game Changing Built World Technology Innovations

Business Wire
Provides capital and unparalleled operational support from Suffolk’s national construction and commercial real estate network for entrepreneurs seeking to transform the built environment Suffolk Technologies, an institutional venture capital firm affiliated with Suffolk, the $5 billion national construction firm, announced the close of its inaugural fund with $110 million in commitments.......
Equabli Announces Successful Completion of Funding Round
Finance Fintech Funding News

Equabli Announces Successful Completion of Funding Round

PR Newswire
Equabli, Inc., a leading financial technology company, is pleased to announce the successful completion of its recent round of financing. The funding round secured $3.35M of additional capital and was led by Social Leverage. Additional commitments were received by BankTech Ventures and Cross River Digital Ventures. The funding will be instrumental in......
Passthrough And STP Investment Services Announce Strategic Partnership to Enhance Investor Experience
Fintech Investment Services News

Passthrough And STP Investment Services Announce Strategic Partnership to Enhance Investor Experience

Business Wire
Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintechs, and STP Investment Services (STP), a leading technology-enabled services company, are excited to announce a strategic partnership to transform the investor onboarding experience and drive operational efficiencies for STP’s clients and their investors. “By connecting with our infrastructure, STP’s......
VersiFi Announces Seed Funding and Partnership with Hunting Hill Group
Digital Asset Management News

VersiFi Announces Seed Funding and Partnership with Hunting Hill Group

PR Newswire
Digital Currency Ecosystem Investment Firm Provides Seed Capital, Strategic Guidance to Prime Services Platform for Digital Assets VersiFi, a partner-powered prime services platform for digital assets, announced its partnership with The Hunting Hill Group, a digital-asset focused investment firm whose founders have extensive experience as participants and advisors in the......
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