Search Results for: client

MOCA Financial Adds Alliance Credit Union to its Growing List of Clients
Digital Payments News

MOCA Financial Adds Alliance Credit Union to its Growing List of Clients

Business Wire
by Business Wire0
Alliance CU will not only offer MOCA’s Family Card and PATRIOT Card to its members, but will also act as a BIN Principal Sponsor for other credit unions offering MOCA solutions MOCA, a provider of advanced digital accounts with self-issued virtual cards and payment processing in one turnkey platform is......
Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
Fintech Investment Services News

Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform

Business Wire
by Business Wire0
Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment......
Expensify Announces Revenue Share Program for ExpensifyApproved! Accountant Partners and Their Clients
Finance News

Expensify Announces Revenue Share Program for ExpensifyApproved! Accountant Partners and Their Clients

Business Wire
by Business Wire0
Accounting Partners who adopt and onboard clients to the Expensify Card can now receive 50 basis points in revenue share or additional cash back for clients Expensify, Inc., the financial management super app for expenses and corporate cards, has announced a new revenue share program for all its valued accounting......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
by PR Newswire0
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances
Banking News

KeyBank Introduces Products & Services to Help Clients Take Further Control of their Finances

PR Newswire
by PR Newswire0
Launch of enhanced relationship benefits, Key Select Checking, Immediate Funds, and Early Pay helps move consumers forward on their unique financial journeys KeyBank is committed to helping clients move forward on their individual financial journeys, and announced new products and services to enhance the banking experience for consumers on their paths to progress. These enhancements come......
Acrisure’s New York Businesses Unite to Serve Clients Across the State
Fintech News

Acrisure’s New York Businesses Unite to Serve Clients Across the State

Business Wire
by Business Wire0
Kathleen Bradley and Brian Colby to Serve as Managing Partners of New York Region Acrisure, a global Fintech leader, announced the formation of the Company’s New York Region under the Acrisure brand. The New York Region is led by Managing Partners Kathleen Bradley and Brian Colby. Latest Fintech Interview Global......
Better Cash Flow. Simpler Solutions. Regions Bank Expands Integrated Billing and Payments for Business Clients
Banking Digital Payments News

Better Cash Flow. Simpler Solutions Regions Bank Expands Integrated Billing and Payments for Business Clients

Business Wire
by Business Wire0
It’s another way Regions Treasury Management is helping companies better manage their billing and communications needs – from one platform. Regions Bank on Monday announced the latest enhancement to its digital solutions that enable business clients to manage customer billing and communications via Regions Treasury Management. Browse The Complete Interview About Fintech......
SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service and Competitive Rates, Building More Momentum for Their Money
Banking News

SKYVIEW 1 Launches Digital Banking Platform for Financial Advisors to Provide Clients With End-to-end Service

Business Wire
by Business Wire0
White-label app and dashboard empowers advisors to provide bespoke private banking services to high-net-worth clients, including checking and savings accounts with high-yield 3.51% APY and up to $125M FDIC insurance SkyView, a leading investment bank and specialty lender dedicated to supporting the M&A goals of independent registered investment advisors (RIAs),......
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