Search Results for: financial

Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL
Finance Investment Services News

Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL

PR Newswire
by PR Newswire0
Veteran advisor selects Cetera for its responsive service, commitment to independence, and growth-focused platform to support his growth plans Cetera welcomes veteran financial advisor Gregory Kearney, CFP®, ChFC®, who transfers to Cetera after being affiliated with LPL for 23 years, including working with OSJs and bank investment programs that were......
Pinnacle Financial Corporation and Morris State Bancshares Announce Name Change to Vallant Financial
Banking Finance News

Pinnacle Financial Corporation and Morris State Bancshares Announce Name Change to Vallant Financial

Business Wire
by Business Wire0
Pinnacle Financial Corporation (“Pinnacle”), the holding company for Pinnacle Bank and Morris State Bancshares, Inc. (“Morris”) , the holding company for Morris Bank, announced in November a strategic partnership under an exciting new brand name., they are proud to announce Vallant Financial, Inc. will become their unified holding company representing......
Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users
Artificial Intelligence Finance News

Gradient Financial Group Selects Wealthbox CRM and AI Notetaker for 2,000+ Users

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM platform for financial advisors, announced that Gradient Financial Group, a financial services enterprise headquartered in Minnesota, has selected Wealthbox Enterprise CRM and the Wealthbox AI Notetaker for rollout across its network of financial professionals and employees throughout its family of 13 companies. The implementation will begin......
Encompass Corporation Launches Executive Advisory Board to Drive Innovation in Financial Services
Artificial Intelligence Finance News

Encompass Corporation Launches Executive Advisory Board to Drive Innovation in Financial Services

EIN Presswire
by EIN Presswire0
Encompass Corporation, a global leader in Corporate Digital Identity (CDI) for Know Your Customer (KYC), officially launches its Executive Advisory Board (EAB). A strategic initiative designed to accelerate innovation and deliver enhanced value to clients and partners worldwide. The EAB will act as a strategic think tank, supporting Encompass as......
Fintech’s Shift From Products To Financial Control Planes
Artificial Intelligence Banking Credit Bureaus Digital Payments Featured Finance Fintech Investment Services Technology Trading

Fintech’s Shift From Products To Financial Control Planes

Fintech Staff Writer
by Fintech Staff Writer0
For more than ten years, the only thing that meant “fintech innovation” was improved apps. The early promise of fintech was straightforward and clear: make financial institutions faster, easier to use, and smarter by replacing them with products that are faster, cleaner, and smarter. Fintech changed the way people handled......
Panacea Financial Strengthens Executive Team to Power Next Phase of Scaled Growth
Finance Fintech News

Panacea Financial Strengthens Executive Team to Power Next Phase of Scaled Growth

Business Wire
by Business Wire0
Doctor-focused fintech adds senior leaders in marketing, compliance, and medical education finance as it advances its vision to become the financial operating system for doctors Panacea Financial, the financial technology platform built exclusively for doctors and their practices, announced the appointments of Anna Khayet as Chief Marketing Officer, Robin Garrison......
Onbe Appoints Kevin Ryan as Chief Financial Officer
Digital Payments Finance News

Onbe Appoints Kevin Ryan as Chief Financial Officer

Business Wire
by Business Wire0
Experienced finance leader joins to support the company’s growth and strategic evolution. Onbe, a leading corporate payouts platform, announced the appointment of Kevin Ryan as Chief Financial Officer, effective . Reporting to Chief Executive Officer Bala Janakiraman, Ryan will oversee the company’s FP&A, Accounting, and Treasury functions, driving enterprise-wide financial......
VoPay Establishes Global Headquarters in Qatar to Advance Digital Financial Infrastructure Across MENA, Africa, and Southeast Asia
Digital Payments Fintech News

VoPay Establishes Global Headquarters in Qatar to Advance Digital Financial Infrastructure Across MENA, Africa, and Southeast Asia

Business Wire
by Business Wire0
VoPay International Inc., a global fintech infrastructure platform, announced the establishment of its global headquarters in Qatar. The move positions Qatar as VoPay’s primary hub for advancing digital financial infrastructure and supporting scalable financial modernization across the Middle East and North Africa, Africa, Southeast Asia, and other high-growth regions, while......
Digital Storefront Rebrands as Movemint to Power Personalized Growth for Financial Institutions
Finance News

Digital Storefront Rebrands as Movemint to Power Personalized Growth for Financial Institutions

Business Wire
by Business Wire0
New brand reflects evolution into a growth platform supporting engagement across the financial institution lifecycle Digital Storefront, a digital marketing and embedded finance platform serving financial institutions nationwide, announced it has rebranded as Movemint. The new name reflects the company’s expanded role in helping institutions drive measurable growth across loans,......
Cowbell Announces Next Cycle of Growth, Profitability, and Global Expansion; Appoints John Botros as Chief Financial Officer
Finance News

Cowbell Announces Next Cycle of Growth, Profitability, and Global Expansion; Appoints John Botros as Chief Financial Officer

PR Newswire
by PR Newswire0
Cowbell, a leading provider of adaptive cyber and specialty insurance solutions for global small and mid-market organizations, announced the next cycle of its organizational journey, focused on sustained growth, operational profitability, and continued global expansion. Following the company’s recent expansion to Australia, Cowbell is accelerating its global growth while advancing......
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