Search Results for: financial assistant

Digital Marketing Platform Otis AI Raises $2.5m to Make Digital Marketing Simple and Effective for Smbs
Artificial Intelligence Fintech News

Digital Marketing Platform Otis AI Raises $2.5m to Make Digital Marketing Simple and Effective for Smbs

Fintech News Desk
Otis AI , the digital marketing assistant for SMBs, recently raised a seed round bringing their total funding to $2.5M. With Otis, an all-in-one digital marketing solution, a small business can launch a data-driven multi-channel campaign across Facebook, Instagram, and Google in minutes, with no learning curve. Latest Fintech Insights: American Financial Group, Inc. Announces......
Former New York Prosecutor Kevin Frankel Joins McGuireWoods' Litigation Practice
Fintech News

Former New York Prosecutor Kevin Frankel Joins McGuireWoods’ Litigation Practice

Fintech News Desk
Partner Bolsters Financial Services Team in San Francisco Kevin Frankel, who led high-profile investigations and prosecutions as an assistant attorney general for the state of New York, has joined McGuireWoods’ financial services litigation practice as a partner in San Francisco. Latest Fintech Insights: Global Retirement Technology Provider Smart Enters Into Agreement to Acquire......
Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth
Capital Markets Fintech News

Sapphire Announces 2021 Partner Promotions In The U.S. and Europe After Landmark Year of Growth

Fintech News Desk
Promotions Follow $2B Capital Raise and European Expansion Announcements  Sapphire Ventures, LLC (“Sapphire” or the “Firm”), a leading venture capital firm that partners with visionary teams and venture funds to build companies of consequence, announced the promotions of Annalise Dragic, Nate Leung, Shruti Tournatory, Elizabeth Patterson and Casber Wang to Partner across its Sapphire Ventures, Partners......
Church Mutual Announces Leadership Promotions
Fintech InsurTech Lending News

Church Mutual Announces Leadership Promotions

Fintech News Desk
Church Mutual Insurance Company, S.I. , looks to further the company’s growth through the promotion of six individuals into new leadership roles. These individuals will continue to lead the company and advance its mission to serve those who serve others. Latest Fintech Insights: Barclays Announces Changes To the CIBC Atlas Select......
TA Associates Announces Global Investment Staff Promotions
Fintech Investments News

TA Associates Announces Global Investment Staff Promotions

Fintech News Desk
TA Associates, a leading global growth private equity firm, announced promotions earned by investment staff members in TA’s Boston, Menlo Park, London, Mumbai and Hong Kong offices, effective January 1, 2022. Latest Fintech Insights: MaiCoin Group Launches Taiwan’s First Carbon Credit-Backed NFTs on Its New Social Impact NFT Platform, the Common......
Extraco Banks Becomes First Texas Bank to Go Live With Agent IQ Service
Banking News

Extraco Banks Becomes First Texas Bank to Go Live With Agent IQ Service

Fintech News Desk
Agent IQ, Inc., the leader in personal digital customer engagement for financial institutions, is pleased to announce the launch of their Lynq digital assistant and chat service with Extraco Banks; their first financial institution client in Texas. The launch of this service also marks the second live integration with the Q2 mobile banking......
SWBC Signs Becky Hammon As Spokesperson and Brand Ambassador For Sixth Consecutive Year
Capital Markets Economy Fintech News

SWBC Signs Becky Hammon As Spokesperson and Brand Ambassador For Sixth Consecutive Year

Fintech News Desk
SWBC, a diversified financial services company headquartered in San Antonio, has signed a sponsorship agreement with Becky Hammon, San Antonio Spurs’ assistant coach, the first woman hired full-time to an NBA coaching staff, and most recently named head coach of the WNBA’s Las Vegas Aces. This year’s agreement is the sixth consecutive......
Planet Home Lending Team Now Serving Farmers Branch
Lending Mortgage News

Planet Home Lending Team Now Serving Farmers Branch

Fintech News Desk
New team to support the city’s population by offering tailor-made home loans Planet Home Lending, LLC has added a new Farmers Branch, Texas, team, its fifth in the state. The team will be run by Branch Manager Leeland Bissett (NMLS #1170311). “Planet Home Lending is a great fit for Farmers Branch because we offer the loans......
On a Mission to Build the Next Generation of HR and Recruiting Software Through Conversational AI, Paradox Raises $200M Series C
Artificial Intelligence News

On a Mission to Build the Next Generation of HR and Recruiting Software Through Conversational AI, Paradox Raises $200M Series C

Fintech News Desk
Paradox, the conversational recruiting platform built to give every recruiter, hiring manager, and talent professional an assistant to get work done, announced a $200M Series C investment. The round was led by Stripes, Sapphire, and Thoma Bravo, and included participation from Workday Ventures, Indeed, Willoughby Capital, Twilio Ventures, Blue Cloud Ventures, Geodesic, Principia......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
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