Search Results for: financial assistant

Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services
Finance News

Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services

Fintech News Desk
by Fintech News Desk0
Kasisto’s digital banking assistant to be integrated within Moxo’s OneStop Interaction Client Hub Moxo, the industry’s leading client interaction workflow solution, announced a partnership with Kasisto, creators of KAI, the leading financial services digital experience platform, to offer digital assistant capabilities within Moxo’s OneStop Client Interaction Hub. Latest Fintech News: TradeStation Crypto......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
Glia Acquires Finn AI to Deliver Turnkey Banking Virtual Assistants for Enhanced Digital Customer Service
Finance News

Glia Acquires Finn AI to Deliver Turnkey Banking Virtual Assistants for Enhanced Digital Customer Service

Fintech News Desk
by Fintech News Desk0
Finn AI’s state-of-the-art Conversational AI solution and deep financial services expertise complement Glia’s industry-leading DCS platform Glia, the leading provider of Digital Customer Service, has acquired Finn AI, the premier AI-powered chatbot platform for banks and credit unions. The deal aims to mainstream virtual assistants for financial services companies by making......
Jeld-Wen Names Julie C. Albrecht Chief Financial Officer
Finance News

JELD-WEN Names Julie C. Albrecht Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
JELD-WEN Holding, Inc. a leading global manufacturer of building products, announced Julie C. Albrecht will join JELD-WEN as executive vice president and chief financial officer, effective July 18, 2022.  Albrecht joins JELD-WEN from Sonoco, one of the largest global sustainable packaging companies with 2021 sales of $5.6 billion, where she has served as......
Cincinnati Financial Chief Investment Officer Announces Retirement
Investment Services News Uncategorized

Cincinnati Financial Chief Investment Officer Announces Retirement

Fintech News Desk
by Fintech News Desk0
Cincinnati Financial Corporation announced that Martin F. Hollenbeck, CFA, CPCU, chief investment officer, executive vice president, assistant secretary and assistant treasurer, provided notice on June 20, 2022, of his plan to retire on September 30. Latest Fintech News: Yamaha Motor Establishes Sustainability Investment Fund Hollenbeck joined the company in 1987 as a personal lines underwriter......
CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice
Finance News

CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named psychologist and financial educator Matt Goren, Ph.D., CFP® as its Director of Knowledge for Practice, effective June 27. In this role, Goren will lead the development, curation and dissemination of financial planning knowledge to strengthen the academic foundations for......
Boxlight to Appoint Greg Wiggins as Chief Financial Officer
Finance News

Boxlight to Appoint Greg Wiggins as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Boxlight Corporation, a leading provider of interactive technology, digital signage and software solutions, today announced that Greg Wiggins will be appointed as Chief Financial Officer commencing on July 5, 2022. As previously reported, Patrick Foley, the Company’s current CFO, will be stepping down for personal reasons. Mr. Foley will remain......
FinTech Leader DigniFi Bolsters Its C-Suite, Appointing Mariana Coontz as Chief Financial Officer and Kristy Nordmann as Chief People Officer
Fintech News

FinTech Leader DigniFi Bolsters Its C-Suite, Appointing Mariana Coontz as Chief Financial Officer and Kristy Nordmann as Chief People Officer

Fintech News Desk
by Fintech News Desk0
Coontz and Nordmann’s appointments signal positive change for the male-dominated FinTech and auto industries. DigniFi, a FinTech company and leader in the world of transportation, helping auto dealers and small businesses across the country grow their revenue and delight their customers with visionary, inclusive financing, today announces the appointment of Mariana......
Security Centers, Digital Assistants and “BNPL” Are Trends to Watch Among Leading Credit Card Issuers
News Security

Security Centers, Digital Assistants and “BNPL” Are Trends to Watch Among Leading Credit Card Issuers

Fintech News Desk
by Fintech News Desk0
Keynova Group Releases Semi-Annual Credit Card Scorecard Results with Bank of America and Discover Sharing No. 1 Digital Ranking Keynova Group, the principal competitive intelligence source for digital financial services firms, announced the results of the Q2 2022 edition of its semi-annual Credit Card Scorecard. Bank of America and Discover......
Bairong's New Precision Marketing Solution Empowers Financial Institutions to Make Data-Driven Decisions
Analytics Fintech News

Bairong’s New Precision Marketing Solution Empowers Financial Institutions to Make Data-Driven Decisions

Fintech News Desk
by Fintech News Desk0
Bairong Inc, a leading independent AI-powered technology platform in China, announced that the Company has been granted a new patent for its smart method and system for marketing strategy generation, an industry-leading solution designed to help financial institutions address challenges in precision marketing and enable them to engage their customers with......
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