Search Results for: financial success

AGCO Announces Chief Financial Officer Succession
Finance News

AGCO Announces Chief Financial Officer Succession

Fintech News Desk
by Fintech News Desk0
AGCO, Your Agriculture Company a worldwide manufacturer and distributor of agricultural equipment, infrastructure and precision ag technology, announced today that its Board of Directors has appointed Damon Audia to succeed Andy Beck as Senior Vice President and Chief Financial Officer (CFO) effective July 1, 2022. Mr. Audia joins AGCO from......
Luma Health Launches LumaFinancial Product within Patient Success Platform
Finance News

Luma Health Launches LumaFinancial Product within Patient Success Platform

Fintech News Desk
by Fintech News Desk0
LumaPay™ lets patients pay bills from anywhere via text as the inaugural module of LumaFinancial, which provides better, simpler, and more transparent financial journeys Luma Health debuts LumaPay, a new service for healthcare systems that provides patients a better and more transparent financial journey. LumaPay is the inaugural module of......
TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot
Fintech News

TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot

Fintech News Desk
by Fintech News Desk0
The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi + as Chairman and Chief Creative Officer respectively TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the launch of their Magnifi+ platform. Magnifi + features investment intelligence from leading financial pros through......
Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality
Finance News

Moneytree Celebrates 40 Years of Financial Planning Success With One-Page Summary Report Functionality

Fintech News Desk
by Fintech News Desk0
Fintech platform celebrates 40th anniversary on top of continued growth of platform Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, announces the celebration of 40 years of growth and success in the financial planning sector, along with new one-page summary functionality within......
Unitas Financial Services Announces Successful Completion of SOC 1 Audit
News Risk Management Security

Unitas Financial Services Announces Successful Completion of SOC 1 Audit

Fintech News Desk
by Fintech News Desk0
Unitas Financial Services, LLC (Unitas), a leader in risk management insurance solutions for lending institutions, announces the successful completion of their Service Organization Control (SOC) 1 Audit. The thorough, independent audit process revealed that Unitas is fully compliant with the following; Highest security standards in data protection Privacy protocols Operational......
Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
Pardee Announces Chief Financial Officer Succession
Banking Fintech News

Pardee Announces Chief Financial Officer Succession

Fintech News Desk
by Fintech News Desk0
Pardee Resources Company announced that Harry G. Symons, Senior Vice President and Chief Financial Officer,  has decided to retire from the Company in May, 2022.  In addition, the Company announced that Steven J. Rolle has joined the Company as of January 4, 2022 as Senior Vice President of Finance.  Upon Mr. Symons retirement in......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
Horizon Therapeutics plc Announces Chief Financial Officer Succession Plan
Fintech News

Horizon Therapeutics plc Announces Chief Financial Officer Succession Plan

Fintech News Desk
by Fintech News Desk0
Horizon Therapeutics plc announced Paul Hoelscher, executive vice president, chief financial officer, and continue as an advisor to the Company through May 2023. Aaron Cox, who was named executive vice president, finance, will succeed Mr. Hoelscher. “Paul has served as Horizon’s CFO since 2014 and has been critical in guiding......
eGain Virtual Financial Coach Experiences Early Success with Credit Unions
Finance Fintech News

eGain Virtual Financial Coach Experiences Early Success with Credit Unions

Fintech News Desk
by Fintech News Desk0
85% of users rate their personalized coaching plan achievable eGain, the leading cloud platform for customer engagement automation, announced that 25 credit unions have deployed the eGain Virtual Financial Coach since its launch in March earlier this year. Thousands of consumers are already using the Coach for advice and user......
1