Search Results for: insurance expertise

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Business Fintech News

Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa

Fintech News Desk
Suralink and PKF Littlejohn announced a partnership that will expand Suralink’s footprint into the EMEA market while providing PKF Littlejohn partners, clients, and staff with leading request list management solutions. Read More: How Coronavirus is Impacting Multifamily Investments and the Transaction Process Suralink improves efficiency and provides a streamlined client experience through a......
Genesis Acquires Institutional Custodian Vo1t
Cryptocurrency Fintech Investment Services News Trading

Genesis Acquires Institutional Custodian Vo1t

Fintech News Desk
Acquisition will enable Genesis to launch digital asset prime brokerage Genesis, an industry pioneer and leader in digital currency trading and lending, announced its acquisition of Vo1t, a market-leading insured digital custody service. The new addition will supplement Genesis’s existing services, which include global over-the-counter trading and institutional lending, and......
K1 Enters Agreement to Sell FMG Suite to Aurora
Capital Markets Fintech InsurTech Investment Services News

K1 Enters Agreement to Sell FMG Suite to Aurora

Fintech News Desk
Realization represents K1’s second exit since Safer-At-Home orders were put in place in March 2020 K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation......
Fundapps Achieves Select Technology Partner Status in the Amazon Web Services Partner Network
Fintech Fintech Funding InsurTech News

Dutch Financial Services Group Chooses FundApps’ Shareholding Disclosure Service

Fintech News Desk
One of the world’s leading providers of life insurance, pensions and asset management (the Group) has partnered with RegTech provider FundApps to automate its shareholding disclosure process. FundApps was selected by the Group as their preferred supplier after a comprehensive RFP process. Read More: GlobalFintechSeries Interview with Robin Gregg, CEO at RoadSync......
Shift Technology Names Donald Matejko Chief Revenue Officer
Artificial Intelligence Fintech News

Shift Technology Names Donald Matejko Chief Revenue Officer

Fintech News Desk
Veteran Business Leader Joins to Evolve Global Go-to-Market Strategy to Take Advantage of Growth Opportunities Shift Technology, a provider of AI-native fraud detection and claims automation solutions, announced Donald Matejko has joined the company as Chief Revenue Officer (CRO). In this role, Matejko serves on the Executive Leadership Committee and is......
Fintech TheGuarantors Opening an Engineering and Development Office in Montréal
Capital Markets Fintech Investment Services News

Fintech TheGuarantors Opening an Engineering and Development Office in Montréal

Fintech News Desk
New York-based Fintech Company, TheGuarantors, is expanding its international footprint and opening its first office outside of its New York headquarters. The newly created venture, Guarantors Technology Service Inc, will be dedicated to engineering, software development, and the expansion of the organization’s tech capabilities. TheGuarantors, a leader in finding innovative ways to solve......
HUB International Acquires Certain Assets Of Indiana-Based The Healy Group Inc.
Fintech InsurTech News

HUB International Acquires Certain Assets Of Indiana-Based The Healy Group Inc.

Fintech News Desk
HUB International Limited (Hub), a leading global insurance brokerage, announced that it has acquired the employee benefits division of The Healy Group Inc. (Healy Benefits). Terms of the transaction were not disclosed. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis Based in South Bend, Indiana,......
Dougherty Mortgage Selects SS&C to Support Loan Servicing Business
Banking Fintech Investment Services News

Dougherty Mortgage Selects SS&C to Support Loan Servicing Business

SS&C Technologies Holdings,announced that Dougherty Mortgage LLC, a full-service nationwide mortgage banking firm, has selected SS&C as a technology and services partner. SS&C will provide cloud-based software and services for loan origination, servicing, asset management, investor reporting, insurance compliance and document management. Read More: Fintech Europe Selects Ten Startups for its......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Banking Investment Services Mobile Banking News

DBS Unveils New Digital Financial Planning Proposition to Provide Personalized Financial Advisory for All

Fintech News Desk
New digital advisory solution leverages big data and technology to provide insights tailored to customers All five million DBS/POSB customers can now access DBS’ new digital financial planning solution NAV Planner within their internet and mobile banking accounts. NAV Planner – an industry-first, feature-rich digital advisory solution leveraging big data......
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