Search Results for: intellectual property

Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
CGI and National Bank of Canada Expand Their Partnership
Banking News

CGI and National Bank of Canada Expand Their Partnership

Fintech News Desk
by Fintech News Desk0
CGI acquires National Bank’s innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform CGI and National Bank of Canada announce they are expanding their long-standing partnership, as CGI acquires the intellectual property of the Bank’s in-house financial planning solution currently used by the Bank’s financial advisors. CGI is also entering......
Tautachrome Partners with MetaKeep for Digital Wallet Integration into the ARknet Platform
Digital Wallet News

Tautachrome Partners with MetaKeep for Digital Wallet Integration into the ARknet Platform

Fintech News Desk
by Fintech News Desk0
Tautachrome, Inc. announced a partnership with MetaKeep for the integration of their digital wallet protocol into the ARknet platform. “The partnership with MetaKeep and the integration of their cutting-edge digital wallet protocol into our ARknet platform is a major step for the Company,” said David LaMountain, CEO of Tautachrome. LaMountain......
Two-Thirds of Americans Plan to Spend the Same or More on Retail Purchases in 2023 According to New Harris Poll Survey From DailyPay and Dollar Tree
E-commerce News

Two-Thirds of Americans Plan to Spend the Same or More on Retail Purchases in 2023 According to New Harris Poll Survey From DailyPay and Dollar Tree

Fintech News Desk
by Fintech News Desk0
More Than 2 in 5 (44%) More Likely to Prioritize Shopping for Bargains in Store Compared to Last Year Despite continued inflation and the potential of a recession, 67% of Americans plan to spend either the same or more in 2023 as they did in 2022 on retail purchases according to......
Sagent Appoints Fannie Mae Vet and Mortgage Fintech Pacesetter Marianne Sullivan as Chief Operating Officer
Fintech Mortgage News

Sagent Appoints Fannie Mae Vet and Mortgage Fintech Pacesetter Marianne Sullivan as Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Exec who made digital mortgage originations mainstream from top GSE and fintech posts will now oversee modernization of $13T mortgage servicing sector Sagent, a Warburg Pincus-backed fintech software company modernizing mortgage servicing for banks and lenders, appointed Marianne Sullivan as Chief Operating Officer to accelerate development of the industry’s first......
Cashfree Payments Launches ‘Out of the World’ Campaign Focusing on the Importance of Trust in Online Payments
Digital Payments News

Cashfree Payments Launches ‘Out of the World’ Campaign Focusing on the Importance of Trust in Online Payments

Fintech News Desk
by Fintech News Desk0
Cashfree Payments, a leading payments and API banking solutions company, launched its brand campaign, ‘Out of the World’. The campaign highlights the role and importance of a trusted and scalable payments partner in the growth journey of startups. The ‘Out of the World’ campaign features three TVCs that underscore that......
New Salesforce for Retail Innovations Help Personalize Every Shopping Moment
Cloud Commerce News

New Salesforce for Retail Innovations Help Personalize Every Shopping Moment

Fintech News Desk
by Fintech News Desk0
New research shows 65% of consumers will remain loyal to companies if they offer more personalized experiences Salesforce, the global leader in CRM, announced a series of new innovations to help retailers grow and optimize advertising sales, gain a single view of transactions across digital and physical stores, and unlock......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
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