Search Results for: loan portfolio

The Patriot Financial Group Affiliates with Cetera
Finance Investment Services News

The Patriot Financial Group Affiliates with Cetera

Fintech News Desk
by Fintech News Desk0
$2.5 billion firm joins Cetera Financial Specialists community from Securities America Cetera Financial Group, one of America’s largest networks of financial professionals, announced that The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, has affiliated with the Cetera Financial Specialists community. The firm joins......
CardWorks Announces Acquisition of c to Expand Services for Lenders and Asset Managers
Finance Fintech News

CardWorks Announces Acquisition of Dataline Systems to Expand Services for Lenders and Asset Managers

Fintech News Desk
by Fintech News Desk0
Dataline brings unique capabilities in payment disbursement services, data reporting and analytics, and business process automation that are additive and complementary to CardWorks Servicing CardWorks Servicing, LLC (“CWS”), a wholly-owned subsidiary of CardWorks, Inc. (“CardWorks”) and one of the largest privately-held providers of end-to-end outsourcing support services for credit card and......
Quantalytix Releases Next Generation of Enterprise Bank Management Software
Analytics Finance News

Quantalytix Releases Next Generation of Enterprise Bank Management Software

Fintech News Desk
by Fintech News Desk0
Data analytics platform now features new data integration module, enhanced loan monitoring module to deliver quality assurance and actionable analytics Quantalytix, the provider of cloud-based Enterprise Bank Management (EBM) software for financial institutions, announced the availability of the second generation of its Enterprise Bank Management software featuring a new Extract,......
First Bank and Malvern Bancorp, Reach Agreement on Strategic Combination
Banking Fintech News

First Bank and Malvern Bancorp, Reach Agreement on Strategic Combination

Fintech News Desk
by Fintech News Desk0
Expanded Presence in Highly Desirable New Jersey and Pennsylvania Markets First Bank and Malvern Bancorp, Inc., the parent company of Malvern Bank, National Association (“Malvern Bank”), announced that they have entered into a definitive merger agreement pursuant to which First Bank will acquire Malvern Bancorp, Inc. and Malvern Bank in......
Carrington Mortgage Services Brings Second Lien Program to Carrington Customers
Lending News

Carrington Mortgage Services Brings Second Lien Program to Carrington Customers

Fintech News Desk
by Fintech News Desk0
Carrington Mortgage Services’ Second Lien product provides a welcome source of liquidity to existing CMS servicing customers in a rising-interest-rate market Recently, Carrington Mortgage Services, LLC (CMS) introduced a Second Lien program that offers a unique opportunity for Carrington homeowners. The Second Lien product provides a welcome source of liquidity to existing......
Apromore Announces Series B Funding by Salesforce and GBTEC
Fintech Funding News

Apromore Announces Series B Funding by Salesforce and GBTEC

Fintech News Desk
by Fintech News Desk0
In addition, Apromore establishes partnership with Salesforce to optimize opportunities for sales and service processes Apromore, a leading provider of value-driven process mining software, announced its Series B funding round of USD $10.3 million (AUD $15.8 million) with investment from Salesforce and GBTEC, a Main Capital Partners backed company. In......
Cryptocurrency News

Crypto Startups Pays For BitLicense 5 Times Per Year In NY

Fintech Staff Writer
by Fintech Staff Writer0
Crypto organizations in New York could view themselves routinely paying as managed under the BitLicense plot — very much like banking and protection firms do.The New York State Division of Monetary Administrations (DFS) is inviting criticism on a suggestion that would request BitLicense holders reliably make good to controllers, with......
CFP Board Issues Crypto Guidelines
Cryptocurrency News

CFP Board Issues Crypto Guidelines

Fintech News Desk
by Fintech News Desk0
The Certified Financial Planner Board of Standards, Inc. (CFP Board) has released a new guide about cryptocurrency-related assets to help CFP professionals uphold the Code of Ethics and Standards of Conduct (Code and Standards) in their practices. CFP Board recently issued a Notice to CFP® Professionals Regarding Financial Advice About Cryptocurrency-Related Assets in response to......
State-of-the-Art e-Commerce Launch Propels PVF and HVAC-R Supplier's Growth
Digital E-commerce News

State-of-the-Art e-Commerce Launch Propels PVF and HVAC-R Supplier’s Growth

Fintech News Desk
by Fintech News Desk0
Unilog, the leader in connected product content and commerce, is pleased to announce the successful launch of Porter Pipe & Supply’s new e-commerce website. Porter Pipe & Supply is a third-generation, family-owned and -operated wholesale supplier of commercial and industrial pipe, valves, fittings, plumbing supplies, HVAC-R equipment, and mechanical products.......
Baillie Gifford Goes Live With SureVu for CSDR Compliance
Compliance management Investment Services News

Baillie Gifford Goes Live With SureVu for CSDR Compliance

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, announces the implementation of its SDR (Settlement Discipline Regime) management software SureVu at Edinburgh-based investment manager Baillie Gifford. “Additionally, the shift towards a reduced settlement period is certainly driving operational process efficiencies across the investment management......
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