Search Results for: manage clients

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
Danske Bank Chooses SunTec SaaS to Implement Its Fee Management Platform as Part of Their Digital Core Modernization
Banking Fintech News

Danske Bank Chooses SunTec SaaS to Implement Its Fee Management Platform as Part of Their Digital Core Modernization

Fintech News Desk
SunTec Business Solutions, the world’s #1 pricing and billing company, announced that it has been chosen by Danske Bank, a Danish multinational bank, for their enterprise-wide Fee Management Program. SunTec will deploy its cloud-agnostic solution, Xelerate, in a SaaS model to modernize the bank’s fee and billing management processes. Latest......
Kuber Surpasses $100 Million In Assets Under Management
Digital Asset Management Lending Mortgage News

Kuber Surpasses $100 Million In Assets Under Management

Fintech News Desk
Kuber, one of Canada’s fastest growing private alternative mortgage lenders, emphasizes that each and every mortgage was originated and underwritten by its seasoned management team, underscoring Kuber’s core value in lending on high quality mortgages. Kuber’s commitment to growth, while simultaneously maintaining stringent lending practices, have allowed for consistent and remarkable returns for......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
Santa Cruz County Bank Hires Senior Vice President, Product and Digital Transformation Manager, Paul Happach
Banking Fintech News

Santa Cruz County Bank Hires Senior Vice President, Product and Digital Transformation Manager, Paul Happach

Fintech News Desk
Santa Cruz County Bank , with assets over $1.7 billion, is a top-rated community bank headquartered in Santa Cruz County. The Bank is pleased to announce that Paul Happach has joined as Senior Vice President and Product and Digital Transformation Manager. Mr. Happach maintains his office at the Bank’s 75 River Street Santa......
Kelly Davis Joins Pinnacle Bank As Senior Vice President, Senior Relationship Manager
Banking News

Kelly Davis Joins Pinnacle Bank As Senior Vice President, Senior Relationship Manager

Fintech News Desk
Pinnacle Bank headquartered in Gilroy, CA announced that Kelly Davis has joined the bank as Senior Vice President, Senior Relationship Manager. Latest Fintech Insights: Allumia Closes Series A2 Financing To Advance Energy Efficiency-as-a-Service Technology Platform “It is with great pleasure that we welcome Kelly Davis to the Pinnacle Bank team of professional bankers. Ms. Davis is......
Fundviews Capital LLC announced today the launch of Fundviews Digital, bringing their end-to-end service to Digital Asset Managers
Digital Asset Management News

Fundviews Capital Llc Announced The Launch Of Fundviews Digital, Bringing Their End-to-end Service To Digital Asset Managers

Fintech News Desk
Fundviews Capital’s Fund Management Platform provides wealth managers and asset managers with a solution to outsource the legal structure, back office, marketing, and compliance aspects of fund management. Using the Fundviews Capital platform, you can launch a fund in as little as 3 weeks, for a fraction of the usual......
Bank of America Consumer Clients Make $335 Billion In Payments in January, up 17% Year-Over-Year
Banking Digital Payments News

Bank of America Consumer Clients Make $335 Billion In Payments in January, Up 17% Year-Over-Year

Fintech News Desk
Continued Strong Consumer Spending Drives Second Highest Month on Record; Builds Upon Record Full-Year Spending in 2021 Bank of America announced their approximately 67 million consumer clients made $335 billion in total payments during January, a 17% increase over January 2021 and the second highest month of spending on record. This follows a......
True North Mortgage Links up With Flinks for Easy, Secure Transfer of Financial Information for Brokers and Clients
Mortgage News

True North Mortgage Links up With Flinks for Easy, Secure Transfer of Financial Information for Brokers and Clients

Fintech News Desk
Innovative digital point solution empowers a better way to do mortgages True North Mortgage, an industry-leading Canadian mortgage brokerage, has teamed up with Flinks to help further streamline and simplify the mortgage process for its exceptional team of salaried, non-commissioned brokers. Long an industry disruptor, True North Mortgage is always......
Leavenworth Capital Launches on Morningstar By All Accounts Platform to Help RIAs Seamlessly Invest in Cryptocurrency for Clients
Cryptocurrency News

Leavenworth Capital Launches on Morningstar By All Accounts Platform to Help RIAs Seamlessly Invest in Cryptocurrency for Clients

Fintech News Desk
Leavenworth Capital announces it is officially the first cryptocurrency firm whose direct integration with Morningstar By All Accounts service is live and fully operational with financial advisors and RIA firm clients starting to leverage the offering in late 2021. Leavenworth is implementing a direct integration with Morningstar By All Accounts aggregation platform,......
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