Search Results for: manage clients

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
Hightower's Nucleus Advisors Named to Barron's 2020 List of America's Top Private Wealth Teams
Fintech News

Hightower’s Nucleus Advisors Named to Barron’s 2020 List of America’s Top Private Wealth Teams

Fintech News Desk
by Fintech News Desk0
Hightower’s Nucleus Advisors has been ranked #41 on Barron’s 2020 list of America’s Top Private Wealth Teams, the second-annual ranking of U.S.- based wealth advisory teams that specialize in serving individuals and families. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Led by Managing Partner......
Miniter Group Welcomes Kelly Adams as Vice President of Insurance Tracking Operations
Fintech InsurTech News

Miniter Group Welcomes Kelly Adams as Vice President of Insurance Tracking Operations

Fintech News Desk
by Fintech News Desk0
Miniter Group announces Kelly Adams has joined the company as the Vice President Operations and Tracking. Kelly will be responsible for the overall management of Miniter’s Borrower-CentricSM insurance tracking operations. Read More: Executives Explore Disruptions in Fraud Trends, Securing Online Channels and Mobility Payments in Transit Before joining Miniter Group, Kelly had twenty......
Data Center Inc. (DCI) Names Sarah Fankhauser As President of Core Bank Tech Provider
Banking Fintech News

Data Center Inc. (DCI) Names Sarah Fankhauser As President of Core Bank Tech Provider

Fintech News Desk
by Fintech News Desk0
Appointment Sets New Milestone for Inclusion in the Industry Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies for community financial institutions nationwide, today announced the election of Sarah Fankhauser to President and COO by the company’s board of directors. Read More: Simple Announces......
Linkage Pay Brings Disruption Changes to the Payment Status Quo
Blockchain Fintech News

Linkage Pay Brings Disruption Changes to the Payment Status Quo

Fintech News Desk
by Fintech News Desk0
With the development of fintech breakthroughs such as blockchain, big data, cloud computing, and artificial intelligence, the financial sector has witnessed unprecedented paradigm shifts in the past decade. The ever-shifting digital landscape opens possibilities of new business models and consumer behaviours. The acceptive attitude towards novel concepts accelerates the gradual......
How the Payment Industry Can Best Support Their Customers (And the Market)
Fintech Guest Posts

How the Payment Industry Can Best Support Their Customers (And the Market)

Brad Paterson
by Brad Paterson0
No one can predict the ultimate impact COVID-19 will have on global business. Months of entire industries shutting down will have lasting effects on the economy, impacting businesses and consumers alike. During these uncertain times, businesses in a position to help have a responsibility to do what they can to......
FinFit Now Available to Customers of Oasis, a Paychex® Company
Fintech News

FinFit Now Available to Customers of Oasis, a Paychex Company

Fintech News Desk
by Fintech News Desk0
FinFit, a FinTech company that provides over 150,000 employers with a unique financial wellness benefit platform, announced that customers of Oasis, a Paychex Company will now have access to this product which includes a comprehensive suite of essential tools and resources to help improve their financial health and well-being. Read......
Openinvest Closes $10.5 Million Series a1 Strategic Financing Round
Fintech Investment Services News Uncategorized

Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
by Fintech News Desk0
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
Banking Mobile Banking News

Fenergo Launches Remote Account Opening Solution to Accelerate Small Business Emergency Loan Approvals

Fintech News Desk
by Fintech News Desk0
Cloud-based solution aids small businesses in accessing Paycheck Protection Program (PPP) loans guaranteed by the Small Business Administration (SBA), under the US Coronavirus Aid, Relief, and Economic Security (CARES) Act Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, today announces......
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