Search Results for: management

FocusCFO to Join JumpStart Preferred Partner Program
News

FocusCFO to Join JumpStart Preferred Partner Program

Fintech News Desk
by Fintech News Desk0
FocusCFO announced plans to join JumpStart’s Preferred Partner program, giving JumpStart clients across Cleveland and Toledo access to seasoned professionals for help with cash management, financial reporting, forecasting and managing growth. “We are excited to be joining the JumpStart Preferred Partner program and look forward to sharing our expertise with......
Bluevisor Recognized as One of the 10 Most Incredible Startups in New York and East Coast Region
Fintech Startups News

Bluevisor Recognized as One of the 10 Most Incredible Startups in New York and East Coast Region

Fintech News Desk
by Fintech News Desk0
Bluevisor, a member company of the Born2Global Centre, was recently recognized at Wall Street for its AI-based asset management service. At Startup World Cup 2019, which was held in New York on November 30, Bluevisor overcame a fierce competition rate of 400:1 and was designated one of the competition’s top 10 companies. As a top......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
by Fintech News Desk0
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Farmer Mac Names Aparna Ramesh as EVP - Chief Financial Officer and Treasurer
Banking Fintech Funding News

Farmer Mac Names Aparna Ramesh as EVP – Chief Financial Officer and Treasurer

Fintech News Desk
by Fintech News Desk0
The Federal Agricultural Mortgage Corporation , the nation’s secondary market provider that increases the availability and affordability of credit for the benefit of rural America, announced the selection of Aparna Ramesh as its Executive Vice President – Chief Financial Officer and Treasurer, starting January 6, 2020. Ms. Ramesh joins Farmer Mac with......
Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category
Banking Fintech Funding News

Folio Financial Among Benzinga Top Fintech Listmakers in the “Best Robo-Advisor” Category

Fintech News Desk
by Fintech News Desk0
Folio Financial announced that it has been chosen as a  Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront,......
Thales Study: US Financial Institutions Have Highest Rate of Data Breaches Despite Strict Compliance Mandates
Fintech News

Thales Study: US Financial Institutions Have Highest Rate of Data Breaches Despite Strict Compliance Mandates

Fintech News Desk
by Fintech News Desk0
62% of US Financial Service Organizations Experienced Data Breaches, but Security Spending and Encryption Rates Are Decreasing Data Security Is Not Keeping Pace With Rapid Industry Change Being Driven by Digital Transformation Top Data Security Concerns Are Cyberterrorism, Internal Threats and Industrial Espionage A new global study from Thales, with......
Nancy Shanik Joins Black Knight Board of Directors
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Nancy Shanik Joins Black Knight Board of Directors

Fintech News Desk
by Fintech News Desk0
Financial Services Industry Veteran Brings Decades of Experience Black Knight, Inc. , a leading provider of integrated software, data and analytics to the mortgage and real estate industries, announced that Nancy L. Shanik has been elected to serve on the company’s Board of Directors. “We are extremely proud to have Nancy......
QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups
Fintech Funding Investment Services News

QUODD Financial Information Services Joins FinTech Sandbox as Data Partner, Making Market Data Available through Flexible Technology to FinTech Startups

Fintech News Desk
by Fintech News Desk0
QUODD Financial Information Services (“QUODD”), a unit of Financeware, joins FinTech Sandbox as a Data Partner FinTech Sandbox announced that QUODD Financial Information Services (“QUODD”), a unit of Financeware and one of the  leading provider of financial market data and information analysis tools for the wealth management industry, has signed......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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