Search Results for: personalized financing

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations
Artificial Intelligence Finance News

Hearsay Unveils Content+, the Only AI-Powered Content Solution Tailored to the Unique Needs of Financial Services Organizations

Business Wire
Hearsay breaks new ground with AI-based content recommendations and enhanced curation of third-party, compliant content Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced Content+. With Hearsay Content+, digital content administrators can design, manage and curate exclusive, compliant third-party content collections within Hearsay Social......
First Federal Bank Announces New Equipment Finance Business Line
Banking News

First Federal Bank Announces New Equipment Finance Business Line

PR Newswire
First Federal Bank announced the initiation of a Corporate Equipment Financing line of business, as the most recent addition to the Capital Solutions division. An elite team has been engaged to specialize in multimillion dollar equipment financing. First Federal Bank’s expanded offering will support customers in our community banking markets......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
P97 Networks Receives $40 Million Growth Capital Investment from Portage
Finance Investment Services News

P97 Networks Receives $40 Million Growth Capital Investment from Portage

PR Newswire
Funding will bolster strategic growth initiatives at P97, the leading mobile commerce platform focused on the auto, mobility, and retail fuel markets P97 Networks, the leading mobile commerce and digital marketing platform provider to the convenience retail, auto industry and fuel market, announced that it has raised $40M in equity financing led......
MortgageRight Unveils Innovative Test Drive Campaign to Revolutionize Mortgage Branching Platform
Banking Mortgage News

MortgageRight Unveils Innovative “Test Drive” Campaign to Revolutionize Mortgage Branching Platform

GlobeNewswire
MortgageRight, a leading mortgage financier specializing in residential home financing, has announced the launch of its revolutionary “Test Drive” campaign, designed to help mortgage originators explore a better mortgage branching platform with ease and confidence. The new process, showcased on their website at, aims to provide a more personalized, transparent,......
Synchrony Study Reveals Future Shoppers Seek Connected, Curated and Convenient Shopping Experiences
Finance News

Synchrony Study Reveals Future Shoppers Seek Connected, Curated and Convenient Shopping Experiences

PR Newswire
Retailers Must Find Appropriate Balance of Online and In-Store Experience and Integrated Technologies to Attract Loyal Customers Synchrony, a premier consumer financial services company, announced that its new Future of Shopping study reveals that consumers seek highly personalized experiences that simplify choice and flexibility, where more than 80 percent of shoppers......
ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks
Analytics Banking News

ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks

Business Wire
ModernFi, which operates the first tech-enabled deposit marketplace for banks, is proud to announce its inaugural Advisory Board. The ModernFi team is extremely fortunate and grateful to work alongside industry leaders across tech and finance. Recent events in the banking sector have crystallized the importance of effective deposit management and......
Best Egg Partners with MX Technologies to Deliver Financial Insights to Consumers
Finance Fintech News

Best Egg Partners with MX Technologies to Deliver Financial Insights to Consumers

Business Wire
Marlette Holdings, Inc., a leading financial technology company operating the Best Egg financial health platform, announced its partnership with MX Technologies, Inc. to provide enhanced financial data aggregation capabilities and insights to millions of Best Egg Financial Health users. The partnership further enables Best Egg to provide informative, actionable insights......
Kennebec Savings Bank Launches Alkami's Digital Banking Platform
Banking News

Kennebec Savings Bank Launches Alkami’s Digital Banking Platform

PR Newswire
Leverages data for personalization and enhances business banking to a single system Alkami Technology Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., announced that Maine-based Kennebec Savings Bank (Kennebec) has launched the Alkami Digital Banking Platform. Alkami’s integrated solution and single platform for business, retail and mobile......
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