Search Results for: personalized financing

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets
Investment Services News

Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets

Business Wire
by Business Wire0
New WealthBridge platform makes adding alternative investments to retirement accounts as easy as buying a stock Yieldstreet, the leading private market investing platform, and Equity Trust, one of the largest self-directed IRA custodians in the U.S., announced a strategic partnership that will make it easier than ever to add alternative investments......
SVT Robotics Appoints Cole Heffernan as Chief Financial Officer to Guide Continued Business Growth
News Robotic Process Automation

SVT Robotics Appoints Cole Heffernan as Chief Financial Officer to Guide Continued Business Growth

GlobeNewswire
by GlobeNewswire0
Heffernan brings a decade of senior finance and accounting experience to the position SVT Robotics, a leader in enterprise software for the implementation of industrial robotics, announced the appointment of Cole Heffernan as Chief Financial Officer (CFO). Heffernan joins the SVT executive team having most recently served as Head of......
Fintel Connect and Cheese Partner to Expand Access to Credit for Underserved Americans
Fintech News

Fintel Connect and Cheese Partner to Expand Access to Credit for Underserved Americans

PR Newswire
by PR Newswire0
Fintel Connect, a leading performance marketing company in the financial services industry, has announced a new partnership with Cheese, a fast-growing fintech platform that offers flexible and affordable credit solutions to underbanked and credit-challenged consumers in the United States of America. Through this partnership, Fintel Connect will provide Cheese with its......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
by PR Newswire0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
Personetics Announces Integration with Q2's Digital Banking Platform
Banking News

Personetics Announces Integration with Q2’s Digital Banking Platform

Business Wire
by Business Wire0
Rockland Trust Bank plans to deploy Personetics through Q2’s Digital Banking Platform to build deeper customer relationships through data-driven personalization Personetics, the global leader in financial data-driven personalized customer engagement, announced its integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. is a leading provider......
LogRhythm Partners with eFinance to Strengthen Egypt’s Digital Payment Security Ecosystem
Digital Payments News

LogRhythm Partners with eFinance to Strengthen Egypt’s Digital Payment Security Ecosystem

Fintech News Desk
by Fintech News Desk0
The partnership is enabling FinTech innovation by safely delivering integrated, customizable and scalable digital payment platforms throughout Egypt   LogRhythm, the company empowering security teams to navigate the ever-changing threat landscape with confidence, has partnered with eFinance, a subsidiary of eFinance Investment Group to rapidly detect and mitigate threats in Egypt’s digital......
Vera Equity Launches With A $20 Million Fund
Fintech News

Vera Equity Launches With A $20 Million Fund

Business Wire
by Business Wire0
The firm’s first fund targets early stage fintech companies Vera Equity, a venture capital firm supporting early stage companies through its unique access to talent, announced it has raised a $20 million fund and invested in 20 innovative fintech startups to date. Vera Equity was co-founded by Michael Vaughan, former......
Unlocking The Power Of KYC For Smart Banking Service Providers
Artificial Intelligence Banking Featured Fintech Primers

Unlocking The Power Of KYC For Smart Banking Service Providers

Pooja Choudhary
by Pooja Choudhary0
While your social media feed and industry publications often seem flooded by plenty of trends, it’s time-consuming to comb through each of these resources and identify trends. This blog shall enlighten KYC market, its data and new tech of eKYC and the digital solutions thereby. KYC has been harnessing technology......
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
by Fintech Staff Writer0
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......
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