Search Results for: personalized services

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Buckle Beefs Up Corporate Leadership with 3 Key Appointments
Finance News

Buckle Beefs Up Corporate Leadership with 3 Key Appointments

Fintech News Desk
Buckle adds new Chief Credit Officer, Chief Marketing Officer, and SVP of Sales and Underwriting as company elevates service to gig rideshare and delivery drivers Buckle, the inclusive tech-enabled financial services company, has appointed Pedram Afshar as the company’s new Chief Credit Officer. Pedram was previously Chief Digital and Operating Officer of......
Jebbit Raises $70 Million Strategic Growth Investment From Vista Equity Partners
Fintech Investment Services News

Jebbit Raises $70 Million Strategic Growth Investment From Vista Equity Partners

Fintech News Desk
Capital to Accelerate the Leading Zero-Party Data Company’s Ability to Help Brands Create Better Consumer Experiences that Capture Privacy Compliant Data Jebbit (“the company”), provider of the world’s leading zero-party data platform, has received a $70 million strategic growth investment from Vista Equity Partners (“Vista”), the leading global investment firm focused exclusively on......
Investors Want Gender-Neutral Financial Advice, Despite Perceived Differences in Financial Needs
Finance Fintech Investment Services News

Investors Want Gender-Neutral Financial Advice, Despite Perceived Differences in Financial Needs

Fintech News Desk
Hartford Funds study examined how investors of different genders and generations want to receive financial advice and marketing materials Hartford Funds released new data indicating that more than half of investors (52%) agree that men and women have different financial needs, but only 24% want to work with a financial......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform
Banking Fintech News

Temenos Announces Infinity Digital For Salesforce To Combine Enhanced Customer Engagement With Industry Leading Banking Platform

Fintech News Desk
Infinity Digital for Salesforce integrates with Salesforce Financial Services Cloud to help banks deliver smoother onboarding, origination and servicing experiences across all touchpoints Temenos , the banking software company, announced the availability of Infinity Digital for Salesforce that brings together the worlds of CRM, assisted channels and digital channels onto......
Huobi Launches $100 Million Lunar New Year Campaign to Support Metaverse Development
Digital Asset Management News

Huobi Launches $100 Million Lunar New Year Campaign to Support Metaverse Development

Fintech News Desk
Huobi Global, one of the world’s leading digital asset exchanges, announced the official launch of its Lunar New Year campaign, dubbed Prime Fest: Tiger Year. Lasting until February 14, 2022, this campaign encourages users to explore future possibilities in the metaverse, an expansive network of virtual worlds that may incorporate augmented......
Michael Godard Launches “Godard Nft”, A Private Collective Of Artists, Collectors And Curators
Blockchain News Technology

Michael Godard Launches “Godard NFT”, A Private Collective Of Artists, Collectors And Curators

Fintech News Desk
Michael Godard, the artist best known as the “Rockstar of the Art World” and a global top selling artist, announced the launch of Godard NFT (non-fungible token), a private members only collective of 1,110 dedicated NFT collectors, curators and artists. Latest Fintech Insights: GBank Financial Holdings Inc. Announces Quarterly Operating Earnings......
Huobi Research Institute Releases 2021 Annual Blockchain Trends Report
Blockchain News

Huobi Research Institute Releases 2021 Annual Blockchain Trends Report

Fintech News Desk
Huobi Research Institute, the leading blockchain application research team, released its Global Blockchain Industry Overview and Trends 2021-2022 Annual Report. Latest Fintech Insights: GBank Financial Holdings Inc. Announces Quarterly Operating Earnings 2021 was a year for the blockchain industry to remember. This past year, we witnessed rapid changes in the blockchain......
GCG Advisory Partners Welcomes Nicholas St. George with St. George Wealth Group
Finance News

GCG Advisory Partners Welcomes Nicholas St. George with St. George Wealth Group

Fintech News Desk
GCG Wealth Management, an independent, regional financial services firm that manages total client assets under management of more than $1.5 billion, has announced its new relationship with Nick St. George, formerly from Raymond James. Nick has joined GCG Wealth Management, GCG Advisory Partners platform “GCGAP” continuing St. George Wealth Group. Latest Fintech Insights: GBank Financial......
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