Search Results for: professional services

Salesforce Announces New Customer 360 Innovations Across Commerce and Marketing Clouds For Building Trusted Relationships at Scale
Commerce News

Salesforce Announces New Customer 360 Innovations Across Commerce and Marketing Clouds For Building Trusted Relationships at Scale

Fintech News Desk
by Fintech News Desk0
Connected data and automation capabilities make companies more productive and efficient, without sacrificing customer experience Customer Data Platform integrates with Google for seamless first party data interoperability and in the future, easy to use segment-level insights New AppExchange partners for Customer Data Platform (CDP) and Commerce Cloud extend the power......
Electra Appoints Experienced Finance Executive as CFO
Finance News

Electra Appoints Experienced Finance Executive as CFO

Fintech News Desk
by Fintech News Desk0
Electra Battery Materials Corporation announced the appointment of Craig Cunningham, a finance executive with 17 years of experience as Chief Financial Officer effective today. Latest Fintech News: Heritage Financial Credit Union Goes Live With Scienaptic AI Platform to Strengthen Consumer Loan Portfolio “Craig is a welcome addition to the Electra senior leadership team,......
Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure
Finance News

Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure

Fintech News Desk
by Fintech News Desk0
Putrino’s Outstanding Record Advising Companies and Investors Enhances Oppenheimer’s Standing as Banker of Choice in Real Estate, Lodging & Leisure Oppenheimer & Co. Inc. a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings announced the continued expansion of its Financial Institutions team with the appointment of John C. Putrino as......
Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
by Fintech News Desk0
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
Insurtech Overalls Secures $4.6Million in Funding to Pioneer Behavioral Insurance
Investments News

Insurtech Overalls Secures $4.6Million in Funding to Pioneer Behavioral Insurance

Fintech News Desk
by Fintech News Desk0
Signs with AllState Identity Protection, Matic Insurance and rolls out new consumer concierge product to employers Overalls, a tech-enabled benefits company that combines concierge-like services with personalized financial protection to help people save time, money and stress, today announced that it has closed $4.6M in new funding to accelerate its......
Cary Street Partners To Acquire RIA Business from Atlantic Union Bank
Banking News

Cary Street Partners To Acquire RIA Business from Atlantic Union Bank

Fintech News Desk
by Fintech News Desk0
Atlantic Union Bankshares Corporation to Become a Strategic Investor in Cary Street Partners Cary Street Partners announced it has agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (“DHFB”) from Atlantic Union Bank, a wholly owned subsidiary of Atlantic Union Bankshares Corporation. Founded in 1981, DHFB is a Virginia-based wealth management......
Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
What is a Fintech Company?
Fintech Fintech Primers

What is a Fintech Company?

Fintech Staff Writer
by Fintech Staff Writer0
A Fintech company is a software development and service provider. The Fintech company synchronously offers Cloud-based solutions and integrations to financial services companies. Fintech companies use emerging technologies such as Artificial Intelligence, RPA, Machine learning-based document processing, NLP, and business analytics. Big banks, insurance companies, digital wallets, and AI-based Mobile......
PunchOut2Go Further Expands B2B Trade Footprint with New Name and Management Hires
B2B News

PunchOut2Go Further Expands B2B Trade Footprint with New Name and Management Hires

Fintech News Desk
by Fintech News Desk0
TradeCentric brand better reflects the organization’s deep connection to leading B2B buyers and suppliers leveraging modern digital commerce technology, and the expanded team will build upon the company’s established leadership position PunchOut2Go, the leading provider of B2B trade automation that integrates eCommerce and eProcurement solutions, announced that it has changed......
The Financial Modeling Institute Launches New FMI Foundations Micro-Credential Program for People Seeking to Upskill in Financial Modeling
Finance News

The Financial Modeling Institute Launches New FMI Foundations Micro-Credential Program for People Seeking to Upskill in Financial Modeling

Fintech News Desk
by Fintech News Desk0
The largest and most respected Financial Modeling accreditation body in the world, serving candidates in over 50 countries and growing, introduces an accessible program for individuals with no prior financial modeling experience. The Financial Modeling Institute (FMI), the only Financial Modeling accreditation body in the world, currently serving candidates in over......
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