Search Results for: relationship management

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
Sionic Taps E-HAWK To Enhance Google Gen AI Tools For Unrivaled Fraud Protection
Digital Payments News

Sionic Taps E-HAWK To Enhance Google Gen AI Tools For Unrivaled Fraud Protection

Business Wire
by Business Wire0
Advanced tools secure real-time, bank-to-bank payments at the point of sale Sionic, a leading provider of omni-commerce, Pay-by-Bank (PbB) payment services announced it is leveraging technology from E-HAWK, a leading provider of quality actionable cyber intelligence tools designed to combat fraudulent registrations, transactions and account activity, for its digital payments......
ThetaRay Earns Microsoft Cloud Solution Provider Status
Artificial Intelligence Fintech News

ThetaRay Earns Microsoft Cloud Solution Provider Status

PR Newswire
by PR Newswire0
ThetaRay’s out-of-the-box AI solution available on Microsoft Azure Marketplace following year of rapid growth in global bank and fintech adoption ThetaRay, a leading provider of AI-powered transaction monitoring technology, announced that it has joined the Microsoft Cloud Solution Provider program with its SONAR solution now available at the Microsoft Azure......
COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations
Compliance management News

COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations

PR Newswire
by PR Newswire0
New solutions enable advisers to make best interest product and rollover recommendations, digitally documenting and disclosing their analysis Today, two leading compliance software providers to the wealth management industry, COMPLY and InvestorCOM, announced an expanded partnership which will enable wealth firms and advisers to more efficiently and effectively comply with the Securities and......
Capstack Emerges from Stealth with $6 Million to Launch First Integrated Operating System for Banks
Fintech Funding News

Capstack Emerges from Stealth with $6 Million to Launch First Integrated Operating System for Banks

Cision PRWeb
by Cision PRWeb0
CapStack, the first integrated operating system for banks, announced it has emerged from stealth backed by $6 million in pre-seed funding. The round was oversubscribed and led by Fin Capital with participation from Alloy Labs, Rex Salisbury’s Cambrian Ventures, Cowboy Ventures, Future Perfect Ventures, Gaingels, Selah Ventures, Uncorrelated Ventures, and......
California Credit Union Expands Service Area Across Southern California
Finance News

California Credit Union Expands Service Area Across Southern California

PR Newswire
by PR Newswire0
California Credit Union has announced regulatory approval to expand its service area into two significant new Southern California counties. The $4.5 billion credit union will now serve San Bernardino and Ventura Counties, and also has converted to a community-based charter in Los Angeles County. Founded in 1933 by a Los Angeles teacher, the charter expansion marks the credit union’s 90th anniversary of service to members.......
BalancedComp Rolls Out New App to Incentivize and Retain Banking and Credit Union Workers
Finance News

BalancedComp Rolls Out New App to Incentivize and Retain Banking and Credit Union Workers

PR Newswire
by PR Newswire0
BalancedComp, an industry-leading compensation consulting company for banks and credit unions, is excited to announce the launch of its latest product, BalancedRewards. This innovative web application is designed to help financial institutions attract, incentivize, and retain employees by enhancing their total employee rewards proposition with a sophisticated, self-funding corporate incentive program that......
Eastern Bank Provides Financing For Raycon Construction, Conversion To An Employee-Owned Company
Banking News

Eastern Bank Provides Financing For Raycon Construction, Conversion To An Employee-Owned Company

Business Wire
by Business Wire0
Eastern Bank is pleased to announce it has provided the financing to facilitate Raycon Construction, LLC’s sale of 100% of its stock to a newly formed Employee Stock Ownership Plan (ESOP). Founded in 2007, Raycon Construction is one of the largest privately-owned concrete construction contractors in the Northeast. Eastern Bank is......
Cornerstone Advisors Acquires BankSmart
Fintech News

Cornerstone Advisors Acquires BankSmart

PR Newswire
by PR Newswire0
Deal deepens the company’s footprint in the community banking arena, delivers new solutions to clients Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced the acquisition of BankSmart, a consulting firm specializing in bank operations, vendor selection, project management solutions and payments. “Since......
Stonepeak Announces Minority Investment from Blue Owl’s GP Strategic Capital Platform
Investment Services News

Stonepeak Announces Minority Investment from Blue Owl’s GP Strategic Capital Platform

Business Wire
by Business Wire0
Passive Capital Infusion to Support Continued Growth of Successful Infrastructure-Focused Firm Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, announced that Blue Owl’s GP Strategic Capital platform (formerly known as Dyal Capital), a leading capital provider for institutional alternative asset managers, has made a passive, minority......
1