Search Results for: relationship management

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

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......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
Blockchain Digital Asset Management News

Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets

PR Newswire
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
BMO Selects Five Innovative Companies for WMNfintech Program to Support Progress for Women-Led Startups
Fintech Fintech Startups News

BMO Selects Five Innovative Companies for WMNfintech Program to Support Progress for Women-Led Startups

PR Newswire
Launched by BMO, WMNfintech is North America’s largest nonprofit fintech industry program for women-founded and women-led startups BMO and 1871 announced the five companies participating in its 2023 WMNfintech program, North America’s largest nonprofit fintech industry program for women-founded and women-led startups. Launched to bridge the gender gap in the startup and tech community, the program gives......
Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry
Mobile Banking News

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry

PR Newswire
We are excited to announce a strategic partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities, to further streamline client interaction workflows for banks and financial institutions Moxo, the industry’s leading external project workflow solution, announced a partnership with SpeciTec, a Swiss software company specializing......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance News

OneVest Raises $17 Million and Launches Wealth-as-a-Service Platform

Business Wire
OneVest enables banks, wealth managers, asset managers, and other financial institutions to deploy digital capabilities across the enterprise Wealth-as-a-Service platform, OneVest, announced CAD$17M in Series A funding as it aims to dramatically improve the wealth management experience for both financial institutions and their customers. The round, which is led by......
Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank
Banking News

Automated Financial Systems Announces the Successful Implementation of AFSVision at Flagstar Bank

PR Newswire
Automated Financial Systems, Inc. announced the successful implementation of AFSVision at Flagstar Bank. AFSVision was chosen to partner with Flagstar as they continue to enhance their commercial lending lines of business while building on their relationship banking model that offers first-class services and products to their customers. “AFS is happy to......
Kennedy Wilson Acquires First Tranche of $5.7 Billion Loan Portfolio From Pacific Western Bank
debt collection Investment Services News

Kennedy Wilson Acquires First Tranche of $5.7 Billion Loan Portfolio From Pacific Western Bank

Business Wire
Off-market transaction will expand Kennedy Wilson’s national footprint and debt investment platform by initially adding over $2 billion to fee-bearing capital Representing one of the first significant real estate debt transactions in this market cycle, global real estate investment company Kennedy Wilson has closed on the initial tranche of loans as......
Qira Announces Partnership with Tackle to Offer Credit Reporting Services for Renters
Finance News

Qira Announces Partnership with Tackle to Offer Credit Reporting Services for Renters

PR Newswire
Qira, a leading provider of innovative financial solutions for the rental industry, is thrilled to announce its partnership with Tackle. This collaboration will enable renters on the Qira platform to opt into Tackle’s credit reporting services, allowing them to build a positive credit history while renting. The partnership aims to......
MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading
News Trading

MarketAxess Joins Investortools’ Dealer Network Expanding Electronic Muni Trading

Business Wire
MarketAxess Holdings Inc, the operator of a leading electronic trading platform for fixed-income securities,  announced that it will expand its municipal bond integration with the Investortools’ platform and display its offerings within the Investortools Dealer Network (IDN). This partnership represents the next phase of integration within the FIX connectivity and......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
1