Search Results for: relationship management

Sunflower Bank, N.A. Announces Launch of New Small Business Lending Online Platform in Partnership with SmartBiz
Lending News

Sunflower Bank, N.A. Announces Launch of New Small Business Lending Online Platform in Partnership with SmartBiz

Fintech News Desk
Sunflower Bank, N.A. is thrilled to announce the launch of a new small business lending platform in partnership with SmartBiz, the leading AI-powered small business financing platform. Through a new end-to-end online portal, small businesses in Sunflower Bank, N.A.ā€™s branch footprint now have access to a streamlined process to apply......
IEQ Capital Welcomes Stone Point Capital as Strategic Partner
Investment Services News

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

Fintech News Desk
IEQ Capital, LLC, a leading independent wealth management firm and alternative investment solutions provider in the U.S. with over $18.3 billion in RAUM, announced a strategic minority growth investment from funds managed by Stone Point Capital LLC, a leading private equity firm focused on investing in businesses within the global......
Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry's Largest Executive Search Firms
Finance News

Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry’s Largest Executive Search Firms

Fintech News Desk
Angott Search Group (ASG) announced that it has entered into an operating alliance with Florida-based Park Avenue Group (PAG) to provide clients with increased executive recruiting capabilities, broader geographic reach, and added in-depth knowledge in the banking and credit union industries. The relationship combines ASG’s over 40-year tenure providing talent......
Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner
InsurTech Investment Services News

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner

Fintech News Desk
Investment to support Bain Capital-backed partnership’s growth and M&A strategy Keystone Agency Partners, a rapidly growing insurance brokerage platform, announced it has received a significant preferred equity investment from Flexpoint Ford Asset Opportunity Fund II. The investment will further enable KAP to execute its growth strategy and fund the expansion......
Vista Equity Partners Announces Partial Exit of Zapproved to Legal GRC Platform Exterro
Investment Services News

Vista Equity Partners Announces Partial Exit of Zapproved to Legal GRC Platform Exterro

Fintech News Desk
Vista Equity Partners, a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, announced the sale of its majority stake in Zapproved, an e-discovery software provider for corporate legal teams, to Leeds Equity Partners portfolio company Exterro, a provider of Legal Governance, Risk and Compliance (GRC)......
Introducing Union Credit, the First Marketplace for Credit Unions to Make Firm Offers at the Point of Purchase
Finance Fintech Funding News

Introducing Union Credit, the First Marketplace for Credit Unions to Make Firm Offers at the Point of Purchase

Fintech News Desk
Fintech launches with $5 Million in seed funding led by CMFG Ventures Union CreditĀ comes out of stealth mode with the first marketplace for credit unions to deliver perpetual credit approval and one-click loan activation to new member prospects. Now, credit unions can break into new markets digitally with firm offers......
Aran Buchan Joins Alliant Insurance Services in Seattle
News Risk Management

Aran Buchan Joins Alliant Insurance Services in Seattle

Fintech News Desk
Buchan to provide full range of insurance and risk management solutions to Northwest client base Alliant Insurance ServicesĀ has hired Aran Buchan as Vice President. Based in Seattle, Buchan will design, implement, and manage insurance and risk management solutions that add value, financial strength, and productivity to a diverse client base......
Principal Doubles Direct Lending Committed Capital In 2022
Lending News

Principal Doubles Direct Lending Committed Capital In 2022

Fintech News Desk
Principal Asset ManagementĀ doubled its direct lending committed capital in 2022, increasing its foothold in the middle market. TheĀ direct lending team, now in its third year of business, has closed on 85 transactions since inception, representing $1.6 billion of committed capital. ā€œThe Best Places to Work in Money Managementā€ ā€œCurrent market......
Flaunt, the World's First Enterprise-Level Web3 Brand Loyalty Platform, Launches Out of High Alpha
Digital Asset Management News

Flaunt, the World’s First Enterprise-Level Web3 Brand Loyalty Platform, Launches Out of High Alpha

Fintech News Desk
The company is the first official Salesforce Partner offering web3-powered loyalty solutions to help enterprise brands create, manage and integrate user-friendly loyalty programs Flaunt is announcing its launch out ofĀ High Alpha. The platform creates a path for brands to get started in the web3 loyalty space and even build on......
ONE Group Partners With RegTech Provider Know Your Customer Following Launch of New Brand Identity
Finance News

ONE Group Partners With RegTech Provider Know Your Customer Following Launch of New Brand Identity

Fintech News Desk
ONE, the UK-based innovative provider of financial services across digital and fiat currencies, has announced it is joining forces with award-winning RegTech providerĀ Know Your CustomerĀ to deliver a more seamless onboarding experience to its vast pool of global clients. In a world in which financial services are fragmented across regions and......
1