Search Results for: relationship management

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......
NICE Actimize Xceed AI Cloud Platform Chosen by American State Bank to Manage AML and Fraud Risk Management
Banking News

NICE Actimize Xceed AI Cloud Platform Chosen by American State Bank to Manage AML and Fraud Risk Management

Fintech News Desk
by Fintech News Desk0
Xceed’s best-in-class AI, data intelligence, and behavioral analytics within a unified cloud platform permits mid-sized financial institutions to perform with greater agility NICE Actimize, a NICE business, confirmed that American State Bank, a Texas-based financial institution, has selected NICE Actimize Xceed, an all-in-one AI fraud and anti-money laundering platform, to drive the financial......
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......
Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022
DeFi News

Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022

Fintech News Desk
by Fintech News Desk0
Khelp Financial (“Khelp”), a registered investment advisor in the digital asset sector, is pleased to announce the hiring of two new employees. Latest Fintech News: DP World and CDPQ Announce US$5 billion Investment in Strategic Assets in the UAE First, Steve Goeke is joining the firm as Chief Operating Officer. Mr. Goeke has......
CI Global Asset Management and HarbourVest Partner to Offer Private Infrastructure Investment Solution
Investments News

CI Global Asset Management and HarbourVest Partner to Offer Private Infrastructure Investment Solution

Fintech News Desk
by Fintech News Desk0
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN WHOLE OR IN PART INTO THE UNITED STATES, TO U.S. NEWSWIRE SERVICES, OR OTHERWISE FOR DISSEMINATION TO THE UNITED STATES OF AMERICA CI Global Asset Management (“CI GAM”)  announced it has partnered with HarbourVest Partners (“HarbourVest”) to offer an investment solution providing Canadian accredited investors......
MOCA Financial Adds Former Visa Payment Executive to Its Executive Management Team
Digital Payments News

MOCA Financial Adds Former Visa Payment Executive to Its Executive Management Team

Fintech News Desk
by Fintech News Desk0
MOCA adds former Visa Processing & Payment veteran Shawn Sinner as President and Chief Revenue Officer to round out its Executive Management Team MOCA, a provider of advanced mobile-first digital accounts featuring a next-generation card-based payment platform and unlimited cash-back rewards is pleased to announce that it has added Shawn......
Heritage Bank announces new commercial and relationship banking teams in Vancouver, Washington; Portland and Eugene, Oregon
Banking News

Heritage Bank Announces New Commercial and Relationship Banking Teams in Vancouver, Washington; Portland and Eugene, Oregon

Fintech News Desk
by Fintech News Desk0
Heritage Bank, a subsidiary of Heritage Financial Corporation, is pleased to announce the addition of new commercial and relationship banking teams in Vancouver, Washington; Portland and Eugene, Oregon. The teams include a regional manager, three team leaders, banking officers, credit analysts and additional support staff dedicated to helping commercial, small business and nonprofit customers......
Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
by Fintech News Desk0
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
MassMutual Becomes Equity Investor in Kudu Investment Management
InsurTech Investment Services News

MassMutual Becomes Equity Investor in Kudu Investment Management

Fintech News Desk
by Fintech News Desk0
Kudu Investment Management, LLC (Kudu), an independent provider of permanent capital solutions to asset and wealth managers worldwide, announced that Massachusetts Mutual Life Insurance Company (MassMutual), a leading U.S. mutual life insurance company, has become an equity investor – joining White Mountains Insurance Group, Ltd.. Since 2018, New York-based Kudu has......
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