Search Results for: relationship management

Kreshmore Group Real Estate Capital Markets Originates $94+ Million in New Business
Business Capital Markets News

Kreshmore Group Real Estate Capital Markets Originates $94+ Million in New Business

Fintech News Desk
by Fintech News Desk0
Kreshmore Group (KG), a Chicago-based boutique advisory firm, has recently closed over $94 million in real estate capital markets transactions through 1Q2022. The KG Capital Markets team has profound real estate expertise and is comprised of industry veterans who have bought, sold, managed, developed, and financed real estate properties in......
SEI's Collective Investment Trust Business Surpasses $200 Billion In Net Assets
Investment Services News

SEI’s Collective Investment Trust Business Surpasses $200 Billion In Net Assets

Fintech News Desk
by Fintech News Desk0
Growth Reinforces Value of SEI’s Comprehensive CIT Trustee Services and Turnkey Operational Platform SEI, a leading global provider of technology and investment solutions, announced that its collective investment trust (CIT) business has eclipsed over $200 billion in net assets as of April 1, 2022, representing a 117% increase year over year. Through SEI Trust......
Touchstone Credit Opportunities Fund Now Touchstone Ares Credit Opportunities Fund
Investment Services News

Touchstone Credit Opportunities Fund Now Touchstone Ares Credit Opportunities Fund

Fintech News Desk
by Fintech News Desk0
Updated name reflects long-standing sub-advisor relationship with Ares Touchstone Investments, a Distinctively Active mutual fund company, announced that the Touchstone Credit Opportunities Fund is now the Touchstone Ares Credit Opportunities Fund. The updated name reflects the long-standing, successful sub-advisor relationship of the Touchstone Fund with Ares Management Corporation, a leading......
Insurer Generali Receives 314% ROI in First Year Deploying UltimateSuite Task Mining
Investment Services News

Insurer Generali Receives 314% ROI in First Year Deploying UltimateSuite Task Mining

Fintech News Desk
by Fintech News Desk0
Insurance company reaps significant business efficiency and cost saving benefits using tool to improve internal business processes and manage performance UltimateSuite, the task mining company, announced the results of a successful deployment by its customer Generali, which has seen a 314% return on investment from deploying task mining in the......
Huobi Tech Establishes Huobi Tech Capital to Capture Opportunities in Web3.0, DeFi, and Metaverse
Blockchain News

Huobi Tech Establishes Huobi Tech Capital to Capture Opportunities in Web3.0, DeFi, and Metaverse

Fintech News Desk
by Fintech News Desk0
Huobi Technology Holdings Limited announced the launch of Huobi Tech Capital, its strategic investment and M&A unit. The latter will explore investment opportunities in the blockchain industry by looking into areas such as Web3, DeFi and the Metaverse. Huobi Tech Capital will focus on early-stage investments that ride on industry......
MCT Continues to Elevate and Deliver Unmatched Client Experience Within Mortgage Capital Markets
Capital Markets Mortgage News

MCT Continues to Elevate and Deliver Unmatched Client Experience Within Mortgage Capital Markets

Fintech News Desk
by Fintech News Desk0
Trusted Capital Markets Partner Bolsters Client-Facing Teams with New Hires and Promotions Mortgage Capital Trading, Inc. (MCT), the industry leader in capital markets software and services,  announced it has reinforced its commitment to client profitability and success. Backed by an enhanced sales and support structure, MCT has hired industry all-stars......
Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements
Compliance management News

Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firm using InvestorCOM to digitize the assessment of reasonably available alternative product recommendations and best interest rollover recommendations InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that Davenport & Company LLC, a leading wealth management and financial advisory firm, is using InvestorCOM’s compliance technology......
Synovus Announces Strategic Investment in Qualpay
Banking Digital Payments News

Synovus Announces Strategic Investment in Qualpay to Help Deliver New Embedded Finance Platform

Fintech News Desk
by Fintech News Desk0
Qualpay’s payments technology is a key part of Maast, Synovus’ new money-as-a-service offering that will combine payment processing, banking, and lending solutions Synovus Bank announced that it has signed an agreement to strategically invest in Qualpay resulting in a 60% ownership interest. Qualpay is a provider of a cloud-based platform......
Evolve Bank & Trust and Bond Partner to Offer Banking-as-a-Service Solutions
Finance News

Evolve Bank & Trust and Bond Partner to Offer Banking-as-a-Service Solutions

Fintech News Desk
by Fintech News Desk0
Together, the partnership will enable companies to add financial services with a single integration Evolve Bank & Trust and Bond Financial Technologies, Inc. are pushing the boundaries of embedded finance to bring innovation to companies that want to offer financial products to their customers. Together, Evolve and Bond enable entrepreneurs to build......
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