Search Results for: relationship management

Totango to Accelerate Hyper-growth with CFO New Hire
Finance Fintech News

Totango to Accelerate Hyper-growth with CFO New Hire

Fintech News Desk
John Yee joins from Aras Corporation, and his success with start-ups and Fortune 500 companies will be key as Totango scales and continues to democratize Customer Success Totango, Inc., the customer success (CS) leader in leveraging data to orchestrate and transform revenue experiences, has tapped John Yee as its Chief Financial Officer.......
FGII Unveils an Innovative ‘Dog Health Insurance Campaign’ to Raise Awareness Amongst ‘Dog Parents’
InsurTech News

FGII Unveils an Innovative ‘Dog Health Insurance Campaign’ to Raise Awareness Amongst ‘Dog Parents’

Fintech News Desk
Oh My Dog!’, Digital Campaign brings out the quirky side of our furry friends Future Generali India Insurance Company Limited (FGII) announces the launch of ‘Oh My Dog!’, a digital campaign to create awareness around the importance of purchasing dog health insurance cover towards protecting our furry friends. Dogs can......
Enable Continues Accelerated Growth and Surpasses 2021 Milestones
B2B News

Enable Continues Accelerated Growth and Surpasses 2021 Milestones

Fintech News Desk
Enable, the cloud-based software solution for B2B rebate management, announced it had closed its FY22 fiscal year and exceeded all key metrics. “I am so proud of our team’s performance and accomplishments during what has been a challenging year for so many companies globally” The company rounded out the year......
Bank of Botetourt Renews Contract With KlariVis
Analytics Banking News

Bank of Botetourt Renews Contract With KlariVis

Fintech News Desk
KlariVis, a fast-growing enterprise dashboard and analytics solution for the financial services industry,  announced that alpha client Bank of Botetourt has re-signed its contract with KlariVis for the next five years. KlariVis compiles and aggregates high-value, actionable data into an intuitive, user-friendly enterprise dashboard. The KlariVis platform provides financial institutions of......
CircleUp Appoints Nick Brown President of CircleUp Credit Advisors
Business Credit Bureaus News

CircleUp Appoints Nick Brown President of CircleUp Credit Advisors

Fintech News Desk
Former OnDeck Chief Risk Officer and 20-year industry veteran to scale the credit business CircleUp, a private market data aggregation company, announced that Nick Brown has been appointed President of CircleUp Credit Advisors, which provides capital to private businesses, effective March 1, 2022. Prior to joining CircleUp Credit Advisors, Brown spent four years......
HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice
Banking News

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice

Fintech News Desk
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of two senior bankers, expanding the firm’s public finance education practice. The Sims public finance education team provides comprehensive capital planning, structure and execution for charter schools, public and......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
WesBanco Announces Nashville Area Residential Mortgage Loan Production Office
Mortgage News

WesBanco Announces Nashville Area Residential Mortgage Loan Production Office

Fintech News Desk
WesBanco, Inc., a diversified, multi-state bank holding company, announced that it has continued to successfully execute upon its strategy to seek additional long-term growth opportunities through the opening of a loan production office, initially focused on residential mortgage lending, within the Nashville area. “WesBanco is focused on delivering long-term, sustainable growth to......
Paymentus Ranked #1 Provider of Biller Direct EBPP Solutions by Aite-Novarica
Digital Payments News

Paymentus Ranked #1 Provider of Biller Direct EBPP Solutions by Aite-Novarica

Fintech News Desk
Definitive Evaluation of Leading Billing Providers Underscores Paymentus’ Technology and Customer Service as Key to Best-in-Class Ranking Paymentus Holdings Inc., the leading provider of electronic bill presentment and payment solutions (EBPP), announced that it is the only vendor to achieve an overall best-in-class status in Aite-Novarica Group’s “2021 Aite Matrix:......
US Bank to Provide ESG Data Solutions to Global Fund Services Clients
Analytics Banking News

US Bank to Provide ESG Data Solutions to Global Fund Services Clients

Fintech News Desk
US Bank announced that it will leverage Sustainalytics, a Morningstar Company and a leading global provider of ESG research and ratings, to offer environmental, social and governance (ESG) data solutions to U.S. Bank Global Fund Services (GFS) clients where independent ESG analytics and reporting services are required. “U.S. Bank brings......
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