Search Results for: relationship management

Esker and LSQ Partner to Provide Strategic Financing Options in Esker Pay Suite
Fintech News

Esker and LSQ Partner to Provide Strategic Financing Options in Esker Pay Suite

Fintech News Desk
by Fintech News Desk0
New partnership to seamlessly offer supply chain financing and dynamic discounting Esker, a global cloud platform and leader in AI-driven process automation solutions for finance and customer service functions, announced a strategic partnership with LSQ, a leading provider of technology-driven working capital solutions. The partnership will seamlessly integrate supply chain financing and dynamic discounting......
Entrepreneur William Benson, Close Friend and Advisor to Billionaire Brock Pierce to Helm VirtualCons Division of Cryptocurrency and NFTs
Cryptocurrency News

Entrepreneur William Benson, Close Friend and Advisor to Billionaire Brock Pierce to Helm VirtualCons Division of Cryptocurrency and NFTs

Fintech News Desk
by Fintech News Desk0
Michael Mota, CEO of VirtualCons, Inc. announced that entrepreneur William Benson has been named president of that company’s new Crypto Currency and NFT Division. Latest Fintech Insights: Ratul Ghosh From Uber, Joins DealShare as Chief Growth Officer “The term ‘visionary’ might have been coined to describe Mr. Benson’s forward-focused, unprecedented creative approaches......
NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform
Finance Investment Services Investments News

NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform

Fintech News Desk
by Fintech News Desk0
NFP’s employer clients can now offer their employees access to more financial tools and investment offerings through the MoneyLion platform NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement and individual solutions, and MoneyLion (NYSE:ML), an award-winning, data-driven, digital financial platform, announced an expansion......
2021 Aspire Leaderboard Positions Broadridge as the Leader in Financial Services Customer Communications Solutions
Fintech News

2021 Aspire Leaderboard Positions Broadridge as the Leader in Financial Services Customer Communications Solutions

Fintech News Desk
by Fintech News Desk0
Aspire Leaderboard highlights Broadridge’s strength in omni-channel communications and digital transformation strategy Broadridge Financial Solutions, Inc, a global Fintech leader, announces its recognition as a leader in the 2021 Customer Communications Management (CCM) to Customer Experience Management (CXM) Service Provider Aspire Leaderboard. The report also recognizes Broadridge’s communications and engagement......
Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America
Fintech News

Goalsetter Secures $15 Million in Series A Funding to Expand and Transform Access to Financial Education in America

Fintech News Desk
by Fintech News Desk0
Investment led by Seae Ventures, Fiserv, Mass Mutual, Citizens Financial Group, Astia Fund, NBA stars Kevin Durant, Carmelo Anthony, and actors Anthony Anderson and Lance Gross Goalsetter, a fintech platform dedicated to providing families and K-12 youth with access to banking, savings, investing, and financial education tools, announced the closing......
Rockbridge Growth Equity Acquires Stake in Marquis Software Solutions
Fintech News

Rockbridge Growth Equity Acquires Stake in Marquis Software Solutions

Fintech News Desk
by Fintech News Desk0
Rockbridge Growth Equity, a Detroit-based private equity firm, announced it has acquired Marquis Software Solutions from Falfurrias Capital Partners. Marquis is a leader in unique data analytics software and services that help financial institutions, primarily mid-tier banks and credit unions, identify marketing opportunities and meet complex and ever-evolving compliance requirements. Latest Fintech......
Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting
Investment Services Investments News

Zephyr Releases Portfolio Performance, Comprehensive Investment Performance Reporting

Fintech News Desk
by Fintech News Desk0
Advisors can review client portfolio returns across multiple class levels and compare performance with market indices, blended or static benchmarks Zephyr, a subsidiary of Informa plc , and a recognized leader in providing data, insight, and analysis to investment professionals via its financial services platform, announced the release of Portfolio......
Harvest Builders Announces New $14MM Venture Capital Fund For Breakthrough Financial Technology
Fintech News Technology

Harvest Builders Announces New $14MM Venture Capital Fund For Breakthrough Financial Technology

Fintech News Desk
by Fintech News Desk0
Harvest Builders, a Calgary-based growth platform and venture studio, announced the addition of Harvest Venture Partners, an early stage venture capital firm investing in breakthrough financial technology businesses. Harvest Ventures’ inaugural fund is one of the largest sole General Partner funds in the world at $14MM (CDN), and is supported......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Usio Announces Closing of $1 Million Strategic Investment by Premier Cryptocurrency Partner, Voyager Digital
Cryptocurrency News

Usio Announces Closing of $1 Million Strategic Investment by Premier Cryptocurrency Partner, Voyager Digital

Fintech News Desk
by Fintech News Desk0
Usio, Inc. , a fintech integrated electronic payment solutions provider, announced the closing of a private placement of 142,857 shares of common stock, at a purchase price of $7.00, for net proceeds of $1 million. The shares were priced using a five-day weighted average at the market price with November......
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