Search Results for: relationship management

GreySuits Advisor Tells Businesses How to Successfully Navigate the Banks
Finance News

GreySuits Advisor Tells Businesses How to Successfully Navigate the Banks

Fintech News Desk
by Fintech News Desk0
CPA, Rodney Davis of GreySuits Inc. a strategic accounting firm was interviewed about how business owners can strategically make the most of the relationship with their bank. Q: What’s the best way to establish a relationship with a bank? Rodney Davis: Banks want predictability, confidence and transparency. If you’re going to......
Franklin Templeton to Acquire Investment Grade Credit Team From Aviva Investors
Investments News

Franklin Templeton to Acquire Investment Grade Credit Team From Aviva Investors

Fintech News Desk
by Fintech News Desk0
Senior Director of Investments Strategy and Development to Join Franklin Templeton Fixed Income Team Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, announced the talent acquisition of Aviva Investors’ US-based Investment Grade Credit team, including senior portfolio managers Josh Lohmeier, CFA, and Michael Cho, CFA, to......
360factors Expands Account Team with Key New Hire
Banking Fintech News Risk Management

360factors Expands Account Team with Key New Hire

Fintech News Desk
by Fintech News Desk0
Ken Proctor Joins Risk Management Solutions Leader as Director of Sales 360factors, Inc. announced the addition of Ken Proctor in the position of Director of Sales. As a risk and compliance management professional with a 30-year track record of success and deep experience in the governance, risk and compliance (GRC) industry,......
VTEX and AWS Form Multi-year Collaboration Agreement to Deliver Direct-to-Consumer E-commerce Solutions to Global Enterprises
Commerce Digital News

VTEX and AWS Form Multi-year Collaboration Agreement to Deliver Direct-to-Consumer E-commerce Solutions to Global Enterprises

Fintech News Desk
by Fintech News Desk0
AWS and VTEX will integrate Amazon fulfillment, Amazon Pay, and other e-commerce and machine learning services into VTEX’s digital platform to create DTC Launchpad, an end-to-end direct-to-consumer solution. VTEX powers digital commerce for enterprise brands such as Whirlpool, Electrolux, Stanley Black & Decker, Sony, L´Oréal, Coca-Cola, AB InBev, Nestlé, and......
Statewide Funding Chooses Calyx Path as its Loan Origination Software
Mortgage News

Statewide Funding Chooses Calyx Path as its Loan Origination Software

Fintech News Desk
by Fintech News Desk0
Calyx, a leading provider of compliant mortgage software solutions used by banks, credit unions, mortgage lenders and brokerages nationwide, announced that Statewide Funding (Statewide) has chosen Calyx Path® as its loan origination software (LOS). Statewide is a residential mortgage lender based in Ontario, California with additional branches in Texas and Florida.......
Tioga State Bank Partners with ZSuite Technologies to Expand Digital Offerings
Fintech News

Tioga State Bank Partners with ZSuite Technologies to Expand Digital Offerings

Fintech News Desk
by Fintech News Desk0
ZSuite Technologies, a financial technology company that powers community financial institutions with digital escrow products for specific commercial verticals, has partnered with Tioga State Bank to offer its customers ZRent and ZDeposit. “For many of our customers, managing rental properties and storage units is a side business, making it especially important that it be fast,......
Oppenheimer Continues To Grow Its Global Consumer Investment Banking Group With Appointment Of Jean-Marie Gianni As Managing Director
Banking Investments News

Oppenheimer Continues To Grow Its Global Consumer Investment Banking Group With Appointment Of Jean-Marie Gianni As Managing Director

Fintech News Desk
by Fintech News Desk0
Addition of Veteran Banker with Global Industry Relationships Further Accelerates Group’s Momentum in Health & Beauty, Personal Care, Health and Wellness-Focused Food & Beverage and Other Segments Oppenheimer& Co. Inc., a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings, announced the continued build-out of its Global Consumer......
paysafecard and NEO Extend their Successful Partnership
Digital Payments News

paysafecard and NEO Extend their Successful Partnership

Fintech News Desk
by Fintech News Desk0
paysafecard, a market leader in eCash payment solutions, and NEO, one of the most successful FIFA teams in the world, announce they are extending their existing partnership. The continuation of the partnership follows a successful year for the NEO team and the collaboration as a whole which has seen a......
Centennial Bank Partners with FINBOA to Maximize Efficiency through Automation
Digital Fintech News

Centennial Bank Partners with FINBOA to Maximize Efficiency through Automation

Fintech News Desk
by Fintech News Desk0
Financial institution selects FINBOA for Reg E Dispute Tracking solution Centennial Bank has partnered with FINBOA, a leading innovator in digital automation and regulatory compliance for financial institutions, to drive efficiency and reduce bank losses, improving customer experience and empowering employees through process automation. Centennial Bank has partnered with @finboatweets to drive......
Grow Credit Announces Two Key Hires to Rapidly Scale Financial Inclusion Platform
B2B Finance Fintech News

Grow Credit Announces Two Key Hires to Rapidly Scale Financial Inclusion Platform

Fintech News Desk
by Fintech News Desk0
Acorns’ Head of Accounting and Business Operations Joins Grow Credit as VP of Finance Grow Credit, a financial inclusion platform committed to building credit and improving credit scores, announced two key leadership hires for positions in finance and sales. Zach Cooper joins as VP of Finance, and Craig Stanton joins......
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