Search Results for: relationship management

Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform
Business Fintech Investment Services News

Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

Fintech News Desk
Dynasty Financial Partners and YCharts announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms. Read More: Century Business Solutions Partners with CloudFirst Solutions to Deliver Credit Card Processing within SAP Business......
Oversight Partners with SAP Concur to Power its Concur Detect Solution
Artificial Intelligence Business Fintech News Risk Management Robotic Process Automation

Oversight Partners with SAP Concur to Power its Concur Detect Solution

Fintech News Desk
Concur Detect by Oversight Delivers AI-Driven Spend Risk Analysis Oversight, the global leader in spend management and risk mitigation technology, announced the expansion of its relationship with SAP® Concur®, the world’s leading brand for integrated travel, expense, and invoice management. Oversight joins the SAP Concur partner program as a solution......
NCR and Cardtronics Announce Definitive Acquisition Agreement at $39.00 Per Share
Business Fintech News

NCR and Cardtronics Announce Definitive Acquisition Agreement at $39.00 Per Share

Fintech News Desk
Accelerates NCR-as-a-Service Strategy and Expands Opportunities in Payments Transaction Expected to be Accretive to NCR Earnings in First Full Year NCR Corporation, a global enterprise technology provider for the financial, retail and hospitality industries, and Cardtronics (Nasdaq: CATM), the world’s largest non-bank ATM operator and service provider, today announced that......
Citi Announces New Impact Fund Investments in Seven Companies
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Citi Announces New Impact Fund Investments in Seven Companies

Fintech News Desk
New Portfolio Companies Include Women-Owned, Black-Owned, and Veteran-Owned Businesses Citi announced today its next round of investments through the Citi Impact Fund, a $200 million fund launched last year to invest in companies that are addressing some of the biggest societal challenges. The new companies included in this round are Clerkie, KETOS, MedHaul, Perch, Shift, Superpedestrian, and Vyv.......
Capco names James Arnett managing partner, Apac
Banking Capital Markets Fintech News

Capco Names James Arnett Managing Partner, Apac

Fintech News Desk
Capco, the global management and technology consultancy, has named James Arnett as Managing Partner for the APAC region with responsibility for managing the firm’s business across Hong Kong, Singapore, Thailand and Malaysia. Read More: PIRS Capital Launches New Release of Its Flagship PIRS Portal Platform James has over 20 years’......
Real-Estate-Fintech-Firm-Qualtik-Lands-New-Client-and-Advisor
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Real Estate Fintech Firm Qualtik Lands New Client and Advisor

Fintech News Desk
Qualtik, a start-up developing software that helps community banks and investment funds analyze their commercial real estate loans in real time, has landed Keystone Bank’s business − and its founder as an advisor. Designed for community banks and commercial real estate (CRE) lenders, Qualtik’s software, Spark, enables deeper and faster......
Mauritius Commercial Bank Launches Backbase-Built Sme Banking Platform and Mobile App
Banking Fintech News

Backbase Opens Global Development Centre In Hyderabad

Fintech News Desk
Backbase, the Engagement Banking platform provider, today announced the opening of its Global Development Center (BDC) in Hyderabad, India. As Backbase’s second BDC worldwide, the facility’s infrastructure and access to talent as well as its partner ecosystem, will enable Backbase to better deliver end-to-end services for mobile and web development......
Emburse Enters 2021 With Strong Momentum in Customer Acquisition, Product Innovation, and Business Growth
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Emburse Enters 2021 With Strong Momentum in Customer Acquisition, Product Innovation, and Business Growth

Fintech News Desk
Expense and invoice automation leader maintained strong revenue growth, while delivering new platform-wide product and service capabilities, and enhancing the customer experience Emburse, a global leader in expense and accounts payable automation solutions, enters 2021 with strong momentum, having finished 2020 with record revenues and double-digit growth. The organization maintained......
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
Business Fintech Investment Services News

AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

Fintech News Desk
AssetMark announced its 2021 outlook for the financial advisory industry. While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing to this shift prior to 2020. In many ways, 2021 will......
NYDIG Announces Senior Executive Appointments
Banking Cryptocurrency Fintech Investment Services News

NYDIG Announces Appointment of Yan Zhao as President

Fintech News Desk
NYDIG, a leading provider of investment and technology solutions for Bitcoin, announced today that it has appointed Yan Zhao as President of NYDIG. Zhao will help lead the firm’s long-term strategic vision, with day-to-day responsibility for NYDIG’s Platform Solutions business, including its newly-launched Bank Solutions practice. She also is a......
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