Search Results for: relationship management

BNY Mellon Investment Management Commences Trading of Active ETF Solutions
Investments News

BNY Mellon Investment Management Commences Trading of Active ETF Solutions

Fintech News Desk
by Fintech News Desk0
The BNY Mellon Ultra Short Income ETF–First of Several Upcoming Active ETFs to Bring BNY Mellon Investment Management Specialist Capabilities to ETF Market BNY Mellon Investment Management, one of the world’s largest asset managers with $2.3 trillion in assets under management, announced the expansion of its Exchange-Traded Funds (ETFs) range with......
Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools
Banking Fintech News

Red River Bank Selects Teslar Software’s Full Suite of Portfolio Management Tools

Fintech News Desk
by Fintech News Desk0
$2.8 billion-asset bank chooses end-to-end loan origination platform to boost efficiencies, support growth Teslar Software, provider of portfolio management tools that aggregate and automate lending and deposit operations for community financial institutions, announced that Red River Bank has selected their end-to-end loan origination platform, allowing the bank to streamline and automate......
Bring Global and Zafin Partner To Deliver Integrated Dynamic Product and Relationship-Based Pricing to Financial Institutions
Banking Fintech News

Bring Global and Zafin Partner To Deliver Integrated Dynamic Product and Relationship-Based Pricing to Financial Institutions

Fintech News Desk
by Fintech News Desk0
The partnership allows financial institutions immediate access to solutions and services that enable them to manage products in a central catalog and offer personalized customer journeys  Zafin, the world’s leading SaaS cloud-native product and pricing solutions for financial institutions, announces that it has partnered with Bring Global – a leading business......
Coastal Community Bank Selects 360factors' Predict360 Enterprise Risk and Compliance Management Solutions
Banking Fintech News

Coastal Community Bank Selects 360factors’ Predict360 Enterprise Risk and Compliance Management Solutions

Fintech News Desk
by Fintech News Desk0
360factors, Inc. announced that Coastal Community Bank, an Everett, Washington-based community bank, selected 360factors’ Predict360 risk and compliance intelligence platform to enhance its enterprise risk and compliance management programs. “We are excited to onboard Predict360 to enhance our risk and compliance management programs,” said Eric Sprink, President & CEO, Coastal Financial Corporation. “We selected......
Valley Bank Brings Relationship Banking to Greater Philadelphia Region
Banking Finance Fintech News

Valley Bank Brings Relationship Banking to Greater Philadelphia Region

Fintech News Desk
by Fintech News Desk0
Valley National Bank, a regional bank with approximately $41 billion in assets, is continuing its expansion into the greater Philadelphia region to provide financial services for growth-oriented small and mid-sized businesses. With a focus on Commercial and Industrial and Commercial Real Estate lending, Valley offers a range of solutions including......
RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
Moelis Asset Management LP Appoints Frank Benevento as Head of Business Development
Fintech Investments News

Moelis Asset Management LP Appoints Frank Benevento as Head of Business Development

Fintech News Desk
by Fintech News Desk0
Moelis Asset Management LP (Moelis Asset), the parent to alternative asset managers with leading capabilities in private equity, direct lending, credit funds, structured products, venture capital and hedge funds, today announced the appointment of Frank Benevento as Head of Business Development. He joins on Wednesday, July 21st and will be based......
Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry
Fintech News

Fortimize Teams Up With Kyloe Digital to Bring Salesforce Platform to Asset Management Industry

Fintech News Desk
by Fintech News Desk0
Fortimize, a Salesforce Consulting Partner for Financial Services companies, has teamed up with Kyloe Digital, the most comprehensive, turnkey customer engagement solution for the Asset Management industry, powered by Salesforce, to become a preferred services partner. As a preferred services partner, Fortimize will lead implementations for new Kyloe Digital customers and work......
Fifth Third Bank Selects FIS for Core Banking and Wealth Management Platforms
Banking Fintech Mobile Banking News

Fifth Third Bank Selects FIS for Core Banking and Wealth Management Platforms

Fintech News Desk
by Fintech News Desk0
Key facts Fifth Third Bank is expanding its relationship with FIS as part of its digital transformation to continue to meaningfully leverage technology. Agreement includes FIS Modern Banking Platform and FIS Unity Wealth Platform Cincinnati, Ohio-based Fifth Third Bank has selected financial technology leader FIS® to replace its legacy deposit and......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
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