Search Results for: relationship management

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding
Banking Fintech Investment Services News

Fenergo Wins RegTech Insight Award for Best KYC Software for Client Onboarding

Fintech News Desk
by Fintech News Desk0
Awarded for the third consecutive year Fenergo, the leading provider of digital transformation, customer journey and client lifecycle management (CLM) solutions for financial institutions, has been awarded Best KYC Software for Client Onboarding at the A-Team Group’s RegTech Insight Awards 2020. Read More: SIMON Markets LLC and Raymond James Launch......
Finastra Appoints Margaret Franco as Chief Marketing Officer
Fintech News

Finastra Announces Fusion Credit Connect Solution on Salesforce AppExchange and FusionFabric.cloud

Fintech News Desk
by Fintech News Desk0
Corporate banks can re-envision lending process for greater efficiency and to deliver better customer service Finastra announced the launch of its Fusion Credit Connect solution on Salesforce AppExchange and Finastra’s FusionFabric.cloud, re-envisioning how relationship managers and borrowers connect and communicate from opportunity to origination, through to closing and booking. Corporate......
Ken Wilson Retires from Caliber Software
Fintech News

Ken Wilson Retires from Caliber Software

Fintech News Desk
by Fintech News Desk0
FRONTSTEPS, the provider of industry-leading accounting and property management software in the community association industry, announced the retirement of Ken Wilson from its Caliber Software division. Ken is the founder and President of Caliber Software, and after over 20 years of running this business, will be retiring on May 15th. Last year FRONTSTEPS acquired......
Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions
Banking Business Fintech News

Commonwealth Credit Union Expands Partnership with Jack Henry to Enhance Commercial Lending

Fintech News Desk
by Fintech News Desk0
$1.5 billion-asset credit union selects digital lending platform to improve efficiencies, support growth Jack Henry & Associates, is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Jack Henry Lending announced that Frankfort, Ky.-based Commonwealth Credit Union has selected the Commercial Lending Center Suite™ to......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Business Capital Markets Fintech Investment Services News

iCapital Network Acquires Artivest, Extending iCapital’s Leadership Position in the Alternative Investments Technology Ecosystem

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Artivest, one of the most innovative technology companies for accessing and investing in alternatives, announced that they have entered into a definitive agreement under which iCapital will acquire the......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
by Fintech News Desk0
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
SmartStream Strengthens Its Presence in Asia With the Senior Appointment of Victoria Harverson
Artificial Intelligence Fintech News

SmartStream Strengthens Its Presence in Asia With the Senior Appointment of Victoria Harverson

Fintech News Desk
by Fintech News Desk0
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM) solutions provider, strengthens its presence in Southeast Asia and Hong Kong with the appointment of Victoria Harverson. In her leadership role she joins the sales team in the regional head office based in Singapore, and reports to Radha Pillay, Head of Sales Apac. Read......
Stenn Closes New $200 Million Programme to Expand Digital Trade Finance Services
Capital Markets Fintech Fintech Funding News

Stenn Closes New $200 Million Programme to Expand Digital Trade Finance Services

Fintech News Desk
by Fintech News Desk0
Stenn International Ltd., a data and financial technology company that delivers innovative online solutions for buyers and sellers in the global supply chains, announced that it has closed a new $200 million financing facility from Crayhill Capital Management LP (“Crayhill”), a New York-based private credit manager and asset-based lender. The facility complements Stenn’s existing award-winning......
Autobooks Becomes First Fintech to Launch in Q2 Partner Marketplace
Banking Business Fintech News

TCF Bank Teams with Autobooks to Elevate Small Business Banking Services

Fintech News Desk
by Fintech News Desk0
Detroit Fintech company adds integrated receivables and payment processing to speed up cash flow. TCF Bank announced it has teamed with Detroit fintech company Autobooks to provide an integrated banking experience to its small business customers. Starting today, small business customers of Chemical Bank, a division of TCF National Bank, can......
Wells Fargo Names Sean Passmore Head of Military Talent External Recruiting and Enterprise Military and Veteran Initiatives
Business Fintech News

Wells Fargo Names Sean Passmore Head of Military Talent External Recruiting and Enterprise Military and Veteran Initiatives

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company announced that Sean Passmore will join the company as the new head of military talent external recruiting and enterprise military and veteran initiatives, responsible for developing national relationships with the military and veteran community and overseeing Wells Fargo’s Military Affairs Program, created in 2012. Passmore will......
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