Search Results for: senior advisor

Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors
Business Fintech News

Skience and BankPlus Ink Agreement to Provide Industry-Leading Skience Platform to BankPlus Financial Advisors

Fintech News Desk
by Fintech News Desk0
BankPlus to Leverage Skience’s Digital Client Onboarding and Data Consolidation Solutions to Enhance Efficiency and Provide Clients with a Simplified Digital Experience Skience, a leading financial services solution and consulting provider, announced that it has finalized an agreement to provide its industry-leading platform to the wealth management division of BankPlus,......
TraQiQ Appoints Richard J. Berman To Its Advisory Board
Business Fintech News

TraQiQ Appoints Richard J. Berman To Its Advisory Board

Fintech News Desk
by Fintech News Desk0
TraQiQ, Inc., a FinTech company delivering deeply targeted technology solutions for delivery and transaction management announced today that Richard Berman, an experienced Director and leader for a number of public companies, has been added to the Company’s advisory board. Read More: GlobalFintechSeries Interview with Richard Formoe, Chief Revenue Officer at......
NYMBUS Expands Industry Advisory Board with Two New Appointments
Banking Fintech Investment Services News

NYMBUS Introduces Industry Advisory Board

Fintech News Desk
by Fintech News Desk0
NYMBUS®, a leading provider of banking technology solutions, has announced two distinguished banking and digital leaders to form its new industry advisory board. The inaugural team of executives will provide valuable perspectives for helping more financial institutions accelerate their digital growth with Nymbus. Read More: Aurora Mobile Partners with Taikang Life......
Quinte Financial Technologies Expands Advisory Board With Addition of Former Lakeland Bank Regional President and COO
Banking Business Fintech News

Quinte Financial Technologies Expands Advisory Board With Addition of Former Lakeland Bank Regional President and COO

Fintech News Desk
by Fintech News Desk0
Robert Vandenbergh Joins Former Bethpage Credit Union CEO Kirk Kordeleski As a Senior Advisor to Accelerate Growth Among Financial Institutions Quinte Financial Technologies Inc. (Quinte) announced today that Robert “Bob” Vandenbergh has joined the firm as a senior member of its Advisory Board. In that capacity, Mr. Vandenbergh will provide......
NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management
Business Fintech News

NexJ Systems Partners with AdvisorStream to Solve Critical Problem in Wealth Management

Fintech News Desk
by Fintech News Desk0
NexJ Systems, announces it is partnering with AdvisorStream to enhance a product that enables wealth managers to better address the need to meaningfully engage with clients. Inform is the first intelligent digital assistant that allows advisors to hyper-personalize content and deliver superior, value-added, customer experiences throughout the client lifecycle. Read More: PayPal......
Quontic Bank Hires Felix Todd As Chief Technology Officer
Fintech Investment Services Mobile Banking News

Steve Thomas Joins Quontic Bank CDFI Advisory Board

Fintech News Desk
by Fintech News Desk0
Quontic, the adaptive digital bank, announced today that it has appointed Steve Thomas as a member to Quontic’s CDFI Advisory Board. As an accomplished industry veteran with over twenty-five years of housing finance experience, Thomas will join Quontic’s CDFI Advisory Board to advise the Bank regarding Quontic’s activities associated with......
Alpima-appoints-Rafael-Febres-Cordero-to-advisory-board
Business Fintech News

Alpima Appoints Rafael Febres-Cordero To Advisory board

Fintech News Desk
by Fintech News Desk0
ALPIMA, the B2B SaaS platform for investment management and product design, has appointed a Rafael Febres-Cordero to its advisory board during this phase of growth, with a special focus in the Americas, which has $44 trillion in assets under management. Read More:  Tuvalu Embarks On World’s First National Digital Ledger......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors

Fintech News Desk
by Fintech News Desk0
New offering leverages technology to help advisors deliver efficient 401(k) plan investment-management solutions across diverse client needs Vestwell, the digital recordkeeping platform bringing the 401(k) and 403(b) industry into the modern Fintech era, today announced a partnership with Envestnet, Inc. (NYSE: ENV). Read More: BHMI’s Concourse Financial Software Suite “Future Proofs” Payment Processing......
Standard Chartered taps Gloat to create virtual internal marketplace for workforce
Banking Fintech Mobile Banking News

Standard Chartered Appoints Robert Zoellick To Chair International Advisory Council

Fintech News Desk
by Fintech News Desk0
Stephanie Carullo, Naina Kidwai and Jane Sun join as members LONDON — Standard Chartered plc (the Group) has appointed Robert Zoellick to chair its International Advisory Council (IAC), a diverse, multidisciplinary panel of experts whose role is to provide insight on global trends and opportunities that may affect the Group and its......
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
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