Search Results for: services

Alliance Bank Improves Customer Experience with Ephesoft’s Intelligent Capture Solution
Banking

Alliance Bank Improves Customer Experience with Ephesoft’s Intelligent Capture Solution

Fintech News Desk
Prominent APAC Bank and Content Capture Leader Join Forces to Accelerate Credit Automation Processes. Ephesoft, Inc., an industry leader in enterprise content capture and data discovery solutions, and Alliance Bank Malaysia Berhad, a bank well known for serving Malaysian small and medium enterprises (SMEs), today announced that the bank has implemented......
BB&T and Suntrust Complete Merger of Equals to Become Truist
Banking News

BB&T and Suntrust Complete Merger of Equals to Become Truist

Fintech News Desk
Clients to Be Served Through the BB&T and Suntrust Brands Until Conversion Truist Financial Corporation announced the completion of the merger of equals between BB&T Corporation and SunTrust Banks, Inc., effective Dec. 6, 2019. Truist is the sixth largest US commercial bank, serving approximately 10 million consumer households and a......
First National Bank Appoints Brad Jones to Lead Charlotte Region
Banking News

First National Bank Appoints Brad Jones to Lead Charlotte Region

Fintech News Desk
First National Bank, the largest subsidiary of F.N.B. Corporation, announced that it has hired Brad Jones, as Regional Market Executive and President of the Bank’s Charlotte market. He reports to Robert Moorehead, Chief Wholesale Banking Officer for FNB. In his role, Jones is responsible for developing new business opportunities, organizing and providing leadership to......
FocusCFO to Join JumpStart Preferred Partner Program
News

FocusCFO to Join JumpStart Preferred Partner Program

Fintech News Desk
FocusCFO announced plans to join JumpStart’s Preferred Partner program, giving JumpStart clients across Cleveland and Toledo access to seasoned professionals for help with cash management, financial reporting, forecasting and managing growth. “We are excited to be joining the JumpStart Preferred Partner program and look forward to sharing our expertise with......
FINCA Malawi Secures $1.5 Million Loan Facility From BIO
Banking Fintech Funding

FINCA Malawi Secures $1.5 Million Loan Facility From BIO

Fintech News Desk
Loan Facility Will Support Lending by FINCA Malawi FINCA Malawi, FINCA Impact Finance’s (FIF) microfinance subsidiary in Malawi, announced that it has secured a $1.5 million USD loan facility with a four-year tenor from the Belgian Investment Company for Developing Countries (BIO). This loan facility marks the inaugural transaction between FIF and BIO......
Bluevisor Recognized as One of the 10 Most Incredible Startups in New York and East Coast Region
Fintech Startups News

Bluevisor Recognized as One of the 10 Most Incredible Startups in New York and East Coast Region

Fintech News Desk
Bluevisor, a member company of the Born2Global Centre, was recently recognized at Wall Street for its AI-based asset management service. At Startup World Cup 2019, which was held in New York on November 30, Bluevisor overcame a fierce competition rate of 400:1 and was designated one of the competition’s top 10 companies. As a top......
Envestnet Launches More Product Enhancements, Further Streamlining Workflows for Improving Client Outcomes
Banking Fintech News

Envestnet | Yodlee and JPMorgan Chase Sign Data Agreement to Enhance Consumer Data Protections, Bolster Overall Data Connectivity and Reliability

Fintech News Desk
Agreement Provides Consumers Improved Access to Their Financial Data Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, and JPMorgan Chase have signed a data sharing agreement, providing the framework for the bank’s customers to more securely and effectively share and......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
Lincoln International Reports Slowing Middle Market Growth At 1.4% In Q3 2019, As Bifurcation In Performance Amongst Industries Unfolds
Investment Services News

Lincoln International Reports Slowing Middle Market Growth At 1.4% In Q3 2019, As Bifurcation In Performance Amongst Industries Unfolds

Fintech News Desk
Even as the stock market continues a relentless 10-year bull run, Lincoln International (Lincoln), a leading global investment banking advisory firm, finds that in America’s middle market, growth has begun to slow. This is according to the Lincoln Middle Market Index (Lincoln MMI), released , which measures changes in the......
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