Search Results for: staff and clients

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors
Finance News

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors

Business Wire
by Business Wire0
OneSeven, a trailblazing wealth management firm specializing in supporting advisors with life-changing opportunities, announced the successful acquisition of TruClarity Wealth Advisors, a renowned registered investment adviser (RIA) managing over $690 million in Assets Under Management (AUM). This strategic move bolsters OneSeven’s diverse advisor base and brings a highly talented group......
XTM Announces Proposed Acquisition of Certified EWA Solution & Processor, QRails
Fintech News

XTM Announces Proposed Acquisition of Certified EWA Solution & Processor, QRails

Business Wire
by Business Wire0
Fully Certified and Live In-Market Provider of EWA in the U.S. XTM Inc., a Miami and Toronto-based Fintech creator of disruptive payment innovations and mobile solutions specifically geared towards service industries including hospitality, personal care and other service providers, announces its intent to acquire QRails Inc., a prepaid payments issuer-processor......
Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
by PR Newswire0
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
InvoiceCloud Enhances Online Bank Direct Solution to Support the Growing Needs of Billing Organizations
Banking Cloud News

InvoiceCloud Enhances Online Bank Direct Solution to Support the Growing Needs of Billing Organizations

Business Wire
by Business Wire0
InvoiceCloud, an EngageSmart solution for online bill payment services, announced enhancements to its Online Bank Direct solution, including the ability to deposit by invoice type, receive single, consolidated deposits, and receive funding for matched payments only, so customers will no longer receive funds that are not matched to an invoice.......
Featured Fintech Fintech Primers Fintech Radar Fintech Startups

Tech Print On Fintech Core Offerings- APAC Region

Pooja Choudhary
by Pooja Choudhary0
With the breakneck pace of AI, it looks so easy from the outside, but once you try to understand the depth of fintech, it’s like getting lost in a dark cave. As a challenge, this blog shall find you a way out and remove all your possible doubts. It’s not......
21 FICS Customers Featured in Mortgage Bankers Association’s 2022 Year-End Rankings of Top Commercial/Multifamily Servicers
Mortgage News

21 FICS Customers Featured in MBA’s 2022 Year-End Rankings of Top Commercial Servicers

Business Wire
by Business Wire0
FICS (Financial Industry Computer Systems, Inc.), a leading mortgage loan origination software, residential servicing software and commercial servicing software provider, is pleased to announce that many of its clients have again been recognized in the Mortgage Bankers Association’s (MBA) rankings of top commercial servicing volumes. Twenty-one of the software provider’s current clients were included in the......
Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise
Fintech InsurTech News

Total Expert Enters Insurance Market as Platform Drives ROI Across the Financial Enterprise

Business Wire
by Business Wire0
Insurance companies can now use turnkey marketing automation and customer intelligence to deliver the perfect customer journey across every financial milestone Total Expert, the CRM and customer engagement platform purpose-built for modern financial institutions, is helping insurance agencies and brokerages modernize their marketing processes and provide agents with actionable insights......
Are Neo-Banking Business Models Unviable?
Banking Featured Finance

Are Neo-Banking Business Models Unviable?

Pooja Choudhary
by Pooja Choudhary0
Ongoing economic uncertainty and bloated valuations are having a dramatic impact on fintech funding rounds. There seems to be a discouraging picture being painted by last year’s numbers which portray a threat of a looming recession. Does this outrage pose a question – are neo-banks, which came into their own......
Top AI Startups Impacting 10 Industries
Analytics Artificial Intelligence Featured Fintech Primers

Top AI Startups Impacting 10 Industries

Pooja Choudhary
by Pooja Choudhary0
Through the application of pattern recognition, artificial intelligence (AI) enhances industrial operations and automates back-office duties. Businesses can do this to save time and use resources more effectively. For this reason, businesses incorporate artificial intelligence (AI) and AI-based data processing techniques like machine learning and natural language processing (NLP) into......
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