Search Results for: staff and clients

XTM Announces Partnership With BookJane Adding Workforce Management to On-Demand Pay
Digital Payments Fintech News

XTM Announces Partnership With BookJane Adding Workforce Management to On-Demand Pay

Fintech News Desk
by Fintech News Desk0
Bookjane to Begin Offering XTM’s On-Demand Pay to Healthcare Workforce and XTM Now Delivers Shift Management/Call Outs, Time & Attendance and Gamification to Hospitality and Professional Employer Organizations XTM Inc., a Miami and Toronto-based Fintech creator of disruptive payment innovations specifically for service industries including hospitality, personal care and service......
Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources
Fintech News

Advisor with $125 Million Selects Ameriprise Financial for Firm’s Reputation, Flexibility and Resources

Fintech News Desk
by Fintech News Desk0
Financial advisor Matthew De Vries, MBA, CFP, AAMS, joined the independent channel of Ameriprise Financial, from Edward Jones in Fargo, North Dakota. De Vries decided to move his practice to Ameriprise because of the firm’s positive reputation, flexibility, and comprehensive resources – all of which will enable him to provide an......
Digital Asset Management News Technology

Evertas, the Leading Crypto Insurance Company, Closes $14 million Series A To Expand Capacity And Develop New Products And Standards

Fintech News Desk
by Fintech News Desk0
 Evertas, the world’s first and leading crypto insurance company, announced the successful closure of a series A financing round. Led by Polychain Capital, the round raised $14 million. That, in addition to $5.8 million seed financing, puts the company’s total outside investment at $19.8 million. Evertas intends to use the......
Finastra Global Survey Shows Evolution of Open Banking and Growing Appetite for Open Finance
Banking News

Finastra Global Survey Shows Evolution of Open Banking and Growing Appetite for Open Finance

Fintech News Desk
by Fintech News Desk0
Almost half of financial institutions (48%) regard open finance as a ‘must have’ (up from 38% in 2021); 85% agree it’s making financial services more collaborative Finastra research reveals that Open Banking is now universally and unequivocally regarded as a key part of a bank’s landscape, with 99% of respondents considering......
Origence and Eltropy Partner to Deliver Streamlined Loan Origination Experience
Lending News

Origence and Eltropy Partner to Deliver Streamlined Loan Origination Experience

Fintech News Desk
by Fintech News Desk0
Credit Union lenders can now use Eltropy within Origence arc OS to achieve higher closing rates Origence, the leading lending technology solutions provider for credit unions, announced a partnership with Eltropy, the leading digital communications platform for community financial institutions (CFIs). With the partnership, Eltropy will integrate its lending communication capabilities......
CPI Card Group and Share One Streamline Instant Issuance with Core Integration
Digital Payments News

CPI Card Group and Share One Streamline Instant Issuance with Core Integration

Fintech News Desk
by Fintech News Desk0
CPI’s Card@Once® and Share One’s NewSolutions core processing system will bring credit unions industry-leading instant issuance CPI Card Group Inc., a payment technology company and leading provider of credit, debit and prepaid solutions, announced that Share One, Inc., a Credit Union Service Organization (CUSO) operating out of Memphis, TN, and leading......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Santander Bank Offering Healthcare Equipment Financing as Part of Commercial Finance Expansion
Finance News

Santander Bank Offering Healthcare Equipment Financing as Part of Commercial Finance Expansion

Fintech News Desk
by Fintech News Desk0
Santander Bank, N.A. announced the expansion of its Commercial Equipment and Vehicle Finance business to include commercial equipment financing to healthcare organizations. The new, nationwide offering will provide financing for state-of-the-art medical technology and equipment to hospitals and health systems, out-patient clinics, and specialized providers. “Our approach will mirror industries......
Velocity Credit Union and TopLine Financial Credit Union Choose Ignite Sales to Drive Growth
Banking Finance News

Velocity Credit Union and TopLine Financial Credit Union Choose Ignite Sales to Drive Growth

Fintech News Desk
by Fintech News Desk0
With over 20 new clients signing in 2022, Ignite Sales Continues to Deliver Value to Credit Union Members and Bank Customers Nationwide Ignite Sales, Inc., the leader in retail banking customer and member engagement technology,  announced two new credit union customers: Velocity Credit Union in Austin, Texas; and TopLine Financial......
Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology
Finance News

Advisors with $264 Million Join Ameriprise Financial for the Firm’s Client-First Culture and Cutting-Edge Technology

Fintech News Desk
by Fintech News Desk0
Advisors Laura Burback and Kari Brown joined Alliance Financial Partners, a well-established Ameriprise team managing $405 million led by Financial Advisor Larry Hubbard Ameriprise Financial, Inc. announced that financial advisors Laura Burback, AAMS and Kari Brown, AAMS, APMA joined the firm for its client-first culture and technology. The advisors operated separate......
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