Search Results for: strategic investment

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer
Banking Fintech Fintech Funding News Risk Management

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer

Fintech News Desk
by Fintech News Desk0
Customers Bank is pleased to announce industry veteran Daniel Park has joined the bank as Senior Vice President and Treasurer. Park will use his three decades of experience to enhance interest rate risk management processes, integrate capital and liquidity stress testing into corporate planning, as well as optimize funding, liquidity......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Atria's Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA
Fintech News

Atria’s Cadaret Grant Adds Four Offices with Nearly $600 Million in AUA

Fintech News Desk
by Fintech News Desk0
Cadaret Grant, an independent wealth management firm and wholly-owned subsidiary of Atria Wealth Solutions, Inc. (Atria), announced that four independent representative offices, collectively bringing close to $600 million of assets under administration (AUA), have joined the firm. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition In the rapidly changing wealth......
Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally
Business Capital Markets Fintech News

Pro Business Plans Surpasses $4.0 B in Advisory Transactions Globally

Fintech News Desk
by Fintech News Desk0
Executes Strategic Partnership with Gracewater Capital to Better Serve Clients In June, Pro Business Plans announced it officially surpassed $4.0 B worth of transactions it provided advisory services for, 80% of which were in North America across over 60 industries. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Despite the uncertain......
Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services
Fintech Investment Services News

Former Arcesium Leader Nancy Dornbush Joins Enfusion as Global Head of Managed Services

Fintech News Desk
by Fintech News Desk0
Enfusion, a leading global provider of investment management technology solutions and services, announced it has appointed Nancy Dornbush as Executive Vice President, Global Head of Managed Services. Dornbush will oversee Enfusion’s global network of Managed Services clients and work alongside the organization’s Product Management, Client Services and Technology teams to expand......
Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020
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Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020

Fintech News Desk
by Fintech News Desk0
Efma, an association of more than 3,300 retail financial services companies in 130 countries, and Accenture have announced the winners of the fifth annual Innovation in Insurance Awards during a virtual awards ceremony. “We were pleased to see great inroads being made this year to transform the insurance industry in customer......
John Walsh Joins Zipari as Chief Technology Officer
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John Walsh Joins Zipari as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Zipari, the first and only consumer experience platform built specifically for the health insurance industry, is pleased to announce that John Walsh has joined the company as Chief Technology Officer (CTO). Walsh is the first CTO at Zipari and assumes responsibility for all technology including Architecture, Core Engineering, Infrastructure, Quality......
Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey
Economy Fintech News

Lessons Learned from COVID-19 Can Help Americans Recession-Proof Their Finances: AICPA Survey

Fintech News Desk
by Fintech News Desk0
Establishing an emergency fund is the most important step Americans can take to prepare for a potential sharp economic downturn with over half (57 percent) of CPA financial planners identifying it as the top priority, and 84 percent including it in their top three. This according to the AICPAs Personal......
Payfone Raises $100 Million Led by the Apax Digital Fund
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Payfone Raises $100 Million Led by the Apax Digital Fund

Fintech News Desk
by Fintech News Desk0
Investment Will Accelerate Privacy-First Customer Identity Platform with Strategic Acquisitions Payfone announced it has raised $100 million to acquire strategic assets, further strengthen its machine learning capabilities, and build a cross-industry consortium to secure digital transactions and experiences. The investment was led by funds advised by Apax Digital, the growth equity team of......
BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors
Banking Business Fintech News

BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors

Fintech News Desk
by Fintech News Desk0
InfiniteIQ Consulting, a nationally recognized technology and data management consulting firm, and BlueVenn, the leading Customer Data Platform (CDP) vendor, have today announced a new strategic technology partnership focussed on helping healthcare, financial services, insurance and retail organizations make better sense of their customer data, and improve their omnichannel personalization......
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