Search Results for: wealth management technology

Taulia Appoints Ali Ansari to Oversee Expansion of Global Supply Chain and Payables Solutions
Fintech News

Taulia Appoints Ali Ansari to Oversee Expansion of Global Supply Chain and Payables Solutions

Fintech News Desk
by Fintech News Desk0
Taulia, the leading fintech provider of working capital solutions, has announced the appointment of Ali Ansari as Director for Global Supply Chain and Payables Solutions. Ansari will be responsible for managing and expanding Taulia’s world-class supply chain and payables solutions globally, with immediate effect. In this newly created role, Ansari......
Marstone Announces Close of $5 Million Series A Funding
Fintech News

Marstone Announces Close of $5 Million Series A Funding

Fintech News Desk
by Fintech News Desk0
Led by Amerant, the second close of this financing allows Marstone to accelerate its integrated fintech ecosystem and offer complete financial wellness to clients Marstone, Inc., a leading digital wealth technology firm, announced the second close of a $5 million Series A financing round bringing the company’s total funding to......
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
Fintech News

Anastasia Amoroso Joins iCapital Network as Chief Investment Strategist

Fintech News Desk
by Fintech News Desk0
Renowned global investment strategist provides expert insight on private market investing opportunities for advisors and their high-net-worth clients Brings valuable insight about the complexities of alternative investments and reaffirms iCapital’s commitment to providing educational resources to the wealth management industry iCapital Network, the leading global financial technology platform driving access......
QUODD's Market Data Fuels the Digital Experience for Online Trading Platform, iFlip
Fintech News Trading

QUODD’s Market Data Fuels the Digital Experience for Online Trading Platform, iFlip

Fintech News Desk
by Fintech News Desk0
QUODD Financial Information Services (“QUODD”), a business unit of Financeware, a NewSpring Holdings platform company, announces a key data provider partnership in the online trading space. This partnership combines QUODD’s comprehensive offering of real-time market data with iFlip’s AI technology to fuel the next frontier of fintech innovation. The rise......
d1g1t Fuels Continued Growth With New Fundraising Round
B2B Fintech News Risk Management

d1g1t Fuels Continued Growth With New Fundraising Round

Fintech News Desk
by Fintech News Desk0
Longtime Strategic Partner and Investor CI Financial Leads Round New Investors Include National Bank of Canada’s Corporate Venture Capital Arm NAventures and U.S. Venture Capital Firm MissionOG d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced it has closed......
Community First Bank Selects Q2’s Digital Banking Platform
Banking Digital News

Community First Bank Selects Q2’s Digital Banking Platform

Fintech News Desk
by Fintech News Desk0
Washington-based community bank partners with Q2 to deliver a seamless digital banking and wealth management experience for its clients Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, today announced that Community First Bank of Kennewick, Washington chose Q2’s best-of-breed platform to deliver a unified......
Chalice Network is Growing and Welcoming Three New Members to Their Advisory Board
Fintech News

Chalice Network is Growing and Welcoming Three New Members to Their Advisory Board

Fintech News Desk
by Fintech News Desk0
Chalice Network is pleased to announce the addition of three new members to the Chalice Advisory Board. Joining will be Matt Moravek, Brad Feldmar, and Scott MacKillop. All three bring a wealth of knowledge and experience that will enhance the mission of the Chalice Advisory Board Chalice Network, an online......
BancorpSouth Bank Renews Strategic Business Alliance with Liberty Financial Services, Inc.
Banking Finance Fintech News

BancorpSouth Bank Renews Strategic Business Alliance with Liberty Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
BancorpSouth Bank and Liberty Financial Services, Inc., the holding company of Liberty Bank and Trust Company, headquartered in New Orleans, Louisiana, (“Liberty”) jointly announced the continuation of and the expansion of a strategic business alliance. BancorpSouth will continue to provide certain advisory services to Liberty through this strategic mentor-bank relationship. Such services include,......
NexJ CRM Products are Now Available on IBM Cloud for Financial Services
Banking Fintech News

NexJ CRM Products are Now Available on IBM Cloud for Financial Services

Fintech News Desk
by Fintech News Desk0
Award-winning CRM Products to offer greater value to customers  by leveraging IBM’s industry-specific cloud infrastructure NexJ Systems Inc., delivering intelligent customer management software to the financial services industry, announced that its flagship, vertical-specific customer engagement products are now available on the IBM Cloud for Financial Services, the industry’s first financial services-ready......
Fenergo Strengthens Executive Team to Spearhead Next Phase of Business Growth and SaaS Product Transformation
Banking Fintech News

Fenergo Strengthens Executive Team to Spearhead Next Phase of Business Growth and SaaS Product Transformation

Fintech News Desk
by Fintech News Desk0
Veterans in financial and enterprise technology bring deep expertise in scaling fast-growth technology firms Fenergo, the leading provider of Know-Your-Customer (KYC) and Client Lifecycle Management (CLM) software solutions for financial institutions, announces the appointments of Stella Clarke as Chief Strategy and Marketing Officer and Alan Molloy as Chief Product Officer. The recent hires......
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