Search Results for: wealth management technology

MayStreet Names Manisha Kimmel Chief Policy Officer
Banking Business Fintech Investment Services News

MayStreet Names Manisha Kimmel Chief Policy Officer

Fintech News Desk
by Fintech News Desk0
Market data expert and former SEC senior policy advisor joins MayStreet to accelerate growth among key client and regulatory constituencies MayStreet, the industry’s leading market data infrastructure provider, today announced the appointment of Manisha Kimmel as Chief Policy Officer. Read More: Global Fintech Series Interview with Thomas (Tom) Aronica, Founder and CEO of......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.

Fintech News Desk
by Fintech News Desk0
FDCTech, Inc., a fintech company with a full suite of FX and Crypto technology and business solutions, today announced that it has entered into a non-binding letter of intent (“LOI”) to acquire hundred percent equity interest in Genesis Financial, Inc. , a diversified financial services company with a focus on......
PEAK6 Names Michelle Williams Executive Director of Fintech in Action
B2B Banking Business Fintech Investment Services News

PEAK6 Names Michelle Williams Executive Director of Fintech in Action

Fintech News Desk
by Fintech News Desk0
PEAK6, a financial technology business, announced today that Michelle Williams will serve as Executive Director of its Fintech in Action initiative to encourage the hiring, promotion and retention of Black employees in the fintech industry. Williams will help build new partnerships and increase awareness as Fintech in Action expands its outreach in......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor
Banking Digital Fintech News

ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking platform provider, announced that ELGA Credit Union will now offer its EasyVest robo-advisor in order to make investing easier for the more than 76,000 members the credit union serves. Read More: Digital Check Corp. Acquires Benchmark Technology Group, Inc. .@ELGAcu chooses @AccessSoftek’s EasyVest #roboadvisor EasyVest......
Tink Joins Temenos MarketPlace
Banking Fintech News

Tink Joins Temenos MarketPlace

Fintech News Desk
by Fintech News Desk0
Temenos, the banking software company, today announced that Tink, one of Europe’s leading open banking platform providers, has joined Temenos MarketPlace. Tink’s platform provides connections to more than 3,400 banks, reaching over 250 million bank customers across 13 European markets. Tink’s market-leading open banking and personal finance management solutions will......
Latest Release of Doxim CEM Delivers an Engaging and Modern Digital Origination Experience
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Latest Release of Doxim CEM Delivers an Engaging and Modern Digital Origination Experience

Fintech News Desk
by Fintech News Desk0
New release features end-to-end self-service lending, expanded API connectivity, and productivity enhancements Doxim, the leading customer communications management (CCM) and engagement technology provider serving financial and regulated markets, announced the general availability of its winter release of the Doxim Customer Engagement Management Platform (CEM). Read More: Intesa Sanapolo to Hire 3500......
Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients
Artificial Intelligence B2B Business Fintech News

Marketware Partners InterGen Data to Provide Life Stage Life Event data to Clients

Fintech News Desk
by Fintech News Desk0
Marketware International collaborates with InterGen Data to help banks and financial services organizations modernize and expand their customers’ experiences by hyper-personalizing their wealth management offerings. Today, the companies announced that they are collaborating to offer InterGen Data’s proprietary Life Stage and Life Events data as well as their Artificial Intelligence......
Curve Names CreditEase Investment Leader and Former Citi and Standard Chartered Chief Anju Patwardhan as Non-executive Director
Fintech Fintech Funding Investment Services News

Curve Names CreditEase Investment Leader and Former Citi and Standard Chartered Chief Anju Patwardhan as Non-executive Director

Fintech News Desk
by Fintech News Desk0
Banker turned fintech investor bolsters Curve Board, ahead of expansion into US, deeper push into Europe and launch of Curve Credit Curve, the London-based fintech that combines multiple cards and accounts into one smart card and even smarter app, has named Anju Patwardhan as a non-executive director to the Board.......
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