Search Results for: wealth management technology

MainStreet Bank Appoints New Chief Operating Officer
Banking Fintech InsurTech News

MainStreet Bank Appoints New Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
MainStreet Bancshares, Inc., (Nasdaq: MNSB), parent company of MainStreet Bank, announce the promotion of Lisa Kilgour to Executive Vice-President and Chief Operating Officer. Ms. Kilgour has an impressive 36-year career in community banking. She joined MainStreet Bank in 2017 and prior to that she served as Senior Vice-President of Operations for Middleburg......
Blucora Appoints Karthik Rao to the Board of Directors
Fintech News

Blucora Appoints Karthik Rao to the Board of Directors

Fintech News Desk
by Fintech News Desk0
Blucora, a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, announced the appointment of Karthik Rao to the Company’s Board of Directors, effective August 28, 2020.  Mr. Rao’s appointment increases the number of independent directors from seven to eight,......
TruSight Appoints Jonathan Pressman as CEO
Fintech News Risk Management

TruSight Appoints Jonathan Pressman as CEO

Fintech News Desk
by Fintech News Desk0
Pressman’s Leadership Comes as the Financial Services Industry Accelerates Adoption of TruSight TruSight, the financial industry’s leading third-party risk utility, announced the appointment of Jonathan Pressman as its CEO. Pressman’s appointment comes at a pivotal moment for the company, which has been rapidly expanding in the third-party risk space as key......
Blockchain News

EMURGO Traceability Solution Ushered Into New Stage of Growth Through Joint Venture with Blackbird

Fintech News Desk
by Fintech News Desk0
EMURGO, a global blockchain solutions provider & a founding entity of the Cardano protocol, has entered into a strategic partnership agreement with Israel-based Blackbird Ventures to establish Brandmark – a new joint venture and blockchain solution aimed at leveraging EMURGO’s tailored blockchain solutions suite and Blackbird’s expansive network to provide real world,......
Skience Launches New Data Management Enhancements To Enable Digital Transformation For Wealth Management Firms
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Consulting Leader Skience Joins the MuleSoft Partner Program

Fintech News Desk
by Fintech News Desk0
Skience to help financial services organizations connect data from any system with Anypoint Platform to deliver connected customer experiences, faster Skience today announced its partnership with MuleSoft to provide consulting services for MuleSoft’s Anypoint Platform™, the world’s #1 integration and API platform. Anypoint Platform unlocks the power of API-led connectivity, enabling......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services
Fintech News Risk Management

NAVEX Global and Crowe Establish Strategic Alliance to Deliver Integrated Risk & Compliance Software and Services

Fintech News Desk
by Fintech News Desk0
Crowe becomes first consultancy to certify professionals on NAVEX’s Lockpath Platform NAVEX Global® and Crowe LLP today announced a strategic alliance to offer customers a complete Integrated Risk Management (IRM) solution powered by NAVEX Global’s leading IRM software, Lockpath, and supported by Crowe’s IRM program development, advisory and technology services. Read More: Tech......
First American Mortgage Solutions Integrates Loss Mitigation Products with CLARIFIRE® Workflow Automation
Fintech News

First American Mortgage Solutions Integrates Loss Mitigation Products with CLARIFIRE® Workflow Automation

Fintech News Desk
by Fintech News Desk0
—Unique integration helps efficiently process loss mitigation options for borrowers— First American Mortgage Solutions, LLC, a part of the First American family of companies, today announced completion of a strategic integration with Clarifire, a workflow automation provider that automates orders of First American Mortgage Solution’s FirstMod® loss mitigation products and services......
Paul R. Garcia Elected to Deluxe Board of Directors
Fintech News

Paul R. Garcia Elected to Deluxe Board of Directors

Fintech News Desk
by Fintech News Desk0
Deluxe, a Trusted Business Technology™ company, announced the election of Paul R. Garcia to its Board of Directors on Aug. 18, 2020. Mr. Garcia (68) is the retired Chairman and Chief Executive Officer (CEO) of Global Payments Inc., a publicly traded, leading provider of credit card processing, check authorization and......
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