Tag : financial

ReFrame Financial Group Appoints Nadeem Rajabali as Chief Operating Officer
Finance InsurTech News

ReFrame Financial Group Appoints Nadeem Rajabali as Chief Operating Officer

EIN Presswire
by EIN Presswire0
The ReFrame Group has appointed Nadeem Rajabali as Chief Operating Officer, adding more than 25 years of insurance leadership experience to one of Canada’s most forward-thinking brokerages. Rajabali joins ReFrame following senior executive roles at Desjardins and Pacific Blue Cross, where he built a reputation for driving performance, scaling growth, and strengthening client......
TrackStar AI Named Finalist in Banking Tech Awards USA 2026 for Best AI Solution — Customer Focus & Engagement
Banking Finance News

TrackStar AI Named Finalist in Banking Tech Awards USA 2026 for Best AI Solution — Customer Focus & Engagement

EIN Presswire
by EIN Presswire0
TrackStar AI was recognized for its flagship platform, Revelar Led by fintech industry veteran and former Equifax President Mark Edward Miller, TrackStar AI’s Revelar platform is transforming how lenders engage borrowers — 30 million records processed, 160% lift in financial wellness engagement, and 3.4 million credit errors uncovered in a......
Ethema Hires Veteran CFO James M. Poage
Finance News

Ethema Hires Veteran CFO James M. Poage

EIN Presswire
by EIN Presswire0
Ethema Health Corporation (OTCID: GRST) (“Ethema” “GRST” or the “Company”), and its Board of Directors, announces the appointment of James M. Poage as CFO. This position takes effect March 30, 2026. Ethema Health Corporation is a B2i Digital Featured Company. Learn more at https://b2idigital.com/ethema-health-corporation-1. Jim Poage is a Senior Financial Analyst, based out......
WFIS 2026 To Lead the Next Wave of Financial Revolution in Vietnam’s $514 Billion Economy
Finance News

WFIS 2026 To Lead the Next Wave of Financial Revolution in Vietnam’s $514 Billion Economy

EIN Presswire
by EIN Presswire0
Vietnam’s financial sector has emerged as one of the strongest pillars of the nation’s economic ascent. Addressing a Ministry of Finance (MoF) conference on January 6, Prime Minister Pham Minh Chinh underscored the sector’s decisive role in driving Vietnam’s socioeconomic progress in 2025, a year that redefined the country’s economic......
Agent Review Establishes New Trust Standard for Insurance Professionals in AI-Driven Search
Finance InsurTech News

Agent Review Establishes New Trust Standard for Insurance Professionals in AI-Driven Search

EIN Presswire
by EIN Presswire0
Verified agent profiles combined with professional designations are redefining how agents are discovered, trusted, and selected in AI-powered consumer search. As AI continues to reshape how consumers search for financial and insurance guidance, Agent Review is emerging as a defining platform in how trust is established and evaluated in digital......
Preston Baker Financial Services Appoints Absolute Digital Media to Drive SEO Growth
Finance News

Preston Baker Financial Services Appoints Absolute Digital Media to Drive SEO Growth

EIN Presswire
by EIN Presswire0
Absolute Digital Media, the award-winning digital marketing agency specialising in regulated industries, announces the appointment by Preston Baker Financial Services as its SEO agency partner. Preston Baker Financial Services is an FCA-regulated mortgage and financial services business headquartered in York, providing bespoke mortgage, protection and commercial finance advice across Yorkshire. The......
Chelsea Gilstrap Joins Wealth Planning by Bob Chitrathorn at Cetera, Mission to Build the Next Generation of Advisors
Finance News

Chelsea Gilstrap Joins Wealth Planning by Bob Chitrathorn at Cetera, Mission to Build the Next Generation of Advisors

EIN Presswire
by EIN Presswire0
Strengthening a shared vision of mentorship, growth, and innovation within the financial advisory profession Wealth Planning by Bob Chitrathorn announced that Chelsea Gilstrap has officially joined the firm at Cetera, marking a strategic step forward in its mission to develop a new class of financial advisors equipped to serve families with......
Shield Redefines Archive Modernization for Financial Institutions, Announces Powerful New Archive Enhancements
Artificial Intelligence Finance News

Shield Redefines Archive Modernization for Financial Institutions, Announces Powerful New Archive Enhancements

EIN Presswire
by EIN Presswire0
New Shield Archive breaks down modernization barriers, helping institutions reduce retention costs and maintain complete, accessible, defensible records Shield, a leading provider of AI-powered digital communications governance and archiving (DCGA) technology, today announced major enhancements to Shield Archive, introducing new capabilities designed to help financial institutions modernize legacy archives while......
FinTech Studios and Storyline Strategic Partnership Powers the Next Generation of AI-Driven Financial Video Intelligence
Artificial Intelligence Finance News

FinTech Studios and Storyline Strategic Partnership Powers the Next Generation of AI-Driven Financial Video Intelligence

EIN Presswire
by EIN Presswire0
Landmark integration combines Intelligence Engine with patent-pending AI video platform transforming how financial professionals deliver insights via broadcast FinTech Studios, the leading AI-powered marketplace for business and regulatory intelligence, and Storyline, the leader in transforming financial data into compliant, interactive video experiences, announced a strategic partnership, integrating real-time global market......
Bay Federal Credit Union Adopts Creatio to Power Growth and Personalization
Credit Bureaus News

Bay Federal Credit Union Adopts Creatio to Power Growth and Personalization

EIN Presswire
by EIN Presswire0
A top California credit union modernizes and unifies marketing, sales, and service through Creatio’s Agentic Platform Creatio, agentic CRM and workflow platform with no-code and AI at its core, announced that Bay Federal Credit Union has launched an organization-wide digital transformation with Creatio. The initiative is designed to unify operations,......
1