Tag : Client Experience

Radius Launches In-House Mortgage Brokerage in California
Mortgage News

Radius Launches In-House Mortgage Brokerage in California

Fintech News Desk
by Fintech News Desk0
New mortgage arm further integrates offerings for Radius agents and clients across California, with plans to enter additional markets as brokerage expands Radius, the tech-enabled brokerage, announced it has launched a mortgage brokerage in California. The mortgage launch comes on the heels of the company’s $14 million Series A fundraise and recent expansion......
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
by Fintech News Desk0
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial from CUNA Brokerage Services.......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
Keystone Agency Partners Forms Partnership with Insurance Partners
InsurTech News

Keystone Agency Partners Forms Partnership with Strategic Insurance Partners

Fintech News Desk
by Fintech News Desk0
Strategic partnership expands KAP’s growing national footprint in the tristate and mid-Atlantic regions Keystone Agency Partners (KAP), a rapidly growing insurance brokerage platform, announced a strategic partnership with Strategic Insurance Partners (SIP), an independent insurance agency providing business and personal insurance products and risk consulting services, based in Nutley, NJ. Financial......
Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel
Finance News

Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel

Fintech News Desk
by Fintech News Desk0
Tech expert brings an extensive background in scaling innovation, product development and growth strategy to his role Carson Group, one of the fastest-growing financial services firms in the country, has hired Nimesh Patel to fill the newly created role of Chief Technology Officer (CTO). A technology veteran with more than 20 years......
Westland Insurance Expands Partnership with Blackstone Credit, Bringing Aggregate Investment to $1.2 Billion
Investment Services News

Westland Insurance Expands Partnership with Blackstone Credit, Bringing Aggregate Investment to $1.2 Billion

Fintech News Desk
by Fintech News Desk0
Blackstone Credit provides an additional $250 million commitment to support Westland’s growth strategy Westland Insurance Group Ltd., one of the largest and fastest-growing independent property and casualty insurance brokers in Canada and a family-owned company, announced it has expanded its partnership with Blackstone Credit. Building on its initial investment in......
Park Place Makes History As The First Merchant Services Company To Pay Small Business Clients For Leaving
Digital Payments Fintech News

Park Place Makes History As The First Merchant Services Company To Pay Small Business Clients For Leaving

Fintech News Desk
by Fintech News Desk0
Park Place Payments, a women-founded and run payment processing company, solidifies its commitment to customer support with its Customer Experience Guarantee*. In an industry known for charging termination fees, Park Place instead pays clients $500 if they are unhappy after the first 6 months. “Our award-winning, proactive customer service has set an industry low......
amazemedialabs
Business News

Leading Podcast Platform, Amaze Media Labs, Acquires Jam Street Media in a Category-Busting Deal

Fintech News Desk
by Fintech News Desk0
Within Only 1 Year, Amaze Media Labs Has Enlisted A Roster Of 30+ Fortune 500 Brands & With Jam Street’s Incorporation Into The Core Business Brings With It A Production Powerhouse It was announced that Amaze Media Labs—a gamechanger in the podcast space by combining compelling customizable content with live experiences......
EagleBank Provides $48Million in Acquisition Financing to Montgomery County Housing Opportunities Commission
Banking Digital Mobile Banking News

EagleBank Appoints New Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Newly Appointed COO Joseph Clarke is a 17-year EagleBank veteran EagleBank announced the appointment of Joseph “Joe” Clarke as Executive Vice President and Chief Operating Officer. A seasoned executive with over two decades of banking industry experience, Mr. Clarke has served as Deputy Chief Operating Officer of EagleBank since December......
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