Tag : client relationships

FICO Appoints Jason Andrew as Vice President and General Manager of Global Sales and Client Success
Analytics Fintech News

FICO Appoints Jason Andrew as Vice President and General Manager of Global Sales and Client Success

Business Wire
by Business Wire0
Technology industry veteran brings decades of sales leadership to drive FICO® Platform growth and deliver customer success Global analytics software leader FICO announced the appointment of Jason Andrew as vice president and general manager of Global Sales and Client Success. Andrew brings more than 25 years of experience in global......
Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management
Artificial Intelligence Fintech News

Practifi Unveils AI-Driven CRM- Strategy to Power the Future of Wealth Management

Business Wire
by Business Wire0
Upcoming AI-Powered Enhancements to Enable Wealth Management Firms to Build Stronger Client Relationships and Drive Exceptional Growth Practifi, the leading CRM purpose-built for wealth management firms, announced its commitment to integrating artificial intelligence (AI) across its platform, empowering financial advisors to enhance client relationships, streamline operations and drive new levels......
Digital Payments Finance Fintech Guest Posts Investments

Transforming Accounts Receivable: A Strategic Imperative for Financial Efficiency

Mariana Lamson
by Mariana Lamson0
By Mariana Lamson, Chief Financial Officer, Boost Payment Solutions In today’s fast-paced business environment, operational efficiency is no longer optional—it’s essential for maintaining a competitive edge.  Companies are continually seeking ways to streamline operations, reduce costs, and improve client relationships. One area where many organizations are still clinging to outdated......
Lantern Appoints Piers Dixon as Head of Sales
Analytics Fintech News

Lantern Appoints Piers Dixon as Head of Sales

Business Wire
by Business Wire0
Experienced fintech leader to drive sales and expand Lantern’s reach in the private markets sector Lantern, a rapidly growing leader in data intelligence for private markets, is excited to announce the appointment of Piers Dixon as its new Head of Sales. Based in London, Piers will lead Lantern’s sales efforts......
Chime Acquires Enterprise Employee Rewards Company Salt Labs
Banking News

Chime Acquires Enterprise Employee Rewards Company Salt Labs

Business Wire
by Business Wire0
Chime Launches ‘Chime Enterprise’ to Partner with Employers Creating New Channel to Grow Member Base and Accelerate Growth Chime, the #1 Most Loved Banking App1, announced that it has acquired Salt Labs, an enterprise technology company focused on helping hourly workers own the long-term value of their work. As part......
Cadence Bank Announces Simplified Organizational Structure and Expanded Roles for Key Executives
Banking News

Cadence Bank Announces Simplified Organizational Structure and Expanded Roles for Key Executives

PR Newswire
by PR Newswire0
The new management structure streamlines the organization and eliminates management layers to expedite decision-making, enhance accountability, and further a laser-focused approach to client relationships. Cadence Bank announced changes to its organizational structure, as well as new and increased responsibilities for several key executives, that will build on the company’s success,......
Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach
InsurTech News

Merging Forces: Inszone Insurance Acquires Citizen Choice for Enhanced Service Reach

Business Wire
by Business Wire0
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is thrilled to announce the acquisition of Citizen Choice Insurance & Investments marking a significant step in expanding its service offerings in Nevada. “We are thrilled to welcome Citizen Choice Insurance into the Inszone Insurance family”......
Kestra Private Wealth Services Welcomes HF3 Wealth Partners
Investment Services News

Kestra Private Wealth Services Welcomes HF3 Wealth Partners

Fintech News Desk
by Fintech News Desk0
Alexandria, Virginia-based firm sought freedom and resources to deliver a top-notch, client-centric approach Kestra Private Wealth Services, LLC, a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of HF3 Wealth Partners to its platform. “From our initial conversations, we could tell David and HF3 Wealth Partners were an excellent......
Marsh McLennan Agency Acquires McDonald Zaring Insurance
InsurTech News

Marsh McLennan Agency Acquires McDonald Zaring Insurance

Fintech News Desk
by Fintech News Desk0
Expands Presence in Northwest Region Marsh McLennan Agency (MMA), a subsidiary of Marsh, announced the acquisition of McDonald Zaring Insurance (MZI), a full-service agency located in Walla Walla, Washington. Terms of the acquisition were not disclosed. “McDonald Zaring Insurance prides itself on its extensive experience and deep client relationships, aligning......
Signature Bank Launches New National Business Line With Appointment of HBF Team
Banking Finance News

Signature Bank Launches New National Business Line With Appointment of Healthcare Banking and Finance Team

Fintech News Desk
by Fintech News Desk0
Nine Seasoned Banking Professionals Comprise New Private Client Banking Team to Serve Healthcare Industry Signature Bank, a New York-based, full-service commercial bank, announced the launch of a new business line with the appointment of a nine-person Healthcare Banking and Finance (HBF) team. The new private client banking team will provide......
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