Tag : client relationships

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......
Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings
Fintech News

Fieldpoint Private Launches Fieldpoint Private Trust to Expand Full-Service Financial Offerings

Fintech News Desk
by Fintech News Desk0
New trust company leverages the benefits of America’s most progressive tax laws for clients Fieldpoint Private announced the launch of a sophisticated full-service trust company, Fieldpoint Private Trust, in response to widespread demand from clients, advisors, bankers and others. “Our philosophy is based on a deep respect for clients’ important relationships......
Advanced Time Segmentation Available Exclusively to Cetera Network
Finance News

Advanced Time Segmentation Available Exclusively to Cetera Network

Fintech News Desk
by Fintech News Desk0
Retirement income planning tool offered only to Cetera-affiliated financial professionals through Growth360 program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Advanced Time Segmentation (ATS), a retirement income-planning tool that helps solve the retirement income challenge, is available to financial professionals across Cetera’s communities. ATS is only......
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