Tag : financial services

iPipeline Creates Dedicated Team to Enhance the CX and Help Customers
Fintech News

iPipeline Creates Dedicated Team to Enhance the CX and Help Customers

PR Newswire
by PR Newswire0
Fortune 500 Veteran Leonid Davelman Joins Leading Fintech Company as VP of Customer Success to Lead Key Initiative As part of its ongoing commitment to strategically transform the life insurance and financial services industries through its innovative technology solutions, iPipeline announces the establishment of a dedicated customer success initiative. Leading this......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Rego Payment Architectures Expands Family Digital Wallet Offering With Fractional Stock Investment Capability
Digital Wallet News

Rego Payment Architectures Expands Family Digital Wallet Offering With Fractional Stock Investment Capability

GlobeNewswire
by GlobeNewswire0
REGO has partnered with Andes Capital Group to provide parents and their children the ability to fractionally buy and trade equities through the REGO platform Rego Payment Architectures, Inc., a leading white-label family digital wallet platform provider for financial institutions, announces the launch of fractional investments. Financial institutions who use......
Schwab Foundation Supports New ASU Financial Access and Research Lab
Finance News

Schwab Foundation Supports New ASU Financial Access and Research Lab

PR Newswire
by PR Newswire0
Schwab Advisor Services in partnership with the Charles Schwab Foundation is providing generous support in the launch of a new ASU W. P. Carey School of Business finance lab. The Charles Schwab Foundation Financial Access and Research (FAR) Lab will contribute to the W. P. Carey community through increased financial......
New Oracle Cloud Services Help Banks Manage Risk
Cloud News Risk Management

New Oracle Cloud Services Help Banks Manage Risk

PR Newswire
by PR Newswire0
SaaS offerings give banks the flexibility and scalability to modernize risk management to quickly adapt to global market volatility The recent failure of several prominent banks, highlighted the need for financial services institutions to better anticipate and manage risk. To address these challenges, Oracle launched new cloud-native services that can help......
The Marygold Companies’ Subsidiary, Marygold & Co., Initiates Nationwide Marketing of Newly Developed Mobile Fintech App
Banking Fintech News

Marygold & Co.,Initiates Nationwide Marketing of Newly Developed Mobile Fintech App

Business Wire
by Business Wire0
Unique Digital Mobile Platform Enables Clients to Spend, Invest and Save with FDIC-Insured Accounts Proprietary, Internally Developed App Completes Beta Testing; Now Available at Apple and Google App Stores for iOS and Android Devices The Marygold Companies, a diversified global holding firm, announced that its wholly owned subsidiary, Denver-based Marygold &......
Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities
Fintech News

Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities

Business Wire
by Business Wire0
Massey Henry, one of North America’s leading executive search firms focused on financial services, announced the appointment of a new partner, Charlotte Berry. Also Read: Global Fintech Interview with JB Orecchia, President and CEO of SavvyMoney “Charlotte’s addition to the firm is reflective of our significant growth, as well as the......
Breeze Airways Signs Long-term Credit Card Agreement with Barclays
Banking Digital Payments News

Breeze Airways Signs Long-term Credit Card Agreement with Barclays

PR Newswire
by PR Newswire0
Barclays US Consumer Bank will become the exclusive issuer of a line of co-branded credit cards for a new entrant to the airline industry Barclays US Consumer Bank and Breeze Airways, one of America’s newest point-to-point leisure airlines, announced they have entered into a long-term agreement to issue the airline’s......
Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry
Mobile Banking News

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry

PR Newswire
by PR Newswire0
We are excited to announce a strategic partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities, to further streamline client interaction workflows for banks and financial institutions Moxo, the industry’s leading external project workflow solution, announced a partnership with SpeciTec, a Swiss software company specializing......
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