Tag : relationship management

Cetera Names Andina Anderson to Lead RIA Blueprint Platform
Fintech Investment Services News

Cetera Names Andina Anderson to Lead RIA Blueprint Platform

PR Newswire
by PR Newswire0
Strategic hire accelerates RIA expansion across Cetera’s Wealth Hub architecture, delivering dedicated infrastructure, tech stack and compliance support to independent advisors Cetera announced the appointment of Andina Anderson as Managing Director, Digital Solutions, and head of RIA Blueprint – a purpose-built platform central to Cetera’s Wealth Hub strategy. In this expanded......
Amplify Hires Industry Veteran Mark Fischer as First Chief Operations Officer
Finance Fintech News

Amplify Hires Industry Veteran Mark Fischer as First Chief Operations Officer

Business Wire
by Business Wire0
Former Schwab Asset Management COO/CFO joins rapidly growing wealthtech platform as latest C-suite hire Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, announced it has hired Mark Fischer as the company’s first chief operations officer (COO). Fischer joins Amplify’s expanding C-suite roster as the firm continues......
MSCI and Intapp Are Partnering to Deliver Enhanced Private Capital Market Intelligence
Artificial Intelligence Fintech News

MSCI and Intapp Are Partnering to Deliver Enhanced Private Capital Market Intelligence

Business Wire
by Business Wire0
The planned partnership will unlock access to MSCI’s private capital, real asset and deal data via Intapp DealCloud’s AI-powered platform MSCI Inc. and Intapp, have entered into a memorandum of understanding to form a strategic collaboration that will streamline how private market professionals can discover, analyze and act on opportunities.......
Truist Strengthens Middle Market Banking Team in New Jersey
Banking Finance Fintech News

Truist Strengthens Middle Market Banking Team in New Jersey

PR Newswire
by PR Newswire0
Truist announced the hiring of veteran commercial banking executive Gino Di Saverio, who leads a growing middle market banking team in New Jersey that includes three other recent hires. “Gino’s sterling reputation for generating new client relationships and building high-performing teams will greatly benefit Truist,” said Travis Rhodes, Truist’s regional president for New Jersey and Pennsylvania.......
Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors
Fintech News Technology

Advisor360° Introduces Tandem: A CRM+ for Independent Financial Advisors

Business Wire
by Business Wire0
New, Standalone Product Brings Enterprise-Grade CRM Technology and More to RIAs Advisor360°, a leading provider of integrated technology for wealth management firms, is launching its first customer relationship management (CRM) solution for independent registered investment advisors (RIAs). Called Tandem, the new multi-custodial product is an enhanced CRM featuring a state-of-the-art reporting......
RelPro Enhances Local Market Intelligence Through Rivel Banking Research Integration
Banking News

RelPro Enhances Local Market Intelligence Through Rivel Banking Research Integration

Cision PRWeb
by Cision PRWeb0
RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced today its latest data integration with Rivel Banking Research, bringing Local Market Research into the RelPro platform. This new integration leverages data from Rivel’s Commercial and Small Business Customer Reports to provide bankers with insights into their......
Atento Unveils its Way to BTO
Investment Services News

Atento Unveils its Way to BTO

PR Newswire
by PR Newswire0
Atento Luxco 1, one of the world’s largest providers of customer relationship management and business process outsourcing (CRM/BPO) services and industry leader in Latin America, announced its new business strategy following the successful completion of its restructuring process. Moving forward, Atento enters a new phase in its business strategy aimed......
RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions
Business Finance News

RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions

Fintech News Desk
by Fintech News Desk0
RelPro’s SaaS & Data platforms combine with Zennify’s experienced CRM consultants to deliver client growth, retention & operating efficiencies for financial institutions RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced a new partnership with Zennify, a leading technology consulting firm supporting financial institutions to......
Regions Bank Equipment Finance Builds Technology Solutions Platform, Hires Veteran Banking Team
Banking News

Regions Bank Equipment Finance Builds Technology Solutions Platform, Hires Veteran Banking Team

Fintech News Desk
by Fintech News Desk0
Jay Cannon, Mark Moro, and Riley Thompson bring decades of technology finance and leasing experience to serve Regions’ business clients Regions Bank on Thursday announced the Regions Equipment Finance Corporation (REFCO), a subsidiary of Regions Bank, is expanding its specialty capabilities to include a new Technology Solutions platform and team. The platform will......
Summit Bank Hires Angela DeVita as Vice President, Relationship Banking Manager
Banking News

Summit Bank Hires Angela DeVita as Vice President, Relationship Banking Manager

Fintech News Desk
by Fintech News Desk0
Summit Bank is pleased to announce that Angela DeVita, a 20-year Portland-based banking veteran, has joined Summit Bank as Vice President, Relationship Banking Manager for our Portland Metropolitan and Southwest Washington market. A high-achieving, experienced banking professional driven to develop and expand large deposit relationships, Angela creates and implements customized......
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