Tag : relationship management

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
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
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
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......
Chris Yiannakou Named Head of Loomis Sayles Investments Limited, London
Business Investment Services Investments News

Chris Yiannakou Named Head of Loomis Sayles Investments Limited, London

Fintech News Desk
Chris Yiannakou promoted to head of Loomis Sayles Investments Limited (LSIL), Loomis Sayles’ London-based entity Role was previously held by Christine Kenny, who is repatriating to the United States in a newly created role as strategic project leader Joseph Mukungu promoted to head of client relationship management, EMEA Valerie Miles,......
RegEd Appoints Adam Schaub as Vice President of Platform Product Management
Banking Fintech InsurTech News

RegEd Appoints Chris Heggelund As Chief Client Officer

Fintech News Desk
RegEd, the market-leading provider of enterprise regulatory compliance solutions to banks, broker-dealers, insurance companies and brokers, is pleased to announce its appointment of Chris Heggelund to the role of Chief Client Officer (CCO). In this role, Heggelund will direct RegEd’s Implementation, Customer Success and ongoing Customer Support functions to drive......
xQuant Named to 2020 IDC FinTech 100 Rankings
Business Fintech News

Perry Hooker Named Managing Director for Cannon Financial Institute

Fintech News Desk
SVP, Perry Hooker, has been named Managing Director Enterprise Sales and Relationship Management for Cannon Financial Institute. Cannon Financial Institute announced today that SVP, Perry Hooker, has been named Managing Director Enterprise Sales and Relationship Management. In this role, Hooker will lead the business development efforts for Cannon’s business solutions......
Donna Peeples Joins Envestnet's Executive Leadership Team as Chief Relationship Officer
Artificial Intelligence Fintech News

Donna Peeples Joins Envestnet’s Executive Leadership Team as Chief Relationship Officer

Fintech News Desk
Envestnet, announces that Donna Peeples has joined the firm as Chief Relationship Officer. In this newly created role, Ms. Peeples will lead Envestnet’s sales strategy and relationship management initiatives across all business lines for Wealth and Data & Analytics. Read More: GlobalFintechSeries Interview with Chen Amit, Co-founder and CEO at Tipalti “Donna......
FXCM Pro partners with trading technology fintech, oneZero
Fintech News Trading

oneZero Financial Systems appoints Jamie Rose as Director of Relationship Management

Fintech News Desk
oneZero Financial Systems, a global leader in multi-asset enterprise financial services technology solutions, today announced that Jamie Rose has joined the company as Director of Relationship Management. Jamie will be responsible for developing and managing key client relationships across the UK and Western Europe to support the expansion of oneZero’s presence in these......
Baker Hill Leadership Receives Recognition Throughout 2020
Banking Fintech News

Baker Hill Announces New CRO Amidst Unprecedented Growth

Fintech News Desk
FinTech Leader Wraps 2019 With Robust Year End Market Activity, Expanded Partnerships, Multiple Award Recognitions, and Incoming Executive to Continue Growth Trajectory. Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, announces the selection of Todd......
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