Financial Software - FinTecBuzz

Modern Capital Appoints Dan Shanahan as Executive Vice President of Operations and Talent

March 19, 20203 min

Modern Capital, a diversified financial services firm, today announced the appointment of Dan Shanahan as Executive Vice President of Operations and Talent, effective immediately. He will serve as President of the company’s retail businesses. Mr. Shanahan has over 20 years of experience in retail finance and a track record of building high-performing teams that drive superior growth and profitability. He previously served as General Agent at Massachusetts Mutual North Carolina for over six years where he helped...

by BusinessWire

Financial Software

Kasasa’s Insights Demonstrate the Importance of Maximizing Channels in a Digital Marketing Program

March 19, 20203 min

Financial institutions that focus on creating a personalized, cohesive experience across channels deepen relationships with consumers

by Chandrima S.

Financial Software

Finastra Appoints New Chief Financial Officer

March 18, 20203 min

Finastra has appointed Gary E. Bischoping, Jr. as Chief Financial Officer (CFO)

by BusinessWire

Financial Software

NYMBUS Affirms Commitment to All Banking Clients with Emergency Preparedness Plan

March 17, 20204 min

A provider of the world’s most advanced financial services platform, today announced the execution of the NYMBUS Emergency Preparedness Plan in response to the coronavirus (COVID-19) outbreak. As the situation continues to impact people and countries around the world, the plan provides 24/7/365 call center, business process management support and all other standard operating functions from remote locations via the industry’s most advanced remote workforce solution. The carefully pre-planned operating model kicks in during this...

by PRNewswire

Financial Software

Lyle Weintraub, CFP® Joins Bleakley Financial

March 17, 20204 min

Bleakley Financial has added 24 year industry veteran Lyle G Weintraub, CFP®, CLU®, ChFC® as a Managing Director and Wealth Management Advisor to their Fairfield, NJ headquarters. Mr. Weintraub will also hold office space in Manhattan. Weintraub becomes the 6th new member to affiliate with Bleakley in the last 12 months. Weintraub and his staff of three operate a planning-focused wealth management practice serving affluent families, corporate executives and privately held businesses in the greater NY metropolitan area and...

by PRNewswire

Financial Software

First Financial Resources’ 2020 Strategy Taps Mike Bell & Mike Babikian for Executive Leadership Team

March 17, 20206 min

First Financial Resources (FFR) kicks off 2020 on the heels of a record sales and growth year. Ending 2019 with over $150 million in sales and increasing membership by 20%, the Irvine-based organization turns its focus to a new strategy for the decade. FFR is known for its closely-knit, club-like culture. So, as an organization grows, how do you maintain the more intimate culture and still grow? FFR CEO, Jud Imhoff has turned that challenge into a strategy for...

by PRNewswire

Financial Software

Ticker Tocker Wins “Best Social Trading Platform” Designation in 2020 FinTech Breakthrough Awards Program

March 12, 20205 min

Prestigious Awards Program Recognizes Outstanding Financial Technology Products and Companies

by PRNewswire

Financial Software

Abel Noser Solutions Introduces Unique Capacity Analysis Tool

March 9, 20203 min

Abel Noser Solutions, along with Zeno AN Solutions, the company’s asset owner focused division, today announced the launch of a fund capacity analysis product that strategically calculates the effects of fund growth on alpha and overall performance. Investments “Our new Liquidity Threshold tool helps ascertain the degree to which growth in a fund’s AUM may sap performance due to increasing trading costs and a changing liquidity profile,” said Steve Glass, Head of Zeno AN Solutions and Co-CEO...

by FTB News Desk

Financial Software

The 4th Annual Fintech Conference marked the delivery of Keynotes by Steven Maijoor

March 6, 20204 min

The Chair of European Securities and Markets Authority (ESMA) and the first chair of authority well-known for his leadership quality and technical guidance- Steven Maijoor delivered the keynotes at the Annual Fintech Conference held in Brussels on March 3rd. Mr.Maijoor spoke on various aspects of the fintech industry, being laser-focused on large companies that have an established technology platform or more and how prominent their role is in terms of potential growth, the new and...

by PRNewswire

Financial Software

Jassby, the Family Finance App, raises additional $5M to continue on its mission to bring financial services

March 6, 20204 min

Jassby, Inc. the fintech company that created the Family Finance App, announced today it has raised $5 Million from Moneta Capital and Needham Bank and from its existing investors such as Blumberg Capital, Correlation VC and PnP Ventures. This financing brings the total amount raised by Jassby to $10 Million. The investment will fuel continued growth and accelerate the company’s development roadmap, just as it crossed 100,000 users. Jassby offers families a service through which kids can receive money from their...

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