business news - FinTecBuzz

Ameriprise Financial’s New CRM System Helps Advisors Deliver Best-in-Class Service

December 13, 20193 min

Ameriprise Financial, Inc. (NYSE: AMP) today released details on how its new Customer Relationship Management (CRM) system further enables the firm’s approximately 10,000 financial advisors to deliver its award-winning customer service to clients and grow their practices. The new system, Ameriprise CRM, built on top of Salesforce Financial Services Cloud, makes it easier for advisors to provide a consistent, referable and advice-based experience to every client. “Behind every one of our advisors is a compelling...

by PRNewswire

Direct Lending

Wyndham Capital Mortgage adds Trey Rigdon as SVP of Marketing

December 11, 20197 min

Wyndham Capital Mortgage has added industry veteran Trey Rigdon as SVP of Marketing and a member of its executive leadership team. Wyndham Capital continues to drive technology innovation for Loan Officers and their borrowers. Rigdon’s marketing experience and expertise will focus on providing Loan Officers with innovative digital tools; building Loan Officers brand presence while delivering them with omnichannel marketing. “We did not follow current trends in the mortgage industry,” shares Jeff Douglas, CEO at Wyndham Capital Mortgage....

by PRNewswire

Investments

Aluf Holdings, Inc. to Acquire Two Additional Next Gen Tech Companies

December 11, 20198 min

Aluf Holdings, Inc. (“AHIX”) (“the Company”) (OTC PINK: AHIX) today announced the execution of non-binding Letters of Intent to acquire 100% of the outstanding stock of two privately-held companies for consideration consisting of cash, seller debt, and Aluf Holdings equity. This puts the Company at a total of four acquisitions, including Aluf’s existing CSPA to acquire a company, along with the recent acquisition of COLOTRAQ. Fintech News Proposed Transaction Highlights The Terms of the Letters...

by PRNewswire

Financial Software

FintechOS Raises GBP 10.7 Million (USD 14 Million) Series A for Global Expansion

December 10, 20196 min

New funding to support further growth in Europe and enable expansion to South East Asia and the US

by Ashish Y.

Top 5 Questions to Ask Before Critical Asset Management

In-House Features

Adam Antoniades Promoted to Chief Executive Officer of Cetera

December 4, 20194 min

Cetera Financial Group announced today that Adam Antoniades has been appointed the firm’s Chief Executive Officer, and a member of the Board of Directors. Adam has a long and accomplished history with Cetera, most recently serving as its President since 2014. In this role he has successfully united the organization and its community of financial professionals behind the firm’s strategy of advancing an Advice-Centric Experience. Fintech Tony Salewski, Managing Director, Genstar Capital and member of Cetera’s...

by FTB News Desk

Interview

Interview with Chief Revenue Officer, AlphaSense – Kiva Kolstein

December 3, 201918 min

by FTB News Desk

Asset Management

EQIS Capital Management Announces Changes to Senior Management Team

December 3, 20194 min

Matthew C. Straut Appointed Chief Distribution Officer

by FTB News Desk

Business Tools

Finastra Joins World Economic Forum

December 3, 20194 min

Collaborative efforts will help break down industry silos, promote equality and opportunity, and ultimately build a better future

by FTB News Desk

Risk Management

SS&C Completes Acquisition of Algorithmics

December 3, 20194 min

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the completion of the acquisition of Algorithmics and related assets from IBM. The addition of Algorithmics will extend SS&C’s risk analytics and regulatory offering. Supported by a global team of risk experts based in all major financial centers, Algorithmics’ solutions and technology address market, credit, and liquidity risk, as well as capital management. Algorithmics’ cloud-based technology will add micro-services within SS&C’s platform. The acquisition adds more than 200 clients, 350...

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