Banking & Financial Services News
Get a balanced look at what’s new in the banking and financial services industry. This section features information about commercial banking services and products, credit unions, credit card companies, cryptocurrency, compliance issues and news from banking and financial service companies.
The Power of Two N-PAX and WingArc Partnership
N-PAX Philippines Inc. a technology company based in the Philippines and WingArc Singapore had recently announced their business partnership that will help strengthen business potentials of each company. - November 24, 2020 - N-PAX Philippines Inc.
Ju Juan Holman Recognized as a Woman of the Month for October 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized)
Ju Juan Holman of Charlotte, North Carolina has been recognized as a Woman of the Month for October 2020 by P.O.W.E.R. (Professional Organization of Women of Excellence Recognized) for her outstanding contributions and achievements in the field of banking/financial services. Each month P.O.W.E.R. - November 24, 2020 - P.O.W.E.R. Professional Organization of Women of Excellence Recognized
SkySparc Hires AP2 / Virtusa Veteran to Lead WSS Services
SkySparc, an independent solutions provider, has appointed Henrik Crone, formerly chief technology officer at Swedish public pension fund AP2, to lead its Wallstreet Suite (WSS) practice. Crone will join SkySparc’s senior management team as Deputy CEO, and will have wide-ranging responsibilities across business development, sales and operations to further accelerate the firm’s growth and to develop its WSS services. - November 19, 2020 - SkySparc
Private Placement Markets Opens Its Pension Fund – Global Alternative Investment Advisory Division
Private Placement Markets today announced that it has opened its Pension Fund – Global Alternative Investment Advisory Division in Los Angeles. - November 19, 2020 - Steve Muehler
Evaluate Research Issues a New Update Note on United Bancorp, Inc.'s Q3 Earnings Results
Evaluate Research, an independent research firm, has issued an Update Note recently on United Bancorp, Inc., based in Martins Ferry, Ohio. Evaluate Research is the only firm actively researching United Bancorp. The complete Update Note can be downloaded from their website, www.evaluateresearch.com,... - November 18, 2020 - Evaluate Research
LemonadeLXP Introduces Ready-Made Digital Banking Curriculum
LemonadeLXP, the all-in-one learning experience platform for financial institutions, has released a curriculum to help financial institutions drive digital banking fluency amongst frontline staff. The curriculum provides training managers with a blueprint for assembling the ready-made training modules from LemonadeLXP’s courseware library, the Content Exchange, into an engaging digital baking training program. - November 16, 2020 - LemonadeLXP
California Coast Credit Union Helps Local Community Colleges with Pack the Pantry Food Drive
Cal Coast Credit Union is partnering with local community colleges as well as the North County Food Bank and San Diego Food Bank to stock the pantries at San Diego and Riverside County community colleges. Donations can be made at calcoastcu.org during November. - November 14, 2020 - California Coast Credit Union
Commonwealth Credit Union Offering Enrich and iGrad Financial Wellness Platform to Members and Students
Commonwealth Credit Union has partnered with San Diego-based financial education company iGrad to make the award-winning Enrich™ financial wellness platform and the student-focused iGrad™ financial wellness platform available to its members and all students at University of Louisville, Metropolitan College and Kentucky high schools. - November 12, 2020 - iGrad
Mike Hix Joins Meadows Bank as Executive Vice President, Senior Loan Officer in Northern Nevada
Meadows Bank announced that Mike Hix recently joined Meadows Bank as Executive Vice President, Senior Loan Officer in Northern Nevada. Mike is a native Nevadan with over 35 years of banking experience in Northern Nevada. Mike joins Meadows Bank most recently from Plumas Bank where he was Senior... - November 12, 2020 - Meadows Bank
Private Placement Markets’ “EquityLock Commercial” to be Available Throughout the United States and Canada
Private Placement Markets today announced that its fast-growing Commercial Equity Protection division will expand its operations starting in January of 2021 to include all of the United States and Canada. - November 12, 2020 - Steve Muehler
Meadows Bank Total Loans Increase 24%
Meadows Bank, headquartered in Las Vegas, NV, announced today that its Total Loans as of September 30, 2020 were $1.0 billion, a 24% growth or $195.8 million over loans outstanding at September 30, 2019. Total Deposits grew by $110.4 million from September 30, 2019 to $933.6 million at September... - November 10, 2020 - Meadows Bank
Joe Biden Elected President - Questions Loom About the Federal Estate Tax
The law firm of Morris Hall, PLLC (MH), the largest estate planning law firm in Arizona, congratulates Joe Biden on presumptively winning his bid to become President of the United States. With Mr. Biden’s election, there is ambiguity about the federal estate tax. Mr. Biden ran with a view... - November 09, 2020 - Morris Hall PLLC
Presidential Winner Still Unknown. The Nation Pauses, But Estate Planning Should Not.
The law firm of Morris Hall, PLLC (MH), the largest estate planning law firm in Arizona, has been watching the build up to the 2020 Presidential Election, and the current state is of no surprise. This is not a time to panic or worry, but rather a time to take advantage of the current tax... - November 05, 2020 - Morris Hall PLLC
A-Team Group Taking the Offensive with RegTech Summit Virtual 2020
Summit to explore how business and operating models are adapting post COVID and how RegTech can provide agile and enhanced compliance for managing an evolving risk and compliance landscape. - November 04, 2020 - A-Team Group
TovoData Launches; Offers the Largest, Multi-Sourced Real Estate, Mortgage and Property Ownership Database for SaaS & App Innovators
TovoData, the new real estate data division of iLeads.com, empowers Mortgage, Real Estate Services, Insurance Providers, Direct Marketers and more with fresh, accurate data. - October 29, 2020 - TovoData
iGrad’s Your Money Personality Receives 2020 Excellence in Financial Literacy Education Award from the Institute for Financial Literacy
"Your Money Personality™" - a financial behavior assessment used by Enrich and iGrad on their interactive financial wellness platforms, was recognized by the Institute for Financial Literacy with the 2020 Excellence in Financial Literacy Education (EIFLE) Adults’ Education Program of the Year award. - October 28, 2020 - iGrad
CompassMSP Expands Into Midwest with Acquisition of Chicago-Based Managed IT Services Provider MotherG
CompassMSP, LLC (CompassMSP), a leading managed IT service provider (MSP) with locations throughout the Northeastern US and Florida, today announced the acquisition of the assets of Mother Network Guardian LLC dba MotherG, an award-winning MSP in Chicago, IL. “We are excited to announce our... - October 21, 2020 - CompassMSP
Avionté Releases CHANGE, a Paycard Designed Specifically for the Staffing Industry
Avionté announces the launch of CHANGE, a paycard designed to benefit both the employee and the staffing firm’s bottom line. - October 21, 2020 - Avionte Staffing Software
Rick Foxx, CEO of Florida’s Reverse Mortgage Center Releases New Book: "Reverse Mortgages Made Simple"
Earlier this morning, Rick Foxx, CEO of Florida’s Reverse Mortgage Center, announced the release of his third book: "Reverse Mortgages Made Simple: Your guide to the NEW Reverse Mortgage and Retirement Security - Shattering the Myths, Misconceptions and Confusion about Reverse... - October 21, 2020 - Florida's Reverse Mortgage Center
Innovative New Franchise Opportunity Launched in Canada by Haystax Financial Inc.
Canada's mortgage landscape dramatically changed by introduction of a new, innovative, technology based franchise solution for mortgage brokers with the introduction of the Haystax Mortgage franchise model. - October 17, 2020 - Haystax Financial Inc.
Spencer Savings Bank Welcomes Ryan Peene as Senior Vice President and Director of Market Growth and Development
Spencer Savings Bank is pleased to welcome Ryan Peene as Senior Vice President and Director of Market Growth and Development. Peene will be in charge of leading and executing strategic growth strategies for the bank. Peene is an accomplished senior executive with years of experience in commercial... - October 17, 2020 - Spencer Savings Bank
Spencer Savings Bank Distributes $400,000 to Community for Pandemic Relief, Helps Save Businesses with Over $15M in PPP Commitment
Spencer Savings Bank recently distributed $400,000 to a variety of community members affected by the pandemic. A donation of $200,000 was made to local hospitals and nonprofits. Spencer was also able to provide, in conjunction with the Federal Home Loan Bank of NY, an additional $200,000 in grants... - October 15, 2020 - Spencer Savings Bank
Store Here Self Storage Announces New Facility in Racine Wisconsin
New Location is the Second Site in Racine County and Third Location in Wisconsin - October 11, 2020 - Store Here Self Storage
Mobiblade: Next-Gen Programmatic Marketing Agency for Financial Companies
Mobiblade offers combined advanced marketing AI technologies like Double Click smart buying with a wide range of branded placements: from popular apps, websites and games to all the top online media. - October 08, 2020 - Mobiblade Europe Ltd.
PSI Lending Announces Company Wide Expansion
PSI Lending Expands Company Wide; Expansion on top of record growth during COVID-19 pandemic. - October 08, 2020 - Homecision
SkySparc Deepens Americas Investment with New Appointment
SkySparc, an independent solutions provider, has hired Joedy Tran as Senior Engagement Manager for the Americas to grow the firm’s business in the region. - October 08, 2020 - SkySparc
Easy Microfinance Announces Flexible Payment Solutions and Supports Institutions on the Front Lines
Easy Microfinance, a leading Myanmar microfinance institution backed by Meridian Capital Limited and Delta Capital, has announced donations to support COVID-19 relief efforts in Myanmar and a roll out of a digital repayment channel through Ongo, the leading digital payment service provider in... - October 08, 2020 - Easy Microfinance
A-Team Group Data Management Summit USA Virtual Goes Live with Practitioner Innovation Keynotes and Real-Time Q&As
Over 700 delegates registered for the event to hear from leading industry practitioners and solution providers. - October 08, 2020 - A-Team Group
Southeastern Credit Union Foundation Partners with iGrad to Offer Enrich Financial Wellness Platform
The Southeastern Credit Union Foundation (SECUF) is launching the award-winning Enrich™ financial wellness platform to more than 24,000 employees at more than 300 credit unions in Georgia, Alabama and Florida. - October 07, 2020 - iGrad
Sales Boom September: Eltropy Signs 13 New Deals
Wins include Credit Unions of all sizes across the U.S. - October 03, 2020 - Eltropy
Mountain View Advisors to Develop Digital Affordable Housing Underwriting Product to Expand Racial Equity in the Housing Market
Mountain View Advisors, LLC, a progressive “finnovation” consultancy in partnership with the Center for NYC Neighborhoods and Aegis, LLC, will develop a digital affordable housing underwriting platform to improve racial equity and expand home ownership with a grant received from the Housing Affordability Breakthrough Challenge sponsored by Enterprise Community Partners & Wells Fargo. - September 29, 2020 - Mountain View Advisors, LLC
Spencer Savings Bank Welcomes Robert Vivo as Senior Vice President and Director of Retail Sales/Service
Spencer Savings Bank is pleased to welcome Robert Vivo as Senior Vice President and Director of Retail Sales/Service. Vivo will be responsible for leading and overseeing the Retail Financial Center Network, Retail Training and the Customer Service Center. A seasoned senior executive with thirty... - September 27, 2020 - Spencer Savings Bank
Private Placement Markets to Take on Bigger Role in Private Airport Projects
Steve Muehler today announced that Private Placement Markets Private Money Division will be taking on a Much Bigger Role in the Financing of Private Airports Nationwide. - September 27, 2020 - Steve Muehler
SCF Global and dMACQ Software Partner to Drive Digital Automation Business in Asia
SCF Global and dMACQ partners to bring digital automation solutions and services to Asian markets. SCF Global is dMACQ's first full service partner that will serve North Asia and South-East Asia. - September 23, 2020 - dMACQ Software Pvt Ltd
European Central Bank Extends Partnership with SkySparc
SkySparc, an independent solutions provider, has been re-selected by the European Central Bank (ECB) to provide comprehensive consultancy services for four years to support its use of the Wallstreet Suite (WSS). The new arrangement extends SkySparc’s continuous relationship with the ECB to sixteen years. - September 19, 2020 - SkySparc
STEM Entrepreneur Dr. Malcolm Adams Wars Against SocioEconomic Inequality
STEM entrepreneur Dr. Malcolm Adams is changing lives for minorities by waging war on socioeconomic inequality – even to the point of running for election for a seat in the GA State House of Representatives. He is an economist, educator, and entrepreneur who is committed to economic... - September 18, 2020 - Dr. Malcolm Adams
Private Placement to be Closed on Election Day
Steve Muehler today announced that the Private Placement Markets will close all of its offices on Election Day to all of its members the day to Vote. - September 18, 2020 - Steve Muehler
Contemi Solutions Wins "Best Corporate Actions Module" Systems in the City Award
Contemi Solutions, the global supplier of modular technology solutions to asset & wealth management, capital markets and insurance industry, today announced that it received the "Best Corporate Actions Module" award at the Goodacre 2020 Systems in the City Financial Technology... - September 18, 2020 - Contemi Solutions
Spencer Savings Bank Hosts Hygiene For Humanity Drive for Needy Community Members
Spencer Savings Bank recently hosted a Hygiene for Humanity drive where almost 100 items were collected for the nonprofit Eva’s Village in Paterson, N.J. To comply with social distancing rules and everyone’s safety, the drive was hosted virtually through an Amazon Wish List. Employees... - September 17, 2020 - Spencer Savings Bank
Private Placement Markets Pursue Opportunity Zone Projects & Businesses
Steve Muehler today announced that all 32-Market Segments of the Private Placement Markets will Pursue Opportunity Zone Projects & Ventures throughout the United States. - September 16, 2020 - Steve Muehler
California Coast Credit Union Partners with iGrad to Offer Enrich Financial Wellness Platform
California Coast Credit Union has partnered with San Diego-based financial education company iGrad to make the award-winning Enrich™ financial wellness platform available to its nearly 200,000 members. Enrich is used by more than 20,000 employers and more than 300 financial institutions... - September 14, 2020 - iGrad
iGrad Partners with Columbia University to Combat Student Loan Crisis with AI-Powered Student Financial Wellness Platform
Leading financial wellness company iGrad has partnered with Columbia University to provide a customized, interactive online and mobile financial wellness platform to the private Ivy League university’s students. - September 12, 2020 - iGrad
Canidium Continues to Pioneer Their Leading SAP Customer Experience Training
Canidium, SAP Customer Experience’s 2020 Partner of the Year, and the undisputed leader in their suite of legacy Callidus products (Commissions, CPQ, and Insurance ICM) and SAP Analytics Cloud, has recently completed a new iteration of their SAP training program, lead by the Learning Program Management Office. The latest improvements address functional additions and technology changes related to products being migrated and integrated to run on SAP’s HANA database platform. - September 11, 2020 - Canidium
OnPay Solutions Announces Chief Technology Officer
OnPay Solutions has appointed Jonathan Beckham as its Chief Technology Officer. Jonathan joins the OnPay Solutions team with more than 20 years of experience in software development, project management and software services technology strategy. He most recently served as Chief Information Officer for Step Up for Students, a Forbes 50 non-profit that distributes more than $700 million in education scholarships annually. - September 10, 2020 - OnPay Solutions
Private Placement Markets Private Has Opened Its Loan Servicing Department
Steve Muehler today announced that Private Placement Markets has opened its Private Note Servicing Division. - September 10, 2020 - Steve Muehler
Payments Risk & Fraud Consortium Appoints New Executive Director
Industry Veteran Rebekka Rea selected to be Executive/Managing Director. - September 09, 2020 - Payments Risk & Fraud Consortium
Canaccord Genuity Capital Markets UK & Europe Division Signs Three Year Contract Extension with Contemi Solutions
Contemi Solutions, the global supplier of modular technology solutions to asset & wealth management, insurance and capital markets, has bolstered its relationship with Canaccord Genuity Group’s UK & Europe capital markets business, through the signing of a three-year contract... - September 03, 2020 - Contemi Solutions
Carisk Partners Launches Intelligent Clearinghouse Website Update
Carisk Partners is excited to announce the release of the newly redesigned Carisk Intelligent Clearinghouse (CiC) website. Acting as the bridge between providers and the payers, the CiC website ensures complete bills are electronically passed timely and accurately from providers to payers in a... - September 01, 2020 - Carisk Partners
Medcom Benefit Solutions Integrates Enrich Financial Wellness Platform Into Consumer-Driven Health Plan Portfolio
Medcom Benefit Solutions is offering Enrich Financial Wellness to help participants better understand consumer-driven health plans, including Health Reimbursement Arrangements (HRA) and Health Savings Accounts (HSA), while improving overall financial health. - September 01, 2020 - iGrad
KryptAll Provides Accountants with Secure Calling
Accountants are obligated to pay closer attention to confidentiality than the average business. KryptAll provides secure calling to stay compliant. - September 01, 2020 - KryptAll