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.

Annuity Owners Report Product Satisfaction, Positive Buying Experience

Annuity Owners Report Product Satisfaction, Positive Buying Experience

New NAFA survey finds risk mitigation the top reason cited for buying a fixed annuity. - March 18, 2024 - NAFA, National Association for Fixed Annuities

Jonathan Pope Joins the Meadows Bank SBA Team as SVP, Business Development Officer in Tennessee

Jonathan Pope Joins the Meadows Bank SBA Team as SVP, Business Development Officer in Tennessee

Meadows Bank announced today that Jonathan Pope has joined Meadows Bank as an SBA, Senior Vice President, Business Development Officer. Jonathan brings over 19 years of commercial banking experience, specializing in SBA loans. - March 13, 2024 - Meadows Bank

Adam White Joins the Meadows Bank SBA Team as  SVP, Business Development Officer in Ogden, Utah

Adam White Joins the Meadows Bank SBA Team as SVP, Business Development Officer in Ogden, Utah

Meadows Bank announced today that Adam White has joined Meadows Bank as an SBA, Senior Vice President, Business Development Officer. Adam brings over 14 years of commercial banking experience, specializing in SBA loans. - March 12, 2024 - Meadows Bank

Altitude Capital Group Secures FINRA Approval, Strengthens Global Investment Services

Altitude Capital Group has received approval from the Financial Industry Regulatory Authority (FINRA), marking a significant step forward in expanding its investment banking and securities brokerage services internationally. This approval enables Altitude to enhance its efforts in capital raising... - March 08, 2024 - Altitude Capital Group LLC

28th WebAward Competition: Who Will Win Best Financial Services Website?

28th WebAward Competition: Who Will Win Best Financial Services Website?

The Web Marketing Association is looking for the best Financial Services websites in the world as part of their 28th annual international WebAward Competition for Web site development at www.webaward.org. The WebAwards is the standards-defining competition that sets benchmarks for 90 indus.ncial services and new categories for cryptocurrency and blockchain websites - March 07, 2024 - Web Marketing Association

Spencer Savings Bank Donates $10K to Support STEM Education

Spencer Savings Bank Donates $10K to Support STEM Education

Spencer Savings Bank donated $10,000 to the Research & Development Council of New Jersey in support of their Governor’s STEM Scholars program. The generous contribution aimed to assist students in pursuing science, technology, engineering, and mathematics (STEM) fields. - March 06, 2024 - Spencer Savings Bank

A-Team Group Announces Winners of RegTech Insight Awards APAC 2024

A-Team Group has announced the winners of its RegTech Insight Awards APAC 2024. The awards are designed to recognise excellence in RegTech solutions and services, and focus on vendors providing exceptional offerings to capital markets participants in APAC. The winners of the awards were announced... - March 06, 2024 - A-Team Group

SkySparc Scales-Up Center of Excellence Offering with Johan Dahlström Appointment

SkySparc Scales-Up Center of Excellence Offering with Johan Dahlström Appointment

SkySparc, a leading corporate and financial institutions solutions provider, has appointed Johan Dahlström as Head of its Center of Excellence practice, in efforts to grow the business solutions hub in line with recent demand. - March 05, 2024 - SkySparc

Bill Driscoll Honored as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide

Bill Driscoll of Plymouth, New Hampshire, has been recognized as a Professional of the Year for 2024 by Strathmore’s Who’s Who Worldwide Edition for his outstanding contributions and achievements in the field of life insurance and financial planning. About Bill Driscoll Bill Driscoll... - February 29, 2024 - Strathmore Worldwide

A-Team Group Announces Winners of TradingTech Insight Awards Europe 2024

A-Team Group has announced the winners of its TradingTech Insight Awards Europe 2024. The awards recognise excellence in trading solutions and services, and focus on vendors providing exceptional trading infrastructure, trading technology and data solutions to capital markets participants in Europe. - February 29, 2024 - A-Team Group

Title Twins Enhance Vehicle and Vessel Titling with Services Available Through the West Virginia Clearinghouse

Title Twins Enhance Vehicle and Vessel Titling with Services Available Through the West Virginia Clearinghouse

Title Twins is recognized as a prominent processor in the vehicle and vessel titling industry, offering services that span across the United States. The company’s efforts to provide efficient and customer-centric titling services are supported by its extensive experience and commitment to excellence. - February 28, 2024 - Title Twins

California Coast Credit Union Names Kyra Seay Vice President of Community Relations & Business Development

California Coast Credit Union Names Kyra Seay Vice President of Community Relations & Business Development

California Coast Credit Union, the longest serving financial institution based in San Diego, with over $3.5 billion in assets, has named Kyra Seay as Vice President of Community Relations & Business Development. In her role at Cal Coast, Seay will oversee community relations and business... - February 26, 2024 - California Coast Credit Union

Verifacto Introduces Verifacto e-Sign to Enhance Smart DMS Capabilities for Auto Dealers

Verifacto Introduces Verifacto e-Sign to Enhance Smart DMS Capabilities for Auto Dealers

Verifacto introduces Verifacto e-Sign, enhancing its Smart DMS for auto dealerships. This feature streamlines operations, saves time, and improves document management through secure electronic signatures, aligning with evolving customer preferences for online solutions. Visit Verifacto.com for more information. - February 25, 2024 - Verifacto

Yuze to Launch Innovative SME Banking Solution in the UAE

Yuze to Launch Innovative SME Banking Solution in the UAE

Yuze has an innovative digital platform offering bespoke services to promote financial inclusion. - February 23, 2024 - Yuze Digital

Gestalt Announces Partnership with TruDecision to Integrate Analytics, AI and Reporting for Lenders

Gestalt Announces Partnership with TruDecision to Integrate Analytics, AI and Reporting for Lenders

Gestalt Tech (Gestalt) announced today that they have entered into an agreement to partner with Irving, TX based TruDecision Inc. (TruDecision) to provide sophisticated analytic tools through their cutting age data warehouse platform. By integrating TruDecision’s suite of analytic tools,... - February 22, 2024 - TruDecision Inc.

Emma Burnaby-Atkins Joins Madison Lincoln as Senior Director

Emma Burnaby-Atkins Joins Madison Lincoln as Senior Director

Key Appointment Strengthens Real Estate Investment and Private Equity Executive Search Offering - February 22, 2024 - Madison Lincoln

Live 2-Hour CFP® Ethics Webinar Presentation

Introducing B.E.S.T.’s live 2-hour CFP® ethics webinar “Ethics CE: CFP Board’s Revised Code and Standards Ethics for CFP® Professionals.” - February 18, 2024 - Broker Educational Sales & Training, Inc.

DSB Rock Island Announces New Partner

DSB Rock Island Announces New Partner

Justin Spinler, CPA, promoted to Partner, Tax at DSB Rock Island, a top-rated public accounting firm located in the Twin Cities. - February 15, 2024 - DSB Rock Island | Business + Wealth Management Partners

B.E.S.T.’s New IAR CE Courses

Start fulfilling your 12-hour IAR CE requirements today. Also approved for 10 CE credit hours of CFP® and / or 10 CE credit hours of IWI (CIMA® / CPWA® / RMA®).* - February 15, 2024 - Broker Educational Sales & Training, Inc.

ResBex Launches to Transform Real Estate Nationwide

ResBex Launches to Transform Real Estate Nationwide

ResBex launches a revolutionary real estate platform nationwide, offering a new commission system, patent-pending technology for unmatched property search efficiency, and a community-driven ecosystem. Agents get a 90-day risk-free trial. Join the future of transparent, fair real estate at resbex.com. - February 14, 2024 - ResBex

Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager Phyllis Valentino

Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager Phyllis Valentino

Spencer Savings Bank has appointed Phyllis Valentino as Vice President, Small Business Relationship Manager. She assumes the role within the Bank’s Small Business Finance division, which was recently launched this past year and is experiencing great success. - February 09, 2024 - Spencer Savings Bank

New OmniFi Delivers Enhanced Automation, Efficiency to Clients

New OmniFi Delivers Enhanced Automation, Efficiency to Clients

SkySparc, a leading provider of corporate and financial institutions solutions, has released OmniFi 9, a new version of its award-winning SaaS-based automation platform, following significant investment aimed at enhancing client value over the next decade. - February 09, 2024 - SkySparc

Empowering Homeownership: Tracey Wheeler, Your Trusted Mortgage Guide for Success in California, Arizona, and Virginia

Empowering Homeownership: Tracey Wheeler, Your Trusted Mortgage Guide for Success in California, Arizona, and Virginia

Celebrate the new addition to the outstanding Gullick Group. Senior Loan Officer Tracey Wheeler, an industry luminary with a 14-year track record spanning California, Arizona, and Virginia. Tracey's standout qualities lie in her commitment to client education and empowerment, making her a beacon of trust and expertise. A dedicated educator at heart, she believes in arming buyers with knowledge for confident homeownership journeys. - February 07, 2024 - Gullick Group

NAFA Announces 2024 Board of Directors

NAFA Announces 2024 Board of Directors

Industry Leaders Join Efforts to Protect the Future of Fixed Annuities and Independent Distribution - January 24, 2024 - NAFA, National Association for Fixed Annuities

Commissioner George Mentz Wins Thought Leader & Influencer Awards While Expanding Global Charitable Service and Aspen Commission

Commissioner George Mentz Wins Thought Leader & Influencer Awards While Expanding Global Charitable Service and Aspen Commission

Commissioner George Mentz is now the 1st in the world to be ranked as a top 50 Global Thought Leader and Influencer in the areas of Management, FinTech, Wealth Management/Financial Planning, Project Management, HR Human Resources and B2B by various analytics bodies worldwide. Dr./Jur. Mentz also... - January 19, 2024 - George Mentz

Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager

Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager

Spencer Savings Bank has appointed Jesse Oliver as Vice President, Small Business Relationship Manager. He assumes the role within the Bank’s Small Business Finance division, which was recently launched this past year and is experiencing great success. - January 18, 2024 - Spencer Savings Bank

Abba Platforms Inc. to Launch Abba Digital Banking for Over 500 Million Unbanked People All Over Africa

Abba Platforms Inc. to Launch Abba Digital Banking for Over 500 Million Unbanked People All Over Africa

Currently available for Android on Google Play, Abba Wallet is Africa's fastest growing peer-to-peer mobile payment and digital wallet platform providing rapid payments for contactless in-app, online, and offline purchases on mobile devices, allowing users to send and receive money, pay or get paid in real-time using a variety of secured tools as well as crowdfund and crowdraise money for any urgent needs. - January 17, 2024 - Abba Payments Ltd.

NexGen Networks Launches Cutting-Edge, User-Centric Website in Major Brand Revitalization

NexGen Networks Launches Cutting-Edge, User-Centric Website in Major Brand Revitalization

Phase One of Global Rebrand Initiative - January 16, 2024 - NexGen Networks

Dealer Benefit and Notre Dame FCU Partner in Offering Automotive Dealer Loan Program

Notre Dame Federal Credit Union and Dealer Benefit partner to market a Dealer Loan program targeted to Franchise and Non Franchise automotive dealerships. This Nationwide program is an advance loan allowing dealerships to borrow money on future vehicle and finance and insurance products they sell. - January 09, 2024 - Dealer Benefit

Endeavor Communications Unveils Strategic Merger: IT Resource and Synergetics Unite to Form Endeavor IT

Endeavor Communications today announced the culmination of a strategic merger between its subsidiary entities, IT Resource and Synergetics DCS, resulting in the birth of IT solutions powerhouse Endeavor IT. The combined entity retains its dedicated team, ownership, and management structure while... - January 05, 2024 - Endeavor IT

Concord Servicing Announces New Partnership with Skylight Lending

Concord Servicing Announces New Partnership with Skylight Lending

Concord Servicing is pleased to announce that it is the loan servicing provider for Skylight Lending, a New York-based lender that specializes in financing residential solar and home improvement projects. The company will provide complete loan servicing and reporting for the entire Skylight Lending portfolio, powered by Concord’s leading technology platform. - January 05, 2024 - Concord Servicing

Spencer Savings Bank Donates $15,000 to Help Lyndhurst School Recover from Fire

Spencer Savings Bank Donates $15,000 to Help Lyndhurst School Recover from Fire

Spencer Savings Bank donated $15,000 to Lyndhurst Board of Education to rebuild Washington Elementary School after a fire destroyed a classroom, enabling the purchase of new equipment. - January 05, 2024 - Spencer Savings Bank

Pennsylvania Municipal Service Company (PAMS) Marks 70 Years of Excellence in Utility Fee and Tax Administration

Pennsylvania Municipal Service Company (PAMS) proudly announces its platinum milestone of 70 years serving communities, residents, businesses, municipalities, and school districts across the state. - January 05, 2024 - Pennsylvania Municipal Service Company

IRS Published 2024 Tax Tables: Potential for Increased Take-Home Pay for Employees

IRS Published 2024 Tax Tables: Potential for Increased Take-Home Pay for Employees

The IRS has announced the tax inflation adjustments for the 2024 tax year. ezPaycheck 2024 payroll software has been updated with the latest tax rate and is available for test drive at halfpricesoft.com. - January 05, 2024 - Halfpricesoft

United Capital is Pleased to Announce an Offer of $2MM Debt Facility for a Global Technologies Company

United Capital sources an offering of $2MM to a global technology customer. - December 30, 2023 - United Capital Partners

Spencer Savings Bank Welcomes New Vice President, Controller

Spencer Savings Bank has appointed Joseph Murphy as Vice President and Controller, responsible for overseeing the accounting team, financial reporting, operations, budgeting, profitability management, and monitoring. - December 29, 2023 - Spencer Savings Bank

Sombei.com: Empowering Financial Futures with Comprehensive Personal Finance Insights

Sombei.com: Empowering Financial Futures with Comprehensive Personal Finance Insights

About Sombei.com: Sombei.com is a leading online platform dedicated to personal finance development. Launched in September, the platform provides valuable insights and well-researched articles on various financial topics, including mortgages, insurance, loans, and debt management. With a mission to empower individuals with the knowledge to make informed financial decisions, Sombei.com is a go-to resource for those seeking reliable information. - December 12, 2023 - Sombei.com

Spencer Savings Bank Honored by NJ Senate and General Assembly for Promoting Academic Excellence Through Its Scholarship Program

The New Jersey Senate and General Assembly honored Spencer Savings Bank for its scholarship program, recognizing its commitment to academic excellence. - December 09, 2023 - Spencer Savings Bank

The KYB Introduces Enhanced Fraud Prevention Solution to Help Businesses Combat Shell Company Partnerships

The KYB, a leading B2B due diligence solution provider, unveils fraud prevention technology to deter attacks and shell company partnerships. - December 06, 2023 - The KYB

The KYB Expands Its Reach to 250+ Countries - Offering B2B Verification Globally

The KYB, one of the fastest-growing business verification providers, is announcing the expansion of its operation across 250+ countries and territories. - December 06, 2023 - The KYB

Treasury Funds Home Loans, Inc. Annouces Home Loan Origination Fee Reduction Program

Treasury Funds Home Loans, Inc. offers their Home Loan Origination Fee Reduction Program starting December 1, 2023 through December 31, 2024. TFHL, Inc. is slashing its mortgage loan origination fees to just 1/2 a point, offering an unprecedented reduction for borrowers throughout the entire state of California. - December 01, 2023 - Treasury Funds Home Loans, Inc.

True North Advisors Announces New Fort Worth Office Expansion

True North announced today a milestone in the growth of the firm. The Fort Worth office will be expanding to a new, modern office space that reflects the firm’s commitment to innovation, fostering collaboration, and accommodating the evolving needs of clients, colleagues, and community partners in the Fort Worth market and beyond. - December 01, 2023 - True North Advisors

Abba Wallet, a Digital Wallet for Sending and Receiving Money Across Africa, Debuts on Google Play for Android Users

Abba Wallet, a Digital Wallet for Sending and Receiving Money Across Africa, Debuts on Google Play for Android Users

Abba Wallet is designed as a safer and secure platform, to give people in Africa a faster and lower-cost alternative platform for cross-border transactions. - November 30, 2023 - Abba Payments Ltd.

A-Team Group Announces Winners of Its Data Management Insight Awards Europe 2023

A-Team Group has announced the winners of its Data Management Insight Awards Europe 2023. The awards recognise both established solution vendors and innovative newcomers providing leading data management solutions, services and consultancy to capital markets participants across Europe. This... - November 30, 2023 - A-Team Group

Spencer Savings Bank to Open New Financial Center in Edison

Spencer Savings Bank plans to open a new financial center in Edison, NJ, expected to open in December at 3900 Park Ave. (Ste. 108). - November 18, 2023 - Spencer Savings Bank

Spencer Savings Bank Welcomes New Hackensack Financial Center Manager

Spencer Savings Bank has appointed Yuber Calzadilla as the new Financial Center Manager at its Hackensack location, responsible for customer relationship development, community engagement, and daily operations. - November 10, 2023 - Spencer Savings Bank

Republic Financial Services Establishes New Heights in Phoenix Financial District with US Bank Tower Relocation

Republic Financial Services Establishes New Heights in Phoenix Financial District with US Bank Tower Relocation

Republic Financial Services, a vanguard in the finance and legal sectors, proudly announces their strategic relocation to the iconic 101 North Tower, a landmark moment signifying their meteoric growth and commitment to pioneering innovations in legal and financial services. Under the dynamic... - November 08, 2023 - Republic Financial Services

Principia Names Douglas Long CEO

Principia Partners LLC, a leading solution provider for derivative and fixed income operations, today announced the appointment of Dr. Douglas V. Long as Chief Executive Officer. Dr. Long succeeds Theresa L. Adams, who has led the company for over 25 years. Ms. Adams will remain as Chairperson. Dr. - November 08, 2023 - Principia Partners LLC

Abba Payments, the Developer of Abba Wallet, Names Julius T. Gbayange as President

Abba Payments, the Developer of Abba Wallet, Names Julius T. Gbayange as President

Abba Wallet, as a peer-to-peer mobile payment platform, offers an extensive range of tools within a single, super everything app, allowing over 1.2 billion potential users across Africa and beyond to effortlessly send and receive money or crowdraise funds for their urgent needs from families, friends and colleagues, or even receive crowdfunding support from the community. - November 04, 2023 - Abba Payments Ltd.

BDA Advises Servion Global Solutions on Sale to EMK Capital

BDA Partners is pleased to announce that its client, Servion Global Solutions, a portfolio company of Everstone Capital, has been acquired by EMK Capital. Servion is a leading independent technology-agnostic provider of Customer Experience (CX) and Digital Engineering solutions. BDA Partners acted... - November 03, 2023 - BDA Partners Ltd

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