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.
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 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 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
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
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 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 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
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
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
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 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 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
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
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 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 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
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
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 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, 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 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
Tennessee-Based Title Agency Enters Florida Market with Acquisition
Mid South Title Services, LLC Acquires Wauchula Abstract & Title Co. and DeSoto Abstract & Title Co., Expanding Reach Into the Florida Market - November 01, 2023 - Mid South Title
QURECA Partners with Moody‘s to Develop "Quantum Computing for Quants" Training Course
QURECA, a leading quantum technology education and training solutions provider, is excited to announce a strategic partnership with Moody's Analytics to create a comprehensive training course, "Quantum Computing for Quants.” This initiative marks a significant step towards bridging the... - October 31, 2023 - QURECA
FOREXer Limited Awarded Top 100 Trusted Financial Institution in the Middle East
FOREXer Limited, a leading name in the financial industry, has proudly secured its position as one of the Top 100 Trusted Financial Institutions in the Middle East. This prestigious recognition was conferred at the Middle East Financial Markets Awards Ceremony in Dubai on September 24, 2023. - October 18, 2023 - FOREXer LLC Rep.
Digital Asset Research Announces October 2023 Crypto Exchange Vetting Results
DAR’s vetting processes bring institutional-level diligence to crypto markets and the latest vetting process results in 19 Vetted Spot Exchanges. - October 17, 2023 - Digital Asset Research
Abba Payments Ltd. Repositions Fintech Industry in Africa, Unveils the Launch of Abba Wallet
Abba Wallet offers zero deductions from account balances, no monthly fees, no hidden charges, easy access to your cash anytime, send and receive money in real-time, crowd raise funds for immediate needs and more. - October 13, 2023 - Abba Payments Ltd.
Angelo State University Launches iGrad Student Financial Literacy Platform
Multiple studies have shown that financially literate college students are more likely to graduate, perform better academically, experience less stress, have lower student loan debt and be more prepared for student loan payments after graduation. - October 05, 2023 - iGrad
New Jersey Association of Professional Mediators Seminar on November 3 Celebrates the Organization's 30th Anniversary with an Outstanding Lineup of Speakers and Panelists
The NJAPM Fall Conference features valuable information for all attendees about how to enhance their mediation practice with AI and expert advice to seek out when mediating. - October 04, 2023 - New Jersey Association of Professional Mediators
Student Loan Repayments to Resume in October: My Education Solutions Provides Student Loan Management Services for Borrowers Pressed for Time and Money
After a three-year pause, over 43 million Americans who have student loans are required to resume repayments in October. For many, adding a large expense to their monthly budget will make it difficult for them to buy homes, start businesses, and save for retirement. Foregoing monthly payments has become a serious consideration by many borrowers. However, there are options that should be considered first, including the use of Student Loan Management Firms such as My Education Solutions. - September 29, 2023 - My Education Solutions
A-Team Group Announces the Winners of Its Data Management Insight Awards - USA 2023
A-Team Group has announced the winners of its Data Management Insight Awards - USA 2023. The awards recognise both established solution vendors and innovative newcomers providing leading data management solutions, services and consultancy to capital markets participants across the USA. - September 28, 2023 - A-Team Group
CHOICE Humanitarian Collaborates with Visa and Human-I-T to Bring Technological Advancement to the Navajo Nation
Donated laptops bring accessibility and opportunities to Navajo community members in rural areas. - September 26, 2023 - CHOICE Humanitarian
Florida's VA Mortgage Center Expands to New Tampa Office
Florida's VA Mortgage Center (FLVMC) has announced their expansion to a new office in Tampa, to better serve the Florida Veteran and Active military population near MacDill AFB. - September 22, 2023 - Florida's VA Mortgage Center
Spencer Savings Bank Welcomes Sergio Musacchio as Senior Vice President and Director of Small Business Finance
Spencer Savings Bank has appointed Sergio Musacchio as Senior Vice President and Director of Small Business Finance, overseeing the bank's Small Business Lending division, implementing new lending products, maintaining a strong credit culture, and promoting team development. - September 22, 2023 - Spencer Savings Bank