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Within Financial Services
My Money Workshop Announces First-Ever Virtual Financial Literacy Forum Sponsored by JPMorgan Chase
My Money Workshop, a financial literacy organization that emphasizes the importance of wise and secure financial decision-making to teens and adults, is proud to announce its first-ever virtual Financial Literacy Forum in celebration of Financial Literacy Month on April 27, 2021. This event is graciously sponsored by JPMorgan Chase. Through their Path Forward initiative, JPMorgan Chase is addressing the existing racial wealth gap in the U.S. - April 27, 2021 - My Money Workshop Inc
Super Lottery: NordFX Gives Away Prizes to Traders
The Super Lottery was launched by the brokerage company NordFX among its clients on April 1. - April 27, 2021 - NordFX
UK Consumer Spending Increased by 80% During COVID-19, Despite Rise in Unemployment
The percentage of people receiving DWP payments has increased from 5% to 27% since March 2020. The average sum of money awarded by the DWP has increased by 80% since March 2020. The average monthly spending has increased by over 55% since March 2020, despite a rise in unemployment rates. - April 27, 2021 - Suits Me
London a Go for August Trip - PB Asset Management
PB Asset Management have announced today that after more than 1 year of being unable to travel for their investment seminar events, can finally confirm a date in the calendar for their next event. The location chosen is London as due to a very successful vaccine rollout the UK is finally going to... - April 27, 2021 - PB Asset Management
CellarStone Announces QCommission’s Continued Partnership with Salesforce.com
CellarStone Inc., provider of one of the most robust sales commission software in the market as well as sales performance management software and other solutions, today announced QCommission’s continued integration with SFDC or salesforce.com, one of the worldwide leaders in on-demand... - April 27, 2021 - CellarStone, Inc.
Garcia Insurance Advisors Joins Valley Insurance Agency Alliance
New St. Louis insurance agency becomes association affiliate. - April 27, 2021 - Valley Insurance Agency Alliance
Steve Muehler – Paralegal – Now Offering Veterans Disability Claims Assistance
Steve Muehler, a Registered Paralegal Member of the American Bar Association (ABA #05479183), today announced that the Firm has begun offering Legal Document Preparation Assistance for all Veterans seeking “Veterans Disability.” - April 27, 2021 - Steve Muehler
CellarStone Now Makes SPM Easy for the Financial Services Industry with QCommission
CellarStone Inc., provider of one of the best sales commission software in the market as well as sales performance management software and other solutions, made the announcement today that the Financial Services Industry (Fin-Serv) can now also benefit from QCommission. CellarStone has always been... - April 27, 2021 - CellarStone, Inc.
Bench International Expands West Coast Presence with Linda Sierra
Linda Brings Deep Industry Experience and Human Resources Expertise to Meet West Coast Talent Demands - April 26, 2021 - Bench International
Steve Muehler – Securities – Expands Its “Bridge to NYSE” and “Bridge to NASDAQ”
Steve Muehler, the Founder & Managing Member of Steve Muehler Portfolio of Companies, today announced that it is expanding its proposed “Bridge to NYSE” and “Bridge to NASDAQ” programs that are launching on May 1, 2021. - April 25, 2021 - Steve Muehler
Revenew Changes the Rules with the Launch of Next-Gen Value Added Platform for Financial Institutions
Platform Delivers New Non-Interest Income and Cardholder Value. Revenew announced the launch of its merchant-funded incentive program designed to promote card usage and card loyalty. Key to the program is Revenew’s first of its kind platform for financial institutions, which delivers new... - April 25, 2021 - Revenew LLC
AlleoChain Announces MultiChain Product Partnership
Cyprus-headquartered AlleoChain, a revolutionary blockchain-as-a-service platform that empowers developers to launch and scale blockchain applications with speed, has announced that it is now a Product Partner of MultiChain, a leading blockchain technology from London-based Coin Sciences... - April 24, 2021 - AlleoChain
Spencer Savings Bank Inks $22 Million Loan Deal for Global Manufacturing Company
Spencer Savings Bank recently closed on a $22 million loan for a global manufacturing company headquartered in New York City. The deal is the bank’s largest single transaction in history, signaling a continued appetite for growth and the desire for borrowers to work with a community... - April 24, 2021 - Spencer Savings Bank
Revenew Changes the Rules with the Launch of Next-Gen Retail Customer Acquisition Platform
Platform Delivers New Customers, New Sales and New Value. Revenew announced the launch of its customer acquisition platform with ten premiere retailers. Revenew has developed the first of its kind retail customer acquisition platform and has launched in the greater Philadelphia area. The first of... - April 24, 2021 - Revenew LLC
Steve Muehler – Loans – Introduces "SJM Portfolio Commercial Construction Loans" Nationwide
Steve Muehler, the Founder & Managing Member of Steve Muehler Portfolio of Companies, today released the Loan Parameters for the “SJM Portfolio Commercial Constructions Loans” that are now available nationwide. - April 23, 2021 - Steve Muehler
Care Issues for Medicare Beneficiaries Reported by Long-Term Care Insurance Association
Nearly half of Medicare beneficiaries living at home report one disability posing a potential need for care reports the American Association for Long-Term Care Insurance (AALTCI). "When you live a long life, there is a real risk that you'll need assistance with daily activities like walking,... - April 23, 2021 - American Association for Long-Term Care Insurance
National Link Celebrates 25th Business Anniversary
National Link, Inc., one of the largest ATM Providers in the nation, is celebrating a 25th Business Anniversary. Congratulations to all the businesses that made it through the difficulties of this past year. Especially those that didn't just survive, but thrived. National Link has big plans for this year, and the coming years, in continuing to deliver secure options for both cash distribution and credit card transactions. - April 23, 2021 - NationalLink
BankersWorksite® Rebrands to Atlantic American Employee Benefits
Backed by Parent, Atlantic American Corporation®, BankersWorksite® Rebrands to Atlantic American Employee Benefits - April 22, 2021 - Atlantic American Employee Benefits
Steve Muehler – Equity Capital Markets Releases Its "Commercial Real Estate Equity Capital" Guidelines
Steve Muehler, the Founder & Managing Member of Steve Muehler Portfolio of Companies, today announced that the firm has partnered with a number of Institutional Commercial Real Estate Equity Investment Firms / Funds, and has released the “Equity Investment Parameters” of its Commercial Real Estate Equity Program. - April 22, 2021 - Steve Muehler
3Alpha LLC Offers a Holistic Suite of Data Conversion Outsourcing Services to Help Businesses Eliminate Internal Process Costs
The company aims to improve efficiency for businesses across the world with data digitization and conversion services. - April 21, 2021 - 3Alpha LLC
Lime-Zaim, an International Microloan Provider, Scales Up Their Business Operation by Working with Softline’s Dedicated Service
Softline, the global IT services provider for emerging markets, has successfully completed a cloud project with the international microloan provider, Lime-Zaim. The success has ended in Lime-Zaim being able to scale up their business, achieve a stable operation and increase the productivity of their call center. - April 21, 2021 - Noventiq
Softjourn CEO, Emmy Gengler Named to 2021 "Global Leaders in Consulting" List
Emmy Gengler, CEO & President of worldwide technology services provider Softjourn, has been named to Consulting magazine’s 2021 Global Leaders in Consulting list. “I’m honored to have received this award,” Gengler said. “It means that the work we do for our... - April 21, 2021 - Softjourn, Inc.
Appalachian Underwriters Offers Life with Ethos
A new partnership has bloomed this spring. Appalachian Underwriters, Inc. has partnered with Ethos to offer life insurance. Agents will be able to offer both a level term life insurance in all states but New York, as well as Simplified Issue Term, Simplified Issue Whole, and Guaranteed Issue Whole Life options. After underwriting, which is often instant or the same day, the applicant will get a decision. If they approve, they can choose to activate their coverage without any agent involvement. - April 21, 2021 - Appalachian Underwriters, Inc.
Medicare Advantage Statistics Resource Initiated by Medicare Insurance Association
Medicare Advantage is growing across the United States. The American Association for Medicare Supplement Insurance has initiated a resource where pertinent statistics, data and resource will be available for consumer reference. - April 21, 2021 - American Association for Medicare Supplement Insurance
Steve Muehler – Debt Capital Markets Expands to Include "Equipment Trust Certificates"
Steve Muehler, the Founder & Managing Member of Steve Muehler Portfolio of Companies, today announced that the “Steve Muehler – Debt Capital Markets” have grown to now include “Equipment Trust Certificates.” - April 20, 2021 - Steve Muehler
Former US Marine Turned Crypto Millionaire Seth Maniscalco Featured in SHIFT Advanced Life Design Magazine
Crypto Wealth Coach Seth Maniscalco Featured on Cover of Veteran Owned SHIFT Advanced Life Design Magazine. - April 19, 2021 - Shift Magazine
Insurance State Guaranty Updated Levels Posted by Long-Term Care Insurance Association
Consumers who purchase insurance are not aware of important protections in the very rare case that an insurer faces financial failure shares the director of the American Association for Long-Term Care Insurance (AALTCI). "Anyone with a bank savings account has heard of the FDIC which ensures... - April 18, 2021 - American Association for Long-Term Care Insurance
Platinum Title Celebrates 750 Real Estate Closings
Platinum Title on the Florida Gulf Coast Achieves Significant Milestone. - April 18, 2021 - Platinum Title, LLC
Zink Pay Partners with Codebase Technologies to Transform Recurring Payments in the UAE
Zink Pay chooses Codebase technologies, a leading global Open API Banking solutions provider, to power their payments processing systems. The partnership builds on the strengths of each company to offer global customers enhanced payment experiences across their lifecycle. Zink Pay’s concept... - April 18, 2021 - Codebase Technologies
Status Group International Now Aligned with UAE FasterCapital
Status Group International, a global boutique strategic business advisory and private capital facilitator, and FasterCapital, a UAE based online incubator, and accelerator are now associated service partners dedicated to international small business development. - April 17, 2021 - Status Group International Corporation
Study Reveals Medicare Supplement Insurance Choices for Those Turning 65
With the elimination of Medicare Supplement Plan F, the first national study of newly eligible Medigap buyers reveals consumer preferences. Medigap Plan G is the choice of more than half of those turning 65 and purchasing Medicare Supplement insurance reports the American Association for Medicare Supplement Insurance. - April 17, 2021 - American Association for Medicare Supplement Insurance
Financial Times: The Americas’ Fastest Growing Companies Ranking 2021
Occams Advisory was featured 478th on the 2nd annual Financial Times’ Americas’ fastest-growing companies 2021. Per FT, "This ranking offers a snapshot of the relative strength of companies as they entered COVID-19 pandemic and points to those likely to have the resilience to... - April 16, 2021 - Occams Advisory
Dee Bowden Speaks at 5Cs of Business Success Virtual Event
Panelist Dee Bowden, Revenue Recovery Expert, founder of BCS Solutions, and author of the soon to be released book “Collect The Cash: The Sale Is Not Complete Until The Money Is In The Bank” comes together in a collaborative effort with four other Black Women Financial Professionals to empower women, small business owners, entrepreneurs, and aspiring entrepreneurs. - April 16, 2021 - BCS Solutions
Steve Muehler – Bail Bonds Opening Delayed to Summer of 2021
Steve Muehler announced today that the Spring Launch of “Steve Muehler – Bail Bonds & Immigration Bonds” will be delayed until the Early Summer of 2021. - April 16, 2021 - Steve Muehler
Veronica's Insurance Ranked No. 1 in the 2021 Top 500 New Franchises by Entrepreneur Magazine
Veronica's Insurance is the leading insurance broker for Hispanics and Latinos in the United States. Based in California, they have already more than 90 locations across the country. - April 15, 2021 - Veronica's Insurance
Da Vinci Increases Investment in DataArt
Emerging markets private equity firm Da Vinci Capital has closed a follow-on investment in global software engineering company DataArt. Da Vinci Capital made its initial investment in DataArt in 2018. Despite the COVID-19 pandemic in 2020, DataArt achieved record annual revenue up over 15% from... - April 15, 2021 - Da Vinci Capital
Sexton Advisory Group Reveals Top Retirement Risks to Address in 2021
As More Americans Face Early Retirement, Financial Consultant Steve Sexton Shares Important Risk Management Tips. - April 15, 2021 - Sexton Advisory Group
Ascendas India Trust Secures Maiden S$100 Million Sustainability-Linked Loan from UOB
Securing the Trust’s maiden sustainability-linked loan facility is testament to the Trust’s effort in minimising its environmental footprint - April 15, 2021 - CapitaLand Investment Limited
Softline Venture Partners Fund Bought a Share in IoT-Company, T-One Group
Softline Venture Partners, the corporate venture fund of Softline Group, became a co-owner of the Russian JSC T-One Group, which specializes in the creation and development of services based on navigation technologies for consumer and corporate markets. The parties did not disclose the number of shares and the value of the deal. - April 15, 2021 - Noventiq
Eltropy Closes Q1 2021 with Record-Breaking Success
Thirty Credit Unions sign Eltropy contracts. - April 15, 2021 - Eltropy
SIAA Unveils New Website
SIAA, the largest national insurance agency alliance, today announced the launch of its newly redesigned website at siaa.com. The company, which provides real solutions in support of the growth and success of independent agencies, is highlighting its history and model, which now includes a focus on... - April 15, 2021 - SIAA (Strategic Insurance Agency Alliance)
PESA Taps Sara Kudrle to Lead Global Marketing Initiatives
Sara Kudrle to Lead Global Marketing Activities for Secure Video, Audio, USB and Kvm Distribution and Extension Technology Leader. - April 15, 2021 - PESA
Fundacion Génesis Empresarial Sees 3x Lower Loan Defaults After Using Alternative Credit Data by Innovative Assessments
Fundación Génesis Empresarial has partnered with IAssessments to assist in their risk assessments and loan origination processes. Génesis Empresarial, a Guatemala based foundation specialized in economic and social development, originally tested Worthy Credit during 2018. They... - April 14, 2021 - Innovative Assessments
RaShida Roberts of Target Financial Announced as a Panelist for “The 5 C’s of Business Success” Virtual Event Presented by Black Women Empowering Finances
RaShida Roberts, Personal Financial Coach of Target Financial, Houston Texas is a panelist at “The 5 C’s of Business Success" virtual event being held on Saturday April 24, 2021 from 10:00 AM (EST) to 12:00 PM (EST) on Zoom. Panelist RaShida Roberts, Personal Financial Coach,... - April 14, 2021 - Target Financial
Drift VP of Sales and Former LogMeIn Exec Joins Clockwork as a Formal Advisor
Armen Zildjian has joined Clockwork, the leading financial planning and analysis platform, as a formal advisor. - April 14, 2021 - Clockwork
AUI Launches Xpress BOP Online Comparative Rater
Appalachian Underwriters, Inc. is excited to announce Xpress BOP powered by Briza. Starting today, appointed agents are able (for the first time) to access this comparative rater that includes three carriers. Better yet, Xpress BOP is available in all states. - April 14, 2021 - Appalachian Underwriters, Inc.
Black Women Business Owners Hosts "The 5 C’s of Business Success" for Financial Literacy Month - Names Tashaya Singleton of TJS Financial Solutions as a Panelist
Tashaya Singleton, Certified Risk Manager, of TJS Financial Solutions LLC, Newport News, VA is a panelist at “The 5 C’s of Business Success" virtual event being held on Saturday April 24, 2021 from 10:00 AM to 12:00 PM (EST) on Zoom. - April 14, 2021 - TJS Solutions
BONAFiDEE Launches New "Liveness Test" Strengthening Its Already Highly Secure, Anti-Fraud, Visual Biometric Verification Check
BONAFiDEE, the award winning reg-tech company based in Tunbridge Wells, is proud to announce the launch of its new "Liveness test" strengthening its already highly secure, anti-fraud, Visual Biometric Verification check. Driven by its goal to remain one step ahead of online fraudsters,... - April 14, 2021 - BONAFiDEE
Direct Auto Set to Hire Over 100 Insurance Agents & Trainees for "National Interview Day" April 23
Leading insurance provider invites job seekers to register for the company’s largest hiring event of the year. - April 13, 2021 - Direct Auto Insurance
Texas A&M University-Corpus Christi Launches iGrad Student Financial Literacy Platform to Staff, Faculty, Students and Parents
Texas A&M University-Corpus Christi - a Hispanic Serving Institution (HSI) and Minority Serving Institution (MSI) with nearly 12,000 students - has partnered with iGrad to provide a customized, interactive online and mobile financial wellness platform to TAMUCC faculty, staff, students and parents. The funding for this financial literacy initiative was provided by a grant awarded by the U.S. Department of Education. - April 13, 2021 - iGrad