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Within Financial Services

Contemi Launches Its Client Portal Lite in Response to Resolving Client Communication Challenges

In response to the challenges that wealth managers and financial advisors face whilst trying to effectively communicate with their clients during the COVID-19 lockdown, Contemi Solutions announce the launch of a Lite version of their existing Client Portal, a module from the award winning Wealth... - May 01, 2020 - Contemi Solutions

Midwest Insurance Agency Alliance Hires Clayton Gravatt as Regional Vice President

Gravatt will lead business development in NE, KS, MO. - May 01, 2020 - Midwest Insurance Agency Alliance

DavidBialecki.com Announces Launch of Small Business Consulting Website

DavidBialecki.com announces the launching of its small business-consulting firm today. Its objective is to help small businesses meet the daily challenge of managing its operations, differentiate their products from its competitors, and turn prospects into paying customers. It saw an opportunity... - April 30, 2020 - DavidBialecki.com

Private Placement Markets Introduces Its "Bridge to Fannie Mae or Freddie Mac" Financing Program

Steve Muehler, Founder & Senior Managing Member of Private Placement Markets, Today Introduced Its New Commercial Real Estate “Bridge to Fannie Mae or Freddie Mac” Financing Program - April 30, 2020 - Steve Muehler

Advance Capital Management’s Terra Hohf Named to Forbes Top Women Wealth Advisor List

Advance Capital Management is pleased to announce that Terra Hohf has been recognized on the 2020 Forbes Top Women Wealth Advisor list. The list spotlights 1,000 top female advisors across the country. In total, they manage nearly $920 billion in client assets. Advisors were nominated and then... - April 29, 2020 - Advance Capital Management

Contemi's Solutions & Its Client Blankstone Collaborate to Service the End Investors & Help Environment Amid COVID-19 Pandemic

Contemi Solutions Client Blanstone Sington embraced Client Portal to mitigate the impact of working remotely immediately and its clients have welcomed the ability to access the portal for their key information from portfolio information, documents to messages from Investment Managers. During the COVID 19 pandemic Blankstone has more than doubled end investor take up of their Client Portal. - April 29, 2020 - Contemi Solutions

Direct Auto Insurance Announces Policyholder Credit to Support Customers Amid COVID-19

Auto policyholders to receive a 15 percent credit on April premiums and the company’s insurance group will donate $3M to COVID-19 relief efforts. - April 28, 2020 - Direct Auto Insurance

QuickRecharge.ae is Launched by Paynet.one

Paynet.one introduced the all new QuickRecharge.ae, a one of a kind mobile recharge, gift cards and UAE VoIP calling cards online store. QuickRecharge.ae offers Du and Etisalat mobile recharge along with, the very popular in the UAE, Hello & Five VoIP calling cards. International mobile... - April 28, 2020 - Paynet Payment Services Provider

University of San Diego Launches Online Master’s Degree in Applied Data Science; New USD Master’s Program Responds to Global Demand for Skilled Data Scientists

In the era of Big Data, the field of data science is driving innovation by uncovering valuable insights and information hidden in the vast volumes of data being generated every day. Motivated by the increasing demand for skilled data scientists, the University of San Diego has launched an... - April 28, 2020 - DRA Family Office

Private Placement Markets Introduces Its "Bridge to IPO" Financing Program

Steve Muehler, Founder & Senior Managing Member of Private Placement Markets, Today Introduced Its New “Bridge to NYSE / NASDAQ - IPO” Financing Program - April 27, 2020 - Steve Muehler

Free Management Advisory Services by vPlus. for Startups and SMEs to Fight Against COVID-19

Nationwide lockdown due to outbreak of COVID-19 have made hard to survive for the startups and SMEs. To help these startups and SMEs, vPlus., a New Delhi based Advisory firm, came forward and offers its services for free of c,st. vPlus. services include virtual CFO, virtual CMO, management consultancy and regulatory compliance services. - April 27, 2020 - vPlus.

Private Placement Markets Introduces Its "Home Value Protection Plans"

Steve Muehler, Founder & Senior Managing Member of Private Placement Markets, Today Introduced its New “Home Value Protection Plan Program” as part of its Equity Lock Residential Portfolio of Products and Services. - April 26, 2020 - Steve Muehler

Integrated Investment Research to Donate Money to the Hungry

Integrated Investment Research will donate $20,000 to help the hungry during this pandemic. Integrated Investment Research CEO Martin Host made the announcement today and he had this to say, "This pandemic has really hit everyone hard but especially those who were without work in the first... - April 26, 2020 - Integrated Investment Research

General Agent Center Inc. Announces Launch of Newly Redesigned Website GACQuote.com

General Agent Center Inc. has announced the launch of its redesigned website at “www.gacquote.com.” They’re excited to now include a mobile responsive approach so that users have the capability to view and apply from a mobile device, tablet, laptop or computer. No matter what you’re using, the new redesigned website is ready to adapt to your preferred device. - April 25, 2020 - General Agent Center

Inspirant Group and i.c. stars to Team Up on Virtual Conference

Inspirant Group, Inc. announced today that pro-bono division, Inspirant Cares, has been partnering with i.c. stars to transform the i.c. stars Capitalize on Illinois 2020 event from a physical gathering to a virtual experience. Inspirant Group Chief People Officer, Meighan Newhouse said, “We... - April 25, 2020 - Inspirant Group, Inc.

Shop Now, Pay Later is Finally Available in the UAE with the Launch of Payments Platform Spotii

First of its kind in the region, Spotii is an innovative digital payments platform focused on fashion, beauty and lifestyle brands that is already making waves across the ecommerce landscape in the GCC. Spotii has developed a trusted and inclusive way for customers to "Shop Now and Pay... - April 25, 2020 - Spotii

SAN Group Welcomes SecureRisk Insurance Agency of MA

New SAN member will serve Burlington, Massachusetts. - April 25, 2020 - SAN Group

SelFin Partners with Innovative Assessments to Help Increase Credit Access for Indian MSMEs

SelFin and Innovative Assessments have signed a partnership agreement to collaborate with regards to improving the financial inclusion of micro-enterprises in India using psychometric analysis. - April 24, 2020 - Innovative Assessments

Len Musielak Promoted to Chief of Staff

Inspirant Group Head of Marketing to take position as chief of staff. - April 24, 2020 - Inspirant Group, Inc.

Justice Tax, LLC Ensures the Safety of Clients and Employees Through Sanitization Efforts

Justice Tax, LLC has been working diligently to ensure the safety of their clients and their employees through ramped-up sanitization efforts in their office, headquartered in Jacksonville, FL. - April 24, 2020 - Justice Tax, LLC

Integrated Investment Research Website Revamp

Integrated Investment Research are happy to announce the complete overhaul of their website. Director of Marketing, Michael Turner spearheaded the overhaul and had this to say on the new and improved site and what it means for the clients of Integrated Investment Research, "Well it was a long... - April 24, 2020 - Integrated Investment Research

The "Private Placement Markets" to Grow Its "Virtual Workforce" in Post-COVID-19 Pandemic

Mr. Steve Muehler, Founder & Senior Managing Member of Private Placement Markets announced today that the Private Placement Markets Portfolio of Companies will Work to Grow its Global "Virtual Workforce throughout the Rest of 2020." According to Mr. Steve Muehler, “The best... - April 24, 2020 - Steve Muehler

Integrated Investment Research - COVID-19 Update

Integrated Investment Research still going strong and servicing clients despite the global pandemic. Integrated Investment Research announced that despite ongoing uncertainty with the COVID-19 pandemic, they have been able to still carry on trading and making sure clients are serviced to the... - April 24, 2020 - Integrated Investment Research

Integrated Investment Research Suspends Quarterly Meet Ups Until Further Notice

It is with great regret that Integrated Investment Research has had to suspend all client meet ups and investment seminars for 2020. The announcement was made last week after a lengthy meeting between all Directors and staff at Integrated Investment Research. Due to the current pandemic and... - April 24, 2020 - Integrated Investment Research

TORP Powered by Tremend - Creating a Better Digital Experience for Customer Enrollment

Tremend introduces TORP, the onboarding and origination CX platform that enables companies to digitize their sales flows and migrate from classic channels to fully automated ones. Through this platform, institutions allow new and existing customers to enroll themselves using a simple and well-defined application flows to request a digital product or service. - April 24, 2020 - Tremend Software Consulting

Institute of Business & Finance Announces a New CFS® Designee

Institute of Business & Finance Announces a New CFS® Designee The Institute of Business & Finance (IBF) recently awarded Asa Lakeman with the first nationally recognized mutual fund designation, CFS® (Certified Fund Specialist®). This graduate-level designation is conferred... - April 24, 2020 - Lakeman Financial

Easy Microfinance Offers Grace Period to Clients During the COVID-19 Crisis

A leading Myanmar microfinance institution with private equity investment backing has announced repayment grace periods, easing burdens on customers during the COVID-19 pandemic and its economic fallout. As a part of its Business Continuity Plan, Easy Microfinance is working with those affected by... - April 23, 2020 - Easy Microfinance

Preminen India, Operating Under Brand Name GoSahi.com, Planning to Raise Capital in the Next 10-12 Months

Gurugram based Preminen Price Comparison India Pvt. Ltd. which launched GoSahi.com, its maiden portal in the Indian marketplace during mid-2019, is looking to raise capital within the next 9-12 months, in an effort to fuel future growth. The GoSahi.com platform serves as a matchmaker between the... - April 23, 2020 - Preminen Price Comparison Pvt Ltd

Paragon.AI Launches COVID-19 Solution of Human Powered A.I. Agents for Market & Public Opinion Research

New solution combines the best of live agents with the best in A.I to create a hybrid model that delivers the cost, quality, and speed efficiencies of digital methods with the best of Virtual Call Center solutions to ensure uninterrupted projects during the COVID-19 crisis. - April 21, 2020 - Gen2 Advisors

RMK Consulting, LLC Offers Free Cybersecurity Training to Help Organizations Educate Their Remote Workforces

RMK Consulting, LLC Offers Free Cybersecurity Training to Help Organizations Educate Their Remote Workforces Amid Coronavirus Pandemic Work from Home Environments Creating New Opportunities for Cybercriminals - April 21, 2020 - RMK Consulting, LLC

Donate XinFin's XDC to Help Public Education During COVID-19 with FundMyDegree

XDC Coin powered Blockdegree launches an easy tool to request education sponsorship with a few clicks. It allows using payment options like PayPal or XDC coin. - April 20, 2020 - XinFin Fintech Pte. Ltd.

Own A Space Relaunches It’s Exclusive Property Portal to Facilitate Home Buying, Renting & Selling

Own A Space, FZE, takes a progressive step to revive and provide a wide choice of properties to be owned through an online platform. - April 20, 2020 - Own A Space FZE

The "Private Placement Debt Markets" & the "Private Placement Equity Markets" Set to Fully Reopen at Full Capacity on Monday, May 4, 2020

Mr. Steve Muehler, Founder & Senior Managing Member, announced today that the “Private Placement Debt Markets” and the “Private Placement Equity Markets” set to reopen at full capacity on Monday, May 4, 2020. - April 18, 2020 - Steve Muehler

Approved Mortgage and Absolute Lending Logistics Donate Meals to Front Line Workers at Hospital

Approved Mortgage, Central Indiana’s largest and oldest locally owned mortgage company, partnered with Absolute Lending Logistics to donate individually pre-packaged meals for front line workers at Saint Francis South-Cancer Center and Hospital with a to safe and controlled drop-off and pick-up. - April 18, 2020 - Approved Mortgage Corporation

Prospect Financial Group, Inc. Loan Officers Coby Camerer, Jessie Beckett, and Russ Schlehuber Rank in Scotsman’s Top 150 Mortgage Producers

Prospect Financial Group, Inc., a leader in the mortgage refinance industry, recognizes its Loan Officers Coby Camerer, Jessie Beckett, and Russ Schlehuber for ranking among the top 150 officers in the country, as awarded by Scotsman Guide. Scotsman is an industry leading publication for mortgage... - April 18, 2020 - Prospect Home Finance

Justice Tax, LLC Working Hard to Provide Taxpayers with Coronavirus Support

Justice Tax, LLC has been continuing its mission to provide taxpayers with the top-notch white glove customer service they are known for during a global pandemic. - April 18, 2020 - Justice Tax, LLC

Valley Insurance Agency Alliance Creates Insuring Rural Communities Scholarship

Insurance alliance partners with The Scholarship Foundation of St. Louis for education opportunities. - April 17, 2020 - Valley Insurance Agency Alliance

Midwest Insurance Agency Alliance Hires Sam Stallard as Agency Development Field Specialist

Stallard will support members located in Kansas and Missouri. - April 16, 2020 - Midwest Insurance Agency Alliance

TradeFinex.org Launches Tools to Empower PPE Manufacturers During Coronavirus Crisis

XDC Coin powered TradeFinex launches blockchain network tools to empower decentralised manufacturing of personal protective equipment (PPE). Fundmydesign tools on TradeFinex aims to connect designers, manufacturers, and inventors. - April 16, 2020 - XinFin Fintech Pte. Ltd.

innoviHealth® Upgrades Lead Product Find-A-Code™ with Powerful Add-on Functionality

Enhances Add-on Marketplace to include AMA’s CPT® Knowledge Base, CPT® Changes: An insider’s View + Archives, with CPT® Vignettes and “SNOMED to CPT®” to Follow Soon - April 15, 2020 - innoviHealth

PayKings Appoints Kyle Hall as New President

PayKings, a St. Petersburg, FL based payment processing company, has named Kyle Hall as President. During his tenure, Hall has been instrumental in building cross-functional teams throughout PayKings and has helped lead the company into a new phase of growth. Certified as a Payment Professional by... - April 15, 2020 - PayKings

Experts Share Info for Improving Lives of Seniors During COVID-19 Pandemic

Regular Communication, Setting Schedules & Shoring Up Food & Med Supplies Among Recommendations - April 15, 2020 - Brand New Day

GetBucks Adds Innovative Assessments’ New Credit Scoring Technology

GetBucks (Pty) Ltd., part of the Finclusion Group and a South African company focusing on digital financial and insurance solutions, have signed a partnership agreement with Innovative Assessments International, Ltd. (“IA”) to promote financial inclusion and extend more credit to those... - April 15, 2020 - Innovative Assessments

COVID-19 Upends Small Business Owners; National Credit Partners Can Help

The unexpected crisis posed by the coronavirus pandemic has created unimaginable problems for small business owners who are overwhelmed with business debt. National Credit Partners offers a win/win solution. - April 14, 2020 - National Credit Partners

Urgent Investment in Transport Infrastructure Needed to Spur Africa Growth

Regional and international stakeholders for East and Central Africa's transport infrastructure sector will be gathering once again at the 10th East & Central Africa Roads & Rail Infrastructure Summit 2020 to be held on 4-5 August in Dar es Salaam, Tanzania. This Summit is particularly... - April 14, 2020 - Magenta Global Pte Ltd

PCV Murcor Makes Donations to Hospitals Combating COVID-19

In appreciation of all essential workers facing COVID-19, PCV Murcor has made donations to two hospitals fighting the pandemic. - April 12, 2020 - PCV Murcor

Introducing Prospect Home Finance, Inc.'s Top Loan Officers for Quarter 1, 2020

Prospect Home Finance, Inc., a leader in the mortgage refinance industry, is proud to introduce its top loan officers for Q1: Jessie Beckett and Russ Schlehuber. This recognition is determined by a wide variety of metrics, including total closed loans, loan submits, submit-to-close ratios, turn... - April 12, 2020 - Prospect Home Finance

Recent Headlines Within Financial Services

Recent Headlines
Within Financial Services