Banking

Noticing problems with customers meeting the electronic records retention demands of FINRA rule 17a-4, AdvisorVault became a Microsoft 365 Cloud Service Provider (365 CSP); bundling all the features with their 17a-4 D3P service - getting firms properly on the Microsoft…

The AdvisorVault’s 17a-4 Managed 365 Service includes full migration to Microsoft 365, a FINRA approved cybersecurity add on with a plug-in archiving data off the Microsoft cloud meeting the long-term electronic records retention & supervisory demands of rule 17a-4 with…

Novartis Federal Credit Union (FCU) officially changed its name to Ridgedale Federal Credit Union (FCU) following a ribbon cutting ceremony held on November 8th at its East Hanover headquarters. This strategic change will allow Ridgedale FCU to expand its services…

Managing crypto assets or a sizeable volatile portfolio of crypto assets can be challenging for high-net-worth individuals with busy schedules. Therefore, even after hiring a business manager, the owner should only make investment and funding decisions. Institutions with clientele who…

Northpointe Bank is pleased to announce that Nathan Smith has joined the company as of May 13, 2021. Smith is responsible for overseeing the accounting policy and strategy for the bank, as well as increasing efficiencies throughout accounting workflows."Nathan brings…

Inspired by a commitment to community banks and the role they play supporting small businesses, BAT Investments, Inc. has reached an agreement to acquire Capital Bank of Texas (CBOT), headquartered in Carrizo Springs, Texas.BAT Investments was founded by entrepreneurs and…

PHP Agency, Inc., a nationwide life insurance field marketing organization, announced the appointment of new leadership to the executive team. David Vega has been named Chief Operations Officer. He brings over 25 years of operations and product experience in the insurance…

Kukun, the leading data-driven home renovation analytics platform, announces partnership with Jerry.ai (Jerry), a cutting-edge machine learning-powered personal concierge for home and car insurance. This partnership is one example of how Kukun works with top-tier providers in the lending, insurance, retail,…

Anovaa is on a mission is to be the world's most trusted digital lending partner and help clients build better lending experiences for their customers.  Today, they announced that Brandon Ferris has joined Anovaa as their Chief Product Officer. As…

Insha Ventures, a subsidiary of Albaraka Turk, is by many considered Turkey's first fintech venture builder. Now it is joining forces with Ozan Electronic Money Turkey, which offers next generation financial services to individuals and businesses. The strategic open banking cooperation integrates…

Golden Empire Mortgage, Inc. (GEM) a respected lender in the mortgage industry for nearly 30 years, has announced the semi-retirement of President, Rick L. Roper. Current Executive Vice President of Production, Joe Ewens will succeed him. This change will be effective…

Bering Waters OTC has partnered with DeFi smart insurance aggregator Armor to provide specialized OTC services for institutional investors.Breaking through all expectations, the DeFi market realized 2,000% growth throughout 2020, topping $13B in locked assets in December. In the first months of this…

Carr, Riggs & Ingram (CRI) has announced a hands-on live event in partnership with BankTrends - Informa Financial Intelligence entitled, "CRI CECL (Current Expected Credit Losses) Dashboard - Live Demonstration," featuring CRI Partner and Financial Institutions Practice Leader Doug Mims…

Qube Money, a money management and digital banking platform, today announced the launch of its app. Designed to empower consumers to control their finances and eliminate debt, Qube Money brings the envelope budgeting method to a cashless world. "The COVID-19 pandemic…

To meet the growing demand for Israeli backup bank accounts, Clarity Capital launched Israeli Backup Investment Accounts (IBIA) for American and Canadian citizens. These accounts are intended to help individuals and families set aside money to deal with risks such as a…

BankLabs is offering free access to Participate, its loan participation automation platform, to help financial institutions manage the influx of PPP loans. This is a historic time for banks that are actively working to serve their communities by processing paycheck…

Northpointe Bancshares, Inc. ("Northpointe"), parent company of Northpointe Bank, announced today that it has completed a private placement of 3,800,000 depositary shares, each representing a 1/40th interest in a share of its 8.25% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A,…

The COVID-19 pandemic has shaken the Indian economy to its roots. While many people have lost their jobs, others have received high pay cuts. In such a situation, people are resorting to using up either their savings or emergency funds.…

Medicare is health insurance offered by the government and can be an important safety net for those who qualify. Often referred to as Original Medicare or Part A and Part B, it covers hospital stays, physician visits, diagnostic services, treatments,…

The loss of a loved one is a devastating period of time. The effects of grief and the change of lifestyle may carry on over several months and years, leaving you vulnerable emotionally and mentally. Even with life insurance, deaths…