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Banking, Finance, Insurance Press Releases

FinMason Wins Best Compliance Technology at 2018 Wealth Management Industry Awards

FinMason, one of the world's largest investment analytics as a service companies, has been named best compliance technology solution at the 2018 Wealth Management Industry awards. The growing fintech firm was recognized for their FinRiver for Salesforce offering that allows…

700Credit, LLC Joins CDK Global Partner Program

700Credit, LLC, the automotive industry's leading solution for credit reports, compliance products and prescreen services, today announced that it has become a participant in the CDK Global Partner Program with the 700Credit QuickQualify and QuickApplication platforms. As a member of…

Alterna Capital Solutions Adds $30 Million

Alterna Capital Solutions, a specialty and alternative financing lender to small businesses experiencing growth, today announced a $30 million asset-based credit facility with Wells Fargo Capital Finance, a division of Wells Fargo & Company. The line will be used to…

Grasshopper Announces USD $10 Million Investment in 4 MW Solar Portfolio in Japan

Grasshopper Solar, Canada’s largest vertically integrated solar energy company, announces a USD $10 million investment in six solar power plants from Univergy Solar in Japan. These six ground mount projects, ranging from 439kW to 971kW totaling 4 MW, will utilize…

Snappy Kraken Named WealthManagement.com 2018 Industry Awards Winner

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, was selected as a winner of the WealthManagement.com 2018 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies…

AGORA Announces Integration With Wayne Reaves

Agora Data, Inc. (“AGORA”), a Texas-based provider of technology solutions for the financial services industry, announces its joint newly-launched integration functionality relationship with Wayne Reaves dealer management software (DMS). “Partnering with Wayne Reaves is a great honor and opportunity for…

swissglobal Eyes Acquisitions Worldwide With Focus on Middle East

Financial solutions provider swissglobal is eyeing M&A opportunities in markets across the Middle East as it seeks to supplement rapid organic expansion with strategic acquisitions. The strategy comes as the financial services and wealth management brand expands into the Middle East, and…

Oranj Named 2018 WealthManagement.com Industry Awards Finalist

 Oranj, the first free, end-to-end wealth management software, has been recognized by Wealthmanagement.com as a finalist for their 2018 Industry Awards. The growing technology firm was recognized for their innovative approach to account aggregation, which layers multiple account aggregators on…

Vikash Gupta Discusses Market Views in CIO Round Table

VAR Capital’s Vikash Gupta discusses the firm’s views in the PAM Insight CIO Roundtable on 8th March, 2018. Mr Gupta expressed concern about the lack of focus on market risks. He said his research indicated that the market volatility which…

Interview With Dave Simmons, SVP of Closing and Servicing, Honoring 20th Anniversary With Capital Access Group

Dave Simmons, Capital Access Group’s Senior Vice President of Closing and Servicing, recently celebrated his 20th anniversary with the company. We interviewed Dave in honor of his many years of service and to find out what he enjoys most about…

VAR Capital CIO Shares His Market Views

VAR Capital Co-Founder and CIO Rajat Sharma shares his views on the markets with the editor of Portfolio Adviser magazine. CIO Rajat Sharma says: “We feel the equity markets are overvalued, and there are imminent geopolitical risks that could lead to a correction. The five-year investment…

Customer Experience Platform CloudCherry Raises $9 Million in Series A Funding

CloudCherry, the Customer Experience Management (CEM) platform that combines customer journey mapping, out-of-the-box integrations, and predictive analytics to provide unparalleled speed-to-insight, today announced they have raised $9 million in Series A funding. The investment is led by Pelion Venture Partners…

AGORA Announces Integration With DealerCenter

Agora Data, Inc. (“AGORA”), a Texas-based provider of technology solutions for the financial services industry, announces its joint newly-launched integration functionality relationship with DealerCenter. “Protecting our dealers from exposing loan data when they make their portfolios available for sale and…

Grasshopper Announces USD $80 Million Investment in Japan Iizuka Solar Power Project

Grasshopper Solar, Canada’s largest vertically integrated solar energy company announces a USD $80 million investment in Setouchi Koken’s Iizuka Solar Plant located in Fukuoka, Japan. This 21.6MW ground mount project will utilize 65,455 solar panels, generate 26,136 MWh of clean energy…

FINEON EXCHANGE Becomes the Latest Fintech Edition in the European Export-Finance Space

FINEON EXCHANGE will provide European exporters with working capital optimization solutions, helping them boost their capabilities to increase exports. “We are truly excited to have Hervé at the helm of the business as he has a proven track record of executing…

Pennsylvania Nominee Selected as the 2018 National Outstanding CSR of the Year

 Ms. Ashley M. Fitzsimmons, CISR, Customer Service Representative and Producer for Fitzsimmons Insurance Agency, Inc., in Forest City, Pennsylvania, was awarded the most prestigious honor available to insurance customer service representatives: the 2018 National Outstanding Customer Support Representative (CSR) of the…

CurrencyTransfer.com Integrates AFEX Onto Marketplace, Expanding Service Into North America

CurrencyTransfer.com, the award-winning global payments marketplace & AFEX, one of the world’s largest non-bank providers of global payment and risk solutions, is proud to announce a landmark partnership. Following CurrencyTransfer’s successful Europe and Middle East rollout, AFEX has been chosen…

BeSmartee Integrates With Fannie Mae's Desktop Underwriter to Accelerate Mortgage Process

BeSmartee® recently completed a direct integration into Fannie Mae’s Desktop Underwriter® (DU®) system, advancing the lending process by saving time and enhancing underwriting capabilities. Fannie Mae, the leading source of financing for mortgage lenders, provides access to affordable mortgage financing.…

Step Benchmarking Report 2017 – VAR Capital Performance

VAR Capital’s performance is benchmarked by STEP, the Society for Trust and Estate Practitioners.  The benchmark has several institutional managers, such as HSBC, Rothschild and Royal Bank of Canada. Here is our STEP 2017 Q4 performance report, which details that…

Rebecca Gorrell of PIVOT Income Strategies Named to New York Life's Chairman's Council

Rebecca Gorrell, Principal of PIVOT Income Strategies, has been named to New York Life’s Chairman’s Council for 2018. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than…

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