Central Finance

WEALTH MANAGEMENT

Bambu | September 21, 2022

Bambu, a global wealth technology provider, today announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales. The service will enable Relationship Managers (RMs), Financial Advisors, Agents and firms in the financial sector to identify and prioritize their clients' needs through predictive analytics, empowering them to make informed financial decisions for the future. To build and sol...

FINANCIAL MANAGEMENT

Prime Trust | September 08, 2022

Prime Trust, a leading provider of financial infrastructure for fintech and digital asset innovators, today announced its new branding campaign "The Future Builders" to increase market awareness, improve brand equity and give recognition to the generation of builders and unseen developers who have pushed the crypto and decentralized finance industry forward. "The Future Builders" campaign is focused on how Prime Trust enables crypto and fintech innovators to bu...

FINTECH

Treasury Prime | October 22, 2021

Treasury Prime, the leading Banking as a Service (BaaS) company, today announced that since launching their partnership with Piermont Bank, a tech-enabled digital commercial bank, they have closed partnerships with over 30 fintech companies, including: Mythia, debit card for gamers (Read the case study) Tuvoli, a platform for the private air charter industry, (Read the case study) Wagestream, the financial well-being app for people in w...

INVESTMENT MANAGEMENT

Colony Bank and Ameriprise Financial | August 20, 2022

Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group to provide digitally-enabled, personalized financial advice and investment solutions to its customers. With 37 locations throughout Georgia, the bank will operate its wealth management program under the brand Colony Financial Advisors. “We were drawn...