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PR Newswire | July 31, 2020
OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...
Payments
BNP Paribas | May 27, 2022
PingPong Payments, the premier end-to-end payment platform, announced a partnership with BNP Paribas, Europe’s largest bank. Following the alliance, PingPing will become the first and foremost cross-border payments vendor to back Europe’s Direct-to-Customer (DTC) market. By establishing a more comprehensive partnership with BNP Paribas, PingPong Payments will be integrated into the mainstream European financial system, providing greater access to ...
Core Banking, Digital Banking
Businesswire | May 31, 2023
Q2 Holdings, Inc. (NYSE: QTWO), a leading provider of digital transformation solutions for banking and lending, announced today that Fortis Private Bank (“Fortis”) has selected Q2 PrecisionLender™, Q2’s relationship pricing and profitability solution for commercial lending institutions, to strengthen its client relationships and increase deal profitability. Based in Denver, Colorado, Fortis is a $1.4 billion commercial bank focused on delivering an except...
Fintech
Baker Boyer, Baker Hill NextGen® | June 22, 2021
Baker Hill, a renowned financial technology supplier specialising in loan origination, risk management, and analytics, has announced a partnership with Baker Boyer National Bank, Walla Walla's top bank. Baker Boyer will adopt Baker Hill NextGen®, Baker Hill's integrated solution for commercial lending that simplifies loan origination. Baker Boyer was the first bank in what would become the state of Washington, opening in 1869. In 2019, the bank celebrated its 150th ann...
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