Expensify | July 26, 2022
Expensify, Inc. (Nasdaq: EXFY), a payments superapp that helps individuals and businesses around the world simplify the way they manage money across expenses, corporate cards and bills, today announced the return of ExpensiCon on May 18-22, 2023, in Puglia, Italy. An exclusive group of world-class accountants and fintech titans are invited to the Italian countryside for five days of community building, thought leadership, networking, roundtable sessions, and surprise events amongst the olive groves. Previous ExpensiCons in Bora Bora and Maui included attendees from PwC, Deloitte, BDO, CLA, Baker Tilly, and EisnerAmper, as well as fireside chats with Travis Kalanick of Uber, Zach Nelson of NetSuite, and Rod Drury of Xero.
"ExpensiCon is how we share our motto 'Live Rich, Have Fun, and Save The World' with our top partners and industry thought leaders to build a new type of community that’s laser focused on the future,” says David Barrett, founder and CEO of Expensify.
"ExpensiCon is how we share our motto 'Live Rich, Have Fun, and Save The World' with our top partners and industry thought leaders to build a new type of community that’s laser focused on the future,” says David Barrett, founder and CEO of Expensify. “And what better place to kick things off than a five-star luxury retreat, worlds away from the distractions of everyday life? It’s the perfect environment to grow productive relationships with the most brilliant minds, and focus on solving the industry’s most pressing problems.”
The event will include a mix of keynotes, roundtable discussions, fireside chats, 1-on-1 networking opportunities and strategy sessions, and VIP events. In addition, attendees and their guests will also experience the beauty of Puglia on curated relationship-building excursions throughout the region that feature pasta making, wine tasting, yacht tours, and more.
Founder & Chief Solutions Officer of QA Business and previous ExpensiCon attendee Clayton Oates mentions, "One thing I loved about how Expensify approached ExpensiCon is that they threw out conventional wisdom about events. Rather than throwing a large-scale, content-rich event focused on short-term impact, at a boring convention center, they instead focused on laying a foundation for collaboration within and outside the accounting profession. Expensify's long-term view, balanced agenda, and ability to create magical experiences in the world's most stunning locations really contribute to the attendees getting the most out of the experience. ExpensiCon is the one event you don't want to miss."
To secure your invite, learn more at expensicon.com.
Expensify is a payments superapp that helps individuals and businesses around the world simplify the way they manage money. More than 12 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app. All free. Whether you own a small business, manage a team, or close the books for your clients, Expensify makes it easy so you have more time to focus on what really matters.
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 to Ameriprise because of the firm’s enhanced technology and focus on providing financial advisors with the tools they need to be successful, Our commitment at Colony Bank has always been to deliver solutions that exceed our customers' expectations. We look forward to leveraging Ameriprise’s resources to grow our investment program by adding more financial advisors and customers while further elevating our customer experience.”
-Heath Fountain, President and CEO of Colony Bank
As a financial advisory practice of Ameriprise, Colony Financial Advisors creates personalized financial plans to help the bank’s customers reach their goals and manage their investments based on their unique needs. Customers have access to the following services from Ameriprise:
Personalized advice and financial plans that are tailored to their individual needs.
Robust investment solutions to help them achieve their financial goals.
Digital capabilities that allow members to connect with their advisors where and how they want – face-to-face, online, video or phone meetings.
At Ameriprise we have a long history of helping people achieve their financial goals through our exceptional client experience this is one of the reasons we’re the right partner for financial institutions like Colony Bank, We’re energized by the opportunity to help Colony Bank meet its customers’ growing needs by leveraging our advice expertise, leading technology, solid solutions and proven ability to attract talented advisors,said Jay McAnelly, Group Vice President, AFIG.
In launching the new program, Colony Financial Advisors, with the help of Ameriprise, recruited financial advisor Needham “Bo” Hatcher, who manages nearly $100 million in client assets. Colony Financial Advisors plans to hire additional advisors to expand its wealth management program.
With more than 25 years1 serving the investment program needs of local banks and credit unions, Ameriprise Financial Institutions Group brings a depth of understanding, experience, and knowledge to the financial institution space – helping deliver value for clients/members while driving revenue for the affiliated institution. To find out why experienced financial advisors and institutions are joining Ameriprise, visit ameriprise.com/why.
About Colony Bankcorp
Colony Bankcorp, Inc. is the bank holding company for Colony Bank. Founded in 1975 and headquartered in Fitzgerald, Georgia, Colony operates 37 locations throughout Georgia. At Colony Bank, we offer a wide range of banking services including personal banking, business banking, mortgage solutions, government guaranteed lending solutions, and more. We have expanded our services to also include consumer insurance products, such as automotive, homeowners, and other insurance needs for our community. Colony’s common stock is traded on the NASDAQ Global Market under the symbol CBAN.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors2, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
FINANCIAL MANAGEMENT,INVESTMENT MANAGEMENT
CapIntel, NEI Investments and Aviso Wealth | August 30, 2022
CapIntel, a leading financial technology company that improves the day-to-day workflow, efficiency and fund analysis for financial services wholesalers and investment advisors, today announced a new partnership with NEI Investments (NEI), a wholly-owned subsidiary of one of Canada’s largest independent wealth management firms, Aviso Wealth Inc.
Through this partnership, NEI will employ CapIntel’s intuitive FinTech solutions to streamline sales operations and enhance the use of fund data. By leveraging CapIntel’s proprietary technology, NEI’s wholesalers will experience added efficiency in their everyday tasks, including the ability to build portfolio comparisons more quickly, and easily craft best-in-class sales materials to assist advisors in their client conversations.
“Canadians today are increasingly demanding more information and greater transparency around how they invest their hard-earned money, Partnering with CapIntel will provide NEI with access to sophisticated portfolio analysis and comparison tools that will enable advisors and their clients to invest with the highest degree of confidence.”
-Tim Prescott, SVP and Head of Asset Management at Aviso Wealth
The current market has highlighted the need by Canadian investors to have access to advisors who take the time to understand their goals, provide sound and personalized financial advice, and add clarity and context to those recommendations, We’re thrilled that our platform will support the teams at NEI to continue doing just that, while improving the wholesaler, advisor and client experience,said James Rockwood, CEO of CapIntel.
CapIntel’s platform will seamlessly integrate with NEI’s existing technology, taking the company’s sales enablement capabilities to a new level in response to advisor demands and client expectations. The benefits of this partnership will continue to be realized as CapIntel evolves its platform to meet the changing needs of wholesalers and investment advisors as they redefine the standard for outstanding client experiences.
CapIntel is a Toronto-based financial technology company leading the way in developing intuitive, web-based applications for financial professionals. CapIntel is on a mission to elevate personal finance, and a significant part of this means growing wealth through investments. CapIntel's platform helps financial advisors provide better service to their clients so they can get a better understanding of their investments and feel at ease knowing their future is secured. With over 10,000 advisors and 3 of the 5 Big Banks in Canada on their platform, CapIntel is transforming the advisor-client experience.
About NEI Investments
NEI Investments is a Canadian asset manager specializing in responsible investing, with over C$11 billion under management. With over 30 years of firm experience, NEI is committed to providing Canadian investors with a broad range of responsible investment solutions. The company delivers disciplined, active asset management with a focus on environmental, social, and governance (ESG) factors. NEI Investments also manages and operates a proprietary active ownership program, and has been a signatory of the United Nations' Principles for Responsible Investment for more than 15 years. NEI Investments is a wholly-owned subsidiary of Aviso Wealth.
About Aviso Wealth
Aviso Wealth is one of Canada's largest independent wealth management firms. We're a leading wealth services supplier for the Canadian financial industry, helping hundreds of institutional and retail organizations gain a competitive edge. By connecting to our flexible centre of integrated products and services, our partners are empowered to provide better wealth management to their clients. Our comprehensive offering includes investment dealer and insurance services supporting thousands of financial advisors across Canada. Our asset manager, NEI Investments, is a specialist in responsible investment funds and portfolios. Our award-winning online brokerage, Qtrade Direct Investing™, enables self-directed investors to build their wealth with confidence. And Aviso Correspondent Partners provides custodial and carrying broker services to portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.