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Empowering Your Financial Advisors With Salesforce

Perficient

She had a list of eligible prospects from community events she had recently attended, as well as current clients in mind that would benefit from tax-aware asset location. The list of “perfect” targets for her campaign was just 35 individuals.

Taxes 294
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The 2022 GonzoBanker Awards

Gonzobanker

SoFI gets a commercial bank that brings deposits, compliance, AND business lending. Hats off to Thomas Shara at Lakeland and Tony Labozzetta of Provident for architecting the new $25 billion super-community bank in New Jersey. Acquisition of the Year: The No Time to Breathe Award. Provident Financial Services, Inc. Bravo April!

Community 216
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The BaaS Gold Rush is On

Gonzobanker

Early adopters are earning prestige while investors and a hoard of community banks explore the opportunity to tap into this new source of revenue. While customer relationships are being redefined by fintechs, there will always be a place for community banking. Early leaders like Coastal Community Bank in Everett, Wash.,

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Fiserv to buy First Data – the biggest fintech deal of 2019

Gonzobanker

Whether you are a community bank or a fintech provider, that makes sense. So many of Fiserv’s core clients are commercial community banks, and those banks (as well as credit unions getting into business services) need increasingly more help with business payments. Diversification versus Concentration.

Data 116
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It’s Dreadful Being a Buyer of Bank Technology

Gonzobanker

For regional and community banks there has never been a more frustrating time to be a buyer versus a builder of financial technology. team focused on UX, data, integration, and risk. Community banks, regional players, and credit unions are all in the fight of their lifetime with the need to transform their business.

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Fintech Labs Launches Space for Small Businesses to Connect with Digital Financial Services (Banks, Lenders, Insurers, Payment Processors, Accounting)

Fintech Labs Insights

Lending : Our largest category tracks 33 digital alt-lenders predominantly lending to small-and-medium U.S. About Fintech Labs : Launched as a financial services UX consultancy in 2001, Fintech Labs serves small business owners with its guide to digital financial services and fintech. small businesses. businesses.

Fintech 15
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Temenos to Acquire Kony: So What?

Gonzobanker

Still to be sorted out are overlaps between Infinity and Kony’s UI/UX assets. Any overlaps between Akcelerant in loan operations and Avoka in sales/origination appear to have been sorted out in the Infinity product line. From what we can gather, the intent is to leverage more of Kony’s front-end UI with the process that comes with Infinity.