article thumbnail

JPMorgan Chase To Buy Boston FinTech 55ip

PYMNTS

Morgan Asset Management has announced that it has agreed to acquire FinTech 55ip , which works to help financial advisors deliver tax-smart investment strategies, according to a press release. Morgan Asset Management, the release stated. Nair will stay on as a consultant and special advisor to J.P. George Gatch , CEO of J.P.

Boston 228
article thumbnail

Themes & Takeaways From the 2022 Real-Time Payments & Fraud Management Summit 

Perficient

Our Payments Practice recently had the opportunity to represent Perficient at the 2022 Real-time Payments & Fraud Management Summit held in New York City. . The conference was attended by several Financial Institutions, Service Providers, Fintechs, and Industry Regulators.

Fraud 275
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How The Babe Can Improve Risk Mitigation At Your Bank

South State Correspondent

It was 102 years ago, almost to the day, that Babe Ruth hit his first home run as a Yankee against his previous team, the Boston Red Sox. In this article, we highlight the not-so-obvious lessons in banking learned from the New York Yankees when they managed the Sultan of Swat. Yankee management told him to keep swinging.

article thumbnail

Efficiency now: 8 smart strategy tips

Independent Banker

As we enter budgeting season, the answers might be found in a mix of strategies. Before 2022, says Thomas Grottke, managing director at Crowe LLP, “a lot of factors were going right. Jeff Reynolds, managing director at Darling Consulting Group in Newburyport, Mass., Consider your branch strategy. By Elizabeth Judd.

Strategy 135
article thumbnail

Amazon Tracker: Strategies And Partnerships Deliver

PYMNTS

The eCommerce giant has reportedly been in talks with middle market pharmacy benefit managers to arrange a contract. Boston Retail Partners (BRP) is attributing the shift to Amazon Prime, which, by dominating the retail landscape, is forcing competitors to keep up or give up. Three Cheers For New Alcohol Delivery Strategy.

Strategy 102
article thumbnail

SVB to pay $900 million for Boston Private

American Banker

The California company, which focuses on technology companies and entrepreneurs, will make a big push into wealth management as part of the proposed acquisition.

Boston 70
article thumbnail

Santander Adds Three Lending Executives

PYMNTS

Smith is new to the bank and will be based in Boston, overseeing the strategic direction, product pricing and portfolio management of the Small Business Banking division, Santander stated in the announcement. in Information Technology Management from the University of Virginia, according to Santander. Smith holds a B.S.

Lending 160