article thumbnail

Cloud Payments Processor Volante Adds Two Senior Customer Success Roles

PYMNTS

Cloud payments processor Volante Technologies announced on Thursday (Nov. 5) two senior hires in customer success and solution delivery, expanding its leadership team after completing a $35 million funding round in August. Das Gupta comes to Volante from digital finance firm JMR Infotech, where he was EVP of product.

eBook 184
article thumbnail

4 Strategies to keep up with tech changes

Abrigo

As technology continues to evolve, it is difficult for every team member to keep up. Before implementing strategies to overhaul the standing of your firm’s employees’ technological competency, gauge their current understanding. The below strategies will guide a firm’s development of well-informed, proficient employees.

Strategy 150
Insiders

Sign Up for our Newsletter

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

article thumbnail

The next step in fintech: Collaboration

Insights on Business

While these now ubiquitous technologies are used by practically everyone across the industry and beyond, there still is evolving to do in the financial industry. Get the “Fintech Rising: Creating Synergy in Financial Services” eBook here. Learn more about IBM Banking and Financial Markets Technology, here.

eBook 79
article thumbnail

Offering advisory services: Piecemeal or holistic approach?

Abrigo

“The challenge with the piecemeal approach right now is that every project becomes a new and different project,” says Donny Shimamoto, CPA.CITP, CGMA, founder of advisory-focused CPA firm IntrapriseTechKnowlogies LLC in Honolulu and a nationally recognized accounting technology thought leader. “If

Honolulu 150
article thumbnail

NCR: Financial Institutions Will Need To Continue Innovating

PYMNTS

From spinning up the ability to process Paycheck Protection Program (PPP) loans in days, to executing projects four times faster than usual, to working 100 percent remote, leadership teams had to pivot, learn and adapt on the fly. It’s been a year of rapid change.

article thumbnail

How to get referrals and grow your firm

Abrigo

Hinge surveyed more than 500 professional services firms (in accounting and finance, technology, marketing and other industries), asking about the types of referrals they received and the types of referrals they gave to other firms. Share your knowledge! Protect your reputation, and as much as possible, define it. Blog Accountant'

How To 150