Financial Services

Lewisville’s MCS Hires Industry Veteran as Chief Information Officer to Enhance Proptech

by | Apr 14, 2023

Real estate and financial services and technology veteran Marin Ursu has taken on the role of chief information officer at Lewisville-based national property services company MCS.

He replaces Mike Housewright, who retired after five years at MCS. Ursu reports to CEO Craig Torrance and serves on the company’s executive team.

“Marin brings a wealth of knowledge and experience to the already robust technology offerings at MCS and I’m excited to welcome him to the team,” Torrance said in a statement....

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Ever.Ag Names Veteran Leader to New Position of President
by | Apr 6, 2023

Mike Sargent has joined Frisco-based Ever.Ag, a provider of supply chain software and financial services for the agriculture industry, in the new position of president.

Sargent will be responsible for bringing strategic focus and operational excellence to drive further innovation in the Ever.Ag...

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BSI Financial Services Hires President and COO, a Newly Created Position
by | Mar 22, 2023

Irving-based mortgage operating platform BSI Financial Services has hired Harold Lewis as president and COO, a newly created position for the company.

Lewis will be responsible for scaling BSI Financial’s platform and delivering value to its customers through the combination of improved operational efficiency, reduced risks, technology advancements, and exceptional talent....

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Fidelity's 337-acre campus in Westlake, TX. [Courtesy: Fidelity Investments]
Fidelity to Hire 4,000 in First Half of 2023, with 502 of Them in Texas
by | Feb 16, 2023
The new jobs will be 37% client-facing hires and 26% technology hires, Fidelity said. The company's headcount in Texas at the end of 2022 was 9,044 employees, with more than 6,000 working at its two-building campus in Westlake, home to more than 30 Fidelity business units. “We take a long-term view to investing in our overall workforce and our people, just as we do in our businesses,” Fidelity's Kirsten Kuykendoll said.
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Integrity Hits $40B in Assets Under Management and Advisement with Acquisition of Gladstone Wealth Partners

by | Jan 11, 2023
Dallas-based Integrity Marketing said the acquisition is one of the largest transactions in its history, and will accelerate its strategy by strengthening its holistic offerings for financial planning and amplifying its wealth management expertise. The $40 billion figure is double what Integrity had under management and advisement just two years ago.
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Sanjiv Yajnik, president of Financial Services at Capital One, was the Corporate Innovator of the Year and a Dallas Innovates Future 50.
Capital One Financial Services President Sees Big Business as a Catalyst for Change
Sanjiv Yajnik says the bank is reimagining the car-buying process and finding opportunities to help communities in need.

He expects the "digital first" approach to financial services and the attention to social justice to continue beyond COVID-19.
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Dallas-Based Zabo Is Bringing Cryptocurrency International Through a New Partnership
by | Feb 25, 2021
By integrating with Money Dashboard, a free personal financial management application based in the UK, Zabo will allow users to view their cryptocurrency balances and transaction history in a single location that includes information on any existing bank accounts.
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As Financial Services Market Grows, Selby Jennings Opens Dallas Recruitment Office
by | Aug 6, 2018
The London-based recruitment firm's new Uptown office will focus on supporting the emerging investment management and private equity markets in North Texas.
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automation

NTT Data Innovation Summit: Is Your Company Ready For a Digital Labor Force?

by | Jan 29, 2018
Plano-based NTT Data Services held a private event to discuss the impending digital workforce and how companies can implement automation without the headaches.
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Musician and money stave
UNT Student’s Music, Accounting Skills Add Up to New Business
by | Jan 18, 2018
Kyle McKay founded his company, The Musician’s Bookkeeper, after recognizing a common thread among his musical peers — a need for financial services.
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cyrusone
FinTech: Consider These Six Trends to Meet Fast Growing Technology Demands
by | May 11, 2016
CyrusOne’s Scott Brueggeman gives a rundown of the trends that must be considered by FinTech IT leaders.
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