Affinity Wealth Management

Open Solutions, uMonitor Enter into Reseller Agreement.
Business Wire; 11/3/2009; 1229 words; ...Internet banking, cash management, CRM/business intelligence...financial accounting and management tools, profitability tools, wealth management, imaging, digital documents...relationships, client affinity, community presence and...

Open Solutions Inc. Names Seasoned Financial Executive John W. Frederick as Executive Vice President and CFO.
Business Wire; 11/2/2009; 1103 words; ...with Internet banking, cash management, CRM/business intelligence...digital documents, Check 21, wealth management, interactive voice response...financial relationships, client affinity, community presence and personalized...

Open Solutions Appoints New Leader for Account Management.
Business Wire; 10/29/2009; 1003 words; ...to lead the account management group is one more step...Internet banking, cash management, CRM/business intelligence...documents, Check 21, wealth management, interactive voice...relationships, client affinity, community presence...

Top-Performing, High Asset Credit Unions Recognized by Raddon Financial Group.
Investment Weekly News; 10/17/2009; 1367 words; ...Internet banking, cash management, CRM/business intelligence...financial accounting and management tools, profitability tools, wealth management, imaging, digital documents...relationships, client affinity, community presence and...

AmWINS Group, Inc. Names Ben Francavilla President of AmWINS Program Underwriters, Inc.
Marketing Weekly News; 10/17/2009; 673 words; ...Underwriters, a managing general agency specializing in affinity and program management. Based in Camp Hill, PA, APU administers more...development for the past several years. He brings a wealth of knowledge, charisma and experience to the position...