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Pan Finance Announces the Q2 Award Winners of 2024

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LONDON, June 27, 2024 /PRNewswire/ — While the USA and the UK recorded relatively modest declines in inflation rates, the Euro Area continues to grapple with a gradual rise. Overall growth remains hampered by geopolitical tensions, unsteady trade alliances, and extreme climate events. Additionally, election-year peculiarities continue to drive a slowdown in economic activity in key nations across Africa, Asia, Europe, and North America, with individuals and institutions watching their political scenes closely as a key metric in spending and investment decisions.

Major central banks, forced by mixed economic indicators, opted for a more cautious, steady approach than investors expected. This quelled initial optimism for summer rate cuts and increased market jitters.

Despite all this, energy, technology, sustainability, and ESG-driven initiatives remain key drivers of interest and growth. In the second edition of 2024, Pan Finance Magazine’s cover story explores the need to measure and improve the true impact of conventional investment models on real people, especially beyond city centres. Likewise, in the over xxx pages of thought-provoking and informative content that follow, we delve into the impact of climate conditions on market movements; we explore the LSE and its recurring loss to the US; and we examine the record plunge of the Japanese yen and what it says about the true state of her economy.

Furthermore, Pan Finance continues to shine a spotlight on a variety of topics by highlighting leading examples of best practice across the financial services sector and beyond. Established to be a true measure of excellence, the Pan Finance awards look beyond the realm of the balance sheet alone, measuring success through innovation, stewardship of the environment and positive impact on society.

Javier Beltrán, CEO of CG Capital Europe stated, “We are very glad to have been recognised as Most Reliable Real Estate & Infrastructures Bank in Europe 2024 by PAN Finance Awards.  This additional award to the Firm confirms our commitment to upholding the highest standards of investment banking within the European real estate sector and our dedication to the success of our Clients.  Over the last decade, CG Capital Europe has successfully structured and executed over €6.9 billion of sale & financing transactions, underscored by a 95% success ratio (over exclusive mandates to date), which is underpinned by our devotion to clients, well-done work, independence, innovation, honesty and confidentiality.  We remain fully committed to our Clients, continually striving to improve and innovate. The best is to come as we focus on exceeding expectations, delivering exceptional value and providing an outstanding service. Our dedication ensures a bright and promising future for CG Capital Europe and its Clients”.

“We are thrilled to accept the Best Multi-Currency Swap Platform award from Pan Finance, recognising dtcpay’s commitment to revolutionising digital payments. Our mission of ‘Tomorrow’s Payments, Today’ drives us to enable seamless conversion of crypto and stablecoins to fiat within a single app, bypassing traditional exchanges with their high fees and complexity. Our integrated approach allows for instant swaps and convenient withdrawals to bank accounts or card top-ups, facilitating spending at over 100 million Mastercard locations globally. Positioned at the forefront of web3 innovation, dtcpay is reshaping the landscape by enabling effortless transactions across 100+ countries, merging digital and everyday economies. This award underscores our dedication to simplifying digital currency use and enhancing accessibility, marking a significant milestone in our journey to redefine global payments,” remarked Anson Zeall, Chief Strategy Officer & Head of Compliance at dtcpay.

Sebright Chen, Founder, Chairman, and CEO of Summer Atlantic Capital said “As the CEO of Summer Atlantic Capital, I am deeply honoured to accept the titles of ‘Most Reliable International Joint Venture Enabler – APAC 2024’ and ‘Outstanding Investment Leader of the Year’ from Pan Finance. These awards underscore our unwavering commitment to fostering strategic partnerships and delivering sustainable, long-term value. This recognition is a testament to the relentless dedication and innovative spirit of our team, who continuously strive to integrate advanced technologies and ethical practices into our investment strategies. Our mission is to not only drive exceptional financial performance but also to contribute positively to the global economy and society. We are excited to continue our journey, leveraging our expertise to navigate the complexities of international markets and support the next generation of industry leaders. We are grateful to Pan Finance for this honour and remain committed to pushing the boundaries of what’s possible in the asset management sector.”

Commenting on their awards, Jeremy Bilsky, General Manager of Advance Partners said, “Winning these awards is a testament to the hard work and dedication of our entire team. It validates our commitment to excellence and innovation, and it motivates us to continue pushing the boundaries of what we can achieve. The recognition is not just a milestone, but a catalyst of our future growth and success.”

Pan Finance is delighted to announce the following award winners in the Q2 2024 edition:

Access Bank – Sustainable Bank of the Year  – Africa 2024
Access Bank – Business Banking Services of the Year – Africa 2024
Advance Partners – Best Payroll Funding Provider – USA 2024
Advance Partners – Entrepreneurial Financing Partner of the Year – USA 2024
Advance Partners – Most Innovative Payroll Financing Services – USA 2024
BDSwiss – Best Educational Broker – Global 2024
CG Capital Europe – Most Reliable Real Estate & Infrastructures Investment Bank – Europe 2024
Deuna – Most Innovative Digital Wallet – Ecuador 2024
dtcpay – Best Multi-Currency Swap Platform – Singapore 2024
Sebright Chen – Outstanding Investment Leader of the Year – 2024
Summer Atlantic Capital – Most Reliable International Joint Venture Enabler – APAC 2024

To learn more about these award winners, pick up the latest issue of Pan Finance magazine, available now:

Pan Finance Magazine Q2 2024 

Featuring articles from:

Muhammad Al Jasser, president of the Islamic Development Bank; Indermit Gill, chief economist and senior vice president for development economics at the World Bank; M. Ayhan Kose, deputy chief economist and director of the Prospects Group at the World Bank; Agustín Carstens, former governor of the Bank of Mexico and general manager of the Bank for International Settlements; Nandan Nilekani, co-founder and chairman of Infosys and founding chairman of UIDAI (Aadhaar).

About Pan Finance 

Each quarter Pan Finance delivers key information through time-sensitive financial news covering world markets, industry analysis and c-suite level interviews. Content from renowned academics and leading professionals provides an accessible view of global trends, with a focus on finance, economics, infrastructure, technology and sustainability – www.panfinance.net

Contact information

Olu Emmanuel
Head of Research & Awards
+44 (0) 208 090 0874
research@panfinance.net
awards@panfinance.net

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TeamLogic IT Honors Top Franchisees, Brings Leading Industry Experts Together at TeamLogic IT Owners Summit Convention

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MISSION VIEJO, Calif., Oct. 21, 2026 /PRNewswire/ — TeamLogic IT, a national provider of managed IT services and technology support, celebrated the achievements of its franchise network at the company’s annual Owners Summit and Vendor Show, held October 5-8, 2026. The event brought together TeamLogic IT franchisees, vendors and partners for a week of learning, collaboration and connection, culminating in the recognition of the network’s top-performing franchisees.

“One of the things that makes TeamLogic IT so special is the strength of our franchisee community. Our TeamLogic IT franchise owners represent the very best of the managed services industry,” says Richard Lowe, president and CEO of TeamLogic, LLC. “Owners Summit gives us the opportunity to come together, exchange ideas and celebrate what we’ve accomplished as a network. Recognizing our top-performing owners is always a highlight. Their leadership and commitment to delivering high-quality technology solutions are helping drive our network forward and strengthen the TeamLogic IT brand nationwide.”

The sold-out vendor exhibition featured more than 70 leading companies in the technology industry, including Pax 8, the conference’s signature sponsor, Bitdefender, Blackpoint, Cytracom, Sophos, Kaseya, N-able, NinjaOne, Proofpoint, Rewst, Slide and more.

At a closing ceremony, the following awards were presented:

Franchisee of the Year: Arti Dutt – West Northridge, CA

Rookie of the Year: Reese Verschelde and Corey Gisondi – Bryn Mawr, PA

Technician of the Year: Federico Hansen – N. Palm Beach, FL

VIP (Volume Increase Percentage)
Larry Anderson and Tony Anderson – Montgomery, ALSteve Anderson – Johns Creek, GATop 15 (Based on 2025 sales)
Jim Hackett and Andrew Hackett – Woburn, MATodd & Linda Harrell – Morris Plains, NJTodd & Ruth Tolly – Santa Rosa, CAPaul Behrman & Nadia Pukhova – Lake Forest, CACory & Kathleen Boxall – Ashburn, VARob Fallows & Chris Kasten – Phoenix, AZKirk Gramoll and John Halama – Germantown, WICindy McPike, Cameron Nelson, and Jacob Harrington – Salem, ORBob Roloff – Ft. Myers, FLDwight & Allison Blankenship – Columbus, OHRick Higgins – Dunwoody, GADan & Becky Thomas – Durham, NCScott Daniels – Naples, FLEric Summers – Des Moines, IARandall Wilson – Decatur, ALMillion Dollar Club
Kyle Temple – Richmond, VAJeremy Mason – East Madison, WIJoseph & Joyce Tauras – Manchester, NHSandeep Kaushal – Vernon, CTJim & Mikki Young – Lake Arlington, TXSteve & Jamie McGlumphy – Aurora, ILMike Treiser and Danny Ramey – Denver West, COMayank & Jaimini Patel – Niles, ILAllen Chu – White Plains, NY

About TeamLogic IT
TeamLogic IT is a national provider of advanced technology solutions for companies of all sizes. Local offices provide clients with the IT support they need to run their businesses more efficiently by leveraging the latest technology solutions, including managed IT services, cybersecurity, business continuity, cloud, co-managed IT services, managed AI, and consulting and support. With more than 350 independently owned and operated locations across North America, TeamLogic IT helps companies minimize downtime, improve productivity and secure their IT infrastructure. Visit www.teamlogicit.com or www.TeamLogicFranchising.com for more information on the TeamLogic IT franchise network.

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SOURCE TeamLogic, LLC

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Mili and Egnyte Partner to put Client Documents to work in Financial Advice

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The partnership brings Egnyte’s secure content platform and Mili’s AI agents together, so advice firms can deliver more comprehensive, personalized advice at scale.

SUNNYVALE, Calif., Oct. 21, 2026 /PRNewswire/ — Mili, an AI platform for wealth management firms, and Egnyte, a leader in secure content collaboration, intelligence, and governance, today announced a partnership that brings Mili’s AI agents to client documents in Egnyte. Advisors work from a file or a whole client folder alongside data from the firm’s CRM, portfolio and planning systems, under each advisor’s Egnyte permissions.

Kitces Research finds that reviewing client documents is the most common way advisors use AI. Its productivity research puts a new financial plan at 15 to 40 hours of team time.

Advisors use Mili’s agents to model the tax cost of moving a client’s accounts into the firm’s strategy, weigh a rebalance against unrealized gains, summarize a bonus agreement and build a financial snapshot from a statement. The agents link answers to their sources and flag what an analysis may still need.

David Ringler, Managing Director at Onyx Bridge Wealth Group ($1.6B+ AUM), said, “Egnyte and Mili are two valuable pieces of technology in our stack, and bringing them together has changed how our practice runs. Mili’s meeting prep and planning agents have become significantly better with Egnyte data behind them.”

Chirag Gandhi, Co-Founder and CEO of Mili, said, “How many clients an advice firm can serve well has long been capped. It is set by the work of understanding each client’s financial life. Agentic AI is changing that, helping advice firms uplift client capacity by accelerating the delivery of high-quality advice.”

Kyle Blair, Director of Global Financial Services at Egnyte, said, “Egnyte helps financial services firms accelerate critical business operations by turning document-heavy tasks into faster, connected, and revenue-generating workflows. Our partnership enables Mili’s AI agents to securely access and work on customer data within Egnyte for better business outcomes.”

The integration is live for mutual customers. Building on Mili’s work with hundreds of advice firms, it aims to put a firm’s full client knowledge into its advice.

About Egnyte

Egnyte is a leader in secure content collaboration, intelligence, and governance, trusted by more than 23,000 customers to increase employee productivity, drive operational efficiencies, and secure mission-critical content. Egnyte’s AI-powered platform empowers organizations to create, share, and protect their information at scale, with specialized solutions designed to meet the unique needs of organizations in architecture, engineering, and construction (AEC), financial services, life sciences, and other industries. For more information, visit www.egnyte.com.

About Mili

Mili is an AI platform for wealth management firms. Its specialized agents automate advisor workflows across meetings, prospecting, onboarding, planning, data management, document intelligence, and compliance. Mili is SOC 2 certified, ISO 27001 compliant, and works with RIAs and broker-dealers managing $250B+ in client assets. Learn more at getmili.ai.

Media Contact

Chirag Gandhi
chirag@getmili.ai

 

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SOURCE Mili

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QUANTUM CONNECTIONS PROMOTES JAMES “JAMIE” GRIFFETH TO CHIEF OPERATING OFFICER AND DIRECTOR OF THE DIALOGUE TRAINING INSTITUTE

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DALLAS, Oct. 21, 2026 /PRNewswire/ — Quantum Connections® has promoted James “Jamie” Griffeth to Chief Operating Officer. Griffeth joined the organization in September of 2025 as Chief Learning Officer and will continue to serve as Director of the Dialogue Training Institute in addition to his new responsibilities.

Since joining Quantum Connections, Griffeth has focused on the organization’s learning mission. He designed a four-tier practitioner credentialing framework, architected the Quantum Dialogue Profile behavioral assessment, led the migration to a new enterprise learning management system, and built the organization’s localization pipeline—delivering that training in French Canadian with Spanish and Chinese queued as next languages.

Griffeth’s expanded role brings together organizational operations and learning leadership around multiple goals: maintaining the company’s infrastructure in ways that align with its mission, expanding the certified leadership network, and continuing to make dialogue skills easier to access, practice, and apply in everyday life.

“Jamie has earned my complete trust and admiration thorough his exceptional leadership, strategic thinking, and ability to turn vision into execution.” Said Dr. Jonathan Thorp, Chief Executive Officer of Quantum Connections. “When I asked him to success me as Chief Learning Officer, I already knew he was capable of great things. His performance has only reinforced that confidence. I’m delighted to recognize his contribution with this promotion and look forward to partnering with him as we continue building the future of Quantum Connections.”

Griffeth will continue to support Quantum Connections’ mission by preparing the company for sustainable growth while maintaining the quality and consistency of its learning experiences. By linking program delivery to assessments and evidence, Griffeth aims to use technology to expand its reach to more partners and clients, helping them understand how to apply dialogue skills and the outcomes that follow.

About Quantum Connections
Quantum Connections, founded by renowned relationship experts Harville Hendrix, Ph.D., and Helen LaKelly Hunt, Ph.D., leverages over 40 years of expertise to provide individuals and organizations with invaluable relational competency skills rooted in neuro and quantum social sciences. Quantum Connections serves small businesses, large corporations, global faith communities, educational institutions, and community organizations, as well as individuals, couples, and families, offering live and on-demand training, coaching certification, and resources to foster authentic connections through effective communication and skill development.

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SOURCE Quantum Connections LLC

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