She takes over from interim CEO, Rami Cassis, who becomes Fintilect’s chairman. Cassis is founder and CEO of Parabellum Investments, his family office, which owns Fintilect as one of its portfolio companies.

Soergel has more than 25 years’ experience as a senior technology delivery and customer operations executive in banking and fintech, and cross-industry e-commerce and data-driven marketing innovation.

Soergel recently served as a specialist fintech go-to-market executive consultant, before which she led the product, marketing, and customer experience delivery teams at Kasisto, a conversational and generative AI company. She has also held senior executive positions in charge of product, service delivery, customer operations, and marketing at NCR, PNC, SunTrust (now Truist) and Ratio, and as a general manager and P&L owner at Headspace, Deluxe and Equifax.

An early B2B e-commerce and web technology pioneer, Soergal was instrumental in building online knowledge networks for the US Department of Defense and designing some of the earliest B2B e-commerce systems in the US.

Kreston Global
, an international accountancy network, has appointed Sharon Omer-Kaye (partner, James Cowper Kreston) as chair to the Global Private Client Services (GPCS) group.

Omer-Kaye (pictured) has experience in the private client field both technically and at a leadership level. She has qualified as a Chartered Tax Adviser, and is a member of the global Society of Trust and Estate Practitioners (STEP).

Leading the private client and global mobility team at James Cowper Kreston, Omer-Kaye will bring that experience to the new global group, leading other international private client specialists and wider tax teams to help elevate the network’s offering, the firm said in a statement.

“She brings a wealth of experience in steering private client teams and, on an individual level, has demonstrated a keen commitment to client service throughout her career,” Liza Robbins, chief executive at Kreston Global said.